Revenue management and visibility into accounts often spans multiple professional services systems as leads convert to paying customers. Increase FinancialForce adoption throughout your organization with a solution that simplifies how data is added or viewed between systems. LinkPoint Connect unites the work your team does tracking the cash process and accounting between your email application and FinancialForce.
FinancialForce helps users manage customers, payments, accounting, and financials within a single platform. By implementing FinancialForce, users see a more complete picture of their professional services data. LinkPoint Connect takes this integration a step further by bringing FinancialForce data directly to your email client.
LinkPoint Connect’s flexible integration allows users to record emails, create new contacts or prospects, and view FinancialForce data within Microsoft Outlook or IBM Notes all backed by automated synchronization of contacts, calendars, and tasks.
Save time. Streamline processes. See the bottom line.
View real-time data from FinancialForce without ever leaving your email. Click on an email, and the LinkPoint Connect Side Panel instantly displays that contact’s information as it appears in FinancialForce.
Record emails to FinancialForce fields when sending messages from within your email application. LinkPoint Connect makes it easy to associate emails with the right contacts and accounts with just a few clicks.
Create new records with ease…and without the hassle of copy and paste actions between your emai and FinancialForce. LinkPoint Connect makes data entry simple by bringing together the systems that support your processes.
Sync what you want, where you need it. You work differently in email and FinancialForce 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.
Customize your email and FinancialForce 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.
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 FinancialForce.
|Microsoft Outlook Editions||Office 365, 2016, 2013, 2010, 2007 (32 & 64 bit)
Supports IMAP and POP3
|IBM Notes Editions||Versions 9.x, 8.x, 7.x, 6.x (Basic & Standard)
Supports IMAP and POP3
|Microsoft Windows Versions||Windows 10, 8, 7, Vista, and XP (32 & 64 bit)
|Virtual Desktop Environments||Citrix and Terminal Services|
* Subscriptions are billed annually
$16 per user/month for Microsoft Outlook users.
$19 per user/month for IBM Notes users.
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.