The Missing Piece of Salesforce.com and Salesforce1
We were surprised that Salesforce.com didn’t offer good email syncing and logging. Email is the most important way that we communicate with our customers. We need all our email communications logged into Salesforce.com correctly to be effective. We tried other tools on the market, but all of them required too much work. Plus they didn’t create a 100% complete email log. Our sales and customer service reps want a cloud service that does all the work for them of email syncing and logging to Salesforce.com and Salesforce1.
Click for Free TrialWe also need a platform independent solution. Our company has a heterogeneous email environment. Some people use Microsoft PCs or laptops, other have Apple Macbooks, iPads and iPhones, and still others have Android and Blackberry smartphones. The benefit of a cloud solution is that is works with all of these devices because it requires “NO SOFTWARE”, just a username and password.
Sales Operations got an unexpected benefit from Match My Email. Because Match My Email creates a 100% complete email log in SFDC, this data could be used to create Reports and Dashboards. Now, sales management can measure email activity by user/sales rep, create Exception reports like ‘All Leads with No Emails Last Week’ and/or monitor email traffic in real-time for the entire sales team. With the NO MATCH function,they can see all emails that don’t related to a record in SFDC quickly and easily. Then use the +Match feature to create new SFDC records directly from email data using drag & drop.
Match My Email matches and logs every inbound and outbound email to the right records in Salesforce.com – whether they are Leads, Contacts, Opportunities, Accounts and/or Cases. With a little APEX programming, it also works with Custom Objects. You will never have to think about email integration with Salesforce.com again. The service is ‘set up and forget’, ‘always on’, ’24/7/365′ and works totally in the background.
Versus manual tools, Match My Email saves the sales rep 25,000 mouse clicks per year. This equates to 100 hours of manual work. With Match My Email, there is no more jumping back and forth between Salesforce and your mailbox. Based on its unique MultiMatch technology, Match My Email populates every SFDC record with each and every email related to that record so the sales rep sees a 100% accurate view of the email activity in every record. In fact, the email view in SFDC is more robust than in Outlook or Gmail, because the sales reps sees the emails from and to the entire sales team, not just their own emails.
With Match My Email, all your emails – inbound and outgoing – are saved permanently in each Salesforce.com record inside the Email Messages section. The interface mimics Outlook and Gmail for ease-of-use. Emails are listed in chronological order and show Subject, Direction and Attachment.
You can click on any email and open it. There you will see the Header, Date, Subject, Body and Attachments. You can view all the emails at once in Scroll View.
Click an attachment and it will open so that you can read the file in its original format. Match My Email can handle large attachments up to 30MB. It uploads attachments under 5MB to SFDC and inserts the Attachment name for those above 5MB and less than 30MB.
Match My Email only costs $14.95 per Salesforce.com User per month. The subscription includes imports from two email accounts. Additional email imports can be purchased for $7.50 per month. Match My Email can import and log up to 1,000 emails and their attachments per day per user before it runs into Salesforce.com processing limits. Match My Email includes a free automated legacy email import feature with every annual subscription that lets a user process and log 10,000 emails per month into SFDC. Match My Email will help you set up the service and train you and your users for free.