LinkPoint Connect Solutions provide custom integration that support work between email applications and data related to industry-specific CRM systems built on the Salesforce platform.
Companies operating in industries such as human resources, financial, real estate, and legal often have specialized workflows, custom fields, and unique data needs within their CRM. LinkPoint Connect brings enhanced productivity to clients in niche markets with support solutions for custom objects and fields.
- View the content you need to craft a timely, relevant email without switching between Microsoft Outlook or IBM Notes and your CRM or your ATS, PSA, LOS, and MAT.
- Record emails to specific account types such as candidate profiles, escrow accounts, or prospect profiles
- Attach key content such as job descriptions, stock profiles, or NMLS listings with a record of what you sent and when you sent it
- Schedule follow ups such as home showings or second round interviews with the data tracked in both systems for compliance
- Synchronize calendars, contacts and tasks to ensure you have the audit trail you need for your business