Case Study: NPI Financial achieves faster Salesforce deal management with LinkPoint Connect from LinkPoint360

NPI Financial cuts deal entry time from 27 days to 1 with LinkPoint360

NPI Financial, a company providing cost analysis for IT, shipping, and telecom clients, needed to streamline how its team logged communications and deals in Salesforce. Their previous email integration tool caused significant delays, with staff taking an average of 27 days to add and close a deal in the CRM, leading to lost time and manual tracking. They turned to the vendor LinkPoint360 and implemented its LinkPoint Connect solution to address this challenge.

LinkPoint360 provided NPI Financial with LinkPoint Connect, which integrated Outlook and Salesforce to allow for easy email recording and the creation of new records directly from email. The solution was customized for NPI's specific Salesforce setup. As a result, the time spent entering deals dropped dramatically from 27 days to just 1 day, and employees saved significant time by automating data entry. LinkPoint360's tool also improved internal support for Salesforce and provided management with timely data to review performance.

NPI Financial