Freshdesk And Asana – effortless omnichannel service

So we are talking about…Freshdesk And Asana…you can use freshdesk for customer service so let’s get going first of all you’re gon na begin your free trial on freshdesk.com and over here you’re gon na put in your details and register for complimentary as quickly as you register you’re gon na begin and that will pack your basic dashboard so when you’re starting 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 verify your e-mail and listed below that you can see you can include your language whatever type of language you desire on your site alter the color of your logo design so as you can see i’m gon na choose 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 need to make that black yeah and so you can update those and next you’re gon na pick your assistance channel so how you can be called by means of phone e-mail social media chat or kinds and listed below that you can include your client support email so if somebody is going to be contacting you you can set that e-mail over here and next up you can welcome someone to your group so if you have a group that is working for you if someone is going to be selling the tickets for you you can invite them over here next up over here we have our control panel our control panel shows our

 

unresolved tickets overdue tickets tickets that are due that are open that are on hold or unassigned tickets listed below that they’re gon na provide you a chart that reveals you the trends so if the tickets are selling out much better or even worse it’s going to reveal you a good pattern and below that you have your consumer complete satisfaction and you can see the portion of positive reactions or unfavorable responses even neutral actions and the total responses that you have actually received on the right side you’re gon na have your to-do list so something that you need to add to your to-do list you’re gon na add it over here and it’s gon na provide 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 sort your tickets over here so let’s simply state let’s arrange 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 ideal side you can see over here you can filter out what sort of tickets you want to view if you wish to see the tickets that are assigned to a particular individual or the tickets that are still unassigned you can see them over here you can filter them out according to your needs and next up below that you have your basic contact and companies so you can see 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 phone numbers facebook twitter whatever type of account details that you have about them listed below that you have your options tab so your solution tab is a basic type of info tab which enables you to see your email marketing your legal requirements

Get Freshdesk And Asana support, customer, ticket, software, zendesk,

your service associated statements so if there is something that is kind of various you will discover it in your options tab and below the solutions tab you have your analytics and reports reports are the standard 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 assistance desk in-depth ticket analysis and you can likewise view your ticket volume patterns so you can Freshdesk And Asana

see on the right side you have your today’s ticket inside so how many tickets you might have offered or so what is the boost or reduce in these sales you can see getting 7 tickets increase the volume by 99 and listed below that you have your basic administrative settings your group channels workflow agent efficiency assistance operation and your basic account settings over here you can view the progress or the information of a certain staff member or a group member and listed below that you can see your different channels of communication you can likewise view your workflow and what type of progress you have made what turning points that you have actually reached and how much performance each representative has you can see that from over here going back into tickets i’m going to show you how you can fix a ticket so over here at the top we have how can i refund my order and over here you can see you can include tags you can put it in a particular classification what type of ticket this is you can change its status you can set its top priority and you can likewise set what sort of query it is so what kind of question it is you can also appoint a particular representative 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 update the status i’m going to add this note now i’m going to reply to the consumer so it’s instantly going to enter hi matt rogers that’s the customer name this is jane doe what might be the concern with your product i’m just going to send out that and now i have actually replied to this customer you can likewise delete your reactions within 10 seconds so if you slip up you can erase them within a couple of seconds and retype your e-mails so if you’re an organization that’s running this ticketing service and you have a similar kind of action you require to provide to each of your customers 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 starting with us orders and refunds information gifts and discount coupons and truths and concerns so in fact in questions you can see over here there is some draft design templates that are already offered and let’s see the length of time will shipment take that’s a question that is typically asked you can simply release this draft and then return to ticketing i’m simply gon na as a sample just choose this ticket clearly the concern is different but i’m simply picking this as a sample and now i’m just going to select this as a sample and i’m going to respond to it and you can see when you’re responding to a customer on the bottom left you can see recommended solutions and canned kinds so you’re going to click recommended options and you can see various short articles that are a pre-written answer to a consumer question and you can just insert 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 really simple formula for your agents to follow so they can easily respond to e-mails so another excellent function that freshdesk really offers is developing groups so if you click on groups in the admin section you can develop different groups for various purposes so if a ticket and a concern is associated with billing you can assign a group member so over here i have actually assigned myself in this group which individual might define their role and make them the leader of this sort of billing ticket aside from that you can likewise designate different in the group section you can likewise appoint various tickets to various groups and once 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 customer escalations where consumers might have raised a certain situation 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 handy and i’ll capture you people in the next video Freshdesk And Asana

 

 

