Freshdesk Freshservice Integration – effortless omnichannel service

So we are talking about…Freshdesk Freshservice Integration…you can use freshdesk for customer support so let’s start to begin with you’re gon na start 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 load your basic control panel 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 assistance desk you can validate your email and listed below that you can see you can include your language whatever kind of language you desire on your site alter 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 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 select your assistance channel so how you can be contacted via phone email social networks chat or forms and below that you can include your client assistance email so if somebody is going to be calling you you can set that email over here and next up you can welcome somebody 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 invite them over here successive over here we have our control panel our control panel reveals 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 provide you a graph that reveals you the patterns 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 negative responses or favorable actions even neutral actions and the total responses that you have actually gotten on the right side you’re gon na have your to-do list so something that you require to add to your order of business you’re gon na include 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 state 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 type of tickets you wish to see 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 as per your requirements and next up 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 telephone number facebook twitter whatever sort of account information that you have about them below that you have your options tab so your service tab is a general sort of information tab which permits you to see your email marketing your legal requirements

Get Freshdesk Freshservice Integration support, customer, ticket, software, zendesk,

your service associated announcements so if there is something that is sort of miscellaneous you will discover it in your solutions tab and below the options tab you have your reports and analytics reports are the standard 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 a help desk thorough ticket analysis and you can likewise see your ticket volume trends so you can Freshdesk Freshservice Integration

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 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 representative performance assistance operation and your general account settings over here you can see the development or the details of a particular employee or a group member and listed below that you can see your different channels of communication you can also view your workflow and what sort of development you have actually made what turning points that you have actually reached and just how much productivity each representative has you can see that from over here going back into tickets i’m going to show you how you can deal with 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 change its status you can set its top priority and you can also set what sort of inquiry it is so what type of concern it is you can also appoint a specific agent to this query so you can just include a note essentially respond

 

tto this person and now i’m going to simply tell them i will be resolving your ticket your problem 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 customer so it’s immediately going to key in hi matt rogers that’s the consumer name this is jane doe what might be the problem with your product i’m simply going to send that and now i have actually replied to this consumer you can likewise erase your responses within 10 seconds so if you make a mistake you can erase them within a few seconds and retype your e-mails 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 enter into the solutions tab and over here you can see there is the categories you have actually basic starting with us refunds and orders details presents and discount coupons and realities and concerns so in fact in questions you can see over here there is some draft templates that are currently available and let’s see how long will shipment take that’s a question that is typically asked you can simply release this draft and after that return to ticketing i’m simply gon na as a sample just choose this ticket undoubtedly the concern is various however i’m just picking this as a sample and now i’m just going to select this as a sample and i’m going to reply 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 on recommended options 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 details into your response and send it without having to

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

retype the same sort of answers again and again so this is a really easy formula for your representatives to follow so they can quickly respond to emails so another excellent feature that freshdesk actually provides is creating groups so if you click groups in the admin area you can create different groups for various purposes so if a ticket and a problem is connected to billing you can designate a group member so over here i’ve assigned myself in this group which individual could define their role and make them the leader of this type of billing ticket other than that you can also designate different in the group section you can likewise appoint various tickets to various groups and when 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 elevated a specific circumstance and yeah this is how you can start with your online ticketing utilizing freshdesk.com i hope you men found this easy to understand and handy and i’ll catch you guys in the next video Freshdesk Freshservice Integration

 

 

Freshdesk Freshservice Integration – effortless omnichannel service

So we are talking about…Freshdesk Freshservice Integration…you can use freshdesk for customer care so let’s get started first of all you’re gon na start your complimentary trial on freshdesk.com and over here you’re gon na put in your information and register for free as soon as you register you’re gon na begin which will pack 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 individualize your help desk you can validate your e-mail and 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 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 update those and next you’re gon na choose your support channel so how you can be called by means of phone email social media chat or types and below that you can add your client support email so if someone is going to be calling you you can set that email over here and next up you can invite 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 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 listed below that they’re gon na offer you a chart that shows you the patterns so if the tickets are selling out better or worse it’s going to reveal you a good pattern and listed below that you have your consumer complete satisfaction and you can see the portion of favorable reactions or unfavorable actions even neutral reactions and the overall reactions that you have received on the right 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 offer 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 just say let’s arrange 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 right side you can see over here you can filter out what kind of tickets you want to see if you wish to see the tickets that are assigned to a specific individual or the tickets that are still unassigned you can view them over here you can filter them out based on your requirements and next up below that you have your basic contact and business so you can view those whichever manner in which you have contacted people you can see their email addresses uh their business titles their phone numbers facebook twitter whatever sort of account information that you have about them below that you have your solutions tab so your option tab is a general kind of details tab which allows you to see your e-mail marketing your legal requirements

Get Freshdesk Freshservice Integration support, customer, ticket, software, zendesk,

your service related announcements so if there is something that is sort of miscellaneous you will find it in your solutions tab and listed below the services tab you have your reports and analytics reports are the fundamental general summary of how many tickets you might have offered what is the ticket volume pattern you can see over here you can get an assistance desk extensive ticket analysis and you can also view your ticket volume patterns so you can Freshdesk Freshservice Integration

see on the ideal side you have your today’s ticket inside so how many tickets you may have sold or so what is the boost or reduce in these sales you can see getting seven tickets increase the volume by 99 and below that you have your general administrative settings your group channels workflow agent efficiency support operation and your general account settings over here you can see the development or the information of a specific team 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 sort of progress you have actually made what milestones that you have actually reached and how much performance each representative has you can view that from over here returning into tickets i’m going to show 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 add tags you can put it in a particular category what sort of ticket this is you can alter its status you can set its priority and you can also set what kind of question it is so what kind of question it is you can likewise designate a specific agent to this inquiry so you can just 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 instantly going to key in hi matt rogers that’s the consumer name this is jane doe what might be the issue with your item i’m just going to send that and now i have replied to this customer you can likewise erase your responses within 10 seconds so if you slip up you can delete them within a few 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 response you need 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 categories you have basic getting started with us orders and refunds information presents and vouchers and realities and questions so in fact in questions you can see over here there is some draft templates that are currently readily available and let’s see the length of time will delivery take that’s a question that is often asked you can just release this draft and after that return to ticketing i’m just gon na as a sample just select this ticket clearly the question 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 reply to it and you can see when you’re replying to a customer on the bottom left you can see recommended services and canned types so you’re going to click recommended services and you can see different short articles that are a pre-written answer to a client question and you can just insert that pre-written information into your reaction and send it without needing to

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

retype the same kind of answers again and again so this is an extremely easy formula for your representatives to follow so they can easily respond to e-mails so another fantastic feature that freshdesk truly offers is producing groups so if you click on groups in the admin area you can develop various groups for different purposes so if a ticket and an issue is related to billing you can designate a group member so over here i’ve appointed myself in this group which individual could define their function and make them the leader of this sort of billing ticket aside from that you can also assign different in the group area you can likewise appoint different 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 might have raised a particular circumstance 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 handy and i’ll capture you men in the next video Freshdesk Freshservice Integration