Freshdesk Freshsales – effortless omnichannel service

So we are talking about…Freshdesk Freshsales…you can utilize freshdesk for customer service so let’s begin first off you’re gon na start your complimentary trial on freshdesk.com and over here you’re gon na put in your details and register for complimentary as soon as you sign up you’re gon na start and that will pack 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 personalize your aid desk you can confirm your email and listed below that you can see you can include your language whatever sort of language you desire on your site alter the color of your logo so as you can see i’m gon na choose a pink and below that you can also alter your menu color so i’m likewise gon na make that pink i guess or i must make that black yeah therefore you can update those and next you’re gon na pick your assistance channel so how you can be gotten in touch with through phone email social media chat or kinds and below that you can include 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 invite somebody to your group so if you have a team that is working for you if somebody is going to be selling the tickets for you you can welcome them over here successive over here we have our control panel our dashboard shows our

 

unsettled 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 trends so if the tickets are selling out better or worse it’s going to reveal you a nice trend and listed below that you have your consumer fulfillment and you can see the percentage of favorable reactions or unfavorable responses even neutral actions and the total reactions that you have received on the ideal side you’re gon na have your to-do list so something that you require to add to your to-do list you’re gon na include it over here and it’s gon na offer you a good little reminder 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 just say let’s sort them by their status and now you can see urgent and high 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 kind of tickets you wish to see if you wish to see the tickets that are assigned to a specific person or the tickets that are still unassigned you can see them over here you can filter them out according to your needs and successive below that you have your basic contact and business so you can see those whichever way that you have actually contacted 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 below that you have your options tab so your solution tab is a basic type of details tab which allows you to view your e-mail marketing your legal requirements

Get Freshdesk Freshsales support, customer, ticket, software, zendesk,

your service associated statements so if there is something that is sort of various you will find it in your services tab and listed below the solutions tab you have your reports and analytics reports are the fundamental general overview of the number of tickets you might have sold what is the ticket volume trend you can see over here you can get an assistance desk thorough ticket analysis and you can likewise view your ticket volume patterns so you can Freshdesk Freshsales

see on the right side you have your today’s ticket inside so the number of tickets you might have offered or so what is the increase 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 productivity assistance operation and your general account settings over here you can view the progress or the information of a certain employee or a group member and listed below that you can see your different channels of interaction you can likewise see your workflow and what kind of progress you have actually made what turning points that you have 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 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 kind of ticket this is you can alter its status you can set its concern and you can likewise set what type of inquiry it is so what type of question it is you can likewise assign a particular representative to this query so you can simply include a note essentially respond

 

tto this person and now i’m going to simply tell them i will be solving your ticket your problem now i’m going to set this as a pending ticket and now i’m going to update the status i’m going to include this note now i’m going to respond to the customer so it’s automatically going to key in hi matt rogers that’s the customer name this is jane doe what might be the concern with your item i’m just going to send that and now i have replied to this client you can also delete your responses within 10 seconds so if you make a mistake you can delete them within a few seconds and retype your e-mails so if you’re an organization that’s running this ticketing service and you have a comparable kind of response you require to give to each of your consumers again and again you’re going to enter into the services tab and over here you can see there is the classifications you have actually basic starting with us refunds and orders info presents and discount coupons and facts and questions so in fact in questions you can see over here there is some draft templates that are already readily available and let’s see for how long will shipment take that’s a question that is frequently asked you can just publish this draft and after that go back to ticketing i’m simply gon na as a sample just select this ticket undoubtedly the concern is various but i’m just picking 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 responding to a consumer on the bottom left you can see suggested services and canned kinds so you’re going to click suggested services and you can see different short articles that are a pre-written answer to a consumer concern and you can simply insert that pre-written information into your response and send it without needing to

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

retype the exact same type of responses again and again so this is an extremely simple formula for your agents to follow so they can easily respond to emails so another great function that freshdesk really offers is producing groups so if you click on groups in the admin area you can develop various groups for various purposes so if a ticket and a problem is associated with billing you can assign a group member so over here i’ve appointed myself in this group which individual could define their role and make them the leader of this sort of billing ticket aside from that you can likewise assign various in the group section you can likewise appoint different tickets to various groups and as soon as 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 customers might have raised a certain circumstance and yeah this is how you can begin with your online ticketing using freshdesk.com i hope you men found this easy to understand and useful and i’ll capture you men in the next video Freshdesk Freshsales

