Case Study

TGaS Advisors

TGaS Advisors

Pages 3 Pages

TGaS Advisors initially implemented LinkPoint Connect: Desktop Edition in 2015 to address the need to capture communication in Salesforce as part of their CRM deployment. As the company expanded and employee needs shifted, TGaS began exploring enhanced functionality to automate email recording. “The main goal was recording emails into Salesforce in a way that is easiest for users,” said Senior Vice President of Operations and Analytics, Peter Bittinger. Additionally, the right software would provide a centralized way to implement, install, and direct usage from a management perspective. “LinkPoint Connect has been the right solution for our email integration since day one,” said Bittinger. “As the sole admin, I recognized that we needed to take this a step further with software that would

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