linkpoint connect fall '15 release

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LinkPoint ConnectFall ‘15 Release


• Leading provider of CRM integration solutions• For more than 15 years, LinkPoint360 has succeeded in simplifying the CRM user experience

and enabling users to achieve productivity gains for a positive impact on their organization’s bottom line.

• LinkPoint Connect software supports Microsoft Outlook and IBM Notes email application integration with Salesforce, Microsoft Dynamics CRM, and Infor CRM in both installed application and Citrix/Terminal Services environments.

Background

About LinkPoint360


Client BaseA sample of our current accounts


• Over 70,000 users in over 60 countries• Customers range from single users to companies with 1,000s of users across

their organizations.

Global SuccessBased in New Jersey; deployed around the world


• Productivity- Reduce time lost to data management and entry- Empower teams without changing how they work

• Efficiency- Gain real-time insight into CRM data directly within email- Set sync preferences once and see instant results

• Adoption- Engage directly with CRM records and custom objects- See CRM adoption soar across the organization

• Visibility- Monitor system usages across your teams- Make better business decisions based on real data

Why Choose LinkPoint Connect?LinkPoint Connect stands out with several key differentiators


• Record inbound and outbound emails from the email application into the CRM.• Access your CRM contacts and leads as an address book within the email application.• Store email attachments in the CRM.• Attach emails to accounts, contacts, leads, opportunities, cases, and custom objects or

entities.• Synchronize calendars, contacts, and tasks between the CRM and email application (recurring

calendars events and tasks supported).• Instantly view CRM contact and lead information while working in the email client.

Basic OverviewLinkPoint Connect Functionality Highlights


• LinkPoint Tracker• LinkPoint Bcc Sender• Smart Link for Meetings/Appointments• Support for Salesforce Platform Encryption

Basic FunctionsLinkPoint Connect Fall ‘15 Release Summary


• LinkPoint Tracker enables users to track when an outbound email is opened by one or more recipients.

• Real-time notifications from leads and contacts• When sending an outbound email, simply click the Track

Email button in the Microsoft Outlook ribbon.• Limited to only Microsoft Outlook integrations at this time.

LinkPoint TrackerKey Points


• LinkPoint Bcc Sender helps users send emails in a 1-to-1 format while using established distribution lists within Microsoft Outlook.

• When sending an outbound email, include the distribution list or series of email addresses in the Bcc field.

• Compose and send the email as needed.• LinkPoint Bcc Sender will confirm that you wish to send a

separate version of the email to each recipient prior to sending. • This feature can be used along with LinkPoint Tracker.• This feature is available only for Microsoft Outlook integrations at

this time.

LinkPoint Bcc SenderKey Points


Smart Link for Meetings/Appointments

• Users can create a meeting or appointment, and then click the Smart Link button to have LinkPoint Connect search Salesforce for Leads and Contacts in the CRM that match the invitees listen on the meeting or appointment.

• When the meeting is sent, a record of the appointment will be recorded to the corresponding record in Salesforce.

• This feature is available for both Microsoft Outlook and IBM Notes integrations.

Key Points


• LinkPoint360 is proud to be among the first AppExchange partners to support the release of Salesforce Platform Encryption with Salesforce Shield with email integration from LinkPoint Connect.

• Users have the ability to record emails, synchronize data, and view Salesforce content based on their level of Salesforce access.

Support for Salesforce Platform EncryptionKey Points


• Microsoft Outlook- Office 365 desktop, 2016, 2013, 2010, 2007 (32 & 64 bit) (Supports IMAP and POP3)

• IBM Notes - Versions 9.x, 8.x, 7.x, 6.x (Basic & Standard)

• Salesforce- Contact Manager, Developer, Group, Professional, Enterprise, Unlimited, Force.com

• Microsoft Dynamics CRM- CRM 2015, 2013, 2011, & Version 4 (online & on-premise)

• Infor CRM (Saleslogix)- Versions 8.x, 7.5.4

• Microsoft Windows- Windows 10, Windows 8, Windows 7, Windows Vista, Windows XP (32 & 64 bit)

• Virtual Desktop Environments (Citrix/Terminal Server)

System CompatibilityInstall LinkPoint Connect in your existing environment


Supported LanguagesDisplay in-app text in one of 10 different languages


• LinkPoint360 offers LinkPoint GoLive Implementation Packages intended to give first-time customers the level of assistance that best supports their implementation needs.

• Our Professional Services Team works directly with clients to customize, configure, and deploy LinkPoint Connect throughout organizations.

• Customization includes but is not limited to:- Enabling or disabling features- Locking down fields to prevent editing- Pre-configuring settings across an organization- Customizing installer files- Integrating with custom objects

Professional Services & LinkPoint GoLiveSuccessful implementation regardless of account size or setup


68 White Street, Suite 2Red Bank, New Jersey [email protected]

Tel: 732-212-8401 Tel: 732-212-8403Email: [email protected]: [email protected]

Web: http://www.linkpoint360.com/

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linkpoint connect fall '15 release

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