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Software Evaluation Features and Functions

Before you can begin comparing enterprise software solutions, it's important to understand the features and functions that you need to run your business.Below, you'll find links to comprehensive models of features and functions for several types of enterprise software, accounting, asset management, business intelligence (BI), content management systems (CMS), enterprise resource planning (ERP), human capital management (HCM), product lifecycle management (PLM), product portfolio management (PPM), relationship management, and supply chain management (SCM). These feature/function models can help you better understand vendor offerings as you compare software solutions, including

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E-Mail Response Management Features and Functions

E-mail response management uses web forms and rules based routing to manage inbound e-mails, which may prompt automatic e-mail confermations and responses. It can further allow for customer data integration and reporting.

E-Mail Routing and Categorizing

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.

Intelligent E-mail Handling

Intelligent e-mail handling sends personalized automatic acknowledgment messages to a customer when an e-mail message is received.

Tiered Servicing

Provides further personalization by enabling responses to be included with custom messages, depending on the time of day, customer status, or other scenarios.



E-Mail and Web Integration

E-mail and Web integration enables a company to not only access a customer's history from communication channels such as the Web, chat, or telephone, but also to link Web pages to e-mails.

Outbound E-Mail Communication

Outbound e-mail communication involves sending automated outbound e-mail confirmations.

E-Mail Case Management Integration

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 Usability

E-mail usability is a mechanism that ensures customer-facing text communications including e-mail, fax, and SMS messages are professional and free of spelling errors.

Electronic Reporting

Electronic reporting enables e-mail management professionals to dynamically visualize information in a variety of online graphical formats.

Error Handling



CRM for Financial and Insurance Markets Features and Functions
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