Lotus Notes + Infor CRM

LinkPoint Connect for Lotus Notes + Infor CRM

Take your customer engagement to the next level with integrated email and CRM applications. LinkPoint Connect lets users continue to work in Lotus Notes while easily updating records in Infor CRM (formerly Saleslogix)…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 Lotus Notes in order to view, create, and sync data to Infor CRM.

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Stop switching between Lotus Notes and Infor CRM!

With LinkPoint Connect, users can view and create any Infor CRM object from within Lotus 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.

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How It Works

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

  • View Infor CRM data inside Lotus Notes and eliminate flip flopping
  • Launch Infor CRM, VoIP calls, and driving directions with a single click
  • Switch to view related contact records within Lotus Notes based on To, Cc, and Bcc field data
  • Customize the Infor CRM custom objects you want to view in Lotus Notes
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Record emails to Infor CRM when sending messages from Lotus Notes. LinkPoint Connect makes it easy to associate emails with the right contacts and opportunities with just a few clicks in Lotus Notes.

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

  • 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
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Sync what you want, where you need it. Lotus Notes and Infor CRM have different roles within your sales processes. 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 systems.

  • Choose one-way or two-way sync between Lotus Notes 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
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Customize your Lotus Notes and Infor CRM 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 Lotus Notes, based on your Infor CRM configuration
  • Provide your requirements to the LinkPoint360 team
  • View and work with your custom object data directly within Lotus Notes
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Features

LinkPoint Connect is designed to simplify your use of multiple systems. It’s never been easier to streamline how you work between Lotus Notes and Infor CRM.

System Compatibility

Lotus Notes Editions Versions 9.x, 8.x, 7.x, 6.x (Basic & Standard)
Supports IMAP and POP3
Infor CRM (Saleslogix) Versions Versions 8.x, 7.5.4
Microsoft Windows Versions Windows 8, Windows 7, Windows Vista, Windows XP (32 & 64 bit)
Virtual Desktop Environments Citrix and Terminal Services
$10 per user/month *
LinkPoint Connect for Lotus Notes + Infor CRM
or try it free for 7 days

* Subscriptions are billed annually

10% discount available for non-profits. Volume discounts available.
Please call for pricing regarding Virtual Desktop Environments (Citrix/Terminal Services).

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