The more data in Salesforce, the more useful the CRM.

Match My Email has been designed from the ground up to capture, file and analyze perfect email data in Salesforce

The value and utility of any Salesforce deployment is directly proportional to wholeness of the data it contains and the ease of data retrieval. The more data in Salesforce, the more useful the CRM. If the data is easy to find, then productivity will increase. If the data are also accurate and represent the best information that users can get their hands on, usage of Salesforce will increase. Salesforce will be become a “system of record”. It will become mission critical. Salesforce’s value and return on investment will increase exponentially.

The most common mode of business communication is email. Pundits have been predicting the demise of email for decades even as business email usage has increased. Today, there is more information in email that any other form of business communication.

The volume and importance of email communications make it imperative that a CRM automatically capture, file and analyze relevant emails and upload them to Salesforce records. Manual syncing and logging tools can’t get the job done. Manual plug-ins result in missed emails, e.g., holes in the email data. Once users can’t trust the email data in Salesforce, usage will plummet. Moreover, if the email data in Salesforce is inaccurate, then activity reports by user or customer or real-time activity tracking screens have little value and will fall out of use.

Match My Email has been designed from the ground up to capture, file and analyze perfect email data in Salesforce. The purpose of the app is to capture every relevant inbound and outbound email and upload it to Salesforce as a permanent data element – in real time. Match My Email does not store email data off-Salesforce in a separate server like Einstein Email Capture or Ebsta. Email data generated by the Match My Email app is an integral and permanent part of a Salesforce ORG and its underlying database. Email data can be retrieved at any time and use to create reports, dashboards and List View that help managers and users to run their business.

Learn more about our integrations:

Outlook

Office365

Zimbra