Case Study: Professional Office Services achieves reliable calendar & email sync and improved Salesforce adoption with LinkPoint360's LinkPoint Connect

Professional Office Services - Customer Case Study

Professional Office Services (POS) is a healthcare communications company with more than 45 years of experience in design, print, patient payment services, digital messaging and patient surveys. POS faced a scheduling and data-sync challenge: outbound reps relied on Outlook calendars while management wanted Salesforce Events for clearer tracking, previous integrations failed, and POS required a solution that would sync calendar and email with an older, non‑standard email server. POS selected LinkPoint360 and its LinkPoint Connect product to address these needs.

LinkPoint360 confirmed compatibility with POS’s server, provided LinkPoint Connect trials, and used its Professional Services team to preconfigure and lock settings for standardized automatic calendar sync and controlled email recording. The rollout delivered immediate positive feedback—reps can now record emails, view Opportunities and related upcoming Events in one place, organize prospecting with recurring events, and access Salesforce data directly from Outlook via the Side Panel—driving faster adoption of Salesforce workflows and ongoing expansion of LinkPoint Connect across the sales team.

Professional Office Services

Kristen Cetrano

Digital Marketing Manager