LinkPoint Connect vs. Salesforce Sales Engagement

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.

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HVS should be well suited for automated email responses and cadences. However, we have been unable to get it to work as we would like it to. The cadence builder is robust, but can be a bit complicated. It's not as easy to set up a cadence, as we would like. The program isn't well suited for mass marketing emails, but more for SDR emails.

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• 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.

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• Allows you to move to different cadences and cadence steps without refreshing the screen or clicking to a new screen
• Fairly simple to send a one-off email to a single prospect
• Pretty easy to update contact information b/c it's directly integrated with Salesforce

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• 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).

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• We haven't found anything in High Velocity Sales that we don't like. To reach out to prospects the company may use an all-in-one platform. The ability to organize, call, email, and follow up on leads is a game-changer for sales representatives.

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

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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.

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While I have not used many other automated email CRM integration systems, SalesforceIQ is hands down a crucial part of my daily work flow. I could not picture our company putting up the monthly numbers we are able to allocate without the efficiency and concise notification settings SalesforceIQ gives Everlasting Capital. I highly recommend if you're looking for fast integration results to update numerous departments within your company, to look into SalesforceIQ as it will make your daily tasks substantially easier while keeping all parties more thoroughly notified.

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Independently Invited by TrustRadius

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

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Independently Invited by TrustRadius

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• Positive. We close deals faster and don't need to have a long thread of back and forth emails
• We have far valuable insights into if the client opened the email and how many times they've opened their emails
• We can schedule sends so it appears at the top of the customers inbox.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info