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 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 […]
New Email Clean Up Tools in Match My Email
Email integration tools concentrate first and foremost on getting emails synced and logged to the right records in Salesforce.com. Most tools are manual and require the end-user to make something happen by clicking on a series of buttons; one tool, Match My Email, is automated and does all the work of syncing and logging emails […]
Large Attachment Syncing for Salesforce.com
Match My Email has been called the Mercedes Benz of email syncing and logging for Salesforce.com. Its claim to fame is full automation versus manual bcc: tools. It integrates all email systems, e.g., Microsoft, Google, Apple, GoDaddy, Hostways, Open-Xchange and IBM / Lotus directly into the Sales Cloud. Emails and attachments are matched and uploaded […]
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 are clickable, in case the reader wants to get a more detailed view of the data. A Salesforce.com account is also called an organization. For […]
