7 Features to Look for in an Email Management Software

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Email management software helps you to organize, manage, and send emails in beneficial ways.

While it can be advantageous for any individual to use, email management software is particularly useful for businesses. It makes processes more efficient and can help you to provide better customer service.

But there are numerous types of email management software on the market, so you need to spend some time considering what features you want the software to include. You can then compare different options to find the right software for your needs. 

Here are seven features you should look for in email management software. 

Email management

1. Saved Replies

Saved replies are shared responses that all members of a team can add to their email replies.

By using saved replies, you can ensure you are using consistent responses with the right wording for optimal customer satisfaction.

So, if your team is using customer service email management software with a saved reply feature, it can significantly speed up responses to emails.

Pre-written saved replies can be tweaked quickly to become personalized while ensuring continuity and easy-to-understand language is used throughout the communication. In turn, using saved replies yields faster results, which means happy customers.

You also have the option of using auto-replies, but saved replies are better because you get to customize details, such as including the customer’s name and highlighting his or her precise issue, instead of having generic-only responses. 

2. Customer Profiles

Speaking of customer service, the best email management software provides users with data about individual customers who send emails. 

That means team members can see important information that allows them to communicate with the customer more effectively and efficiently. 

3. Collision Detection

Without a solid email management system, your team could end up sending out duplicate replies. That is a waste of time and money, and can lead to unhappy customers. 

When multiple people are sending out replies to the same conversation, things can get complicated and duplicate responses can occur. 

But the best email management software contains collision detection features that provide real-time indicators to show another team member has already replied to a conversation or is in the process of responding. 

The collision detection feature is particularly useful for businesses and organizations that employ multiple customer service agents. 

4. Integrations

When your email management software has the capability to integrate with the apps that your team uses, you facilitate better collaboration. And better collaboration always brings about better results. 

By connecting with apps used by your team members, and clients, suppliers, contractors, and so on, you can create seamless workflows and increase your business’s efficiency and communication. 

5. Automated Workflows

With automated workflows, you do not have to manually tag emails and assign conversations to different team members. Instead, actions can be automated based on set conditions. 

Tasks can be much better organized when your email management software contains an automated workflow feature. In turn, that creates greater efficiency. 

6. Reporting

The more analysis you perform, the more results you can scrutinize and find ways of moving forward. 

The best email management software comes with reporting features to help you analyze data and gain powerful insights that are relevant to your operations. 

7. Business Intelligence

While not yet that common, there are some sophisticated email management software that feature business intelligence that can analyze things like email subjects, messages, and attached files, and then automatically tag them based on preset specifications. 

The business intelligence feature not only generates higher efficiency. It is also great for analyzing things like customer satisfaction and marketing campaign feedback.

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Andy Jacob, Founder and CEO of The Jacob Group, brings over three decades of executive sales experience, having founded and led startups and high-growth companies. Recognized as an award-winning business innovator and sales visionary, Andy's distinctive business strategy approach has significantly influenced numerous enterprises. Throughout his career, he has played a pivotal role in the creation of thousands of jobs, positively impacting countless lives, and generating hundreds of millions in revenue. What sets Jacob apart is his unwavering commitment to delivering tangible results. Distinguished as the only business strategist globally who guarantees outcomes, his straightforward, no-nonsense approach has earned accolades from esteemed CEOs and Founders across America. Andy's expertise in the customer business cycle has positioned him as one of the foremost authorities in the field. Devoted to aiding companies in achieving remarkable business success, he has been featured as a guest expert on reputable media platforms such as CBS, ABC, NBC, Time Warner, and Bloomberg. Additionally, his companies have garnered attention from The Wall Street Journal. An Ernst and Young Entrepreneur of The Year Award Winner and Inc500 Award Winner, Andy's leadership in corporate strategy and transformative business practices has led to groundbreaking advancements in B2B and B2C sales, consumer finance, online customer acquisition, and consumer monetization. Demonstrating an astute ability to swiftly address complex business challenges, Andy Jacob is dedicated to providing business owners with prompt, effective solutions. He is the author of the online "Beautiful Start-Up Quiz" and actively engages as an investor, business owner, and entrepreneur. Beyond his business acumen, Andy's most cherished achievement lies in his role as a founding supporter and executive board member of The Friendship Circle-an organization dedicated to providing support, friendship, and inclusion for individuals with special needs. Alongside his wife, Kristin, Andy passionately supports various animal charities, underscoring his commitment to making a positive impact in both the business world and the community.