Features

Approval Manager works with data from any standard or custom Salesforce object

Analytics

Approval Analytics is a powerful cloud based application offered by GaugeLabs that generates detailed statistics about an organization approval process. Approval Analytics can track all the records in an organization, including pending, approved and rejected records. It’s an easy to use, reporting application, so end-users can decide what data to view and customize the reports, with just a few clicks.

Forecast

Predict and plan the sales cycle from pipeline to closed sales, and manage sales approval expectations throughout the organization with Approval Forecasts. Forecasts result can be compared to the actual result in the Approval Forecast Summary Analytics. Forecasts are organized by forecast time period and forecast user.

Automation

Approval Automation is a powerful cloud based Sales Force Automation (SFA) feature offered by GaugeLabs that automates the approval submission within an organization. Approval automation allow end-users to set business rules which is triggered when a records meets certain criteria.

Escalation

Approval Escalation is a powerful cloud based feature offered by GaugeLabs that allow organizations to define automated actions when records with specific criteria are open after a specified period of time. Which can help you identify when records have fallen outside of an intended service level. When escalating a record, you can choose to automatically notify a user or reassign the record to another user.

Leaderboard

Approval Leaderboard is an approval motivation engine. It allow organizations to track individual approval progress so you can:
✔ Accelerate your approval process
✔ Achieve your approval goals
✔ Recognize your team’s performance

Reminder

Approval Reminder allow end-users to follow up on records that are pending, by sending reminders to the approver to request updates. Reminders can be automated or triggered manually.
✔ Salesforce Chatter notification.
✔ Email reminder notification.

Delegated Approver

Using Approval Manager delegated approvers can approve or reject approval requests as well access all their pending approval requests in Approval Report. This feature helps to minimize bottlenecks in the approval process and is especially useful for organizations with users who are frequently out of office.

Export To Excel

We know you consume your data in a number of ways, so we made it easy to access in a simple standard .xls format. By simply exporting your Approval History information, you can work with it anywhere, anytime.

Salesforce1

Approval Manager for Salesforce1 connects you to your Salesforce data from a mobile device. It leverages the configurations and settings from the main Approval Manager app installed in your Salesforce system. Approval Manager for Salesforce1 allows you to make approval decisions on the go.

Record Locking and Unlocking

Lock or Unlock record from editing once the record has been escalated.

Schedule Reports and Dashboards

Schedule a report to run daily, weekly, or monthly. An HTML version of the report can be sent by email to users in your organization.

Console

Approval Manager console allows you to monitor daily approval manager activities. You also have the option to view processing logs within the console.

POWERFUL ANALYTICS

Approval Analytics is a powerful cloud based application offered by GaugeLabs that generates detailed statistics about an organization approval process. Approval Analytics can track all the records in an organization, including pending, approved and rejected records. It’s an easy to use, reporting application, so end-users can decide what data to view and customize the reports, with just a few clicks.

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AVAILABLE ANYTIME, ANYWHERE

Approval Manager for Salesforce1 connects you to your Salesforce data from a mobile device. It leverages the configurations and settings from the main Approval Manager app installed in your Salesforce system. Approval Manager for Salesforce1 allows you to make approval decisions on the go.

GET IT NOW!

SIMPLE INTEGRATION WITH DROPBOX

Dropbox integration enables users to seamlessly download and save approval reports to their Dropbox for use on multiple devices.

SIMPLE INTEGRATION WITH CIRRUS INSIGHT

Approval Manager is now available in your inbox and users can approve, reject and send reminders directly from their Gmail and Outlook.

what they say

Chris and the team have done a GREAT job of extending standard Salesforce approval functionality. The Comments that you can grab from each approver on each individual record is what we've needed for a long time. Thank you to the Gauge Labs Team!
Dustin Strickler - SecuritIES AMERICA
Approval Manager is a great product! We were struggling with people remembering to queue contracts for appproval, challenged not be able to remind approvers of delinquency, and frustrated not to be able to see approval and rejection comments along the way. 
Gwyneth Tripp - Blue Shield of California Foundation