Automate Your Meeting Admin with Jiminny's SmartMatch
At Jiminny, one of our core principles is to automate the lives of our customers, giving you more time to focus on what truly matters. Our latest feature, SmartMatch, embodies this principle by automating the often tedious task of meeting administration, ensuring it is handled with accuracy and ease. This makes features such as Automated Call Scoring and Coaching Frameworks more accurate.
What is SmartMatch?
SmartMatch gives your representatives the automated power to log activities within your CRM based on the subject line of your calendar invites. For instance, once you enable the SmartMatch feature, any meetings with subjects like “Demo,” “Meeting,” or “Discovery” will be automatically logged under the appropriate activity type. This feature is organization-wide, meaning once it's enabled, it will be active for all Jiminny licensed users. You can access and enable it here: Jiminny Settings.
How Does SmartMatch Work?
When Jiminny imports a meeting from your calendar, it inspects the subject line. If a match is found for a word in your activity types, the activity type is populated automatically. Here are some key points about how it functions:
Full Match: SmartMatch uses a full match search for activity types. For example, “Web Demo” will not match “Client Demo.”
Case Insensitivity: The search is case-insensitive, meaning "demo" and "Demo" are treated the same.
Integration with Sidekick Autolog: If you use our Sidekick autolog feature, the activity type from the subject will be used if matched. If not, it will default to your conference autolog type setting.
Key Value Proposition of SmartMatch
Time-Saving: Automatically logs meetings with the correct activity type in your CRM, reducing time spent on administrative tasks.
Improved Data Accuracy: Ensures meetings are logged correctly, enhancing the accuracy of your CRM data.
When Should You Enable SmartMatch?
Consider enabling SmartMatch if you:
Regularly specify the type of meeting when creating calendar invites.
Use more than four activity types and have them set up in Jiminny.
By enabling SmartMatch, you streamline your meeting administration, ensuring your CRM data remains accurate and your team remains efficient. Embrace the power of automation with Jiminny's SmartMatch today!