Email Activity Reports Inside Salesforce.com

Posted on 21. Jan, 2011 by in Match My Email Tips

Match My Email lets sales executives see all the email correspondence — inbound and outbound — of their sales reps.  Executives can sort the email streams by Lead or Contact or Opportunity or Case or Account.  Using the Report feature in Salesforce, this Activity History can be presented as a single report by categories.

About Paul Sterne

President, RAE Internet, Inc. (dba Mailspect and Match My Email) Managing Partner, Sterne & Co. LLC, M&A and Angel Investing boutique. Formerly, CFO, Open-Xchange Inc.; Founder and CFO, E2open, Inc. [NASDAQ: EOPN], Managing Director, Mergers and Acquisitions, IBM Corp.; Director, Mergers & Acquisitions, Deutsche Bank AG; Director, Business Development, Treasurer's Office, General Motors Corp. Completed over 100 deals at all types and at all phases of the valuation cycle.


Leave a Reply