Case Study: Dynasty Financial Partners improves CRM adoption and activity capture with LinkPoint Connect from LinkPoint360

Dynasty Financial Partners rolls out LinkPoint360 to 100+ users across 10+ accounts

Dynasty Financial Partners, a firm supporting independent investment advisors, needed an email integration solution for its customized Salesforce CRM. Their challenge was to help advisors seamlessly relay information from their email application to the CRM without adding manual steps to their workflow. This required a tool that could handle Dynasty's specific customization and centralized account structure while providing features like contact synchronization.

The firm selected the LinkPoint Connect solution from LinkPoint360. The implementation was straightforward, and advisors found the tool easy to adopt, leading to increased CRM usage. Key benefits included one-click email logging, the ability to create tasks from within Outlook, and automated contact syncing. The results were a more reportable CRM platform and greater efficiency for advisors. LinkPoint360's solution was so successful that Dynasty expanded its deployment as its client base grew.

Dynasty Financial Partners