Hassle-free, guided onboarding

LeapForward Onboarding

Our expert team are here to help you every step of the way so you'll be up and running in no time.

Step One

Discover

To begin, we become a part of your team, working closely with you to understand scope, criteria, team structures and all the important details of your project.

Step Two

Implement

From there, we work with your specific use case and requirements to build out a specific product configuration. At this stage we also refine reports and configure security.

Step Three

Review

Together, we walk-through test scenarios and ensure everything is working correctly. We address any feedback and provide training and access to help resources.

Step Four

Rollout

As a final step, we agree a rollout checklist and commit to go-live!

Happy customers

Don’t just take our word for it

“I’ve been impressed with Leaptree Optimize.

Their support team is responsive and helpful, and the tool works seamlessly with our custom objects.”

Salesforce AppExchange User

Support is excellent, with regular upgrades that add new and enhanced functionality — making it a great choice for streamlining QA.”

G2 User

“... And the Leaptree team?
Super responsive and helpful.

They clearly know their stuff when it comes to Salesforce.”

Salesforce AppExchange User

Say goodbye to soul-crushing spreadsheets!