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“There are so many hooks back into Salesforce, and some of our more tech savvy advisors use the software as power users. We use LinkPoint Connect in a deeper way than we thought we could, including creating cases or recording attachments. Everyone seems to love something different about LinkPoint Connect. It’s easy to install, properly supported, and even manages its own updates as new features come out. We think we have email integration solved with LinkPoint Connect.”
“Sharing information is one of the main reasons we have Salesforce, and LinkPoint Connect makes it easy to do that. In order to run our foundation, we are in touch with thousands of contacts. By using LinkPoint Connect to document our email conversations with our partners, everyone on our team knows exactly what has been discussed, enabling us to provide great service.”
DIY Accounting is a small, family run company providing accounting software for self employed individuals to small and medium sized companies at affordable prices. DIY Accounting provides small business accounting software and tax accounting software that produces the self employed tax return, plus limited liability company returns. Excel bookkeeping and accounting spreadsheets providing accounts systems for the UK small business market that makes bookkeeping entries fast and easy with different types of accounting software for sole trader accounts, self employed accounts and limited company accounting. Their most popular product is the Basic Sole Trader product which is also their most simple package for small businesses.
Invoice2go is the world's top-selling invoicing app with over 200,000 customers in over 178 countries worldwide. Their mission is to help small businesses and self-employed professionals thrive. They do this by equipping them with the most straightforward way to create estimates, send invoices, and get paid quickly. Their intuitive and easy-to-use app provides a variety of features to free small business owners from administrative burdens and give them greater control over their time. By streamlining all aspects of accounting, business owners have more bandwidth to grow and focus on what matters most.
LAKE is a specialist provider of financial and business management solutions based on market leading software and over 27 years experience across a wide range of sectors. Their products include Infor SunSystems for financial management, SAP Business One for business management, Proactis purchase-to-pay and source-to-contract, and IBM Planning Analytics for performance management and business intelligence.
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