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
See all use cases See less use cases

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

"...You can also add a follow up task in Salesforce while you are doing this...." Peer review by Denis T., Financial Services

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.

Comprehensive Insights on LinkPoint Connect Use Cases

What benefits does LinkPoint Connect offer for Sales Document Management?

How does LinkPoint Connect facilitate Communication Management?

What solutions does LinkPoint Connect provide for Engaging And Following Up?

How efficiently Does LinkPoint Connect manage your Workflow Management?

How does LinkPoint Connect address your Creating Contact List Challenges?

24+ more Business Use Cases

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.

Case Studies

Non-Profit Organization Management

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.

Read more →
Health, Wellness and Fitness

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.

Read more →
Real Estate

CASE STUDY LaSalle Investment Management

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.

Read more →
Automotive

CASE STUDY ETE Reman

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.

Read more →
Financial Services

CASE STUDY Healthios

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.

Read more →
Financial Services

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.

Read more →

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 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