Attach vs. LinkPoint Connect

Attach is great for relieving sales anxiety and wondering if someone opened your attachment. It also provides an excuse to reach back out to the prospect after they've opened the attachment.

LinkPoint is well suited to any situation where Outlook is used for email correspondence and calendar items and there is need to have a record of those items and/or perform connected actions (schedule tasks, follow up reminders, etc.) in Salesforce. Automating this process and removing as much duplication of work as possible is the primary goal and the primary benefit that LinkPoint provides. In addition to efficiency, automating the process also provides a pretty substantial increase in accuracy, removing ca. 50% of the chance for human error. It's pretty simple functionality in concept, but extremely valuable in execution.

Incentivized

• Present presentations
• Ensure documents are reviewed
• Prevents sharing with unauthorized readers

Incentivized

• Adding emails is a breeze.
• Creating contacts/leads from outlook is as simple as highlight, drag and drop.
• Additional customization to allow you to bring in associates custom objects.

Incentivized

• If you could actually send the emails from Attach, that might be helpful so you're not in two screens.

• The plug-in for Outlook needs to be reset every couple of months.
• It does not tag e-mails sent from mobile devices (or we haven't figured out how to do that yet).

Incentivized

Never had to use the support team, which probably means the product works well!

Incentivized

I looked at ClearSlide but decided against it because it's more expensive. I was also up and running on Attach very quickly.

Prior to our move to LinkPoint, we used the Salesforce add-in for Outlook. This required manual syncing of email and calendar items and no easy to use interface between the two programs. It was very cumbersome for me to use, to the point where I quit using it altogether some time ago. I found it far less frustrating to just switch back and forth between Outlook and Salesforce and manually perform the requisite actions, create tasks or other items, enter the required data, etc.

Incentivized

• Makes sales process easier.
• Enable more rapid sharing of documents.
• Provides version and audience control.

Incentivized

• Activity history tracking. Our users send most of their emails from outlook.
• Contact and lead creation.
• Visibility of all associated records.

Incentivized