Case Study: Prospera Financial Services boosts Salesforce adoption with LinkPoint Connect from LinkPoint360

Prospera Financial Services boosts Salesforce adoption to 80% with LinkPoint360

Prospera Financial Services, an independent broker-dealer, faced the challenge of getting its decentralized network of advisors to adopt its custom Salesforce instance. The advisors worked primarily in Microsoft Outlook and needed a simple way to access and enter Salesforce data. They turned to vendor LinkPoint360 for an email integration solution that would require minimal training.

The solution was LinkPoint Connect from LinkPoint360, which was customized to fit Prospera's specific workflows. The implementation led to a Salesforce adoption rate exceeding 80%, far surpassing their initial 50% goal. As a key result, LinkPoint Connect became a standard part of new advisor onboarding, and the subscription was expanded due to the product's success and ease of use.

Prospera Financial Services