LinkPoint Connect

Time-saving and efficient: Many users have found that LinkPoint Connect is a big time saver, helping them drive adoption and implementation of workflows related to their CRM. Several reviewers appreciate the software's intuitive interface, which makes it easy to use and navigate. The ability to link emails directly with Salesforce, including attachments, is another feature that many users find very convenient and user-friendly.

Seamless integration with Outlook and Salesforce: A common pro mentioned by multiple reviewers is how well LinkPoint syncs with both Outlook and Salesforce. Users appreciate the seamless integration between these platforms, as it allows them to easily record emails sent and received to leads, contacts, accounts, and cases in Salesforce. This integration not only saves time but also ensures accurate data recording.

Convenient customization options: Many users appreciate the flexibility offered by LinkPoint Connect when it comes to customizing their email recordings in Salesforce. They like being able to specify where the emails should be saved within Salesforce, such as under specific accounts or opportunities. Additionally, they value the ability to edit what gets recorded without changing the original message content. These customization options provide users with greater control over their email management process.

Not very user-friendly: Many users have found the software to be not very user-friendly and mentioned that it took some time to get used to. They have struggled with the interface and navigation, which has hindered their overall experience.

Not compatible with Mac OSX and cloud software: A significant number of users expressed frustration that the software is not compatible with Mac OSX and popular cloud software like Gmail. This limitation has caused inconvenience for a large portion of the user base.

Occasional glitches: While the majority of users find the software to be reliable, there have been reports of occasional glitches. These technical issues, although infrequent, can disrupt users' workflow and cause frustration.

Users have made several recommendations for using LinkPoint based on their experiences. Firstly, users recommend using LinkPoint to help salespeople focus on business tasks rather than administrative ones. This suggests that the tool is effective in streamlining workflows and reducing time spent on non-essential activities.

Secondly, users find LinkPoint to be a simple tool for logging emails. This implies that the process of tracking and organizing email correspondence is straightforward and user-friendly.

However, it should be noted that some users advise against using LinkPoint on Mac platforms. This suggests that there may be compatibility issues or limitations when using the software on Apple devices.

Furthermore, users recommend specifying file names for images in emails to prevent LinkPoint from recording all of them into Salesforce. This suggests that taking this precaution can help maintain accurate and relevant data within the platform.

Lastly, users suggest reaching out to LinkPoint's support group for assistance in decision-making. This indicates that consulting with the support team can provide valuable insights and guidance when using the tool.

Additionally, users recommend contacting LinkPoint's support group via chat for efficient multitasking. This implies that the chat functionality allows for convenient communication while simultaneously working on other tasks.