Match My Email Releases Cloud Version 3.2.1
Match My Email deployed in production release 3.2.1 of cloud software for email to Salesforce. The improvements are all in response to customer requests: implementation of filter email activity by user in Match My Email graphic user interface sort by FROM field in MME GUI implemented block inline images in Upload Rules of SF integration […]
Match My Email Releases New Attachment Blocking Feature
Recently, one of our customers asked us to implement attachment blocking. This particular customer sends large standard attachments – pdf brochures and pdf investment fund performance statements – to prospects and clients. This Match My Email user did not want these attachments to be uploaded to Salesforce to save File Storage. We asked the customer […]
The Lazy Sales Rep Syndrome: Automated Email Integration for CRM is the Solution
I used to work at IBM. Every year the CEO would visit our facility and give us an inspirational speech about the state of the company. But what made us laugh, year after year, was the inevitable section on CRM utilization. Every year the CEO would scold us for letting our staffs be “lazy sales […]
Match My Email Releases Comprehensive De-Duplication in its Automated Email Syncing App for Salesforce.com
Leading email syncing and logging app for Salesforce.com adds “team dedupe” feature; Match My Email now de-duplicates the same email imported by multiple users into Salesforce.com Ardsley on Hudson, New York. January 21, 2014. Match My Email has released comprehensive email de-duplication in Version 3.0.1, a major upgrade to its cloud-based email syncing and logging […]
Major New Release of Automatic Email Syncing App for Salesforce.com
Ardsley on Hudson, New York. December 4, 2013. ISVForce Partner, Match My Email has released a major new version of its ‘managed package’ for Salesforce.com that includes customer-requested email management tools and contextual views. Version 2.4 incorporates a dozen new features that make email log management and navigation in Salesforce.com easier and faster. In response […]
Sync Emails to Contact Manager Edition of Salesforce.com
They said it couldn’t be done. There was no way to add emails automatically into the Contact Manger Edition of Salesforce.com. The Contact Manager Edition didn’t have the technology hooks to integrate email and log it automatically by Contact. Well, Match My Email has found a way to sort and file email into the right […]
Manual Versus Automated Email Syncing for Salesforce.com: That Is The Question
To sync email manually or automatically to Salesforce.com that is the question. It is nobler to take total control of one’s email log and post each email one-by-one by hand or to leave it to the unsleeping cloud with its ability to channel the flow of business and social interaction for you. When considering email […]
Using Match My Email as a Management Tool
Match My Email Provides The Foundation for Activity-Driven Management Reports Once a sales organization has a 100% complete and accurate email record in Salesforce.com – even if it is only a few weeks of data – Match My Email can to used to generate activity reports, dashboards and chatter feeds. As one of our customer […]
New Administrator Support Guide Available
Match My Email has published a new guide for administrators defining user roles and how to add domains and users to the existing account. The three chapters of the published document (pdf) provide detailed steps in the following areas: Match My Email User Roles Adding a Domain (Account Owner only) Adding Users (Account Owner, Domain […]
Dallis Bros. Coffee Discovers Automatic Email Integration with Match My Email
Dallis Bros. Coffee is a privately owned premier roaster of high quality coffees. For 100 years, the New York City based company has provided a diverse selection of coffees for wholesale and retail customers. In today’s highly technical world, the company has expanded those efforts with a successful online retail store. Problem Definition In 2012, […]
