Last Updated
Overview
Match My Email automates email logging in Salesforce, eliminating manual data entry. Despite the setup process taking some time to fine-tune specific matching criteria, the resulting data accuracy and privacy controls are exceptional. Therefore, it remains a trusted solution for maintaining comprehensive and clean CRM records.
Match My Email Specifications
- Lead Management
- Contact Management
- Sales Automation
- Activity Tracking
Match My Email Features
Email Cloud View
This feature enables users to view and manage matched emails within a dedicated cloud interface before they sync to Salesforce. It allows administrators to search, filter, and review email activities to ensure data accuracy across the organization.
Manually Reprocessing Emails
Match My Email supports the manual reprocessing of emails that initially failed to match existing Salesforce records. Users can review these "No Match" items and manually link them to the correct leads, contacts, or accounts to prevent data loss.
Filtering Email Cloud View
The platform enables users to set up ignore rules to filter out irrelevant or confidential emails from being synced. Match My Email ensures that personal communications or internal blasts do not clutter the Salesforce environment, keeping the database clean.
Activity 360 Reports
The software supports advanced reporting capabilities that allow users to generate comprehensive activity reports directly within Salesforce. These reports provide insights into email volume and engagement, helping sales teams track performance and identify neglected accounts.
Salesforce Data Migration
Match My Email enables the seamless migration of historical email data and calendar events into new Salesforce organizations. It ensures that legacy communication records are preserved and accurately associated with the correct accounts during system transitions or upgrades.
Pros And Cons of Match My Email
Pros
Customizable matching rules for specific needs
Accurate activity reports for sales tracking
Permanently stores email data in Salesforce
Cons
Its synchronization speed varies with large volumes
Custom object reporting has learning steps
Match My Email Reviews
Total 2 reviews
5
All reviews are from verified customers
Rating Distribution
5
Stars100%
4
Stars0%
3
Stars0%
2
Stars0%
1
Stars0%
Share your experience
Ian L.
Financial Services, 11-50 employees
Less than 6 months
“Absolutely essential for our firm”
Pros
Right from onboarding, the support team was fantastic to work with and made everything feel simple and user friendly. We've been using it for a couple of months now and at this point it's hard to imagine operating without it. Their service team is consistently responsive and helpful whenever our firm needs support or something squared away. This has definitely become one of those must-have tools for our firm.
Cons
We actually heard about it through another RIA firm. Even though I usually stay pretty on top of technology especially when it comes to integrations, this one somehow wasn't on my radar. It seems like a good opportunity for MME to get their name out in front of more firms.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
8
George S.
Fund-Raising, 11-50 employees
Less than 6 months
“Perfect for Salesforce sync needs”
Pros
Working with the whole MME team was a really positive experience and the product was exactly what we had been looking for for automatic email syncing with Salesforce.
Cons
Getting more than 20 email accounts connected and syncing took a bit of effort at first and felt somewhat difficult but after everything was set up, it's been hassle free ever since.
Rating Distribution
Ease of use
8
Value for money
10
Customer Support
10
Functionality
10
Frequently Asked Questions
What other apps does Match My Email integrate with?
Match My Email software integrates with Salesforce, Gmail, Outlook, Office 365, Google Workspace, and MacMail.
Does Match My Email offer an API?
The official website of Match My Email does not specify its API availability.
What level of support does Match My Email offer?
Match My Email provides support through email, phone, Zoom, and general resources, such as a wiki knowledge base and blogs.
Does Match My Email have a mobile app?
No, Match My Email does not offer a standalone mobile app.
What types of pricing plans does Match My Email offer?
The Match My Email price ranges across the following two key plans: Business (starts at $11.95/user/month) and a custom-based Enterprise plan. Request a personalized Match My Email pricing quote for your business.
Who are the typical users of Match My Email?
The typical users of Match My Email features are Salesforce users and businesses that want automatic syncing of emails and calendar activities into Salesforce.
What language does Match My Email support?
Match My Email is primarily available in English.