More and more businesses are migrating to the Apple platform, because Apple computers offer so many advantages over PC’s and MacIntosh desktops/laptops, iPads and iPhones are desired by their employees. Businesses of all sizes are benefiting from the higher workspace productivity that comes with adoption of the Apple IT ecosystem.
But the move to Apple/MacIntosh presents some new and unexpected challenges. One major hurdle is email integration with Salesforce.com. ‘Salesforce for Outlook’ does not work on a Mac, nor do other Outlook tools like Linkpoint360.
This is the reason that more and more Apple users are adopting Match My Email for Salesforce.com. Match My Email is platform independent because it works in the cloud and is based on the email interchange standard, IMAP. That means Match My Email works with Mac’s (and PC’s) whether they are outfitted with Outlook, Gmail, MacMail or any other IMAP-compatible email system. Match My Email picked IMAP as its technical foundation because it was implemented in the iPhone. With IMAP, iPhones can sync with the Microsoft Exchange email platform seamlessly.
Match My Email brings email into Salesforce both directly into Salesforce records and into the Salesforce GUI through a Web Tab. Match My Email leverages features of the IMAP standard to let users integrate sync and log email into Salesforce.com the way they want to. Some sales professionals want full automation. They want the system to do all the work of filing emails into Salesforce for them. Other users want more control. With Match My Email they can create special folders and drag emails into those folders for syncing. Yet other users want to match email by hand to various records in Salesforce. Match My Email puts the tools to manually sort and log emails into Salesforce right inside of Salesforce. Once the emails are in Salesforce, Match My Email has tools that can link or match them to other records, unlink/unmatch them from records or delete them from the system all together. These commands process emails both one at a time or in bulk.
Match My Email has many other benefits and leading edge features. It is always on because it works in the cloud. That means that the email record in Salesforce is always up-to-date, no matter what a sales professional is doing or what time of day it is.
Match My Email consolidates all email communications inside of Salesforce from all external customers and the entire sales team. That means that a user looking at a record will see all the correspondence – coming and going – between the customer and the sales team – not just their own email. By putting a multi-participant email thread inside of each Salesforce record, Salesforce becomes more value to the sales professional because Salesforce contain more information than their email box.
Match My Email improves upon Salesforce by logging emails into a separate custom object that support comprehensive de-duplication. The Match My Email custom object improves on native Salesforce.com navigation tools by implementing hover over features and attachment management tools.
With Match My Email, moving from PC’s to MacIntosh computers, iPads and iPhones does not mean losing any email integration functionality in Salesforce.com. It actually means getting better email syncing and logging to Salesforce.com.