ApproveThis manages your SalesOptima Core Integration approvals.

When Your CRM and Approvals Finally Stop Fighting

Let’s be real – most CRMs are great at storing contacts but terrible at handling the “should we actually do this?” part of business. That’s where 73% of deals get stuck waiting for someone’s manager’s manager to hit “approve.” SalesOptima Core keeps your contacts tidy, but ApproveThis handles the messy human part: decisions. Together, they’re like giving your sales ops team a time machine.

Why This Combo Doesn’t Suck

Sales teams live in SalesOptima. Legal lives in PDFs. Finance lives in spreadsheets. ApproveThis is the bouncer that lets the right data into the club without a fistfight. Example: When a sales rep changes a high-value client’s contract terms in SalesOptima, ApproveThis automatically:

• Pings the right approver based on deal size (no more “Oops, forgot to CC legal”)
• Lets VP Sales veto stupid discounts from their phone
• Updates SalesOptima automatically once everyone’s signed off

Bonus: Approvers don’t need a SalesOptima license. Great for external partners or that one frugal CFO who thinks SaaS seats grow on trees.

Real Use Cases That Don’t Put People to Sleep

1. The “Stop Ruining Our CRM Data” Workflow

What breaks: Junior sales rep edits a Fortune 500 account’s billing address… to their dorm room. HQ notices 3 months later when checks go missing.

Fix: Connect SalesOptima’s “Contact Modified” trigger to ApproveThis. Now, any change to key accounts requires a 10-second approval from their manager. Tech companies use this to prevent $200K deals from being marked “closed-lost” by accident. Real talk – it’s saved one of our clients $780K in recovered deals last quarter.

2. The “Why Is This Lead Even In Here?” Cleanup

What breaks: Marketing uploads 10,000 “leads” that are really just people who downloaded a whitepaper in 2019.

Fix: ApproveThis triggers SalesOptima contact updates only after marketing ops approves lead quality. One e-commerce company reduced their garbage leads by 62% in 8 weeks by requiring regional managers to vet high-volume imports.

Setup That Won’t Make You Want to Quit

Using Zapier, connect ApproveThis + SalesOptima Core in 12 minutes flat:

1. In Zapier, choose SalesOptima’s “Contact Modified” trigger
2. Map critical fields (deal size, account tier) to ApproveThis
3. Set approval rules: “If deal discount >15%, require CFO sign-off”
4. Auto-update SalesOptima once approved

Pro tip: Use ApproveThis’ calculated fields to auto-flag requests needing legal review based on contract clauses. No coding, just common sense.

Who Actually Benefits (Besides Your Sanity)

Sales Ops Teams

Stop being the bad guy. When reps change quotas or territories in SalesOptima, ApproveThis automatically enforces approval chains. One med device company reduced territory disputes by 44% by requiring regional director sign-off on boundary changes.

Marketing

New lead list? ApproveThis checks budget with finance before SalesOptima imports it. Bonus: Auto-reject lists that don’t meet ROI thresholds. A B2B startup used this to kill $30K/month wasted on unvetted leads.

Customer Success

Client requests a custom SLA? ApproveThis routes it to legal, then auto-updates their SalesOptima profile with approved terms. One SaaS company cut contract turnaround from 2 weeks to 3 days.

Features You’ll Use (No Fluff)

Approval Thresholds

Example: Auto-approve SalesOptima contact edits under $1K value, but escalate big changes. A manufacturing client set this for vendor portal updates – AP team saved 11 hours/week.

Vacation Delegation

Sales director on a golf trip? Approvals auto-reassign. No more “per my last email” chaos.

Real-Time Tracking

See which SalesOptima updates are stuck in approval limbo. One logistics company found 23% of delays were from one manager who “forgot” to check email.

The Bottom Line (No BS)

ApproveThis + SalesOptima Core isn’t about “digital transformation” – it’s about stopping preventable fires. If your team argues more about process than executing, this integration pays for itself in 3 months. Or keep doing manual approvals and enjoy being the office bottleneck. Your call.

Next step: Register for ApproveThis and connect your SalesOptima account in under 15 minutes. Or schedule a demo to see how approval automation actually works when it’s not built by robots.