In order to automatically capture emails in a custom object, there needs to be some way to differentiate which emails relate to the custom object.
Why do your customers choose Match My Email over the tools provided by Salesforce and other vendors? Email integration for Salesforce is a crowded market with about one dozen offerings. Match My Email has to be special to win in this competitive marketplace.
Seamless email capture for Salesforce will save you time, money, and all of the lost productivity caused by missing correspondence and inconsistencies.
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.
World Class Email Integration Requires A Balance of Speed, Security, Accuracy, Deduplication and Customization
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.
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.
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.
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 can sync emails to one or more email addresses associated with a Salesforce Contact – or Lead, Account, Opportunity, Case, Custom Record.
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!