Case Study: Securities America boosts CRM adoption and productivity with LinkPoint Connect from LinkPoint360

Securities America boosts CRM adoption across 500,000 customers with LinkPoint360

Securities America, a top 10 independent broker-dealer, faced a challenge when its decentralized workforce struggled to adapt to a new Salesforce CRM, particularly while working remotely via a Citrix virtual environment. Manually logging email interactions into Salesforce was a major roadblock to user adoption and productivity. They turned to the vendor LinkPoint360 for an integration solution that would work within their strict security requirements.

LinkPoint360 implemented its LinkPoint Connect product, which was customized for Securities America's Citrix setup. The solution provided immediate productivity gains by allowing employees to capture emails and attachments directly from Microsoft Outlook into Salesforce with a single click. This led to a clear increase in CRM adoption, resulting in more consistent and complete activity history, which improved both team transparency and compliance.

Securities America