If you want to kill CRM implementation, just give a sales rep another data entry job to do. Sales people don’t like paperwork or its Internet equivalent, click work. They like the human interaction part of the job, meetings, trips, winning new accounts. The last thing that they want to worry about is adding emails from Outlook to Salesforce.com – especially if they get in trouble if they forget to do it. Email logging is one of those things; it sounds reasonable at the beginning but with time gets to be a complete hassle. Oddly, Salesforce.com encourages its customers to use manual email logging tools like Salesforce for Outlook.
With Salesforce for Outlook, Salesforce.com appears to be shooting itself in the foot. Instead of embracing automated email integration in the cloud, which is possible with services like Match My Email, it keeps pushing a manual tool that forces the sales rep to spend precious minutes each day logging emails. These minutes add up. It is estimated that the average Salesforce rep wastes two work days per year clicking the ‘Add to Salesforce” button.
Manual tools also lead to spotty or incomplete email data in SFDC. Any manual tool that relies on the human element to push an email from MacMail to Salesforce is prone to errors and omissions. It is just human nature to forget to do a boring task or to be distracted. Frankly, the last thing that should be on a sales rep mind is whether or not he or she has logged an email to Salesforce from Gmail.
Salesforce email integration in the cloud like Match My Email has other major benefits. It is always on no matter what the sales rep is doing so the email data in SFDC is up-to-date. It works with all computer platforms and mobile devices so the sales rep is always connected. By creating a 100% complete and accurate email log in SFDC, sales reps can trust the email data in Salesforce. Trust leads to value and return on investment. Sales reps begin to rely on SFDC as the email system of record. They use it before every customer interaction to refresh their memory of what has been going on with the customer. They can be sure that all the emails communications between the client and the entire sales team are shown in each SFDC record.
Match My Email also has a feature that will automatically sync old emails to Salesforce. With this tool, the email log in SFDC can be extended backwards in time as well.
Match My Email believes that its tool can save the average sales rep 100 hours of manual labor each year. They offer a 30-day free trial with free installation and configuration so you can try before you buy.