Last Updated on June 27, 2022 by Rakesh Gupta
Match My Email adds another feature that Einstein Activity Capture lacks.
If you ask B2B buyers what their preferred method of communication is, 62% pick email. Now, look at your team: how do they communicate with prospects? Chances are, you’ll find that most of your sales conversations take place over email, too. And it’s all well and good until you have to update Salesforce records.
Even though Salesforce is a powerful solution, it’s not without its faults. Offsite data storage, app conflicts, days wasted trying to make Einstein Activity Capture actually capture email leads. You can’t help but to wonder: shouldn’t there be an easier way to create Salesforce leads and tasks from emails? why doesn’t Salesforce just let us automatically create leads from emails?
Fortunately, there is an efficient way to create Salesforce leads and contacts from emails. No leads left in your inbox. No clocking in overtime whenever a workflow breaks.
It’s time you met Match My Email.
Introducing The Best Alternative to Einstein Activity Capture
Match My Email captures and syncs your emails to Salesforce records. And with the new Email Sync Assistant, you’ll have more control over incoming emails from new senders. If they’re a lead, simply add them as a Salesforce contact and keep tracking interactions.
Permanently Store Emails in Salesforce
Unlike Einstein Activity Capture (EAC), which stores everything on AWS servers and deletes email records after six months, Match My Email permanently stores emails in Salesforce.
Match My Email adds your records directly to Salesforce, allowing you to retain them for as long as possible. And with Match My Email’s Salesforce Gmail integration and Salesforce Outlook integration, you don’t even have to add another task to your to-do list.
See the Whole Picture in Standard Reports
There’s no way around it: if you can’t see it, you can’t improve it. And in Sales Ops, you need complete visibility to understand your productivity.
The problem is that, when you create contacts in your email client, EAC stores them on a different server. You still have the information, but it won’t be in standard reports. A hardworking Salesforce admin may be able to insert the email records (stored off the main server) into the report for a clearer picture, but you still won’t know how your team is meeting targets
Match My Email closes the visibility gap by creating a tighter connection between the meaningful email conversations and Salesforce. You’ll get your standard Salesforce reporting – even on emails.
Control Your Salesforce Data with Match My Email’s Email Sync Assistant
Inbound messages that aren’t directed at your sales team add up. If EAC qualifies them as leads, admins have to catch them, or they’ll end up in the reports. And with duplicate records (another one of EAC’s quirks), reporting can become inaccurate.
Match My Email ignores emails that shouldn’t be in Salesforce. You and your team can block email addresses, set up custom rules, and ensure the reports are crystal clear.
Less Admin Work, Higher Productivity
Whenever we add a new workflow in hopes of improving Salesforce’s in-built sync, we further slow down our teams. Match My Email reduces your team’s admin work so that you can use Salesforce for its intended purpose: to build relationships with your prospects.
An app like Match My Email has the potential to boost your team’s productivity by 34%. We see sales teams experience a 15% productivity increase when they start C and calendar information through Match My Email.
How to Create Salesforce Leads from Emails with Match My Email
Step 1. Add the Email Sync Assistant
Since the Email Sync Assistant is a Salesforce Lightning Web component, you can easily add it to your Salesforce dashboard.
Step 2. Automated Matching and Exceptions
Set up sync rules according to your preferences. Then, Email Sync Assistant catches all leads that aren’t associated with a contact already. It auto-populates the first name, last name, email address, and Account fields (if they exist in the system). Your salespeople just have to sign off on it.
Step 3. Lead Information Stays Up-to-Date
When new emails and activities come up, your Salesforce information will be updated automatically. Forget manually logging communications from email with leads and contacts. That information is automatically synced to Salesforce with Match My Email.
Step 4. Customize Match My Email to Your Workflow
Match My Email supports workflows that work for your team. You can set them up yourself or connect with our 5-star-rated support team.
Salesforce Integration with Email Services
Sync your email and calendar information with Salesforce regardless of your email client:
- Salesforce Gmail integration
- Salesforce Outlook integration
- Other email clients
Sync Emails from Salesforce Faster & Smarter with Match My Email
Salesforce is a fantastic CRM. But you need to put in extra hours to clean up and verify lead data, resulting in a lot of frustration. Match My Email has spent the past 10+ years helping sales professionals get more out of Salesforce, securely (zero data breaches) and quickly (fast migration).
👉 If you’re ready to increase your productivity and decrease manual admin work, schedule your live demo.
Say goodbye to band-aid solutions. It’s time to match your emails!
Sam Broda is the VP of Sales and Marketing at Match My Email, an ISV partner on Salesforce’s AppExchange. Match My Email has been listed on the AppExchange for over ten years and specializes in email and calendar integration for Salesforce.
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