The heart of customer relationship management is knowing what the customer is saying, when and to whom. That is why it is important to get all emails from leads and contacts into Salesforce.com automatically and in real time. Effortlessly syncing and logging emails into Salesforce records is only possible using an automated Salesforce email integration app that is based on cloud technology.
Getting sales professionals to use a CRM app is not easy. Sales reps and managers are, by nature, more interested in customer contact and the adrenaline of winning new business than data entry. Subjecting a sales person to the daily task of filing emails into Salesforce is a motivation killer. Yet most of the tools available for Salesforce.com do just that; they subject the users to hours of drudgery logging emails into Salesforce records.
The most advanced and only fully automated email syncing app for Salesforce is Match My Email. It has been perfected over the past four years by real world users who having been driving its specifications based on actual workflows.
Match My Email is a “Setup and Forget” Cloud App; Computers, Not Humans, Do The Work
First, the app needed to be PLATFORM INDEPENDENT, i.e., work with all devices at once – smartphones, tablets, laptops and desktops –and in all operating system platforms – Windows, Mac and Linux – and with all email systems – Office 365, Google Apps / Gmail, Yahoo!, 1&!, Open-Xchange, Lotus, Rackspace and GoDaddy. To do that, the app was based on the IMAP standard. Working at the network level, Match My Email is always on, 24/7/365, automatically importing, sorting and uploading relevant emails to the right Salesforce record or records.
Second, Match My Email had to match emails to all the relevant records in Salesforce, not just one Contact. This requirement to create perfect and 100% complete email data in Salesforce was driven by the user base. They wanted to be 100% sure when they looked into a Salesforce record that they were seeing all the correspondence, not some part of the conversation. To solve this requirement, Match My Email developed a multiple email address and record matching algorithm called MULTIMATCH in combination with COMPREHENSIVE DEDUPLICATION. The trick is to get the emails into all the right records in Salesforce, but only to do it once to avoid clutter.
Some records in Salesforce don’t work well with email address matching. Such record types like Projects, Products, Job Openings, Legal Matters, and Assets need to have related emails matched using TAGS. To serve this need, Match My Email developed the only PRECISION TAG matching technology available on the AppExchange. Tag matching is especially useful in indirect sales models where an agent, reseller or distributor may have multiple open Opportunities at once.
PRIVACY is another layer of automated email integration that is important. Some emails don’t belong in Salesforce so there needs to be a simple way to block them. Match My Email has introduced the most flexible and intuitive IGNORE features in the industry. Emails can even be selectively blocked from Salesforce processing using a CONFIDENTIAL TAG.
NEW RECORD CREATION is the final key element of a truly productive email integration app. Match My Email enables users to create new SFDC records using email info from directly within Salesforce.com – no bouncing back and forth between Salesforce and the email system..
Platform independence, multiple record matching with deduplication, tag matching, privacy controls and new record creation are a few of the amazing features of Match My Email. The best way to see all the features and benefits of Match My Email is to schedule a Live Demo. During the Live Demo, you can direct the conversation so you will get the answers to your questions in the order and depth that you want. Contact firstname.lastname@example.org to schedule a live demo.