LinkPoint Connect Desktop Edition for Infor CRM

Take your customer engagement to the next level with integrated email and CRM applications. LinkPoint Connect lets users continue to work in Microsoft Outlook or IBM Notes while easily updating records in Infor CRM…without duplicate data entry! Keep your focus on developing relationships with customers and closing new business. You don’t have to change how you work in your email in order to view, create, and sync data to Infor CRM.

AVAILABLE FOR
OutlookIBM Notes

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Stop switching between email and Infor CRM!

With LinkPoint Connect, users can view and create any Infor CRM object from within Microsoft Outlook or IBM Notes. Our flexible integration allows users to record emails, create new contacts or leads, and automate synchronization of contacts, calendars, and tasks.

Save time. Work efficiently. Close more deals.

How It Works

View real-time data from Infor CRM without leaving your email. Click on an email, and the LinkPoint Connect Side Panel instantly displays that contact’s information from the Infor CRM record.

  • View Infor CRM data inside Microsoft Outlook or IBM Notes and eliminate flip flopping
  • Launch Infor CRM, VoIP calls, and driving directions with a single click
  • Switch to view related contact records within the email client based on To, Cc, and Bcc field data
  • Customize the Infor CRM custom objects you want to view in Microsoft Outlook or IBM Notes

Record emails to Infor CRM when sending messages. LinkPoint Connect makes it easy to associate emails with the right contacts and opportunities with just a few clicks.

  • Record emails easily when sending messages
  • Control where and how emails are recorded
  • Choose to include attachments when recording emails
  • Schedule follow up tasks for yourself based on your contact’s status and needs
  • See which emails have already been recorded to Infor CRM

Create new records in Infor CRM as you need them without leaving Microsoft Outlook or IBM Notes. LinkPoint Connect makes it easy to add new information to Infor CRM straight from where you generate new leads and nurture your prospects – your email.

  • Drag and drop an email signature to create new contacts, leads, and accounts
  • Auto-populate fields in Infor CRM when creating new contacts
  • Create new opportunities, events, and tasks for specific records with an easy add button
  • Remain compliant with Infor CRM required fields

Sync what you want, where you need it. Create items once, where it makes sense, and choose to sync them to all the places you need them. With LinkPoint Connect, you can sync contacts, calendars, and tasks between email and CRM systems.

  • Choose one-way or two-way sync between email and Infor CRM
  • Set independent rules to sync contacts, calendars, and tasks
  • Select manual sync to push specific items to your CRM or back to email
  • Use the Summary Screen to check your work to ensure accuracy
  • Schedule automatic sync to run when it’s most convenient for you

Customize your integration to reflect the unique data you collect. LinkPoint Connect supports custom fields and objects, putting the data specific to how you do business at your fingertips.

  • Choose the custom fields and objects you want to access in Microsoft Outlook or IBM Notes based on your Infor CRM configuration
  • Provide your requirements to the LinkPoint360 team
  • View and work with your custom object data directly within Microsoft Outlook or IBM Notes

Features

LinkPoint Connect is designed to simplify your use of multiple systems. It's never been easier to streamline how you work between Infor CRM and Microsoft Outlook or IBM Notes.

$16 per user/month
Microsoft Outlook Editions Office 365, 2016, 2013, 2010 (32 & 64 bit)
Supports IMAP and POP3
Infor CRM Editions Versions 8.x, 7.5.4
Microsoft Windows Versions Windows 10, 8, 7, Vista, and XP (32 & 64 bit) including Surface Pro devices
Virtual Desktop Environments Including, but not limited to, Citrix, Terminal Services, and VMware

Subscriptions are billed annually. 10% discount available for non-profits. Volume discounts available starting with subscriptions of 4 licenses or more. Call or email sales@LinkPoint360.com for a custom quote.

$19 per user/month
IBM Notes Editions Versions 9.x, 8.x, 7.x, 6.x (Basic & Standard)
Supports IMAP and POP3
Microsoft Dynamics CRM Editions Versions 8.x, 7.5.4
Microsoft Windows Versions Windows 10, 8, 7, Vista, and XP (32 & 64 bit) including Surface Pro devices
Virtual Desktop Environments Including, but not limited to, Citrix, Terminal Services, and VMware

Subscriptions are billed annually. 10% discount available for non-profits. Volume discounts available starting with subscriptions of 50 licenses or more. Call or email sales@LinkPoint360.com for a custom quote.