Case Study: DAISY Foundation achieves time savings and unified email-to-Salesforce visibility with LinkPoint360

DAISY Foundation - Customer Case Study

The DAISY Foundation, a Glen Ellen, CA-based non-profit that honors nurses worldwide, struggled to capture and share incoming Outlook emails in Salesforce; staff were copying and pasting notes into the CRM, which was time-consuming and inefficient. To solve this, DAISY turned to LinkPoint360 and its LinkPoint Connect product to streamline email-to-CRM logging.

LinkPoint360 implemented LinkPoint Connect (including the “Record to Salesforce” feature) and provided hands-on support so DAISY’s small team could adopt it quickly without internal IT. After nearly two years, LinkPoint360’s solution eliminated routine copy‑and‑paste work, saved staff time, and allowed DAISY to document email conversations with thousands of contacts so everyone stays on the same page and can deliver better service.

DAISY Foundation

Bonnie Barnes

Co-Founder and President