Case Study: Healthios achieves a simplified, user-friendly CRM and streamlined reporting with LinkPoint Connect (LinkPoint360)

Healthios - Customer Case Study

Healthios, a healthcare-focused investment bank and advisory firm, needed to connect Microsoft Outlook email with a highly customized Salesforce CRM that served as both an external research portal and an internal deal workflow system. While also deploying M5 Networks VoIP for click-to-dial and call reporting, Healthios sought a tailored integration solution and was referred to LinkPoint360 and its LinkPoint Connect product.

LinkPoint360 customized LinkPoint Connect to map emails to Healthios’ complex custom Salesforce objects and coordinated integration with M5 Networks, Salesforce, and Outlook. The result was fast implementation (the team adapted the solution within hours), the ability to tag emails to very specific CRM data points, simplified front-end data entry, and far more robust client reporting—making Healthios’ CRM more efficient, user-friendly, and better utilized.

Healthios

John Sullivan

Vice President Investment Research