Platform or Tool? What is the Right Approach to Email Integration for Salesforce?

Posted on 27. Sep, 2013 by in Questions & Answers, Technology

Platform or Tool?  What is the Right Approach to Email Integration for Salesforce?

Email messages continue to be a key part of today’s customer relationship. The average business user sends and receives 110 emails each workday. Of these 110 emails, on average 25 read more…

Why Won’t Match My Email Package Install Within Salesforce.com?

Posted on 15. Nov, 2012 by in Questions & Answers

Why Won’t Match My Email Package Install Within Salesforce.com?

Installed Package Limits may be the reason; you may need to upgrade Editions. Salesforce.com limits the number of third party and Salesforce.com “packages”or applications that can be used with its read more…

How much storage comes with my Salesforce.com account and how much of that storage will email syncing use up?

Posted on 17. Oct, 2012 by in Questions & Answers

How much storage comes with my Salesforce.com account and how much of that storage will email syncing use up?

Answer: Match My Email prospects and customers ask these questions all the time, so we decided to share some real world information to answer them. All screenshots in this article read more…

What Is the Process For Logging In and Out Emails In Salesforce.com?

Posted on 12. Oct, 2012 by in Questions & Answers

What Is the Process For Logging In and Out Emails In Salesforce.com?

Salesforce.com doesn’t make it easy to log emails as they are sent out of Salesforce.com and replied to by clients, customers, leads and contacts. Logging in and out email in read more…

Can we import emails from before the date we started importing with Match My Email?

Posted on 27. Sep, 2012 by in Questions & Answers

Can we import emails from before the date we started importing with Match My Email?

Yes, Match My Email has a new feature that allows you to import emails from before the start date of your free 30-day trial into Salesforce.com. The feature is semi-manual read more…

Do I need to leave Salesforce.com to work my customer email communications?

Posted on 12. Sep, 2012 by in Questions & Answers

Do I need to leave Salesforce.com to work my customer email communications?

Problem: Salesforce.com users are more productive if they never leave Salesforce.com. Jumping back and forward between your email account and Salesforce.com is inefficient and frustrating. Unfortunately, Salesforce.com does not provide read more…

What is the benefit of using Match My Email, instead of just using the out of the box “Email to Salesforce” for Salesforce.com email integration?

Posted on 27. Aug, 2012 by in Questions & Answers

What is the benefit of using Match My Email, instead of just using the out of the box “Email to Salesforce” for Salesforce.com email integration?

It is true that Salesforce offers the “Email to Salesforce” connector for Outlook which performs some minimal functions but has limitations. For starters, it only works with Outlook. It also read more…