 

 

Freshdesk Freshsales – effortless omnichannel service

So we are talking about…Freshdesk Freshsales…you can utilize freshdesk for client service so let’s get going to begin with you’re gon na start your complimentary trial on freshdesk.com and over here you’re gon na put in your information and sign up for totally free as quickly as you register you’re gon na begin which will load your basic dashboard 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 personalize your help desk you can validate your e-mail and listed below that you can see you can include your language whatever type of language you desire on your site change the color of your logo design so as you can see i’m gon na go with a pink and below that you can likewise change your menu color so i’m also gon na make that pink i guess or i must make that black yeah therefore you can upgrade those and next you’re gon na choose your assistance channel so how you can be contacted via phone email social media chat or forms and listed below that you can include your customer assistance email so if someone is going to be calling you you can set that e-mail over here and next up you can invite someone to your group so if you have a team that is working for you if someone is going to be offering the tickets for you you can invite them over here successive over here we have our dashboard our dashboard reveals our

 

unsettled tickets past due 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 better or worse it’s going to reveal you a great pattern and listed below that you have your client satisfaction and you can see the portion of negative responses or positive reactions even neutral responses and the total reactions that you have gotten 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 add it over here and it’s gon na give you a nice 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 say 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 sort of tickets you want to view if you wish to see the tickets that are appointed to a particular person or the tickets that are still unassigned you can see them over here you can filter them out according to your requirements and next up below that you have your basic contact and companies 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 business titles their phone numbers facebook twitter whatever type of account details that you have about them below that you have your services tab so your option tab is a general kind of info tab which allows you to see your e-mail marketing your legal requirements

Get Freshdesk Freshsales support, customer, ticket, software, zendesk,

your service related statements so if there is something that is sort of miscellaneous you will find it in your solutions tab and below the services tab you have your reports and analytics reports are the basic general overview of the number of tickets you may have offered what is the ticket volume pattern you can see over here you can get a help desk thorough ticket analysis and you can also view your ticket volume trends so you can Freshdesk Freshsales

see on the best side you have your today’s ticket inside so how many 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 listed below that you have your general administrative settings your team channels workflow agent efficiency assistance operation and your basic account settings over here you can see the development or the information of a certain staff member or a group member and listed below that you can see your various channels of communication you can likewise see your workflow and what sort of development you have actually made what turning points that you have reached and just how much performance each agent has you can view that from over here returning into tickets i’m going to show 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 category what type of ticket this is you can alter its status you can set its concern and you can also set what type of query it is so what type of question it is you can also appoint a specific agent to this question so you can simply include a note essentially reply

 

tto this person and now i’m going to simply 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 respond to the client so it’s immediately going to type in hi matt rogers that’s the customer name this is jane doe what might be the concern with your product i’m simply going to send that and now i have replied to this consumer you can also erase your actions within 10 seconds so if you slip up you can erase them within a few seconds and retype your e-mails so if you’re a company that’s running this ticketing service and you have a comparable sort of action you require to offer to each of your customers again and again you’re going to enter into the services tab and over here you can see there is the categories you have basic starting with us refunds and orders details presents and discount coupons and realities 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 shipment take that’s a concern that is frequently asked you can just release this draft and after that go back to ticketing i’m simply gon na as a sample just select this ticket obviously the concern is different but i’m just selecting this as a sample and now i’m simply going to select this as a sample and i’m going to reply to it and you can see when you’re replying to a consumer on the bottom left you can see recommended solutions and canned types so you’re going to click recommended options and you can see different posts that are a pre-written answer to a consumer concern and you can just insert that pre-written info into your action and send it without needing to

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

retype the exact same type of responses 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 great feature that freshdesk truly provides is developing groups so if you click on groups in the admin area you can develop different groups for various purposes so if an issue and a ticket is associated with billing you can designate a group member so over here i’ve appointed myself in this group which person could specify their role and make them the leader of this sort of billing ticket besides that you can likewise appoint various in the group section you can also appoint various 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 customer escalations where customers may have elevated a particular situation and yeah this is how you can start with your online ticketing using freshdesk.com i hope you guys discovered this easy to understand and handy and i’ll catch you people in the next video Freshdesk Freshsales