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Better Mail Management?

"Most of our support requests come in by e-mail, and we've been using a shared Outlook mailbox to distribute these messages to staff members, who mostly work in remote locations. This isn't very efficient, though, and we'd like to move to a better mail management tool. Any suggestions?"

—Ivan from Islan                           


Ivan,

We also handle the vast majority of our support via email (150 or so cases per weekday) and our system has allowed us to scale incredibly well — high volume, minimal support staff.

Do you have any kind of CRM system? We use salesforce.com and have both our support email address (support@articulate.com) and online submission form (http://www.articulate.com/cs) linked to the salesforce.com Email to Case agent. It works great and allows us to manage all incoming cases (new or replies to existing) in a single “support tasks” view. Then we leverage salesforce.com case assignment rules to assign cases to particular support engineers based on topic and/or time of day.

We run Symantec Brightmail on our Exchange server, which has INCREDIBLE server-side spam prevention (“Prevents false positives with a 99.9999 percent accuracy rate (less than 1 false positive in every million messages)”), so I’m also not afraid to publish our support email address online.

Alternatively, if you’re looking for a more affordable case management solution, you might consider something like Kayako eSupport, which we used prior to moving to salesforce.com and worked just fine.

—Gabe Anderson
    Director of Customer Support
    Articulate — Empowering Rapid E-Learning
    ganderson@articulate.com
    www.articulate.com





My first question for Ivan would be:— what is the budget? There are so many solutions to choose from. I am currently looking at eGain: Avaya: Bomgar: GoToAssist [Citrix] to name a few; though these will require some customisation for our needs. There are many other effective scaleable solutions: Liveperson and also Salesforce:

I would suggest creating a requirements doc then aligning this to his reporting requirments, internal infrastructure, website and CRM touchpoints and look for the most appropriate fit.

It doesn't always have to be about budget and there are plenty of cheaper/free options available too. For instance, there's an open source mail management system you might want to look at called OTRS (http://otrs.org/) that many people like.

—Mrs. Sally Harris
    Operations Manager/Sage Live Hosted Solutions
    Sage Software (UK)
    +44 191 294 3298
    sally.harris@sage.com
    www.sage.co.uk





Ivan, first of all, get rid of the open e-mail address you've posted on your site. I'm sure that's being picked up by spammers, who are going to choke your system with garbage. Instead, create a Web form that can collect basic information about the incident and then transmit it over more secure channels. You could also program the form to send mail to specific agents depending on product ownership, type of case, etc. Keeping track of all your incidents is probably better handled with a database than an e-mail program.





[If you have any other advice on this question, please send an email to membership director Jane Farber at jfarber@asponline.com, and we'll post your feedback.]