Bringing the Ohana to the Merrimack Valley. We invite you to join us for community events, networking and learning. We're very excited to have Same Broda from Match My Email presenting on email integration. Aaron Crear will also speak on the new Forecast features from the Summer '21 release.
About this event
Bringing the Ohana to the Merrimack Valley. We invite you to join us for community events, networking and learning. We're very excited to have Same Broda from Match My Email presenting on email integration. Aaron Crear will also speak on the new Forecast features from the Summer '21 release.
Speakers
Samuel Broda
Match My Email
VP of Sales and Marketing
Aaron Crear
Hat-Trick Consulting
Principal
When
Wednesday, August 4, 2021 10:00 PM – 11:30 PM (UTC)
Agenda
10:00 PM
The Clue Is in Our Name Straightforward Email Integration: Match My Email vs. Einstein Activity Capture
Somehow email integration with Salesforce has become an elaborate matrix of options. Salesforce Admins can easily pour hours into researching the varying products in this competitive marketplace. On the one hand, the emphasis on email makes sense. Email communication is central to business activity, so it’s reasonable for there to be so many solutions aiming to deliver perfect email and CRM harmony. On the other hand, how complicated does it really need to be?
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. This discussion will assess how two non-mailbox, sync & stream/capture email tools compare: Match My Email vs. Einstein Activity Capture.
10:30 PM
Report on Custom Forecast Types and Fields
With the Summer '21 Release we now have the ability to create and report on custom Forecast Forecast Fields along with an improved experience to create and edit Forecast Types. This presentation will give you an overview of these new capabilities.
