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.
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!
The Match My Email dashboard improves responsiveness and productivity. With it, sales reps can’t forget to answer an email which leads directly to higher sales.
Match My Email captures every inbound and outbound email in Salesforce from every source.
Match My Email has been focused on email integration for Salesforce for the past ten years.