Freshdesk Connectwise Trial – effortless omnichannel service

So we are talking about…Freshdesk Connectwise Trial…you can use freshdesk for customer care so let’s get started first off you’re gon na begin your totally free trial on freshdesk.com and over here you’re gon na put in your information and sign up for totally free as soon as you sign up you’re gon na begin which will pack your basic dashboard so when you’re starting with freshdesk as you can see on the left side it will set up your account so over here and customize your aid desk you can validate your e-mail and listed below that you can see you can include your language whatever type of language you want on your website 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 likewise alter 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 select your support channel so how you can be gotten in touch with via phone email social networks chat or types and listed below that you can add your customer assistance e-mail so if somebody is going to be calling you you can set that email over here and next up you can invite somebody to your team so if you have a group that is working for you if someone is going to be selling the tickets for you you can welcome them over here next up over here we have our control panel our control panel reveals 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 offer you a chart that reveals you the trends so if the tickets are selling out much better or worse it’s going to show you a good trend and below that you have your consumer complete satisfaction and you can see the portion of negative responses or favorable responses even neutral reactions and the overall responses that you have actually gotten on the ideal side you’re gon na have your order of business so something that you need to contribute to your order of business you’re gon na include it over here and it’s gon na provide you a nice little pointer on your basic control panel and now on the left side we’re gon na move on to tickets you can sort your tickets over here so let’s just say let’s arrange them by their status and now you can see high and urgent ones will be on the top nevertheless 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 wish to see if you want to see the tickets that are appointed 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 needs and successive below that you have your basic contact and business so you can see those whichever way that you have gotten in touch with people you can see their e-mail addresses uh their company titles their contact number facebook twitter whatever sort of account information that you have about them below that you have your solutions tab so your service tab is a basic type of info tab which allows you to see your email marketing your legal requirements

Get Freshdesk Connectwise Trial support, customer, ticket, software, zendesk,

your service associated statements so if there is something that is sort of miscellaneous you will discover it in your options tab and listed below the options tab you have your reports and analytics reports are the standard general overview of how many tickets you may have sold what is the ticket volume pattern you can see over here you can get an aid desk in-depth ticket analysis and you can also view your ticket volume trends so you can Freshdesk Connectwise Trial

see on the best side you have your today’s ticket inside so how many tickets you might have offered or two what is the increase or decrease in these sales you can see getting 7 tickets increase the volume by 99 and listed below that you have your general administrative settings your team channels workflow agent efficiency support operation and your basic account settings over here you can view the progress or the information of a specific staff member or a group member and below that you can see your different channels of communication you can likewise view your workflow and what sort of progress you have actually made what turning points that you have reached and just how much productivity each representative has you can see that from over here going back 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 also set what sort of question it is so what type of concern it is you can likewise assign a specific representative to this question so you can simply include a note basically reply

 

tto this person and now i’m going to simply tell them i will be fixing 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 client so it’s immediately going to enter hi matt rogers that’s the customer name this is jane doe what might be the issue with your item i’m just going to send that and now i have actually replied to this customer you can also delete your reactions 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 service that’s running this ticketing service and you have a similar kind of action you require to give to each of your customers again and again you’re going to go into the options tab and over here you can see there is the categories you have basic getting going with us orders and refunds info presents and discount coupons and facts and concerns so in fact in questions you can see over here there is some draft design templates that are already available and let’s see for how long will shipment take that’s a concern that is often asked you can simply publish this draft and after that return to ticketing i’m just gon na as a sample just select this ticket undoubtedly the concern is different but i’m simply selecting this as a sample and now i’m just going to pick this as a sample and i’m going to reply to it and you can see when you’re responding to a client on the bottom left you can see suggested options and canned forms so you’re going to click on recommended services and you can see various articles that are a pre-written answer to a consumer concern and you can simply place that pre-written information into your response and send it without having to

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

retype the same type of answers again and again so this is a very easy formula for your representatives to follow so they can quickly respond to e-mails so another terrific feature that freshdesk actually provides is developing groups so if you click on groups in the admin area you can develop various groups for different purposes so if a concern and a ticket is connected to billing you can appoint a group member so over here i’ve designated myself in this group which person might specify their function and make them the leader of this type of billing ticket besides that you can likewise assign various in the group section you can also assign various tickets to different 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 consumer escalations where clients may have elevated a particular scenario and yeah this is how you can start with your online ticketing using freshdesk.com i hope you people discovered this easy to understand and practical and i’ll capture you people in the next video Freshdesk Connectwise Trial

 

 

