Match My Email
@matchmyemail
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Saving Salesforce users time with powerful, automated email and calendar integration. DMs Open! 👋
Santa Barbara, CA
Joined January 2011
Are you struggling with email integration in #Salesforce ? Match My Email has the solution you've been looking for. Our innovative tool fixes email integration in Salesforce by creating a 100% accurate timeline of customer engagement.
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Salestrail has announced that it is shutting down its automated Salesforce email logging service.
matchmyemail.com
Explore how Match My Email offers a reliable and feature-rich alternative to Salestrail’s email sync to Salesforce.
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Salesforce account planning is all about developing a deep understanding of your key accounts to target your sales approach.
matchmyemail.com
Discover the power of account planning in Salesforce. Learn how to optimize your strategies, drive revenue, and build lasting customer relationships.
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We break down the role of financial services cloud objects and how they can make your life easier and your client interactions more effective.
matchmyemail.com
Learn about the key objects in the Salesforce Financial Services Cloud, their roles, benefits, and how they enhance data management and client relationships.
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Extensive follow-ups are a critical element of the sales process, and if you want to close more deals, you have to do more follow-ups.
matchmyemail.com
Discover the most effective sales follow-up strategies that can boost your conversion rates and build lasting customer relationships.
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In this article, we'll break down everything you need to know about Salesforce Financial Services Cloud’s household, so you can decide if it’s a fit for your business.
matchmyemail.com
Discover everything you need to know about Salesforce Financial Services Cloud Household. Get tips and best practices for your organization.
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Salesforce, with its robust tools and features, helps you keep that hose free of blockages. Whether you’re nurturing new leads or closing deals, Salesforce provides everything you need to streamline (pun intended) your sales process.
matchmyemail.com
Master Salesforce Sales Pipeline Management with our expert tips. Discover 5 essential strategies to boost your sales efficiency.
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Match My Email is excited to be part of this year’s Perl and Raku Conference! Serhiy and Ben are meeting great people and learning a lot.#tprc24
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It’s healthy to feel a bearable amount of stress. But too much of it can lead to burnout. When the fine line between them gets blurred, you can feel it.
matchmyemail.com
Discover effective strategies for tackling sales burnout head-on and restoring productivity and motivation in your team.
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Salesforce Financial Services Cloud mortgage is designed to help financial services companies deliver a better client experience. But how so?
matchmyemail.com
Discover how SF Financial Services Cloud streamlines loan origination for mortgage lenders, enhancing efficiency and satisfaction.
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The more efficient you are with your time, the more sales you can make. However, the average working professional spends 51% of their time on low-value tasks. https://t.co/AMv2jBjMhB
matchmyemail.com
Master the art of time management in sales with expert strategies to maximize productivity and increase deal closures.
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Keeping all of your emails matched to the right Salesforce records just got easier. We’re excited to announce a new, redesigned Match My Email dashboard to help Salesforce users increase productivity and make matching emails to Salesforce records easier. https://t.co/CdnT58BpPP
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Get ready for a new dashboard that makes email syncing with Salesforce more streamlined than ever before.
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Thankfully, when it comes to migrating your Salesforce data, there are tools and experts available to make the process as painless as possible.
matchmyemail.com
Maximize efficiency and minimize risks with proven strategies for mastering Salesforce migration. Discover expert tips and best practices!
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You can use Salesforce Tasks for a variety of purposes, from following up with leads and customers to scheduling meetings and tracking progress on projects.
matchmyemail.com
Learn how to optimize your workflow with Salesforce Tasks. Discover expert tips and strategies to streamline your processes efficiently!
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Salesforce sales stages give you a clear roadmap, helping you stay on track and know exactly where you are in the journey.
matchmyemail.com
Discover how mastering Salesforce Sales Stages can unlock your team's peak performance. Optimize your sales process and drive success.
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Whether you're a seasoned sales professional or a novice, a well-designed sales sequence can help you streamline your sales process and close more deals.
matchmyemail.com
Discover the step-by-step guide to effectively implementing sales sequences in Salesforce. Learn strategies to streamline your sales process!
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Fortunately, our team at Match My Email has been in the trenches and we know exactly how to handle them.
matchmyemail.com
All cloud-based CRM softwares are not immune to its fair share of quirks – which is why known issues in Salesforce occur frequently.
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With lead scoring, you have various options for your needs and business model. But no matter the options, the goal is the same: helping you separate the wheat from the chaff.
matchmyemail.com
Unlock the potential of your sales strategy with our comprehensive guide to lead scoring models. Elevate your business with expert insights!
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