LinkPoint Connect Desktop Plus for Salesforce

Link the work you do in Microsoft Outlook or IBM Notes to the records you need to update in Salesforce…without duplicate data entry. LinkPoint Connect simplifies your workday – view, create, and sync data to Salesforce. And with Desktop Plus Edition, enhance the business value of sales interactions by capturing critical meeting intel from sales reps.

AVAILABLE FOR
OutlookIBM Notes

Get started today for free. Free Trial

Stop switching between email and Salesforce!

With LinkPoint Connect, users can view and create any Salesforce 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.

Desktop Plus Edition offers users the added capability to log meeting notes that map directly to Salesforce fields. Choose the questions or data that mean the most to your organization's workflow, and LinkPoint Connect will prompt you team to input their meeting feedback. Once launched directly from the Side Panel or accessed via a convenient mobile app, users complete a Meeting Recap in just minutes, and the data syncs automatically to the fields you choose in Salesforce.

How It Works

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

  • View Salesforce data inside Microsoft Outlook and IBM Notes
  • 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

Record emails to Salesforce 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 related to the email contact
  • See which emails have already been recorded to Salesforce
Outlook+Salesforce: Record

Create new records with ease…and without the hassle of copy and paste actions between your email and Salesforce. LinkPoint Connect makes data entry simple.

  • Drag and drop an email signature to create new contacts, leads, and accounts
  • Auto-populate fields in Salesforce when creating new contacts.
  • Create new Salesforce records with Smart Forms within Microsoft Outlook or IBM Notes
  • Remain compliant with Salesforce required fields

Users are prompted through a series of questions to provide the meeting intel that matters most to your organization.

  • Answers can be provided in a variety of formats including single select, multi-select, text box, and calendar fields.
  • Each Meeting Recap response can be related back to a corresponding record in Salesforce such as an Account or Opportunity.
  • A Meeting Recap Summary can be sent to key stakeholders as real-time alerts that offer insight into team interactions with customers and prospects.

Desktop Plus seamlessly integrates meeting notes with Salesforce fields and objects.

  • Let Meeting Recap guide users through the feedback experience as answers are mapped directly to the fields you choose in Salesforce.
  • Access the Meeting Recap feature from the LinkPoint Connect Side Panel – input notes to Salesforce without opening the browser.
  • Customize your instance of Desktop Plus with your own question sets based on the structure you choose and your reporting goals.

Features

LinkPoint Connect's innovative and reliable design helps users be more productive. From basic contacts to custom objects, it's never been easier to streamline working between Salesforce and Microsoft Outlook or IBM Notes.

With Desktop Plus Edition, users have access to a fully customizable experience that helps them get the most out of their meetings with prospects. From straightforward Q&A to more robust workflows with conditional logic and field-level integration, customers can be sure of capturing critical meeting intel within Salesforce.

$24 per user/month
Microsoft Outlook Editions Office 365, 2016, 2013, 2010 (32 & 64 bit)
Supports IMAP and POP3
Salesforce Editions Contact Manager, Group, Professional, Enterprise, Performance
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
Mobile Platforms Apple and Android Devices

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.

$30 per user/month
IBM Notes Editions Versions 9.x, 8.x, 7.x, 6.x (Basic & Standard)
Supports IMAP and POP3
Salesforce Editions Contact Manager, Group, Professional, Enterprise, Performance
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
Mobile Platforms Apple and Android Devices

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.