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Email Routing

See how eTac Automation follows complex rules to process thousands of emails in hundreds of accounts

Email Routing

Challenge

Emails concerning sales leads were often sent to a sales team that did not work in the correct region or to individual contacts that are no longer current employees.  It would then sit in someone’s inbox, sometimes so long it became out of date and stale, before being forwarded on to the correct salesperson it should have been with all along.

Solution

eTac Consulting worked with this sales department to create automation that opens emails, reads the subject, contents, and attachments, and forwards the email directly to the correct department based upon the information the email contains.  The automation utilizes a customizable routing system to send the email straight to the appropriate person in the appropriate region in a timely manner.

Results
  • 8240 sales accounts in 3 regions routing to 99 different account owners email boxes automatically
  • Processing approximately 92,624 emails in a 6-month period
  • Faster response to interested sales leads
92,624 emails

processed

8240 sales accounts

routed

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