“We have eliminated a number of redundant entries in Salesforce, so we have a clear idea of the interactions for each account. Instant access to Salesforce within Outlook makes LinkPoint Connect absolutely worth it. We’re extremely pleased with our decision to go with LinkPoint Connect, and tool has become a natural part of how our teams work in Microsoft Outlook.”
“We keep uncovering new ways that LinkPoint Connect can make our sales team even more efficient. The value is clear, and we have continued to add new LinkPoint Connect users as we roll out the product to the whole sales team.”
Ais has provided strategic consulting, design, programming and implementation of accounting and workflow software for over 30 years with 100% integrity. Their expertise is software, business workflow and accounting. They take the long view to develop cost-effective strategies to keep your system current with your changing requirements over the years. They set up, customize and integrate flexible systems that exactly fit business needs.
Envestnet | Tamarac provides provides an integrated, web-based suite of portfolio and client management software for independent advisors and wealth managers. Tamarac's technology offering is further complemented by a range of outsourced portfolio accounting services enabling advisors to spend more time with clients and growing their business.
M3 is the best back-office hosted software solution provider for the Hospitality Industry. They provide accounting, business intelligence, and payroll solutions across all brands and independent hotels in the U.S. and Canada. Their enterprise-level solution allows franchisees access to their financial and operating information in real-time with user-friendly reports. Their clients are able to reduce overhead and labor by leveraging Their solutions to remain competitive in the industry.