Freshdesk And Asana – effortless omnichannel service

So we are talking about…Freshdesk And Asana…you can utilize freshdesk for customer care so let’s begin to begin with you’re gon na start your complimentary trial on freshdesk.com and over here you’re gon na put in your details and sign up for free as quickly as you sign up you’re gon na get started which will load your basic control panel so when you’re beginning with freshdesk as you can see on the left side it will set up your account so over here and individualize your aid desk you can validate your email and below that you can see you can add your language whatever type of language you want on your site change the color of your logo so as you can see i’m gon na opt for a pink and below that you can also change your menu color so i’m likewise gon na make that pink i guess or i should make that black yeah and so you can upgrade those and next you’re gon na pick your support channel so how you can be gotten in touch with through phone e-mail social media chat or forms and below that you can add your client assistance email so if somebody is going to be calling you you can set that e-mail over here and next up you can welcome somebody to your group so if you have a group that is working for you if someone is going to be selling the tickets for you you can invite them over here next up over here we have our control panel our dashboard shows our

 

unsolved tickets past due 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 trends so if the tickets are selling out better or worse it’s going to show you a nice trend and listed below that you have your consumer complete satisfaction and you can see the portion of positive actions or negative actions even neutral actions and the overall actions that you have actually received on the ideal side you’re gon na have your to-do list 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 give you a nice little reminder on your basic dashboard and now on the left side we’re gon na proceed to tickets you can arrange your tickets over here so let’s just state let’s arrange them by their status and now you can see immediate and high ones will be on the top nevertheless the other ones will be on the bottom now next up on the right side you can see over here you can filter out what type of tickets you wish to see if you want to see the tickets that are appointed to a particular individual or the tickets that are still unassigned you can see them over here you can filter them out according to your requirements and successive below that you have your basic contact and companies so you can view those whichever way that you have actually called individuals you can see their e-mail addresses uh their company titles their phone numbers facebook twitter whatever sort of account details that you have about them listed below that you have your options tab so your service tab is a general kind of information tab which allows you to see your e-mail marketing your legal requirements

Get Freshdesk And Asana support, customer, ticket, software, zendesk,

your service associated announcements so if there is something that is kind of various you will find it in your solutions tab and listed below the services tab you have your reports and analytics reports are the basic general introduction of how many tickets you might have sold what is the ticket volume pattern you can see over here you can get an aid desk extensive ticket analysis and you can also see your ticket volume trends so you can Freshdesk And Asana

see on the right side you have your today’s ticket inside so the number of tickets you might have sold approximately what is the boost or decrease in these sales you can see receiving seven tickets increase the volume by 99 and below that you have your general administrative settings your group channels workflow representative productivity assistance operation and your basic account settings over here you can view the progress or the information of a particular team member or a group member and listed below that you can see your different channels of interaction you can also see your workflow and what type of development you have made what milestones that you have actually reached and just how much performance each agent has you can view that from over here returning into tickets i’m going to reveal you how you can resolve a ticket so over here at the top we have how can i refund my order and over here you can see you can include tags you can put it in a particular category what sort of ticket this is you can change its status you can set its priority and you can likewise set what sort of question it is so what kind of question it is you can likewise assign a particular agent to this inquiry so you can simply include a note generally respond

 

tto this person and now i’m going to simply tell them i will be solving your ticket your issue now i’m going to set this as a pending ticket and now i’m going to update the status i’m going to add this note now i’m going to reply to the customer so it’s automatically going to enter hi matt rogers that’s the client name this is jane doe what might be the concern with your item i’m just going to send that and now i have actually responded to this consumer you can likewise delete your actions within 10 seconds so if you slip up you can delete them within a couple of seconds and retype your emails so if you’re a service that’s running this ticketing service and you have a similar type of reaction you need to offer to each of your consumers again and again you’re going to enter into the options tab and over here you can see there is the classifications you have basic getting going with us refunds and orders info gifts and discount coupons and truths and questions so in fact in questions you can see over here there is some draft design templates that are currently offered and let’s see for how long will delivery take that’s a concern that is typically asked you can just release this draft and after that go back to ticketing i’m just gon na as a sample just select this ticket certainly the question is different however i’m simply selecting this as a sample and now i’m just going to select 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 types so you’re going to click on suggested options and you can see different short articles that are a pre-written answer to a consumer concern and you can simply place that pre-written info 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 an extremely easy formula for your agents to follow so they can easily react to e-mails so another excellent function that freshdesk truly supplies is creating groups so if you click on groups in the admin area you can create different groups for different functions so if a ticket and a concern is associated with billing you can designate a group member so over here i’ve assigned myself in this group which person could define their function and make them the leader of this type of billing ticket besides that you can likewise appoint different in the group area you can likewise designate different tickets to various groups and as soon as 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 may have elevated a certain scenario and yeah this is how you can begin with your online ticketing utilizing freshdesk.com i hope you men discovered this easy to understand and helpful and i’ll capture you men in the next video Freshdesk And Asana