The Missing Piece of Salesforce.com Good Email Syncing and Logging
On the surface, Match My Email looks very simple. All it involves is an easy-to-read Email Messages view that shows all incoming and outbound emails. Email Messages is embedded in the page layout of all standard Salesforce.com objects – Leads, Contacts, Opportunities, Accounts, Person Accounts, and Cases. But beneath that simplicity is very sophisticated technology.
Click for Free TrialIt takes eight technologies working together to make a fully automatic email syncing and logging service and produce a 100% complete email log in Salesforce.com.
The most important technology is MultiMatch. Most tools can only match an email to a single primary record in Salesforce.com. This means that the email log cannot be 100% complete. If the log is not 100% complete, then the users cannot be assured that they are seeing all the email correspondence with a particular customer in every Salesforce.com record. With a complete email log in Salesforce.com, sales managers can create email acticity reports and dashboards and monitior sales rep performance. As one of our customer’s said recently, “With Match My Email, if the email ain’t in Salesforce, the email don’t exist”.
The other key technologies are platform independence using the IMAP open standard, reprocessing (frequently looking for new matches in emails as old as 45 days), privacy controls blocking personal and confidential emails, de-duplication, manual after-the-fact’ commands and authentication to Google, IMAP and Salesforce.com.
Match My Email combines these technologies in a cloud service that works with Microsoft Outlook, Apple MacMail, Google Apps, Gmail, GoDaddy, Rackspace, Yahoo!, 1&1, Network Solutions, Office 365 Live and IBM Lotus, to name a few. The best way to get a sense of the power of the solution is to schedule a short 20-minute GOTOMEETING demo.