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By: Ricardo David Flores

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E-Mail Case Management Integration Functions & Features

E-mail case management integration is capable of automatically associating inbound e-mails to open cases (also refered to as tickets) so that a company can build a complete history of the communications.. E-Mail Case Management Integration Functions & Features are an important module of the comprehensive CRM RFP Template.

The CRM RFP template with E-Mail Case Management Integration Functions & Features for CRM is a Microsoft Excel spreadsheet (.xlsx) featuring a total of 1363 decision criteria. The CRM RFP template allows you to quickly and easily prepare the business, functional, and technical requirements sections of the solicitation package you'll send to CRM software vendors. It ensures for:

  • complete response from each CRM software vendor
  • deep and accurate evaluation of submitted CRM proposals
  • impartial side-by-side comparison of CRM solutions evaluated
  • rational and documented selection of the best matching CRM system

The CRM software comparison report can save you up to 90% of the time you would have otherwise spent comparing all the CRM solutions from scratch.

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The E-Mail Case Management Integration Functions & Features comprise the following elements:

  • Automatically pre-populate screen with data in e-mail and perform rudimentary tasks, such as customer lookup

    Automatically pre-populate screen with data in e-mail and perform rudimentary tasks, such as customer lookup, E-Mail Case Management Integration Functions & Features

  • Integrate with a system leveraging existing or external knowledge base content for predefined text blocks, auto-acknowledgements, suggestions, and responses

    Integrate with a system leveraging existing or external knowledge base content for predefined text blocks, auto-acknowledgements, suggestions, and responses, E-Mail Case Management Integration Functions & Features

  • Develop in a flexible work environment with ease of integration with other products

    Develop in a flexible work environment with ease of integration with other products, E-Mail Case Management Integration Functions & Features

TEC Advisor can save you up to 90% of the time you would have otherwise spent figuring out on your own which CRM solution is the best for your needs.

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Functions and Features