If your goal is to capture 100% of business emails from any source automatically in the cloud then Match My Email is the right app. Match My Email provides hassle-free email integration for Salesforce to any ‘bring your own device’ environment. The app works with virtually every device at once – PC, Mac, desktop, laptop, tablet and/or mobile phone – and every type of mailbox – Outlook, Gmail, Apple Mail, Thunderbird, Open-Xchange or OX and any IMAP compatible mail systems. Based on pure cloud technology, Match My Email takes of hassle out of email syncing and logging. Users can be setup and activated remotely by Salesforce admins so users don’t have to be involved in an upload and enablement process and can go live with a single click.
The core of Match My Email is AUTOSYNC
This is a cloud-based email integration engine that automatically collects copies of inbound and outbound emails from a user’s mailbox, processes the emails using AI algorithms to figure out where to put them in Salesforce and then uploads them permanently to the Salesforce database. The entire process is hands-free relieving users of hours of mindless and inaccurate data entry moving emails into Salesforce records.
Match My Email is based on MULTIMATCH
If an email relates to more than one record in Salesforce, the app makes the email visible in every relevant record. Emails are simultaneously put into Leads, Contacts, Accounts, Opportunities, Cases, Projects and/or Campaigns so the email capture in Salesforce is 100%. 100% email capture in Salesforce means that users can trust the information in Salesforce because it provides visibility into the entire email interaction with the customer.
Match My Email enables PRECISIONMATCH
The app can match emails to multiple email addresses for the same Contact – the #1 email integration pain point for Salesforce users. It can also match emails to different record types based on different criteria. For example, the app can match to Contacts by full email address, Accounts by domain name, Opportunities by the words or numbers and Case by tags, all at the same time. PRECISIONMATCH eliminates syncing errors and duplicates that annoy users.
Match My Email supports CUSTOMMATCH
The app can be programmed to sync emails to custom records. The custom scripting language requires as little as four lines of code to program a custom auto or manual match.
Hassle-Free Email Integration for ‘Bring Your Own Device’ IT Environments
CLEARVIEW presents email data in Salesforce so that it is easy to read and work with. Emails can be read with a simple hover over. Attachments are linked to emails by a hover over ‘paper clip’. Links to other Salesforce records that are associated with an email are clearly displayed.
QUICKREPLY enables users to reply to emails from inside Salesforce records. QUICKREPLY can be configured to automatically tag outbound emails from Salesforce.
DECLUTTER refers to the deduplication and filtering tools incorporated in the app. TeamDedupe compresses emails involving multiple users down to a single copy in Salesforce while maintaining privacy settings. Attachment clutter is removed by filtering out signature logos and social media icons.
PRECISION PRIVACY refers to the added privacy controls offer by the app. Users have control over who in Salesforce sees their emails. Safe words can be added to emails so that the emails are blocked from entering Salesforce from any source. Ignores can be set to block internal emails or emails from friends and family.
The REPORT PACKAGE includes pre-configured reports, list views and dashboards for tracking user and customer activity and response times in Salesforce based on timeframe and email direction. Inactive Leads or Opportunities can be flagged in View Lists to prompt user actions like Send Follow Up Email or Call the Customer.
Match My Email is a bargain starting at $22.95 per user per month and represents the culmination of ten years of maniac focus on email integration for Salesforce. The app is also famous for its amazing Support Team who respond quickly by email, phone or email. To see the app in action for yourself, please schedule a Live Demo at https://www.matchmyemail.com/schedule-your-live-demo/.
