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.
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.
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.
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.
Rollout
As a final step, we agree a rollout checklist and commit to go-live!
Don’t just take our word for it
“We chose Leaptree after an exhaustive search in the incentive/commission tracking space. We love that it's native to Salesforce. It's easy to use and update, and makes tracking complex compensation packages easy for my team members. Their implementation team has been super responsive and helpful in getting the platform up and running for us as well."
Jarrett Hult
via Salesforce AppExchange
“The team listens to feedback and when they hear a good idea that they can easily incorporate, they do it. Not like some other companies where things go into the list of ignored feedback....It's EXTREMELY easy for the QA agents to use, significantly lowering the training that needs to be done to start using this product...particularly true if you are already on Salesforce Lightning....Looking at 40+ different QA tools in the last year or so, Optimize was the best hands down."
Government Administrator
“Happy we chose Leaptree to help manage our incentive compensation plans. The team has been incredibly helpful in talking through use cases and demoing the product with sample data relevant to our business.
Where there's a will, there's a way, and Leaptree is the perfect partner for any Salesforce-driven business!"
Scott Geyman
via Salesforce AppExchange
