Companies that roll out LinkPoint Connect across their organization realize increased CRM adoption and overall productivity gains. LinkPoint Connect aims to offer customers even greater CRM adoption by providing the ability for managers and admins to track LinkPoint Connect Usage. By being able to see which LinkPoint Connect users are leveraging the tool properly, additional measures can be taken to educate and increase user adoption. In this section, you will learn how to implement LinkPoint Connect Usage Reports.
Viewing LinkPoint Connect Usage Reports in Salesforce
Create a new Date/Time type field named LinkPointTouchDate__c within Salesforce. Add this field to Contact, Task, and Event objects.
LinkPoint Connect will automatically update this field per user within Salesforce with unique usage data every time the user syncs or records information. This will show the last time LinkPoint Connect was used on an individual level.
Download: Access the complete LinkPoint Connect: IBM Notes + Salesforce User Guide in .pdf format. Get the User Guide