Categories: CRM Success, Efficiency, LinkPoint Connect, Microsoft Outlook + Salesforce, Productivity, Resources

Here at LinkPoint360, we’re on a mission to help our customers be as efficient and productive as possible. The software we develop and support does most of that heavy lifting. But our documents and resources help cover the rest of the ground, making it easier than ever to get up to speed with LinkPoint Connect.

Over the past few weeks, we have concentrated our efforts on updating our video resources. These new videos include step by step explanations for some of the most commonly used features within LinkPoint Connect. While we have many more topics and much more content on our content calendar, here is what you can check out now.

***Note: The first batch of videos highlights our Microsoft Outlook + Salesforce integration. However, our IBM Notes + Salesforce users can also take advantage of these videos in the meantime. The functionality is similar just the placement of Actions and Buttons vary.

 

Video Series: LinkPoint Connect Microsoft Outlook + Salesforce

Entering a License Key in LinkPoint Connect

Knowledge Base Resource: Article

In this video, you will learn how to connect your Salesforce account to the LinkPoint Connect tool for Microsoft Outlook.


Connecting LinkPoint Connect to Salesforce

Knowledge Base Resource: Article

In this video, you will learn how to enter your License Key in LinkPoint Connect.


Using the LinkPoint Connect Side Panel in Microsoft Outlook

Knowledge Base Resource: Article

In this video, you will learn how to view and interact with data from Salesforce within Microsoft Outlook using the LinkPoint Connect Side Panel.


Creating and Updating Salesforce Records from Microsoft Outlook

Knowledge Base Resource: Article

In this video, you will learn how to use LinkPoint Connect’s unique drag and drop functionality to create and update Salesforce records from Microsoft Outlook.


Recording Emails to Salesforce from Microsoft Outlook

Knowledge Base Resource: Article

In this video, you will learn how to record emails from Microsoft Outlook to Salesforce using LinkPoint Connect.

 

Not enough content? You can join us each week for a LinkPointers Webinar, where we focus on a different topic each time and do live demonstrations with a Q&A session. Check out our webinar schedule.

And keep an eye out for a growing library of resources to help you maximize your use of LinkPoint Connect.

 


Free_TrialLinkPoint Connect helps users save time, work efficiently, and close more deals. Try LinkPoint Connect today for free. Choose your Integration and get started with a free 14-day trial of LinkPoint Connect.


pencil-48

About the Writer: Today’s blog was written by LinkPoint360 Marketing Manager Jill McConaghie. You can find her on LinkedIn or email her at marketing@linkpoint360.com