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 are externally facing and need to be added to the right record in the CRM system. Email has not ‘died’ with the rise of mobile […]
Questions & Answers
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 cloud service. The package or AppExchange limits are based on Salesforce.com Editions. Edition Price per Month # of Apps Contact Manager $5 0 Group $20 […]
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 Salesforce.com requires constant work and repetitive “mouse-clicks” if you use the “free tools” provided by Salesforce.com. Plus email logging only works if you are logged […]
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 so it gives you complete control over which old or legacy email will be synchronized and logged into all the relevant objects in Salesforce.com using […]
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 the tools to tightly integrate your email account with your Salesforce.com account. Instead, they provide manual, labor intensive tools that force you to work in […]
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 requires you to BCC your outgoing emails, and it only logs outgoing emails, not those that are incoming. [pullquote] QUICK FACTS With Match My Email, […]
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