Match My Email is a better way to capture and manage email engagement in Salesforce.
Match My Email captures every email from every source automatically and syncs them to Salesforce. Data entry is eliminated saving users hours of time. Salesforce is transformed into a ‘system of record’ for customer emails.
Effortless email lookup
in shared records.
Looking up customer emails is efficient with Match My Email. No more tedious inbox searches or asking team members to be cc: on customer correspondence. Users can find the entire customer email thread by clicking on a customer record.
Stay in control by
tracking email activity.
Automated email capture creates reliable data that can be used to monitor activity and prompt action. Reports can be created that track email activity by direction and timeframe or even measure email response times.
Speed up email
Email capture used in combination with templates can greatly increase standard email response times. View unanswered inbound emails and reply to them with precomposed templates in Salesforce.