LinkPoint Connect vs. Mixmax

LinkPoint is great for people who spend a lot of time working inside outlook. It allows you to update and add records directly from outlook and it has some built-in duplicate prevention which is nice if you don’t have duplicate prevention measures in place. It’s fast and stable. A lot of our users were unable to use SFO due to it crashing outlook.

Incentivized

Mixmax is very well suited for sharing calendar availability via email with a client. Multiple time blocks can be shared, and the bridge between Gmail and other colleagues allows you to hold a meeting time on calendars to prevent overbooking with colleagues. This is extremely helpful when scheduling a large call and juggling many people's schedules.

• Setup is pretty seamless, at least from an end-user point of view. Essentially you open both Outlook and Salesforce, and then click on the LinkPoint Connect button in Outlook. You are then asked to sign in (provide username/password) to Salesforce. That's all--once my login information was accepted it was set up and syncing emails and calendar items from Outlook to Salesforce. Pretty painless!
• Recording/syncing emails to client records is, from my standpoint at least, the core functionality, and LinkPoint does this pretty much flawlessly and with little to no effort or input on my part. This is incredibly important to me as it creates the documentation record I need in Salesforce to provide excellent service to my clients as well as for compliance reasons.
• The LinkPoint interface also makes it very easy and efficient to perform additional actions in Salesforce without ever leaving Outlook. New Salesforce tasks, events, follow up reminders, etc. are all easy to set up from the LinkPoint sidebar directly in Outlook with just a few clicks of the mouse. And, in those cases where you need to go a little deeper there is a link in the sidebar that will open up the client record directly in Salesforce in a single action, bypassing the multi-step process normally required (i.e. open the program, search for the client, select and open the record, etc.). This ease of interaction between the two programs has removed barriers and has helped me be more consistent in fully utilizing what Salesforce has to offer. No longer do I move on to the next item on my to-do list with scribbled note that will hopefully remind me to update Salesforce later, when I have a chance...

Incentivized

• The scheduling integration is really easy for email recipients. It is quite literally one-click for them to schedule an event from a meeting time list interface.
• The interface is extremely well-designed and intuitive across the board. This makes it really easy to learn their software and integrate it into your workflow.
• Their pricing is *extremely* convenient for startups. Their "starter" plan is extremely affordable (currently $9/month/user), and includes unlimited tracking, templates, reminders, automation, etc... Basically, everything you would need to upgrade your email automation workflow.

Incentivized

• Installation is a bit tricky for non tech savvy users.
• Ability to sort/filter search results when looking for additional records.
• The ability to mass create multiple contacts/leads from an email would be nice.

Incentivized

• On occasion, Mixmax fails to sync to my email and I've had to reach out to support to remedy the issue.
• Offering "link click tracking" for the lowest plan would be great for users, especially those new to the software so they can realize more of the benefits.
• For the lower plan, I wish email opens were able to be tracked when sending to multiple people in the same email.

Incentivized

Never had to use the support team, which probably means the product works well!

Incentivized

Every time I have reached out to Mixmax I automatically get an email from a trained professional who has perfect insight into my issue with an understandable reason to why I am having and issue offers me a solution. The wait time is only around 5 minutes and they are always offering sympathy in certain situations.

Incentivized

Prior to our move to LinkPoint, we used the Salesforce add-in for Outlook. This required manual syncing of email and calendar items and no easy to use interface between the two programs. It was very cumbersome for me to use, to the point where I quit using it altogether some time ago. I found it far less frustrating to just switch back and forth between Outlook and Salesforce and manually perform the requisite actions, create tasks or other items, enter the required data, etc.

Incentivized

Truly is easier for phone capabilities (letting customers call you back and having it go to your phone but still being a fake number), while mixmax is much better for email sending and tracking via gmail. Truly had no email capabilities when I was using it, so it was only helpful for phone. However mixmax could improve its phone capabilities

Incentivized

• It provides transparency into your outbound communication with customers.

Incentivized

• Email tracking gives me the results of emails, whether or not the client is interested when they open and read the email which makes it the best platform.
• The automated sending email is the big feature in Mixmax, the system automatically send the email on respective entries which actually saves the time and help in be productive at work.

Incentivized