Enhanced Outlook Integration for Salesforce


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LinkPoint Connect streamlines data entry and access by enabling users to instantly view CRM data within their email client. Learn more LinkPoint360, our configurable solutions, and how you can become more efficient and more productive with LinkPoint Connect.

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Enhanced Outlook Integration for Salesforce

  1. 1. © LinkPoint360. All rights reserved. LinkPoint Connect Product Introduction
  2. 2. © LinkPoint360. All rights reserved. • Leading provider of CRM integration solutions • For more than 15 years, LinkPoint360 has succeeded in simplifying the CRM user experience and enabling users to achieve productivity gains for a positive impact on their organization’s bottom line. • LinkPoint Connect software supports Microsoft Outlook and IBM Notes email application integration with Salesforce, Microsoft Dynamics CRM, and Infor CRM in both installed application and Citrix/Terminal Services environments. Background About LinkPoint360
  3. 3. © LinkPoint360. All rights reserved. Client Base A sample of our current accounts
  4. 4. © LinkPoint360. All rights reserved. • Over 70,000 users in over 60 countries • Customers range from single users to companies with 1,000s of users across their organizations. Global Success Based in New Jersey; deployed around the world
  5. 5. © LinkPoint360. All rights reserved. • Productivity  Reduce time lost to data management and entry  Empower teams without changing how they work • Efficiency  Gain real-time insight into CRM data directly within email  Set sync preferences once and see instant results • Adoption  Engage directly with CRM records and custom objects  See CRM adoption soar across the organization • Visibility  Monitor system usages across your teams  Make better business decisions based on real data Why Choose LinkPoint Connect? LinkPoint Connect stands out with several key differentiators
  6. 6. © LinkPoint360. All rights reserved. • Record inbound and outbound emails from the email application into the CRM. • Access your CRM contacts and leads as an address book within the email application. • Store email attachments in the CRM. • Attach emails to accounts, contacts, leads, opportunities, cases, and custom objects or entities. • Synchronize calendars, contacts, and tasks between the CRM and email application (recurring calendars events and tasks supported). • Instantly view CRM contact and lead information while working in the email client. Basic Overview LinkPoint Connect Functionality Highlights
  7. 7. © LinkPoint360. All rights reserved. • View • Record • Create • Sync • Customize Basic Functions LinkPoint Connect offers robust functionality to integrate email and CRM systems
  8. 8. © LinkPoint360. All rights reserved. • View real-time CRM data without ever leaving your email application. • Click on an email, and the LinkPoint Connect Side Panel instantly displays that contact’s information directly from the CRM. • Launch Salesforce, VoIP calls, and driving directions with a single click. • Switch to view other contacts associated with the email. • Customize the items and custom objects you want displayed. View Access to CRM Data in your Email Application
  9. 9. © LinkPoint360. All rights reserved. • Record emails to the CRM when sending messages via your email application. • Control where and how emails are recorded. • Choose to include attachments when recording emails. • Schedule follow up tasks related to the email contact. • See which emails have already been recorded to the CRM. Record Send emails to CRM records without copy and paste or manual data entry
  10. 10. © LinkPoint360. All rights reserved. Create • Create new records with ease and without the hassle of copy and paste actions between your email application and CRM. • Drag and drop an email signature to create new contacts, leads, and accounts. • Auto-populate fields in your CRM when creating new contacts. • Create new opportunities, events, and tasks for specific contacts with an easy add button. • Remain compliant with CRM required fields. Add new records to your CRM without typing the content
  11. 11. © LinkPoint360. All rights reserved. • Choose one-way or two-way sync between your email application and CRM. • Set independent rules to sync contacts, calendars, and tasks. • Select manual sync to push specific items. • Use the Summary Screen to check your work to ensure accuracy. • Schedule automatic sync to run at set intervals and certain times of the day. Sync Send data between your email and CRM how and when you want
  12. 12. © LinkPoint360. All rights reserved. • Customize your email and CRM integration to match your existing processes. • Choose the custom fields and objects you want to access in your email application, based on your CRM setup. • Provide your requirements to the LinkPoint 360 team. • View the data from your custom objects directly within the email application. Customize Configure or customize your integration to reflect your unique workflow
  13. 13. © LinkPoint360. All rights reserved. • Microsoft Outlook  Office 365 desktop, 2016, 2013, 2010, 2007 (32 & 64 bit) (Supports IMAP and POP3) • IBM Notes  Versions 9.x, 8.x, 7.x, 6.x (Basic & Standard) • Salesforce  Contact Manager, Developer, Group, Professional, Enterprise, Unlimited, Force.com • Microsoft Dynamics CRM  CRM 2015, 2013, 2011, & Version 4 (online & on-premise) • Infor CRM (Saleslogix)  Versions 8.x, 7.5.4 • Microsoft Windows  Windows 10, Windows 8, Windows 7, Windows Vista, Windows XP (32 & 64 bit) • Virtual Desktop Environments (Citrix/Terminal Server) System Compatibility Install LinkPoint Connect in your existing environment
  14. 14. © LinkPoint360. All rights reserved. • AdvoLogix • AIM • Apto • Apttus • FinancialForce • Jobscience • Navatar • Novell GroupWise • Pardot • Salesforce Shield • Talent Rover • Task Ray Integration Solutions Leverage preconfigured solutions for products built on the Salesforce platform
  15. 15. © LinkPoint360. All rights reserved. Supported Languages Display in-app text in one of 10 different languages
  16. 16. © LinkPoint360. All rights reserved. • Active Update  Drag and drop to update Leads, Contacts, and Accounts using just an email signature. • Contact sync limit  No issues with 5,000 contact sync limits • IMAP & POP3 Support  Compatible with other email protocols within the Outlook application • Virtual Desktop Environments  Supports deployment for different publishing options and server set up • Salesforce Shield  Compatible with field masking and permission levels in Salesforce Platform Encryption Additional Differentiators LinkPoint Connect stands out from the crowd
  17. 17. © LinkPoint360. All rights reserved. • LinkPoint360 offers LinkPoint GoLive Implementation Packages intended to give first-time customers the level of assistance that best supports their implementation needs. • Our Professional Services Team works directly with clients to customize, configure, and deploy LinkPoint Connect throughout organizations. • Customization includes but is not limited to:  Enabling or disabling features  Locking down fields to prevent editing  Pre-configuring settings across an organization  Customizing installer files  Integrating with custom objects Professional Services & LinkPoint GoLive Successful implementation regardless of account size or setup
  18. 18. © LinkPoint360. All rights reserved. 68 White Street, Suite 2 Red Bank, New Jersey 07701 info@LinkPoint360.com Tel: 732-212-8401 Tel: 732-212-8403 Email: sales@LinkPoint360.com Email: support@LinkPoint360.com Web: http://www.linkpoint360.com/ Contact Information LinkPoint360 LinkPoint360 Sales LinkPoint360 Support Visit Us Online