LinkPoint Connect for Apttus

Establishing a firm foundation for your business extends beyond the ability to sell. Organizations need to track the full contract life cycle to project revenue and monitor compliance. Increase Apttus adoption throughout your organization with a solution that provides insight across your business and helps reduce risk. LinkPoint Connect unites the work your team does across email and Apttus.

AVAILABLE FOR
OutlookIBM Notes

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Stop switching between email and Apttus!

Apttus brings speed and responsiveness to businesses working with contract management. By leveraging Apttus, users can create additional efficiencies across their organization and reduce risk with a complete picture of their accounts and revenue. LinkPoint Connect takes this a step further by bringing Apttus data directly to Microsoft Outlook and IBM Notes.

LinkPoint Connect's flexible integration allows users to record emails, create new contacts or prospects, and view data specific to Apttus all backed by automated synchronization of contacts, calendars, and tasks.

Save time. Work efficiently. Sell more.

How It Works

View real-time data from Apttus without ever leaving your email client. Click on an email, and the LinkPoint Connect Side Panel instantly displays that contact’s information as it appears in Apttus

  • View Apttus data inside your email client with seamless integration
  • Access Apttus Agreements to record emails
  • Click to open specific records or make VoIP calls for follow up
  • Toggle between related clients for specific emails based on To, Cc, and Bcc field data
  • Customize the record types and custom objects including the Apttus data you want to see in your email client

Record emails to Apttus fields when sending messages from your email application. LinkPoint Connect makes it easy to associate emails with the right contacts and agreements with just a few clicks.

  • Record emails easily when sending messages
  • Control where and how emails are recorded, including Apttus objects such as Agreements
  • Choose to include attachments, such as quotes or contracts, when recording emails
  • Schedule follow up tasks and appointments based on your contact’s status
  • See which emails have already been recorded to Apttus

Create new records with easeĀ – and without the hassle of copy and paste actions between your email and Apttus. LinkPoint Connect makes data entry simple by bringing together the systems that support your business.

  • Drag and drop an email signature to create new accounts and contacts
  • Auto-populate fields in Apttus when creating new contacts
  • Create new opportunities, events, and tasks for specific records with an easy add button
  • Remain compliant with Apttus required fields based on your existing business rules

Sync what you want, where you need it. You work differently in email and Apttus throughout the day. Save time and hassle by creating items once and having them sync where you need them. Users can set LinkPoint Connect to sync contacts, calendars, and tasks between systems.

  • Choose one-way or two-way sync between your email application and Apttus
  • Set independent rules to sync contacts, calendars, and tasks
  • Select manual sync to push specific items to Apttus 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 email and Apttus integration to mirror your current workflows. LinkPoint Connect supports custom objects and custom fields, putting the data specific to how you do business at your fingertips.

  • Choose the custom objects and fields you want to access in your email client based on your existing Apttus configuration
  • Provide your requirements to the LinkPoint360 team
  • View and work with your Apttus data directly within your email application

Features

LinkPoint Connect is designed to innovate how users work and foster productivity. It's never been easier to streamline how you work between email and Apttus.

$16 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

Subscriptions are billed annually. Volume discounts available starting with subscriptions of 4 licenses or more. Discounts available for non-profits. Call 732-212-8401 or email sales@LinkPoint360.com for a quote.

$19 per user/moth
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

Subscriptions are billed annually. Volume discounts available starting with subscriptions of 50 licenses or more. Discounts available for non-profits. Call 732-212-8401 or email sales@LinkPoint360.com for a quote