Connect Freshdesk To Power Bi – effortless omnichannel service

So we are talking about…Connect Freshdesk To Power Bi…you can use freshdesk for customer service so let’s get started to begin with you’re gon na begin your free trial on freshdesk.com and over here you’re gon na put in your details and sign up for free as quickly as you register you’re gon na start and that will pack your basic dashboard so when you’re getting going with freshdesk as you can see on the left side it will establish your account so over here and individualize your assistance desk you can validate your e-mail and below that you can see you can include your language whatever kind of language you desire on your website change the color of your logo so as you can see i’m gon na opt for a pink and below that you can likewise alter your menu color so i’m also gon na make that pink i guess or i need to make that black yeah therefore you can upgrade those and next you’re gon na pick your support channel so how you can be contacted via phone e-mail social media chat or kinds and listed below that you can include your consumer support email so if somebody is going to be calling you you can set that email over here and next up you can invite someone to your team so if you have a team that is working for you if someone is going to be offering the tickets for you you can welcome them over here successive over here we have our control panel our control panel shows our

 

unsolved tickets overdue tickets tickets that are due that are open that are on hold or unassigned tickets below that they’re gon na offer you a chart that reveals you the patterns so if the tickets are selling out much better or worse it’s going to show you a nice trend and below that you have your customer satisfaction and you can see the percentage of unfavorable actions or positive responses even neutral responses and the overall actions that you have actually gotten on the ideal side you’re gon na have your order of business so something that you need to add to your order of business you’re gon na add it over here and it’s gon na give you a nice little tip on your basic dashboard and now on the left side we’re gon na carry on to tickets you can arrange your tickets over here so let’s just state let’s sort them by their status and now you can see high and urgent ones will be on the top however the other ones will be on the bottom now next up on the ideal side you can see over here you can filter out what type of tickets you want to view if you wish to see the tickets that are assigned to a particular person or the tickets that are still unassigned you can view them over here you can filter them out as per your requirements and next up listed below that you have your basic contact and business so you can view those whichever manner in which you have actually gotten in touch with individuals you can see their e-mail addresses uh their company titles their telephone number facebook twitter whatever kind of account details that you have about them listed below that you have your solutions tab so your option tab is a basic kind of information tab which allows you to see your e-mail marketing your legal requirements

Get Connect Freshdesk To Power Bi support, customer, ticket, software, zendesk,

your service associated statements so if there is something that is type of various you will discover it in your options tab and listed below the options tab you have your reports and analytics reports are the fundamental general summary of how many tickets you might have sold what is the ticket volume trend you can see over here you can get an aid desk extensive ticket analysis and you can likewise view your ticket volume patterns so you can Connect Freshdesk To Power Bi

see on the right side you have your today’s ticket inside so how many tickets you may have offered approximately what is the increase or reduce in these sales you can see getting seven tickets increase the volume by 99 and below that you have your basic administrative settings your group channels workflow agent performance support operation and your general account settings over here you can view the development or the details of a particular staff member or a group member and listed below that you can see your different channels of communication you can also see your workflow and what kind of progress you have made what milestones that you have actually reached and how much efficiency each agent has you can see that from over here returning into tickets i’m going to reveal you how you can solve a ticket so over here at the top we have how can i refund my order and over here you can see you can add tags you can put it in a particular classification what kind of ticket this is you can change its status you can set its top priority and you can also set what kind of inquiry it is so what type of concern it is you can also appoint a specific agent to this question so you can simply add a note essentially reply

 

tto this person and now i’m going to simply tell them i will be resolving your ticket your concern now i’m going to set this as a pending ticket and now i’m going to upgrade the status i’m going to add this note now i’m going to reply to the consumer so it’s immediately going to type in hi matt rogers that’s the consumer name this is jane doe what might be the concern with your product i’m simply going to send out that and now i have responded to this client you can likewise erase your reactions within 10 seconds so if you slip up you can delete them within a couple of seconds and retype your e-mails so if you’re a business that’s running this ticketing service and you have a comparable type of action you require to give to each of your consumers again and again you’re going to go into the services tab and over here you can see there is the categories you have basic beginning with us refunds and orders info gifts and coupons and facts and questions so in fact in questions you can see over here there is some draft design templates that are already available and let’s see how long will delivery take that’s a question that is often asked you can just publish this draft and after that go back to ticketing i’m just gon na as a sample simply select this ticket undoubtedly the concern is various however i’m just selecting this as a sample and now i’m simply going to pick this as a sample and i’m going to respond to it and you can see when you’re replying to a customer on the bottom left you can see suggested solutions and canned forms so you’re going to click recommended options and you can see various posts that are a pre-written answer to a customer concern and you can just place that pre-written details into your reaction and send it without having to

freshworks, review, chat, tools, reviews, tool, value, crm,

retype the very same kind of responses again and again so this is a very easy formula for your agents to follow so they can quickly respond to e-mails so another great function that freshdesk actually provides is creating groups so if you click groups in the admin area you can develop various groups for different functions so if an issue and a ticket is related to billing you can assign a group member so over here i have actually assigned myself in this group and that person could define their role and make them the leader of this type of billing ticket aside from that you can also designate various in the group area you can likewise assign different tickets to various groups and when you’ve done that you can even set like hierarchies so who is the billing head and who is the escalation’s head and escalations are the client escalations where customers might have elevated a particular scenario and yeah this is how you can get going with your online ticketing utilizing freshdesk.com i hope you people discovered this easy to understand and useful and i’ll catch you people in the next video Connect Freshdesk To Power Bi

