At Match My Email, our goal is to save teams time.
By intelligently syncing your email and calendar data with your Salesforce records automatically, we save your team hours of manual work every week. And now with our new bulk activation feature, setting up Match My Email for your users is 9 times faster, too.
Set up your organization’s users in just a few clicks.
Like many enterprise software setups, Match My Email requires a thoughtful employee to set up the tool to meet their organization’s needs. The team at Match My Email examined the entire setup process from a user perspective and technical perspective to streamline setting up users in Match My Email to make it as fast as possible.
When setting up a company-wide integration of an email service like Office 365 or Gmail, you can now configure all user imports into Salesforce in one streamlined process. This allows larger companies to set up large numbers of users to sync their email and calendar data at one time.
Administered by a central admin. No user action needed.
Unlike other email sync tools like Einstein Activity Capture, Match My Email is administered centrally by an admin and has a setup that requires no user action. Central administration of Match My Email saves admin from lots of frustration and potential for errors by end users. For a long time, this has been a great benefit of Match My Email and bulk activation now makes user setup even easier and faster.
Maintain the ability to customize import settings down to the individual.
Once these imports are set up, you can still access each user’s configuration individually to set up whatever custom settings that may be needed for individual cases in your organization. This saves admins time and gives them complete control.
Increasing return on investment.
When selecting an enterprise tool for a business need like email integration, it is common to compare the upfront cost (such as time spent setting up the tool and cost of tool) to the value gained (such as time saved, increased customer satisfaction, increased revenue, and increased productivity). Some enterprise tools require tremendous time investment upfront by your team and should always be factored into tool procurement. With our new bulk activation tool, upfront time investment is dramatically reduced to increase Match My Email’s return on investment even more.
Start saving time.
In just a few clicks you can now have our email integration and calendar integration to Salesforce set up for your whole team. And once our syncing tool is set up, our tool will begin automatically matching your emails and calendar events to their respective Salesforce contacts, leads or any other records you would like saving your team hours and hours of manual work. This will free up your team to do more important work, growing revenue, connecting with customers and closing deals.
Our brand new bulk activation is live now. If you are an existing customer, you can find this tool within the Control Panel on the Users page. For anyone interested in trying Match My Email, click here to start a free trial today: Start your 14-day free trial
