If you are looking for a clean interface in Salesforce that shows every email in your INBOX and SENT folders that matches them and uploads them automatically to standard and customer records – with no duplicates – then Match My Email is the solution for our organization.
Cloud-based email integration can save an individual Salesforce user as much as 23 hours of data entry and retrieval time per month. Seamless email syncing and logging increases the transparency of any Salesforce deployment for sales management and sales operations.
Tasks are an intuitive way to organize workflows in Salesforce. Salesforce Classic users are often disappointed that the Lightning Task object is different and missing some key features.
Match My Email can read the phone number related to a voicemail transcript in the follow-up email and match it to the correct Salesforce record automatically.
One major missing Classic feature is related to the Task Object. Out-of-the-box the Comment field that users had come to expect in the Classic Task Object is missing in Lightning.
Match My Email is architected to provide cost-free retention of the emails of former employees. Unlike other apps that store emails offline – like Ebsta and Einstein Capture – Match My Email uploads emails to Salesforce permanently and links them to the relevant Salesforce record or records indefinitely.
Match My Email 3.0 incorporates the latest cloud technologies in terms of security, scalability, artificial intelligence and remote administration in Salesforce.
Match My Email can sync emails to one or more email addresses associated with a Salesforce Contact – or Lead, Account, Opportunity, Case, Custom Record.
Match My Email is the email capture app for Salesforce that actually works. Customers like its Lightning interface, amazing mobile experience, useful analytics and reports, hands-free email syncing and clear presentation of information in Salesforce.
Match My Email works in the background of Salesforce and captures every email from every source. Once you set it up and you can forget it!