Salesforce Integration for Microsoft Outlook

Posted on 19. Feb, 2013 by in Technology

If you are looking for a way to get your emails in Microsoft Outlook integrated into Salesforce.com, you have come to the right place. Match My Email (MME) integrates with every version of Outlook — 2003, 2007, 2010, 2011 for Mac as well as Entourage. MME works with all Salesforce Editions — Group, Professional, Enterprise and Unlimited.

Match My Email offers the best email integration between Outlook and Salesforce. No more jumping back and forth between Salesforce and Outlook looking at emails to see what is going on with a customer. All the emails in Outlook will be in Salesforce, matched to the right record.

MME provides a fully automated cloud service. It does all the work of syncing and logging emails to Salesforce for a sales rep using Outlook. The computer software does all the processing related to the sorting and uploading of emails and their attachments to the right Salesforce record(s). That is why it is called Match My Email; it matches your emails in Outlook to all the right records in Salesforce.com — fully automatically. The other tools on the market are manual. They require constant action and attention. If you are busy or sick or traveling or on vacation, they don’t work. Match My Email, on the other hand, is 24/7/365, working away in the background, doing the work of matching emails in Outlook to Salesforce for you. True email integration between Outlook and Salesforce is estimated to save the average user 100 hours of work each year.

Match My Email is easy to use and quick to set up. Once it is installed, it starts working in background parsing your emails in Outlook looking for email addresses that match to email addresses in Salesforce.com. When MME finds a match, it uploads and logs the email into the right Salesforce record — whether it is a Lead, Contact, Account, Opportunity or Case. The is why Match My Email has the the best Salesforce Integration for Microsoft Outlook!

The best way to see Match My Email in action is to schedule a 20-minute live demo. In the demo, we will show you how Match My Email will automatically connect your email in Outlook to Salesforce.com. Contact Simone at sduncan@matchmyemail.com to schedule a live demo or sign up for a live Match My email Demo.

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.


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11 Responses to “Salesforce Integration for Microsoft Outlook”

  1. David Buck 27 August 2013 at 2:56 pm #

    Need to be able to synchronise Outlook mail to SalesForce for both PC and MAC users.

    Looks like your Match My email is what I need.

    Can you let me know how this works and associated costs.

    Thanks,

    David

    • Paul Sterne 27 September 2013 at 5:44 pm #

      We have what you are looking for. Please contact Simone at the company telephone number.

  2. Ryan 18 March 2014 at 1:12 am #

    Does the software match historic emails, or only those emails created after subscription setup?

    • Paul Sterne 18 March 2014 at 12:42 pm #

      Yes, Match My Email can match old emails from before the subscription start date. It is done using a special import folder that will bring the old emails into Salesforce at the rate of 360 per day, 10,800 per month. At this rate, the system will not run up against any daily processing limits at Salesforce so the system can be fully automated and trouble free.


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