LinkPoint Connect vs. Surfe

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

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

Surfe is really a great help/support for our marketing and data team. It saves plenty of time and manual work. We are totally happy with the product and also setup was done in 5 Min.

• 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

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

• Easy to set up in both directions
• Getting account data out of LinkedIn
• Searching for Contact options, i.e. E-Mail and phone
• Getting Company Data out of LinkedIn

• 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

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

• After installing the Chrome Plugin, LinkedIn is a bit slower than before
• Pricing is okay, but import from Sales Navigator should be included in the Basic Package

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

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

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

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

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

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

• Saves time in research
• Getting data and helping to build a database out of a paid platform