Microsoft Outlook + Infor CRM

LinkPoint Connect for Microsoft Outlook + Infor CRM

Take your customer engagement to the next level with integrated email and CRM applications. LinkPoint Connect lets users continue to work in Outlook 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 Outlook in order to view, create, and sync data to Infor CRM.

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Stop switching between Outlook and Infor CRM!

With LinkPoint Connect, users can view and create any Infor CRM object from within Outlook. 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 Outlook. Click on an email in Outlook, and the LinkPoint Connect Side Panel instantly displays that contact’s information from the Infor CRM record.

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

  • 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 Outlook. LinkPoint Connect makes it easy to add new information to Infor CRM straight from where you generate new leads and nurture your prospects – Microsoft Outlook.

  • 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. Outlook 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 Outlook 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 Outlook 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 Outlook, based on your Infor CRM configuration
  • Provide your requirements to the LinkPoint360 team
  • View and work with your custom object data directly within Outlook
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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 Outlook and Infor CRM.

System Compatibility

Microsoft Outlook Editions Office 365, 2013, 2010, 2007 (32 & 64 bit)
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
$5 per user/month *
LinkPoint Connect for Microsoft Outlook + Infor CRM
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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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