Case Study: LaSalle Investment Management achieves mobile email syncing and automated Salesforce logging with LinkPoint360 Cloud Edition

LaSalle Investment Management gets up and running in weeks with LinkPoint360

LaSalle Investment Management's Private Wealth Group needed a solution to log emails sent from mobile devices into Salesforce, as their existing PC-based system, LinkPoint Connect Desktop Edition, did not support on-the-go functionality. This challenge created inefficiencies for their external wholesalers, who had to manually input emails later, and the company sought a single solution to ensure consistent data capture across their entire sales team. They turned to their vendor, LinkPoint360, for a resolution.

LinkPoint360 implemented LinkPoint Connect: Cloud Edition, which provided seamless email syncing across PC, Mac, and mobile platforms. The solution automatically logged all emails to matching Salesforce contacts, saving the team significant time previously spent on manual data entry and ensuring reports were consistently populated. The vendor's solution resulted in an immediate positive impact on efficiency and user adoption, with LaSalle reporting an overall return on investment from the time saved and plans to leverage additional Cloud Edition features in the future.

LaSalle Investment Management