Real-World Case Studies and Customer Success Stories with LinkPoint Connect

LinkPoint Connect helped Securities America boost CRM adoption and productivity. Employees struggled to use Salesforce because they preferred Outlook. LinkPoint... Connect integrated Outlook and Salesforce, making it easy to log emails and attachments. The solution worked in their Citrix environment and met strict security needs. Securities America saw more activity history and attachments in Salesforce, improving compliance and transparency.
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LinkPoint Connect helped Prospera Financial Services boost Salesforce adoption to over 80% in one year. The firm needed easy email... integration for its remote advisors using Salesforce Partner Communities. LinkPoint Connect matched their custom workflow and was easy to use. Prospera now trains every new advisor on LinkPoint Connect. Advisors use features like email recording and case creation. The solution is easy to install and well supported.
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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 objects 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.
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LinkPoint Connect helped Professional Office Services sync Outlook calendars and emails with Salesforce. The company needed a solution that worked... with a non-standard email server and supported both calendar and email sync. LinkPoint Connect was easy for sales reps to use and allowed for preconfigured settings. Sales reps quickly adopted the tool, making it easier to manage appointments and access Salesforce data. The Side Panel and Salesforce Email Templates in Outlook improved efficiency and outreach.
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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 was 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.
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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 Connect 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.
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LinkPoint Connect helped Sprague connect Outlook to Salesforce for better email integration. Sprague faced issues with their old tool, which... made email recording hard and slowed down IT. LinkPoint Connect made it easy to log emails and improved sales team efficiency. The IT team liked the simple deployment and updates. Sales reps saved time and could focus more on closing sales. Customization let users log emails to the right account, even with a complex Salesforce setup.
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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 and 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.
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