Nine Tips for World-Class E-Mail Management

Companies everywhere are experiencing an avalanche of e-mails. This has created an environment that requires fairly tight controls and processes. Here are nine ways to ensure you're e-mail management is world-class.

  1. Develop at least a six-month, preferably a 12-month, forecast with your marketing group to ensure proper contact center staff.
  2. Respond to all e-mails within 24 hours or less.
  3. Create priority queues based on origin or business rules that read the content of the e-mail, looking for key words that indicate escalation.
  4. Create a plethora of standard responses that your company's legal and marketing groups have approved.
  5. Ensure your CSRs have access to the customer's data, regardless of which communication vehicle they've chosen.
  6. Establish and maintain a "quality check" process on e-mails before sending out a reply.
  7. Create a system to allow broadcast messages to quickly and accurately manage mass communication to customers with similar questions.
  8. Maintain an e-mail archive for at least 12 months -- longer for escalated issues.
  9. Combine the marketing intelligence you're receiving from customer calls with the same intelligence you're receiving from customer e-mails.

Read more about how to handle customer e-mails in the CRM article "The Avalanche of E-Mail: How to Manage and 'Mine' Customer E-Mails," which is available in the CRM Article Index.

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