Freshdesk Integration With Salesforce – effortless omnichannel service

So we are talking about…Freshdesk Integration With Salesforce…you can use freshdesk for customer service so let’s start 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 sign up for free as soon as you sign up you’re gon na get started which will pack your basic dashboard so when you’re getting started 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 verify your email and below that you can see you can add your language whatever kind 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 also alter 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 by means of phone e-mail social media chat or forms and listed below that you can include your client assistance e-mail so if someone is going to be calling you you can set that e-mail over here and next up you can welcome someone 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 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 graph 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 trend and below that you have your customer satisfaction and you can see the percentage of negative reactions or positive reactions even neutral actions and the overall responses that you have gotten on the right side you’re gon na have your to-do list so something that you need to contribute to your to-do list you’re gon na add it over here and it’s gon na give you a great little suggestion on your basic control panel and now on the left side we’re gon na proceed to tickets you can arrange your tickets over here so let’s simply say 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 best side you can see over here you can filter out what kind of tickets you want to view if you wish to see the tickets that are designated to a particular individual or the tickets that are still unassigned you can see them over here you can filter them out based on your requirements and successive below that you have your basic contact and business so you can view those whichever way that you have contacted individuals you can see their email addresses uh their business titles their phone numbers facebook twitter whatever sort of account details that you have about them listed below that you have your solutions 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 Integration With Salesforce support, customer, ticket, software, zendesk,

your service related statements so if there is something that is type of various you will find it in your services tab and listed below the services tab you have your analytics and reports reports are the standard 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 aid desk extensive ticket analysis and you can also view your ticket volume trends so you can Freshdesk Integration With Salesforce

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 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 team channels workflow representative productivity assistance 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 various channels of communication you can also view your workflow and what kind of progress you have actually made what turning points that you have actually reached and just how much productivity each agent has you can see that from over here going back 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 change its status you can set its priority and you can likewise set what sort of query it is so what type of question it is you can likewise appoint a particular agent to this question so you can just include a note generally reply

 

tto this person and now i’m going to just 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 update the status i’m going to add this note now i’m going to reply to the client so it’s automatically going to enter hi matt rogers that’s the customer name this is jane doe what might be the issue with your product i’m just going to send that and now i have replied to this customer you can also erase your reactions within 10 seconds so if you slip up you can delete 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 comparable kind of reaction you require to offer to each of your customers again and again you’re going to go into the solutions tab and over here you can see there is the categories you have actually basic getting started with us refunds and orders information 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 currently readily available and let’s see how long will delivery take that’s a concern that is often asked you can just release this draft and then return to ticketing i’m simply gon na as a sample simply choose this ticket clearly the concern is various but i’m just selecting this as a sample and now i’m just going to pick this as a sample and i’m going to respond to it and you can see when you’re replying to a client on the bottom left you can see suggested solutions and canned kinds so you’re going to click on recommended options and you can see different articles that are a pre-written answer to a customer question and you can simply insert that pre-written information into your reaction and send it without having to

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

retype the exact same sort of answers again and again so this is a really simple formula for your agents to follow so they can quickly react to e-mails so another fantastic function that freshdesk truly provides is developing groups so if you click on groups in the admin area you can produce different groups for various purposes so if a ticket and a concern is associated with billing you can appoint a group member so over here i have actually designated myself in this group and that individual could specify their function and make them the leader of this sort of billing ticket aside from that you can also designate various in the group section you can also assign various tickets to various groups and once 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 customers might have raised a particular circumstance and yeah this is how you can begin with your online ticketing using freshdesk.com i hope you men discovered this easy to understand and useful and i’ll capture you people in the next video Freshdesk Integration With Salesforce

 

 

Freshdesk Integration With Salesforce – effortless omnichannel service

So we are talking about…Freshdesk Integration With Salesforce…you can utilize freshdesk for customer service so let’s get going 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 information and sign up for complimentary as quickly as you register you’re gon na get started and that will pack 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 assistance desk you can confirm your e-mail and 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 opt for a pink and listed below that you can also alter your menu color so i’m also 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 assistance channel so how you can be contacted via phone email social networks chat or types and 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 somebody 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 better or even worse it’s going to show you a good pattern and below that you have your customer satisfaction and you can see the portion of favorable responses or unfavorable actions even neutral actions and the total responses that you have actually received 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 add 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 move on to tickets you can sort your tickets over here so let’s just state let’s sort them by their status and now you can see urgent and high 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 kind 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 based on your needs and next up below that you have your basic contact and business so you can see those whichever manner in which you have contacted individuals you can see their email addresses uh their company 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 solution tab is a general sort of information tab which enables you to view your e-mail marketing your legal requirements

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

your service associated statements so if there is something that is kind of miscellaneous you will find it in your options tab and 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 trend 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 Integration With Salesforce

see on the best side you have your today’s ticket inside so the number of tickets you may have offered or so what is the increase or reduce in these sales you can see getting seven tickets increase the volume by 99 and below that you have your basic administrative settings your team channels workflow agent performance assistance operation and your basic account settings over here you can see the development or the information of a certain team member or a group member and below that you can see your various channels of interaction you can likewise view your workflow and what type of development you have made what turning points that you have actually reached and how much productivity each representative has you can see 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 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 also set what sort of inquiry it is so what type of question it is you can likewise appoint a particular representative to this query so you can simply add a note generally 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 include this note now i’m going to respond to the customer 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 item i’m just going to send out that and now i have responded to this client you can also delete your reactions 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 similar kind of response you require to provide 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 general getting started with us orders and refunds info gifts and vouchers and truths and concerns 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 delivery take that’s a question that is typically asked you can simply release this draft and after that go back to ticketing i’m just gon na as a sample simply choose this ticket undoubtedly the question is various however i’m just choosing this as a sample and now i’m just 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 client on the bottom left you can see recommended services and canned forms so you’re going to click on recommended services 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 information into your action and send it without needing to

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

retype the very same kind of responses again and again so this is a very simple formula for your agents to follow so they can quickly react to e-mails so another terrific feature that freshdesk actually supplies is developing groups so if you click groups in the admin area you can produce different groups for different functions so if a problem and a ticket is associated with billing you can designate a group member so over here i’ve 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 appoint different in the group area you can likewise assign 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 consumer escalations where consumers might have elevated a particular 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 valuable and i’ll capture you guys in the next video Freshdesk Integration With Salesforce