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We use LinkPoint Connect to log outbound e-mail communication. Primarily, it functions as a plug-in over our Outlook processes. It lets us log all communication happening with our customers and preserve that information in Salesforce.
- Very easy to use.
- Easy to tag to contacts, accounts, and opportunities separately and at the same time.
- Minimally invasive into the rest of my workflow.
- 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).
July 23, 2019
LinkPoint is currently being used by our inside and outside sales teams in multiple regions/countries. It allows us to quickly add emails and create contacts/leads from outlook. Prior to LinkPoint , we had Salesforce for outlook but we could only use the add email feature as the create functionality was no good to us because it didn’t follow our custom fields or honor our validation rules.
- 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.
- Installation is a bit tricky for non tech savvy users.
- Ability to sort/filter search results when looking for additional records.
- The ability to mass create multiple contacts/leads from an email would be nice.
LinkPoint Connect Scorecard Summary
What is LinkPoint Connect?
LinkPoint Connect promises to streamline data entry and access by enabling users to instantly view CRM data within their email client. This sales intelligence solution integrates Salesforce and Microsoft Dynamics CRM data in Outlook or IBM Notes.
According to the vendor, key capabilities include:
- View real-time Salesforce data without ever leaving your email. Click on an email, and the LinkPoint Connect Side Panel instantly displays that contact’s information directly from Salesforce.
- Record emails to Salesforce when sending or receiving messages. LinkPoint Connect makes it easy to associate emails with the right contacts and opportunities with just a few clicks.
- Create new records with ease…and without the hassle of copy and paste actions between your email and CRM. Drag and drop email signatures or leverage Smart Forms to create new records.
- Sync calendars, contacts, and tasks with one-way or two-way sync between email and the CRM with independent rules.
- And with an upgraded Desktop Plus Edition, users have the added capability to log meeting notes that map directly to Salesforce fields. Choose the questions or data that mean the most to your organization's workflow, and LinkPoint Connect will prompt you team to input their meeting feedback.
- PC installation and web cloud access.
Categories: Sales Enablement, Sales Email Tracking
LinkPoint Connect Screenshots
LinkPoint Connect Integrations
Salesforce.com, Bullhorn Jobscience, Apttus CPQ, TaskRay, AdvoLogix, Navatar, Apto, HCL Notes (formerly from IBM), Microsoft Outlook
LinkPoint Connect Competitors
Salesforce.com, Salesforce Lightning Platform (formerly Salesforce App Cloud) - deprecated, Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM)
LinkPoint Connect Pricing
- Has featureFree Trial Available?Yes
- Does not have featureFree or Freemium Version Available?No
- Has featurePremium Consulting/Integration Services Available?Yes
- Entry-level set up fee?Required
| Edition | Pricing Details | Terms |
|---|---|---|
| LinkPoint Connect for Outlook + Salesforce | $192 | per user, per year |
| LinkPoint Connect for IBM Notes + Salesforce | $228 | per user, per year |
| LinkPoint Connect for Outlook + Microsoft Dynamics CRM | $192 | per user, per year |
| LinkPoint Connect for IBM Notes + Microsoft Dynamics CRM | $228 | per user, per year |
Subscriptions are billed annually. Discounts available for non-profits. Volume discounts available. LinkPoint Connect Solutions are available for Outlook and IBM Notes users. These include preconfigured implementations for Advologix, Apto, Apttus, FinancialForce.com, Jobscience, Navatar, Pardot, Salesforce Shield, and TaskRay.
LinkPoint Connect Support Options
| Free Version | Paid Version | |
|---|---|---|
| Phone | ||
| Live Chat | ||
| FAQ/Knowledgebase | ||
| Social Media | ||
| Video Tutorials / Webinar |
LinkPoint Connect Technical Details
| Deployment Types: | On-premise, SaaS |
|---|---|
| Operating Systems: | Windows |
| Mobile Application: | No |
| Supported Languages: | English, French, Spanish, German, Portuguese, Norwegian, Danish, Japanese, Simplified Chinese, Italian |