Smooth Salesforce CRM integration with clear communication and improved lead tracking.
Communication was consistent, timelines were followed, and they explained technical steps in a simple and practical manner. After implementation, we were able to track lead sources, monitor conversion stages, assign tasks to sales reps, and generate useful reports. Overall, it reduced manual work and improved visibility across the funnel.
What was the project name that you have worked with Sailwayz?
Salesforce CRM Integration for Lead Management
What service was provided as part of the project?
Implementation Services
Describe your project in brief
I worked with Sailwayz on a Salesforce CRM integration focused on improving lead tracking and sales pipeline visibility. Before the integration, leads were managed through spreadsheets, which slowed down follow-ups and made it hard to measure campaign performance. Sailwayz set up Salesforce, created custom fields, automated lead assignment, and connected the CRM with our existing forms and marketing tools.
They also built reporting dashboards and configured user roles for both sales and marketing teams. The communication was clear, timelines were followed, and any technical steps were explained in simple terms. After completion, we were able to track lead sources, measure conversion stages, and manage tasks more efficiently. Overall, the integration reduced manual work and improved transparency across the funnel.
What is it about the company that you appreciate the most?
Their technical knowledge of Salesforce and workflow automation was solid. Communication was clear, requirements were understood quickly, and they were flexible with adjustments during the project. The integration quality and final documentation were also very helpful.
What was it about the company that you didn't like which they should do better?
The only minor challenge was that some customization discussions took a bit longer due to clarifications from our end, but nothing major. Overall, the experience was positive and the final results matched expectations.
Rating Breakdown
- Quality
- Schedule & Timing
- Communication
- Overall Rating
Project Detail
- $0 to $10000
- Completed
- Advertising & Marketing