Case Study: LaSalle Investment Management achieves automatic mobile email logging and consistent Salesforce data with LinkPoint360 Cloud Edition

LaSalle Investment Management - Customer Case Study

LaSalle Investment Management, a global real estate investment manager, needed a better way to log sales emails into Salesforce for its Private Wealth Group. After deploying LinkPoint Connect: Desktop Edition from LinkPoint360 in 2015 to remove manual entry, remote wholesalers who send many emails from phones and tablets still could not auto-log messages because Desktop Edition was PC-based, so LaSalle needed a single solution that consistently captured email data across all devices.

LinkPoint360 upgraded LaSalle to LinkPoint Connect: Cloud Edition, centralizing settings on a server to enable automatic inbound/outbound email sync to matching Salesforce Contact records, locked configurations for consistent data, and simple user import. The implementation was completed in weeks and immediately auto-logged emails for all users, enabled mobile logging, reduced manual data entry, and delivered dashboard and usage reports so admins can measure data synced, track adoption and unresolved emails—saving staff time and improving ROI.

LaSalle Investment Management

Holly Hyla

Senior VP, Operations Manager