LinkPoint Connect vs. Revenue Grid

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

If you are using Office365 and it is within your budget, utilizing SmartCloud Connect as an interface with a CRM is a no-brainer. It remains hidden when Outlook opens, but with an email selected you can open it with a single click. It then allows you to associate the email and even attachments with email addresses that were included in the to, cc, or from sections of the email. It's a very intuitive user interface and saves time in email tracking.

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

• Integration with SF
• Logging call
• Creating new task and events

Incentivized

• 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

• Sometimes my plugin gets disconnected from my Gmail. This needs to be fixed.

Incentivized

Because of the issues we have been having regarding connectivity and instability of the google extension. At some point if this is not handled we may have to find a new vendor to support our needs

Incentivized

Super easy to use when it is working properly

Incentivized

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

Incentivized

Sometimes they ask for way to much information. They need screenshots, full event names, date and times events were set (Which can be very difficult when you have a reoccurring meeting that was originally set years ago)

Incentivized

Super easy walk thorough. I believe it was a 1 hours session

Incentivized

Super easy to setup and maintain

Incentivized

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

Out of all the other utilities we've used, SmartCloud connect seems to be the most stable. The other interfaces sometimes caused glitchy integrations with Outlook, requiring a user to restart the add-in to restore functionality, but so far that has not been the case with SmartCloud Connect. SmartCloud connect also allows you to connect to different CRM's instead of just one, which means you can still use it when migrating between CRM's.

Incentivized

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

Incentivized

• It has just made me more proficient.

Incentivized