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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.
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Starting Price
Custom
Match My Email Specifications
- Lead Management
- Contact Management
- Sales Automation
- Activity Tracking
What Is Match My Email?
Match My Email is a cloud-based integration tool that seamlessly synchronizes email communications with Salesforce records. It removes the hassle of manual data entry and ensures that every interaction is captured accurately by automating the logging process. The software offers features such as "No Match" resolution and customizable ignore rules, helping businesses maintain clean databases. Ideal for small to mid-sized teams, Match My Email solves the pain point of missing client data by providing a permanent, accurate timeline of customer engagement.
Match My Email Pricing
The Match My Email cost starts at $11.95/user/month for its Business plan. The software also offers another plan and add-ons, for which the details are as follows:
- Enterprise: Custom quote
- Calendar Integration: $1.95/user/month
- Email Data Migration: Custom quote
Disclaimer: The pricing is subject to change.
Match My Email Integrations
The software supports integration with multiple platforms, such as:
- Salesforce
- Gmail
- Outlook
- Office 365
- Google Workspace software
- MacMail
Who Is Match My Email For?
Match My Email is ideal for Salesforce users and businesses that want automatic syncing of emails and calendar activities into Salesforce.
Is Match My Email Right For You?
If your organization requires a hands-off approach to Salesforce data entry with absolute data ownership, this software is the ideal choice. It is particularly effective in regulated fields due to its robust security and compliance with standards such as SOC 2. It stands out for its "Activity 360" reporting and the ability to match emails by custom tags, making it perfect for niche workflows that require precision. All in all, Match My Email streamlines data entry by automatically syncing emails to Salesforce records for improved productivity.
Still not sure about Match My Email? Contact our support team at (661) 384-7070 for further guidance.
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
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Frequently Asked Questions
Does Match My Email have a mobile app?
No, Match My Email does not offer a standalone mobile app.
What language does Match My Email support?
Match My Email is primarily available in English.
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.
Does Match My Email offer an API?
The official website of Match My Email does not specify its API availability.
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 other apps does Match My Email integrate with?
Match My Email software integrates with Salesforce, Gmail, Outlook, Office 365, Google Workspace, and MacMail.
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.