Case Study: Securities America increases Salesforce adoption and productivity with LinkPoint360's LinkPoint Connect

Securities America - Customer Case Study

Securities America, a national top‑10 independent broker‑dealer, faced a growing challenge as its workforce decentralized with satellite offices and remote employees while rolling out VPN/virtual desktop infrastructure and Salesforce as its CRM. Employees were used to working in Outlook and struggled to consistently log emails and attachments into Salesforce in a Citrix/VDI environment, so Securities America turned to LinkPoint360 and its LinkPoint Connect Outlook–Salesforce integration to meet strict data‑security and usability requirements.

LinkPoint360 delivered LinkPoint Connect with a custom installer and locked‑down sync settings for the Citrix environment, preserving Salesforce permissions while capturing emails, attachments and calls directly from Outlook. The deployment—completed within days—produced immediate productivity gains and increased Salesforce adoption, with more activity history and attachments consistently recorded on the correct records, improved account visibility across teams, and better compliance.

Securities America

Dustin Strickler

CRM Business Analyst