Match My Email Overview

Match My Email is a cloud-based email integration and synchronization solution designed for Salesforce CRM users. It automatically syncs emails and attachments between email servers and Salesforce, ensuring up-to-date communication records and improving sales team productivity.

Key Features of Match My Email

Automated Email Sync: Continuously syncs emails and attachments between email servers and Salesforce CRM.
Multi-Platform Support: Works with various email providers including Gmail, Office 365, and Exchange.
Smart Matching: Intelligently matches emails to the correct Salesforce records using advanced algorithms.
Customizable Sync Rules: Allows users to set specific criteria for which emails should be synced to Salesforce.
Activity Timeline Integration: Seamlessly integrates synced emails into Salesforce's Activity Timeline for a comprehensive view of customer interactions.

What Makes Match My Email Unique

Server-Side Processing: Performs email syncing on the server-side, reducing the load on user devices and improving performance.
Advanced Deduplication: Uses sophisticated algorithms to prevent duplicate email entries in Salesforce.
Real-Time Sync: Offers near-instantaneous email syncing, ensuring sales teams always have the most up-to-date information.
Data Privacy Controls: Provides granular controls for managing which emails are synced, addressing data privacy concerns.
Historical Email Import: Allows users to import and sync historical emails, providing a complete communication history in Salesforce.

Is Match My Email Right for Me?

Match My Email is ideal for Salesforce CRM users who need to maintain accurate and up-to-date email records within their CRM. It's particularly valuable for sales teams, account managers, and customer support representatives who rely heavily on email communication and need a consolidated view of customer interactions.

Signs You Need Match My Email

You're looking to improve Salesforce adoption and data quality

Low Salesforce usage among sales team
Inconsistent or missing email data in Salesforce
Difficulty generating accurate reports due to incomplete data

When Match My Email Isn’t the Right Fit

You don't use Salesforce as your primary CRM

Using alternative CRM systems like HubSpot or Microsoft Dynamics

Customizing Match My Email

Sync Rules: Define custom criteria for which emails should be synced to Salesforce
User Permissions: Set granular permissions for different user roles and teams
Field Mapping: Customize how email data is mapped to Salesforce fields
Sync Frequency: Adjust sync frequency to balance real-time updates with system performance
Data Retention: Set custom data retention policies to comply with internal or regulatory requirements

Is Match My Email Worth It?

Match My Email is worth it for businesses heavily reliant on email communication and Salesforce CRM, especially those requiring accurate email tracking and automated data entry. The software's ability to sync emails and attachments with Salesforce can significantly improve data accuracy, save time on manual data entry, and provide valuable insights into customer interactions. However, for small teams with low email volume or those not using Salesforce as their primary CRM, it's likely not a good fit.

How Much Does Match My Email Cost?

Pricing is one of the most important evaluation factors when buying software. We have pricing insights contributed by current and former customers of Match My Email to help you make the best purchasing decision for your use case.

See what Match My Email costs

Competitors to Match My Email

Vendor	Reasons to Consider	Best For
Cirrus Insight	Offers additional features like meeting scheduling and email tracking	Sales teams needing a more comprehensive sales enablement platform
Einstein Activity Capture	Native Salesforce solution, tight integration with other Salesforce products	Organizations heavily invested in the Salesforce ecosystem
Riva	Supports multiple CRM platforms, not just Salesforce	Companies using multiple CRM systems or considering a CRM switch
LinkPoint360	Offers desktop-based email integration for Outlook	Organizations with strict security policies preferring on-premise solutions
Ebsta	Provides additional features like revenue intelligence and pipeline management	Sales teams looking for deeper insights and forecasting capabilities

Open Source Alternatives to Match My Email

Projects	Reasons to Consider	Best For
SuiteCRM with SuiteEmail	Offers email integration as part of a full-featured CRM solution	Organizations looking for a complete open-source CRM alternative to Salesforce with email integration capabilities
Odoo CRM with Mail Integration	Provides email sync as part of a modular, customizable business software suite	Companies seeking an integrated business management solution with CRM and email sync capabilities