If you think Salesforce for Outlook is fine because it’s free, you need to look at LinkPoint
July 23, 2019
If you think Salesforce for Outlook is fine because it’s free, you need to look at LinkPoint
Score 10 out of 10
Vetted Review
Verified User
Overall Satisfaction with LinkPoint Connect
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.
- Activity history tracking. Our users send most of their emails from outlook.
- Contact and lead creation.
- Visibility of all associated records.
Cirrus Insight was a huge fail for us as it searched and pulled in matching records looking at all custom and standard email fields. We have a lot of emails fields that contained employee email addresses (for notifications) so it pulled in records that didn’t match making the results hard to search through.