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If you’re already running your contact center in Salesforce, you’ve got a strong foundation. You can see your cases, track your customer history, and run reports all in one place.
But when it comes to quality assurance, most setups still leave leaders juggling spreadsheets, separate QA systems, and disconnected coaching processes. The result? Slow feedback, incomplete data, and missed opportunities to improve both agent performance and customer experience.
That’s where Leaptree Optimize changes the game.
1️⃣ One Platform, No More Silos
Without Leaptree Optimize, QA often happens outside Salesforce. This means managers must match evaluation data to CRM records manually.
With Leaptree Optimize, QA lives inside Salesforce 🏠. Evaluations are linked directly to the cases, calls, or chats they’re about, giving you a true single source of truth for performance data.
2️⃣ ✏️ Custom QA Scorecards That Actually Fit Your Team
Generic QA templates don’t cut it. Leaptree Optimize lets you create unlimited scorecards, tailor them to each channel or role, and set weighted scoring for maximum accuracy.
Whether you’re tracking compliance, soft skills, or both... you get total control.
3️⃣ 🎯 Intelligent Sampling That Saves Hours
Stop cherry-picking calls or drowning in random selection. Leaptree Optimize’s automated and intelligent sampling pulls the right mix of cases for review based on your own rules or AI-driven risk detection.
4️⃣ ⚡ Faster Feedback With AI-Assisted Scoring
Why wait days to coach an agent on yesterday’s call? AI-assisted scoring in Leaptree Optimize can pre-score repeatable criteria, letting evaluators focus on the nuances.
The result: coaching delivered while the behavior is still fresh.
5️⃣ ⚖️ Calibration Tools That Keep Standards Consistent
Different evaluators scoring differently? Leaptree Optimize builds calibration sessions directly into Salesforce, stores reference examples, and tracks alignment over time reducing bias and building trust with agents.
6️⃣ 📊 Agent Dashboards for Transparency and Motivation
Instead of waiting for their annual review, agents can see real-time dashboards of their performance, scores, and coaching notes.
That transparency helps turn QA from a policing function into a growth driver 🚀.
7️⃣ 🗓️ Coaching Workflows That Drive Measurable Change
QA without follow-up is wasted effort. With Leaptree Optimize, coaching sessions and action plans are linked directly to evaluations so you can track whether performance actually improves.
8️⃣ 🛡️ Compliance Made Easy
For regulated industries, QA is about more than performance. It’s about risk management. Leaptree Optimize automatically stores auditable, timestamped records for every evaluation.
9️⃣ 📈 Performance Insights That Tie QA to Business Outcomes
Leaptree Optimize doesn’t just give you QA scores. It links them to Salesforce KPIs like CSAT, handle time, and retention.
This is where QA becomes a business growth lever, not just a quality checkpoint 💡.
🔟 💬 Multi-Channel Support Without the Hassle
Voice, chat, email, digital — whatever channel your customers use, Leaptree Optimize can evaluate them all in one system.
Why It Matters
Salesforce gives you the structure. Leaptree Optimize gives you the tools to measure, improve, and prove the quality of your customer interactions without adding more systems, logins, or headaches.
Ready to see the difference?
🚀 Book a demo and discover how easy QA can be when it’s built for Salesforce from the ground up.