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, Dallis Bros. Coffee’s Chief Executive Officer, Marcelo Crescente, determined that after signing up for Salesforce.com for about 20 seats of the Professional Edition that the Gmail integration tools being offered for free by Salesforce.com were not going to do the job.
I realized my users were going to have to spend an hour a day matching their emails to records in Salesforce. This matching is a critical task, otherwise having Salesforce becomes almost useless. The whole point is to be able to instantly see, in one screen, all communication between your coworkers and the client. And you can’t depend on the employees remembering to log emails. So I decided I was going to find an app that solved that problem.
Solution
Dallis Bros. Company needed a more robust and efficient implementation in matching and integrating emails that did not require hours of manual labor. Gmail & email integration, easy of use for employess, and never having to leave Salesforce.com were the requirements of the application.
I found Match My Email the best because (1) after initial setup (a bit clunky given the interface), it works completely unattended, matches all emails to any related record existing in Salesforce, your users don’t spend any time matching emails themselves; (2) it can match emails to multiple contacts, leads, accounts, cases, opportunities; and (3) it logs a copy of all emails on an outside server and keeps trying to match them to records in Salesforce for over 1 month. This last step is excellent. Often you get an email from a lead before the lead exists in Salesforce. Or you’re lazy and create the lead in Salesforce 2 days after getting the email. Well, as long as the lead is created, Match My Email is going to match the emails for you within 20 minutes. Genius!
