From a recent customer meeting, they shared the following idea.
From Saleslogix:
- allow me to store LinkedIn credentials into Saleslogix
- allow me to search my Linkedin contacts and auto "pull" in contacts from LinkedIn into Saleslogix
Two modes of operation:
- do a "single" import; search for my linkedin contact (e.g. using name etc.), search, show list of results (flag ones already in SLX), one click to add SLX
- do a "multiple" import; search for linkedin contacts (e.g. using demographics like job title), search, show list of results (flag ones already in SLX), one click to add whole list to SLX (that are not already in) or allow me to tick individual rows and import
Contact tab:
- have a Linkedin tab that shows current info "live" from Linked in profile
Search & link:
- press button to perform Linkedin search & suggest match (may take a while warning).. store possible matches against contact
- from a single contact detail view show suggested Linkedin matches (or allow a click to check for THIS contact for live matches); allow me to select "Match" and store the link so Linkedin tab populates with "live" data
Hi Duncan,
We have recently developed something similar to this as an extension of our intelli-CTi and QGate Breeze solution. It allows users to link, or "match", their SalesLogix records to LinkedIn search results so that a contact's LinkedIn information is available whenever the record is viewed in SalesLogix.
The QGate Breeze LinkedIn integration is still currently in production, however if you would like to discuss potential implementations then please contact info@qgate.co.uk
Regards,
Lee Harris
QGate Software Limited
Developer
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