Freshdesk Integration With Pivotal – effortless omnichannel service

So we are talking about…Freshdesk Integration With Pivotal…you can use freshdesk for client service so let’s get going first off you’re gon na begin your free trial on freshdesk.com and over here you’re gon na put in your information and register for free as quickly as you register you’re gon na get going 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 individualize your help desk you can validate your e-mail and listed 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 design so as you can see i’m gon na choose a pink and listed below that you can also alter your menu color so i’m likewise gon na make that pink i guess or i need to make that black yeah therefore you can update those and next you’re gon na pick 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 include your client support 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 team so if you have a team that is working for you if somebody is going to be selling the tickets for you you can invite them over here successive over here we have our dashboard our control panel shows 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 provide you a graph that reveals you the trends so if the tickets are selling out better or worse it’s going to reveal you a good pattern and below that you have your customer satisfaction and you can see the percentage of unfavorable responses or favorable responses even neutral responses and the overall reactions 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 give you a great little pointer on your basic dashboard 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 sort them by their status and now you can see high and immediate ones will be on the leading 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 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 according to your requirements and successive listed below that you have your basic contact and business so you can view those whichever way that you have actually contacted people you can see their e-mail addresses uh their company titles their phone numbers facebook twitter whatever type of account information that you have about them below that you have your solutions tab so your option tab is a general type of information tab which permits you to view your e-mail marketing your legal requirements

Get Freshdesk Integration With Pivotal support, customer, ticket, software, zendesk,

your service related statements so if there is something that is kind of various you will discover it in your solutions tab and below the options 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 an aid desk extensive ticket analysis and you can likewise see your ticket volume patterns so you can Freshdesk Integration With Pivotal

see on the ideal side you have your today’s ticket inside so the number of tickets you may have offered approximately what is the increase or reduce in these sales you can see receiving 7 tickets increase the volume by 99 and below that you have your basic administrative settings your group channels workflow agent efficiency support operation and your basic account settings over here you can see the development or the information of a particular employee 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 made what turning points that you have actually reached and just how much productivity each representative 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 include tags you can put it in a particular category what type of ticket this is you can change its status you can set its priority and you can likewise set what kind of question it is so what kind of concern it is you can likewise designate a specific representative to this question so you can just include a note essentially respond

 

tto this person and now i’m going to just 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 include this note now i’m going to reply to the customer 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 item i’m just going to send that and now i have actually responded to this customer you can likewise delete 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 company that’s running this ticketing service and you have a comparable type of action you need 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 classifications you have basic beginning with us orders and refunds information gifts 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 currently offered and let’s see how long will delivery take that’s a question that is often asked you can simply publish this draft and then return to ticketing i’m simply gon na as a sample simply select this ticket clearly the concern is different however 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 client on the bottom left you can see suggested options and canned kinds so you’re going to click on recommended solutions and you can see various posts 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 same type of responses again and again so this is a really simple formula for your agents to follow so they can easily react to e-mails so another great feature that freshdesk truly provides is creating groups so if you click on groups in the admin area you can create different groups for various purposes so if a problem and a ticket is associated with billing you can assign a group member so over here i have actually appointed myself in this group which person could specify their role and make them the leader of this sort of billing ticket aside from that you can also designate different in the group section you can also designate 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 consumer escalations where consumers might have raised a specific scenario and yeah this is how you can get started with your online ticketing utilizing freshdesk.com i hope you people found this easy to understand and valuable and i’ll capture you people in the next video Freshdesk Integration With Pivotal

 

 

Freshdesk Integration With Pivotal – effortless omnichannel service

So we are talking about…Freshdesk Integration With Pivotal…you can utilize freshdesk for customer support so let’s begin to begin with 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 and that will load 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 personalize your assistance desk you can confirm your e-mail and below that you can see you can add 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 listed 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 assistance channel so how you can be contacted through phone email social media chat or types and below that you can include your client assistance e-mail 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 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 invite them over here successive 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 offer you a chart that shows you the trends so if the tickets are selling out better or even worse it’s going to reveal you a good trend and below that you have your consumer satisfaction and you can see the portion of unfavorable actions or positive reactions even neutral reactions and the total responses that you have actually gotten on the ideal side you’re gon na have your to-do list so something that you need to contribute to your order of business you’re gon na add it over here and it’s gon na give you a nice little pointer on your basic control panel and now on the left side we’re gon na proceed 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 immediate and high ones will be on the leading 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 kind of tickets you want to see if you wish to see the tickets that are assigned to a particular individual or the tickets that are still unassigned you can view them over here you can filter them out as per 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 called people you can see their e-mail addresses uh their company titles their contact number facebook twitter whatever type of account details that you have about them listed below that you have your services tab so your service tab is a basic sort of info tab which permits you to view your email marketing your legal requirements

Get Freshdesk Integration With Pivotal support, customer, ticket, software, zendesk,

your service related announcements so if there is something that is kind of miscellaneous you will discover it in your solutions tab and below the services tab you have your analytics and reports reports are the fundamental general overview of the number of tickets you might have offered what is the ticket volume pattern you can see over here you can get an assistance desk in-depth ticket analysis and you can also see your ticket volume trends so you can Freshdesk Integration With Pivotal

see on the best side you have your today’s ticket inside so the number of tickets you might have sold or so what is the increase or reduce in these sales you can see receiving 7 tickets increase the volume by 99 and below that you have your general administrative settings your team channels workflow representative efficiency support operation and your basic account settings over here you can view the development or the information of a particular employee or a group member and below that you can see your different channels of interaction 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 performance each agent 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 particular classification what type of ticket this is you can alter its status you can set its concern and you can likewise set what kind of question it is so what type of question it is you can also assign a particular representative to this inquiry so you can simply add a note generally reply

 

tto this person and now i’m going to just 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 upgrade 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 client name this is jane doe what might be the problem with your product i’m simply going to send that and now i have replied to this consumer you can also delete 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 business that’s running this ticketing service and you have a similar sort of reaction you require to give 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 actually basic getting started with us refunds and orders details presents and discount coupons and facts and concerns so in fact in questions you can see over here there is some draft templates that are already available and let’s see the length of time 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 simply gon na as a sample simply select this ticket certainly the concern is different however i’m simply picking this as a sample and now i’m just going to choose 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 recommended solutions and canned forms so you’re going to click on suggested options and you can see different articles that are a pre-written answer to a customer question and you can just 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 sort of responses again and again so this is a really simple formula for your representatives to follow so they can quickly respond to e-mails so another fantastic function that freshdesk truly offers is developing groups so if you click on groups in the admin section you can create various groups for different functions so if a ticket and a concern is related to billing you can assign a group member so over here i have actually assigned myself in this group which person could specify their function and make them the leader of this sort of billing ticket other than that you can also assign different in the group section you can also assign different tickets to different 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 client escalations where consumers might have raised a specific scenario 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 valuable and i’ll capture you men in the next video Freshdesk Integration With Pivotal