LinkPoint for SalesLogix

      Lotus Notes Edition
With LinkPoint you can…
 •   Access your SalesLogix Contacts as an address
     book in Lotus Notes.

 •   Record Inbound ...
Sample LinkPoint Client Base
                                                The Hartford
    ABN-AMRO          Gulfstream...
LinkPoint Overview

• You can utilize your
  SalesLogix contacts for
  addressing by selecting the
  “CRM Address” menu.
•...
LinkPoint Addressing

• In the LinkPoint
  Address form you
  can search
  SalesLogix for
  Contacts and
  Leads and use
 ...
LinkPoint Record e-mail

• Once your e-mail is complete,
  you can send it via Lotus
  Notes and store it in
  SalesLogix....
Email Recorded in SalesLogix

• Once the email
  has been sent
  and recorded to
  SalesLogix, the e-
  mail can be
  view...
LinkPoint Synchronization
     Capabilities…
• Synchronize Calendars, Contacts
  and Tasks

• Either bi-directional or a s...
Calendar Synchronization

 •   LinkPoint will synchronize all Calendar
     entries for the past 30 days and 365 future
  ...
Calendar Synch Summary
                              CRM Send

                                 CRM Send




• Once LinkPo...
Contact Synchronization

 •   LinkPoint synchronizes Contacts from
     SalesLogix which reside in the
     “SyncSalesLogi...
Task Synchronization

•   LinkPoint will synchronize all Task entries
    for the past 30 days and 365 future days.

•   T...
Questions & Answers
Why use LinkPoint?
     •LinkPoint is integrated into your Lotus Notes software.
     •LinkPoint suppo...
Contact Information


        LinkPoint360
       64A White Street
  Red Bank, New Jersey 07701
     Sales: 732-212-8401
 ...
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Lotus Notes integration for SalesLogix

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Enterprise Lotus Notes Email Integration for SalesLogix

* Record Inbound and Outbound Emails to your CRM.
* Synchronize Calendars, Contacts and Tasks between to your CRM.
* Synchronize either Manually or Automatically on a schedule.

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Transcript of "Lotus Notes integration for SalesLogix"

  1. 1. LinkPoint for SalesLogix Lotus Notes Edition
  2. 2. With LinkPoint you can… • Access your SalesLogix Contacts as an address book in Lotus Notes. • Record Inbound and Outbound e-mails from Lotus Notes into SalesLogix. • Store e-mail attachments in SalesLogix. • Attach e-mails to Accounts, Contacts, Leads, Opportunities, or Tickets. • Synchronize Calendar, Contact and Tasks between SalesLogix and Lotus Notes.
  3. 3. Sample LinkPoint Client Base The Hartford ABN-AMRO Gulfstream Aerospace TransUnion Discovery Communications Panasonic Deutsche Bank Securities American Express The New York Times Company Deluxe Corporation Armstrong World Industries
  4. 4. LinkPoint Overview • You can utilize your SalesLogix contacts for addressing by selecting the “CRM Address” menu. • You can send your e-mail via Lotus Notes and record it to SalesLogix by selecting “CRM Send” or “CRM Send and File” menu.
  5. 5. LinkPoint Addressing • In the LinkPoint Address form you can search SalesLogix for Contacts and Leads and use them as recipients in your e-mails.
  6. 6. LinkPoint Record e-mail • Once your e-mail is complete, you can send it via Lotus Notes and store it in SalesLogix. • You can search and choose to record your e-mail on a business entity in SalesLogix. (Account, Contact, Lead, Opportunity, or Ticket) • If there are attachments, you can select whether to store them in SalesLogix.
  7. 7. Email Recorded in SalesLogix • Once the email has been sent and recorded to SalesLogix, the e- mail can be viewed in the “History” tab.
  8. 8. LinkPoint Synchronization Capabilities… • Synchronize Calendars, Contacts and Tasks • Either bi-directional or a single direction synchronization. • Synchronization can run either manually or automatically.
  9. 9. Calendar Synchronization • LinkPoint will synchronize all Calendar entries for the past 30 days and 365 future days. • To prevent private Calendar entries in Lotus Notes from synchronizing to SalesLogix CRM, check the “Mark Private” checkbox.
  10. 10. Calendar Synch Summary CRM Send CRM Send • Once LinkPoint evaluates the Calendar entries in both Lotus Notes and SalesLogix, if there are any changes, LinkPoint will display the Calendar Summary Screen. • This screen identifies how LinkPoint will synchronize the Calendar entries between the two systems
  11. 11. Contact Synchronization • LinkPoint synchronizes Contacts from SalesLogix which reside in the “SyncSalesLogix” contact group. • LinkPoint only synchronizes Contacts from Lotus Notes that have a category of “CRM”. This prevents any personal contacts in Lotus Notes from being synchronized to SalesLogix.
  12. 12. Task Synchronization • LinkPoint will synchronize all Task entries for the past 30 days and 365 future days. • To prevent private Task entries in Lotus Notes from synchronizing to SalesLogix, check the “Mark Private” checkbox.
  13. 13. Questions & Answers Why use LinkPoint? •LinkPoint is integrated into your Lotus Notes software. •LinkPoint supports Connected and Island Modes in Lotus Notes. •LinkPoint supports SalesLogix Network, Remote, and Web Clients. Is LinkPoint installed on the Domino Server or user Workstation? •LinkPoint is installed only on the user's workstation and only requires a mail template change if the organization chooses. What are the LinkPoint Requirements? •Lotus Notes Release 5.05 or greater. •SalesLogix Release 6.1 or greater. What business entities in SalesLogix can I record to? •Account, Contact, Lead, Opportunity, or Ticket.
  14. 14. Contact Information LinkPoint360 64A White Street Red Bank, New Jersey 07701 Sales: 732-212-8401 Support: 732-212-8403 E-mail: info@LinkPoint360.com URL: http://www.linkpoint360.com/
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