Case Study: Healthx achieves streamlined email-to-CRM integration and increased sales productivity with LinkPoint360's LinkPoint Connect

Healthx - Customer Case Study

Healthx, an Indianapolis-based provider of cloud healthcare payer platforms serving more than 170 payer organizations and 22 million members, experienced growing pains as expanded sales and account teams developed overlapping processes and missed or duplicated prospect and customer touchpoints. To capture and track those interactions inside Salesforce without slowing users down, Healthx selected LinkPoint360’s LinkPoint Connect as an intuitive, easy-to-adopt email-to-CRM solution.

LinkPoint360 implemented LinkPoint Connect via a low-risk trial and quick setup, backed by knowledge-base resources and customer success support; the Outlook integration added instant Salesforce access, a Side Panel for quick data, and one-click email recording and task creation. The result: immediate productivity gains—sales teams work more efficiently, redundant Salesforce entries were eliminated, email interactions are reliably recorded as the system of record, and internal touchpoint communication was significantly streamlined.

Healthx

Stacey Way

Digital Marketing Manager