A case in point is Salesforce email integration. Out-of-the-box Salesforce does not offer a cloud-based email integration module. Users have to buy a cloud-based email integration off the AppExchange. The leading cloud-based app on the AppExchange is Match My Email.
January 17, 2017
Automated email syncing removes the chore of logging emails to Salesforce from a sales rep’s daily ‘to do’ list. Match My Email doesn’t make mistakes.
The key technology in a modern law office is Salesforce.com. It can replace paper-based customer relationship management. Client contact information, email correspondence and documents can be stored in the Salesforce cloud.
It doesn’t matter which email system you use – Gmail, Outlook or MacMail. Match My Email makes working on emails easier, faster and better in Salesforce. First, you won’t have to waste time looking for an email from a customer in your email account again. That’s because Match My Email puts every email into Salesforce and syncs it to the right customer record. Match My Email eliminates the need to put customer emails in folders in Gmail, Outlook and MacMail. It puts the emails automatically into the Salesforce equivalent of a folder, a Salesforce record — – Lead, Contact, Account, Opportunity and/or Case based on email address matching. Hence the name Match My Email.
Atlantic Insurors is a full-service, independent insurance agency serving individuals and businesses in New Jersey. Its agents are trained, licensed professionals who have dedicated their careers to helping people with any or all of their insurance needs. The agency provides a wide range of personal and commercial coverages. Atlantic works with major carriers, including Travelers, Farmers, Hartford, AIG, Pure, Chubb, Plymouth Rock, Encompass, Metlife, Allstate, Progressive and Mercury.
Match My Email added capabilities to both its Standard Email Cloud (Version 6.6) and MultiMatch ISVForce package (Version 5.4) this week. Match My Email cloud admins supporting MultiMatch accounts are encouraged to contact support at www.matchmyemail.com/support and schedule an upgrade session of the ISVForce app. All Email Cloud upgrades occur automatically in background and require no admin action.
Salesforce.com is an amazing product. Its cloud platform can do just about anything related to organizing and tracking the sales process. But one area where the tools provided by Salesforce fall flat is email integration and handling.
Match My Email Releases Update Credentials Wizard That Works with new Gmail/Google Apps Security Technology
Match My Email is designed to fully automate the process of syncing emails to Salesforce and make administration of the app as effortless as possible. One technology that the app incorporates is Open Authentication or “Oauth” for security and password sync. Match My Email authenticates to Salesforce using Oauth so users never have to update their SFDC passwords in the ISVForce app.
Match My Email has been design from the ground up with efficiency in mind. The app’s designers have spent thousands of hours creating a user experience that is intuitive, easy to learn and easy to use. Just by eliminating manual email syncing and logging, and replacing it with fully automated Salesforce email integration, Match My Email is estimated to save the average user 9,600 clicks per year.
Match My Email
P.O. Box 143
Ardsley on Hudson, NY 10503
About the Product
Match My Email
Only Salesforce & Any IMAP Compliant Email System
RATING: 4.9 (out of 106 reviews)
Price: $17.95 per user per month