Match My Email has released a major new version of its cloud application, Match My Email, Version 2.8. The new version offers new and improved email import options that give the end-user total control over what gets synced and logged to Salesforce.com. Now, Match My Email offers a Salesforce.com user the entire spectrum of email integration options ranging from manual Maildrop-like drag & drop functionality to fully automated email syncing and logging from INBOX and SENT ITEMS – and every gradation in between. Match My Email is the first cloud solution to offer both manual syncing and automated syncing in the same system.
Match My Email recognizes that different people use email in different ways. Email integration needs to be flexible enough to deal with all the different end-user email work habits. Some users want a cloud solution to do all the work for them of sorting and uploading emails to SFDC. Others want to control exactly which emails get posted to Salesforce.com. Some sales reps work with just two email folders [INBOX and SENT], while other create new folders every day. Match My Email has invented a way to accommodate all of these different usage styles in one easy-to-use solution.
Total control over which emails are synced and logged to Salesforce.com is particularly important to executives who want to personally select which emails to be posted to Salesforce.com for privacy, confidentiality or workplace management reasons. With version 2.8, sales managers can create a special folder labeled ‘Match My Email’ in their email client like Outlook and drag & drop emails to that folder for automated sorting and uploading to Salesforce.com. Email integration for Salesforce.com becomes as easy as drag and drop – from any email client, Outlook, Gmail, Thunderbird, OX Suite and webmail.
However, the same executives may want all emails – inbound and outgoing – related to the sales team to sync automatically to Salesforce.com. Automated syncing improves visibility into the sales pipeline. Automation of email integration will not only increase productivity by saving time and speed user adoption because the CRM system has more useful information in it, but it will create a 100% accurate and up-to-date record of all email communications in Salesforce.com. This canonical email log can improve the sales management process. It can be used to share information within the sales team, monitor sales rep email activity and/or highlight customer situations that have gone ‘cold’ based on the lack of email activity.
What makes the new release of Match My Email unique is that now an organization can mix and match email integration styles in one system. Those users who need to tightly control which emails get added to Salesforce.com will have the drag & drop capability. Those users who would benefit from true automation of email syncing and logging in the cloud can select the ‘set up and forget’ option.
Importing old emails or legacy emails has always been a major challenge for new Salesforce.com users. With Version 2.8, Match My Email has automated the import of legacy emails as a standard feature of its email integration solution. All a new user has to do is drag and drop the old emails into a designated email folder – called Legacy Email Import — and the system will process and upload them to Salesforce.com in background over a period of time making sure that no SFDC API call limits are exceeded. Legacy email import becomes a ‘once and done’ task.
The best way to experience the features and benefits of Match My Email is to schedule a 20-minute live demo at info ( a ) matchmyemail dot com