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By: Ricardo David Flores

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E-Mail Routing and Categorizing Functions & Features

E-mail routing and categorizing uses advanced natural language processing and semantic analysis automation to enable faster problem resolution times. It analyzes e-mail messages to determine the user's request and will either automatically respond to the message with a personalized answer or intelligently route the request to an agent.. E-Mail Routing and Categorizing Functions & Features are an important module of the comprehensive CRM RFP Template.

The CRM RFP template with E-Mail Routing and Categorizing 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 Routing and Categorizing Functions & Features comprise the following elements:

  • Categorize an e-mail based on its contents

    Categorize an e-mail based on its contents, E-Mail Routing and Categorizing Functions & Features

  • Category-based routing to different workflows and groups of associates according to experience, skills, and assigned categories

    Category-based routing to different workflows and groups of associates according to experience, skills, and assigned categories, E-Mail Routing and Categorizing Functions & Features

  • Routing based on different business rules

    Routing based on different business rules, E-Mail Routing and Categorizing 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