OVERVIEW ON MATCH MY EMAIL :

  • Match My Email increases your sales productivity and gives your sales team better customer information by adding emails automatically to Salesforce.
  • Match My Email vision was to create an email syncing app that would make sure that every email is logged from a variety of email applications, to Salesforce.
  • The app frees the user from the task and responsibility of syncing emails to Salesforce.
  • The app also creates a perfectly reliable email login Salesforce organized by client and account. Computers in the cloud do all the work.
  • They called it Match My Email because it automatically matches emails to Salesforce records and the business has gone from strength to strength since inception.

 

 

WHY TO USE MATCH MY EMAIL ?

  • Inbound and outbound emails from any device or email provider.
  • Shared emails organized and accessible in Salesforce.
  • Sync emails to multiple Salesforce record types at once.
  • Sync emails by domain, words, numbers or tags.
  • Sync emails to custom records or field.
  • Reply to emails from inside Salesforce records.
  • Cloud app that never sleeps nor misses an email.
  • Track user and customer email activity.
  • Create new SFDC records from email data.
  • Sync old emails to Salesforce.

 

 

 

HOW MATCH MY EMAIL HELPS :

  • Match My Email seamlessly captures any email from any device to Salesforce, including Office 365, G Suite, Apple Mail, IMAP, GoDaddy, Zimbra and Rackspace.
  • The app offers hands-free, setup and forget, once and done, email integration for Salesforce.
  • It imports emails from a user’s mailbox, matches them to records in Salesforce automatically and then uploads them permanently to the Salesforce cloud.
  • Match My Email saves time, creates valuable email activity data in Salesforce and tracks all inbound and outbound customer emails for compliance.
  • It provides Salesforce Outlook integration and Salesforce Gmail integration.
  • Match My Email is the gold standard in email syncing and logging tools for Salesforce.

 

 

 

HOW CAN WE HELP :

  • We have done Several implementations/integration of Match My Email with Salesforce.
  • Setup and provide support for Match My Email Integration.
  • Training for users.

 

RESULTS :

  • See email activity by user or customer.
  • Sync emails automatically to Salesforce hands-free 24/7/365 in the cloud.
  • Clear presentation of email activity in Salesforce.
  • Sync emails to custom Salesforce records.
  • Block emails from entering Salesforce by email address or keyword.
  • All inbound and outbound emails are captured and stored in Salesforce.
  • Sync based on domain name, words, numbers or tags.
  • Enable users to reply to emails from inside Salesforce records.
  • Create new Salesforce records from emails using drag and drop or autocreate.
  • Admins can activate and deactivate users from a central control panel; no end-user involvement in setup.
  • Filter out duplicate emails in Salesforce while maintaining full Privacy controls.

 

 

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