More and more colleagues and schools are discovering Salesforce.com. Combining a web-based admissions process with the power of a cloud-based CRM solution is the wave of the future. Using web forms and workflow, the admissions process can be fully automated.
But colleges and schools have found a hole in the Salesforce.com platform – email integration. Getting all the emails between the applicant and the admission office sorted and uploaded into the prospective student’s SFDC record is a challenge. Given the daily email volume that an admissions professional has to deal with, manual email syncing and logging is not a practical option. It simply takes too long and requires too much consistent attention. The answer is automated email integration such as Match My Email. Most specifically, a cloud-based system that is always on, platform independent and features “multiple email address and object matching” technology.
Christopher Lux, Fuller Theological Seminary, Pasadena, California
Match My Email Subscriber Since 2011
Match My Email has been a very helpful tool for our users to match and log all incoming/outgoing e-mails into Salesforce. Once users are setup, the app works behind the scenes so users don’t need to regularly interface with the program.
Automated Salesforce email integration has the advantage that it is setup and forget. After installing the ‘managed package’ once in Salesforce.com, the system works completely in the background at the cloud level. In the case Match My Email, the automated email integration solution is housed in an integration cloud that extracts email from the admission officer’s mailbox, processes it and then uploads the email to the Salesforce.com cloud. This happens every 20 minutes – day and night, rain or shine, in sick and in health.
Cloud-based solutions also have the advantage that they work with all kinds of computers and smartphones. This means that email is logged from all email sources, no device or type of operating system is excluded. Whether the email is sent from an iPhone or Samsung Galaxy or Nokia Windows phone or Blackberry, it is captured in Salesforce.com and linked to all the relevant records – Leads, Contacts, Accounts, Person Accounts and Opportunities. Cloud-based email integration systems also work with all types of desktop software, in the office, at home on the road – Outlook, MacMail, Thunderbird and any other IMAP-compatible software.
Match My Email has the advantage that it increases adoption and usage of Salesforce.com, because it creates a 100% complete and accurate record of all email communications in Salesforce.com. With Match My Email, every email correspondence between the entire admissions office and the external candidate is captured and organized in the candidate’s record. If a team member is sick or traveling or has moved on to another job, the email is still in Salesforce.com as a permanent record.
Common sense dictates that the value of Salesforce.com is directly correlated to the amount of information in the system and the completeness of that information. If the email record in SFDC is 100% reliable and complete, then the admissions officer can reliable on Salesforce.com as a “system of record”. Once the data in SFDC is trusted, then a new type of savings occurs. The admissions officer stops jumping back and forward between his or her mailbox and SFDC to get a full picture of the interaction with prospect. This saves hours and hours of unproductive activity.
The best way to get a quick understanding of Match My Email is to schedule a 20 minute live demo by emailing firstname.lastname@example.org.