LinkPoint Connect Overview

LinkPoint Connect addresses the challenge of integrating email with CRM systems like Salesforce and Microsoft Dynamics. It simplifies the user experience by embedding CRM functionalities directly into email platforms. This integration streamlines data entry, ensuring that critical customer interactions are captured without leaving the inbox. The solution boosts CRM adoption and enhances productivity by allowing users to access CRM records, log emails, and manage contacts seamlessly from their email client. LinkPoint Connect is trusted by over 90,000 users globally, highlighting its reliability and efficiency in improving CRM engagement.

Use Cases

Customers recommend Sales Document Management, Communication Management, Engaging And Following Up, as the business use cases that they have been most satisfied with while using LinkPoint Connect.

Other use cases:

  • Workflow Management
  • Creating Contact List
  • Generation Of New Leads
  • Call Recording
  • Lead Management
  • Training & Onboarding
  • Helpdesk Management
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Business Priorities

Acquire Customers and Enhance Customer Relationships are the most popular business priorities that customers and associates have achieved using LinkPoint Connect.

Other priorities:

  • Improve ROI
  • Increase Sales & Revenue
  • Scale Best Practices
See all business priorities See less business priorities

LinkPoint Connect Use-Cases and Business Priorities: Customer Satisfaction Data

LinkPoint Connect works with different mediums / channels such as E-Mail. and Phone Calls.

LinkPoint Connect's features include Recording, Templates, Capture Email, etc. and LinkPoint Connect support capabilities include 24/7 Support, Email Support, Chat Support, etc. also LinkPoint Connect analytics capabilities include Custom Reports, and Analytics.

Reviews

"...I like the way it working Isis emails and sends them into cases on Salesforce...." Peer review by Dustin G., Manager, Manufacturing

LinkPoint Connect, Scratchpad, SecureDocs Virtual Data Room, Veloxy, ExpensePoint, etc., all belong to a category of solutions that help Sales Enablement. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

LinkPoint360 offers email-to-CRM integration products for Salesforce and Microsoft. CRM records are easily managed, increasing productivity.

Popular Business Setting

for LinkPoint Connect

Top Industries

  • Financial Services
  • Information Technology and Services
  • Computer Software

Popular in

  • Small Business
  • Mid Market
  • Large Enterprise

LinkPoint Connect is popular in Financial Services, Information Technology And Services, and Computer Software and is widely used by Small Business, Mid Market, and Large Enterprise.

LinkPoint Connect Customer wins, Customer success stories, Case studies

What solutions does LinkPoint Connect provide for Sales Document Management?

What benefits does LinkPoint Connect offer for Communication Management?

Why is LinkPoint Connect the best choice for Engaging And Following Up?

How does LinkPoint Connect address your Workflow Management Challenges?

How does LinkPoint Connect facilitate Creating Contact List?

11 buyers and buying teams have used Cuspera to assess how well LinkPoint Connect solved their Sales Enablement needs. Cuspera uses 833 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Sales Enablement needs.

Dynasty Financial Partners - Financial Services - Financial Services

LinkPoint Connect helped Dynasty Financial Partners streamline CRM email integration for over 100 users. Advisors could log emails and schedule follow-ups in one click, boosting CRM adoption. The sol...ution enabled contact and calendar sync from Outlook, making onboarding faster. Dynasty unified subaccounts and improved data capture, increasing visibility into client activities. Advisors found the software easy to use, and support was highly rated.

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LaSalle Investment Management - Real Estate - Real Estate

LinkPoint Connect: Cloud Edition helped LaSalle Investment Management solve mobile email integration for Salesforce. The team upgraded from Desktop Edition to Cloud Edition to enable automatic email ...logging from mobile devices. Implementation was fast and easy, with all settings tested before launch. Staff saved time by eliminating manual data entry. Managers tracked usage and data syncs with dashboards and reports. The solution improved efficiency and user satisfaction across the sales team.

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ETE Reman - Automotive - Automotive

ETE Reman used LinkPoint Connect to improve how their CSR team recorded emails in Salesforce. The company needed a way to track key customer communications for better CRM data. LinkPoint Connect let ...them record both outbound and historical emails to any Salesforce record. The team adopted the tool quickly, with all users trained in 10 minutes. Bulk email recording and selective archiving made the process efficient and accurate.

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Professional Office Services - Marketing And Advertising - Marketing and Advertising

Professional Office Services used LinkPoint Connect to help their sales team work faster. The team can now record emails and see Salesforce data in one place. This made it easier for them to use Sale...sforce every day. The company got positive feedback from users. Sales reps now rely more on Salesforce CRM data.

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Healthx - Health, Wellness And Fitness - Health, Wellness and Fitness

LinkPoint Connect helped Healthx integrate Salesforce with Microsoft Outlook. Healthx teams gained instant access to Salesforce data inside Outlook. This made account management faster and easier. Sa...les and account managers now record emails and tasks in one step. The tool reduced redundant entries and improved tracking of client interactions. Healthx saw immediate productivity gains and better CRM adoption.

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LaSalle Investment Management - Real Estate - Real Estate

LaSalle Investment Management used LinkPoint Connect Cloud Edition to sync emails from mobile devices to Salesforce. The implementation was fast and simple. The team eliminated redundant processes. T...hey now have better mobile email integration. They are using only part of the available syncing options.

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Frequently Asked Questions(FAQ)

for LinkPoint Connect

What is LinkPoint Connect used for?

LinkPoint Connect is a Sales Enablement Software mainly used by its customers to Acquire Customers and Enhance Customer Relationships by Sales Document Management, Communication Management and Engaging And Following Up .

What are the top features of LinkPoint Connect?

Recording, Templates and Capture email are some of the top features of LinkPoint Connect.

Who uses LinkPoint Connect?

LinkPoint Connect is used by Financial Services, Information Technology And Services and Computer Software among other industries.

What are LinkPoint Connect alternatives?

Scratchpad, SecureDocs Virtual Data Room, Veloxy and ExpensePoint are popular alternatives for LinkPoint Connect.

Where is LinkPoint Connect located?

LinkPoint Connect is headquartered at 68 White Street, Suite 2, Red Bank, NJ 07701, US.
lightning

Peers used LinkPoint Connect for sales document management and communication management

LinkPoint Connect Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Custom Reports

4.55/5 ★

Read Reviews (25)
Analytics

4.34/5 ★

Read Reviews (9)
CAPABILITIES RATINGS AND REVIEWS
Custom Reports

4.55/5 ★

Read Reviews (25)
Analytics

4.34/5 ★

Read Reviews (9)

Software Failure Risk Guidance

?

for LinkPoint Connect

Overall Risk Meter

Low Medium High

Top Failure Risks for LinkPoint Connect

Linkpoint360, LLC News

Product

LinkPoint360 Redesigns Flagship Email Integration Application in Latest Release | LinkPoint360

LinkPoint360 has launched the Fall 19 Release of its LinkPoint Connect email integration application, featuring a redesigned user interface and improved functionalities for CRM data management. Enhancements include a new Side Panel for efficient email recording and CRM interaction, faster system performance, and customizable settings. These updates aim to boost user productivity and streamline workflows.

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Linkpoint360, LLC Profile

Company Name

Linkpoint360, LLC

Company Website

http://www.LinkPoint360.com

HQ Location

68 White Street, Suite 2, Red Bank, NJ 07701, US

Employees

11-50

Social

Facebook Linkedin Twitter

Financials

PRIVATE