Last week, Match My Email released a new version of its popular email integration app that can ‘sense’ if a Salesforce deployment is using Financial Cloud. If the app determines that the deployment is Financial Cloud then the app is automatically reconfigured to support the Financial Cloud workflow of Contacts and Households.
February 11, 2020
Match My Email boosts sales team collaboration and prevents mistakes. It permanently solves the email syncing and logging problem and simultaneously drives Salesforce productivity and adoption.
One of the most useful features of the Salesforce Sales Cloud is email templates. Users and sales managers can create libraries of email templates that can be used to automate standard customer responses and/or drip email campaigns.