 

 

Connect Freshdesk To Power Bi – effortless omnichannel service

So we are talking about…Connect Freshdesk To Power Bi…you can use freshdesk for customer care so let’s get started first of all you’re gon na begin your totally free trial on freshdesk.com and over here you’re gon na put in your information and register for complimentary as soon as you register you’re gon na get going which will fill your basic control panel so when you’re getting going with freshdesk as you can see on the left side it will set up your account so over here and customize your help desk you can validate your email and listed below that you can see you can include your language whatever sort of language you desire on your site change the color of your logo so as you can see i’m gon na go with a pink and listed below that you can also change your menu color so i’m also gon na make that pink i guess or i should make that black yeah therefore you can upgrade those and next you’re gon na choose your support channel so how you can be contacted via phone email social networks chat or types and below that you can include your customer assistance email so if someone is going to be contacting you you can set that email over here and next up you can invite somebody to your group so if you have a team that is working for you if somebody is going to be offering the tickets for you you can invite them over here successive over here we have our control panel our dashboard reveals our

 

unresolved tickets past due tickets tickets that are due that are open that are on hold or unassigned tickets below that they’re gon na provide you a chart that reveals you the trends so if the tickets are selling out better or even worse it’s going to show you a great trend and listed below that you have your customer fulfillment and you can see the portion of favorable reactions or unfavorable actions even neutral actions and the total responses that you have gotten on the best side you’re gon na have your order of business so something that you require to contribute to your to-do list you’re gon na include it over here and it’s gon na provide you a good little reminder on your basic control panel and now on the left side we’re gon na proceed to tickets you can arrange your tickets over here so let’s simply say let’s sort them by their status and now you can see immediate and high ones will be on the leading however the other ones will be on the bottom now next up on the best side you can see over here you can filter out what type of tickets you want to view if you wish to see the tickets that are designated to a particular individual or the tickets that are still unassigned you can see them over here you can filter them out as per your requirements and successive listed below that you have your basic contact and companies so you can view those whichever manner in which you have actually contacted people you can see their email addresses uh their company titles their phone numbers facebook twitter whatever kind of account information that you have about them below that you have your services tab so your option tab is a basic kind of info tab which allows you to view your email marketing your legal requirements

Get Connect Freshdesk To Power Bi support, customer, ticket, software, zendesk,

your service associated statements so if there is something that is type of miscellaneous you will discover it in your services tab and listed below the options tab you have your reports and analytics reports are the fundamental general overview of how many tickets you may have sold what is the ticket volume trend you can see over here you can get an aid desk extensive ticket analysis and you can also view your ticket volume trends so you can Connect Freshdesk To Power Bi

see on the best side you have your today’s ticket inside so the number of tickets you may have offered approximately what is the increase or decrease in these sales you can see receiving 7 tickets increase the volume by 99 and below that you have your general administrative settings your group channels workflow agent productivity support operation and your general account settings over here you can view the development or the information of a certain employee or a group member and listed below that you can see your various channels of interaction you can also see your workflow and what kind of progress you have actually made what milestones that you have actually reached and how much efficiency each agent has you can view that from over here returning into tickets i’m going to reveal you how you can solve a ticket so over here at the top we have how can i refund my order and over here you can see you can add tags you can put it in a specific category what kind of ticket this is you can change its status you can set its concern and you can likewise set what sort of inquiry it is so what type of concern it is you can likewise designate a particular representative to this question so you can simply add a note basically respond

 

tto this person and now i’m going to simply tell them i will be solving your ticket your concern now i’m going to set this as a pending ticket and now i’m going to upgrade the status i’m going to include this note now i’m going to respond to the client so it’s immediately going to key in hi matt rogers that’s the consumer name this is jane doe what might be the issue with your product i’m simply going to send out that and now i have responded to this consumer you can also delete your actions within 10 seconds so if you make a mistake you can erase them within a few seconds and retype your emails so if you’re a company that’s running this ticketing service and you have a similar type of response you need to give to each of your consumers again and again you’re going to enter into the solutions tab and over here you can see there is the classifications you have actually general beginning with us refunds and orders details presents and vouchers and truths and questions so in fact in questions you can see over here there is some draft design templates that are currently available and let’s see how long will delivery take that’s a question that is often asked you can simply release this draft and after that return to ticketing i’m just gon na as a sample just select this ticket clearly the concern is various however i’m just selecting this as a sample and now i’m simply going to choose this as a sample and i’m going to reply to it and you can see when you’re replying to a client on the bottom left you can see suggested solutions and canned kinds so you’re going to click recommended solutions and you can see different posts that are a pre-written answer to a customer concern and you can just place that pre-written details into your action and send it without having to

freshworks, review, chat, tools, reviews, tool, value, crm,

retype the very same type of responses again and again so this is an extremely easy formula for your representatives to follow so they can easily react to emails so another excellent function that freshdesk really provides is developing groups so if you click on groups in the admin section you can create different groups for different functions so if a ticket and a problem is associated with billing you can assign a group member so over here i’ve assigned myself in this group which person might specify their role and make them the leader of this kind of billing ticket other than that you can likewise designate various in the group area you can also assign various tickets to various groups and once you have actually done that you can even set like hierarchies so who is the billing head and who is the escalation’s head and escalations are the client escalations where clients might have raised a particular scenario and yeah this is how you can begin with your online ticketing utilizing freshdesk.com i hope you guys discovered this easy to understand and helpful and i’ll catch you people in the next video Connect Freshdesk To Power Bi