LinkPoint Connect for FinancialForce

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.

AVAILABLE FOR
OutlookIBM Notes

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Stop switching between email 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.

How It Works

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.

  • View FinancialForce data inside your email client with seamless integration
  • Access Milestones, Projects, Project Tasks, and Assignments to record emails
  • Click to open specific FinanicalForce 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 FinancialForce data you want to see in your email client

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.

  • Record emails easily when sending messages
  • Control where and how emails are recorded including FinancialForce objects such as Accounts and Leads
  • Choose to include attachments, such as reports or invoices, when recording emails
  • Schedule follow up tasks and appointments based on your contact’s status
  • See which emails have already been recorded to FinancialForce
Outlook+Salesforce: Record

Create new records with easeĀ – 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.

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

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.

  • Choose one-way or two-way sync between your email application and FinancialForce
  • Set independent rules to sync contacts, calendars, and tasks
  • Select manual sync to push specific items to FinancialForce 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 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.

  • Choose the custom objects and fields you want to access in your email client based on your FinancialForce configuration
  • Provide your requirements to the LinkPoint360 team
  • View and work with your FinancialForce 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 FinancialForce.

$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/month
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