Freshdesk Connectwise Trial – effortless omnichannel service

So we are talking about…Freshdesk Connectwise Trial…you can utilize freshdesk for customer service so let’s begin first of all you’re gon na start your totally free trial on freshdesk.com and over here you’re gon na put in your details and sign up for totally free as soon as you register you’re gon na begin and that will fill your basic dashboard so when you’re getting started with freshdesk as you can see on the left side it will establish your account so over here and individualize your help desk you can validate your e-mail and below that you can see you can add your language whatever sort of language you desire on your website alter the color of your logo design so as you can see i’m gon na opt for a pink and listed below that you can also change your menu color so i’m likewise gon na make that pink i guess or i need to make that black yeah and so you can upgrade those and next you’re gon na select your assistance channel so how you can be called by means of phone email social networks chat or forms and listed below that you can include your consumer support e-mail so if someone is going to be contacting you you can set that e-mail over here and next up you can welcome someone to your team so if you have a group that is working for you if someone is going to be offering the tickets for you you can welcome them over here next up over here we have our dashboard our control panel shows our

 

unsettled tickets overdue tickets tickets that are due that are open that are on hold or unassigned tickets listed below that they’re gon na give you a graph that shows you the patterns so if the tickets are selling out better or worse it’s going to show you a great pattern and below that you have your consumer fulfillment and you can see the portion of unfavorable actions or favorable responses even neutral responses and the total actions that you have gotten on the right side you’re gon na have your order of business so something that you require to contribute to your order of business you’re gon na include it over here and it’s gon na give you a good little tip on your basic control panel 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 sort them by their status and now you can see high and immediate ones will be on the leading however 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 kind of tickets you wish to view if you want to see the tickets that are designated to a specific person or the tickets that are still unassigned you can view them over here you can filter them out as per your needs and successive listed below that you have your basic contact and companies so you can see those whichever way that you have called individuals you can see their email 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 options tab so your option tab is a general type of information tab which allows you to see your email marketing your legal requirements

Get Freshdesk Connectwise Trial support, customer, ticket, software, zendesk,

your service related announcements so if there is something that is type of various you will discover it in your solutions tab and listed below the options tab you have your analytics and reports reports are the basic general introduction of the number of tickets you may have sold what is the ticket volume trend you can see over here you can get an aid desk thorough ticket analysis and you can also see your ticket volume trends so you can Freshdesk Connectwise Trial

see on the best side you have your today’s ticket inside so how many tickets you may have sold or two 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 basic administrative settings your team channels workflow agent productivity support operation and your basic account settings over here you can see the development or the information of a specific staff member or a group member and below that you can see your different channels of communication you can likewise view your workflow and what kind of progress you have made what milestones that you have reached and how much productivity each agent has you can see that from over here returning into tickets i’m going to reveal 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 add tags you can put it in a particular category what sort of ticket this is you can change its status you can set its top priority and you can likewise set what kind of query it is so what type of concern it is you can likewise designate a specific representative to this inquiry so you can simply include a note basically respond

 

tto this person and now i’m going to just tell them i will be resolving your ticket your issue 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 reply to the client so it’s immediately going to type in hi matt rogers that’s the consumer name this is jane doe what might be the problem with your product i’m just going to send that and now i have actually responded to this client you can likewise erase your responses within 10 seconds so if you make a mistake you can erase them within a couple of seconds and retype your e-mails so if you’re a service that’s running this ticketing service and you have a comparable type of reaction you need to provide to each of your consumers again and again you’re going to go into the options tab and over here you can see there is the classifications you have actually basic starting with us orders and refunds information gifts and coupons and realities and questions so in fact in questions you can see over here there is some draft templates that are currently offered and let’s see for how long will shipment take that’s a question that is often asked you can simply release this draft and then go back to ticketing i’m simply gon na as a sample just choose this ticket certainly the concern is different but i’m just choosing this as a sample and now i’m just 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 customer on the bottom left you can see recommended options and canned forms so you’re going to click suggested services and you can see various articles that are a pre-written answer to a customer concern and you can simply insert that pre-written info into your action and send it without having to

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

retype the very same sort of responses again and again so this is a very simple formula for your representatives to follow so they can quickly react to emails so another excellent feature that freshdesk truly supplies is developing groups so if you click groups in the admin area you can develop various groups for different purposes so if a ticket and a problem is associated with billing you can appoint a group member so over here i have actually assigned myself in this group and that person could specify their function and make them the leader of this type of billing ticket besides that you can likewise assign various in the group area you can likewise assign various tickets to different 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 customer escalations where clients may have raised a particular situation and yeah this is how you can get going with your online ticketing using freshdesk.com i hope you people discovered this easy to understand and handy and i’ll catch you men in the next video Freshdesk Connectwise Trial