Financial Services Case Studies and Success Stories with LinkPoint Connect
CASE STUDY Dynasty Financial Partners
Dynasty Financial Partners improved CRM efficiency using LinkPoint Connect, enhancing email integration and reducing manual tasks for advisors, resulting in better client service and strategic CRM us...age.
LinkPoint Connect helped Healthios, a healthcare-focused investment bank, make their complex Salesforce CRM easy to use. Healthios needed to link Microsoft Outlook emails with custom Salesforce objec...ts and integrate with a new VoIP system. LinkPoint360 quickly customized their solution to fit Healthios’ unique needs. The integration made data entry simple and improved client reporting. Healthios users now find their CRM much easier to use and more efficient.
Health, Wellness and Fitness Case Studies and Success Stories with LinkPoint Connect
CASE STUDY Healthx
LinkPoint Connect helped Healthx connect Salesforce with Microsoft Outlook. Healthx had problems with sales and account teams overlapping and losing track of customer touchpoints. LinkPoint Connect w...as easy to set up and simple for the team to use. Healthx saw immediate productivity gains and better tracking of emails and tasks in Salesforce. The tool made their CRM system easier to use and reduced redundant entries.
LaSalle Investment Management improved efficiency by implementing LinkPoint Connect for Salesforce, enabling mobile email integration and eliminating manual email data entry, benefiting over 700 empl...oyees globally.
Non-Profit Organization Management Case Studies and Success Stories with LinkPoint Connect
CASE STUDY The DAISY Foundation
LinkPoint Connect helped The DAISY Foundation save time and improve teamwork. The foundation struggled to log emails from Outlook into Salesforce. Copying and pasting was slow and hard. LinkPoint Con...nect made it easy to record emails in Salesforce. Staff now share important information fast. The team gives better service to partners. The foundation found LinkPoint Connect easy to use and cost efficient.
LinkPoint Connect helped ETE Reman record emails in Salesforce. ETE Reman needed a way to track important customer emails for better CRM data. They chose LinkPoint Connect for its deep integration an...d flexible email recording. The team quickly adopted the tool, with all CSRs trained in 10 minutes. Productivity increased and emails were recorded to the right Salesforce records. Bulk recording and selective email tracking made the process easy and efficient.
