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Sailes

2023
Consulting
Integrations
Chrome Extension
Integrations, Consulting, and a Chrome Extension
Sailes

Overview

2023
Consulting
Integrations
Chrome Extension
We implemented multiple major CRM integrations including a custom Chrome extension for LinkedIn to enhance Sailes’ lead management capabilities. Our implementation utilized custom 2-way synchronization logic, objects, fields and workflows.
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Delivery

CRM Integrations & Strategic Consulting
Chrome Extension Development
JavaScript
API Integration
LinkedIn Automation
Technical Consulting
Salesforce
Unified
Hubspot
Microsoft Dynamics
Zapier
Product Strategy
Infrastructure Planning
UI/UX Design

We delivered a comprehensive solution for Sailes that streamlined their lead management process through multiple integrated systems. Our approach included:

Multi-CRM Integration Framework: We built a robust framework that enabled seamless two-way synchronization between Sailes' platform and major CRM providers including Salesforce, HubSpot, and Microsoft Dynamics. This integration supported custom objects, fields, and automated workflows that maintained data integrity across all systems.

LinkedIn Chrome Extension: We developed a custom Chrome extension that integrated directly with LinkedIn, allowing Sailes' users to capture and process leads without leaving the LinkedIn environment. This extension automated repetitive tasks and streamlined the lead generation process.

Stateless Architecture: By implementing clever override label settings hierarchy, we designed a system that functioned without persistent storage between integrations. This innovative approach significantly reduced risks of data corruption, loss, or security breaches while maintaining full functionality.

Technical Consultancy: Beyond development, we provided strategic technical consultancy, including managing relationships with existing vendors and participating in sales calls as technical experts. This consultative approach helped the client make informed decisions about product roadmap and implementation strategies.

User Experience Optimization: We designed intuitive interfaces and workflows that simplified complex processes, enabling users to efficiently manage leads across multiple platforms without requiring extensive training.