LinkPoint360
13 Case Studies
A LinkPoint360 Case Study
ETE Reman, a Milwaukee-based remanufacturer of automatic transmissions and transfer cases, faced inconsistent email capture after a Salesforce rollout that made CRM data gaps visible across its CSR team. To ensure noteworthy customer exchanges were tracked in Salesforce, ETE Reman evaluated email-recording tools and selected LinkPoint360’s LinkPoint Connect to capture and relate emails to the correct CRM records.
LinkPoint360 implemented LinkPoint Connect’s Record Window plus Smart Record and Smart Send features, enabling CSRs to record outbound, inbound, and historical emails to any Salesforce object, bulk-record multiple emails, and selectively archive communications. The result was an immediate productivity lift and fast adoption—licenses for each CSR, everyone up and running in about 10 minutes—and more accurate, consistent email records tied to the right Salesforce accounts and contacts.
James Young
Manager, Sales Operations & Enablement