LinkPoint360

LinkPoint360 builds software that files Outlook emails and meetings straight into Salesforce records. The United States company wants activity data to stay inside the CRM, where it can be reported on and audited. It targets sales teams that already work in Outlook on Windows or Mac.

What LinkPoint360 offers

• One-click capture — reps log an email or meeting from Outlook with a single click, which keeps them using it and keeps history complete.
• Admin rules — administrators decide what gets captured, who can view it and how long it is kept, with role-based access.
• Field mapping — activity is logged to the Salesforce objects a team already uses, so standard reports and dashboards work.
• No EWS needed — runs without Exchange Web Services.

Who it works with

Sales organisations running Salesforce alongside Outlook; the firm says more than 90,000 people use it.

Key facts

• Based in: United States
• Security: SOC 2 Type 2, with GDPR and CCPA compliance stated
• Platforms: Outlook for Windows and Mac, IBM Notes