Unique Use Case Studies and Success Stories

Non-profit with limited IT resources selects LinkPoint Connect for Outlook and Salesforce integration.

Investment-industry consulting firm uses LinkPoint Connect to simplify how advisors capture client interactions in a custom CRM.

Remanufacturer of automatic transmissions captures CSR communications in Outlook on custom Salesforce objects.

Multiple service providers work together to create superior CRM interface for healthcare investment bank and advisory firm.

Healthcare technology company chooses LinkPoint Connect to streamline communication and close the gap on an inefficient touchpoint process for more productive account management.

Real estate investment company transitions to LinkPoint Connect: Cloud Edition to send and emails from their mobile devices to Salesforce.

Information technology company chooses LinkPoint Connect to expedite deal management and to refocus teams on client relationships.

Business services company solves calendar sync challenges with LinkPoint Connect to increase end user Salesforce adoption and reliance on consistent CRM data for more efficient and effective appointments.

Independent broker dealer chooses LinkPoint Connect to improve Salesforce adoption with contracted advisors using Partner Communities.

Leading independent broker-dealer firm solves problem with CRM adoption in a decentralized workforce with LinkPoint Connect.

Energy and materials handling company uses LinkPoint Connect to streamline communication archiving while solving software deployment challenges.

Advisory service company uses LinkPoint Connect: Cloud Edition to centralize sync management for enhanced CRM reporting.