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With Approval Manager you can set deadline against approval process, controlling how long it takes to approve or reject a record. Escalate records automatically if they are not approved or rejected within the set deadline.
•Salesforce Native •Cloud-based •Schedule Reports and Dashboards •Can export to Excel •Salesforce Chatter notifications and Email reminders •Leaderboard •Escalation
Contact for Pricing
Small (<50 employees), Medium (50 to 1000 employees), Enterprise (>1001 employees)
What is best?
•Automation •Forecast •Analytics •Console •Record Locking and Unlocking
What are the benefits?
•Manage time-sensitive approvals with a chronological view of overdue and pending records •Seamlessly integrate Approval Manager •Historical details of completed and in-progress approval processes
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Features & Functionality
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Approval Automation is a powerful cloud based Sales Force Automation (SFA) feature offered by GaugeLabs that automates the approval submission within an organization.
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GaugeLabs Approval Manager is a powerful suite of applications that make managing the approval process within organizations fast and easy, which will help increase sales and productivity. It offers two different applications: Approval Analytics and Approval Management. The first one is subdivision of the second one. Approval Analytics exists to give better indication. It is 100% Salesforce Native as it seamlessly integrates with other Salesforce data and cloud-based. It includes a chronological view over pending records which helps removing bottleneck, and displays the historical details of completed and in-progress approval processes and their individual steps in reports and dashboards; in that way users can measure and learn to optimize their approval process. Then, there is Approval Manager.
With Approval Manager users can set deadline against approval process, controlling how long it takes to approve or reject a record. They can escalate records automatically if they are not approved or rejected within the set deadline. Its features include all Approval Analytics features and add much more. First of all, users can predict and plan the sales cycle from pipeline to closed sales, and manage sales approval expectations throughout the organization. The results can be compared to the actual result in the Approval Forecast Summary Analytics.
Then there is automation. End-users set business rules, which trigger automation when records meet certain criteria. Escalation helps users identify when records have fallen outside of an intended service level. It also includes a leaderboard that is the approval motivation engine. It helps tracking individual approval progress so users can accelerate their approval process, achieve their approval goals and recognize their team’s performance. Moreover, there are Salesforce Chatter or Email reminders that can be automated or triggered manually. It has a special feature for delegated approvers where they can enter the system to accept or reject even out of the office.
Also, data can be exported to Excel, which makes information available anywhere, anytime. It can display Schedule reports and dashboards and send HTML versión of it to the emails, it allows locking and unlocking reports to safeguard information, and it has a console to monitor daily approval manager activities.
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