Freshdesk Mobile Crm – effortless omnichannel service

So we are talking about…Freshdesk Mobile Crm…you can utilize freshdesk for customer service so let’s get going first off 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 complimentary as soon as you sign up you’re gon na begin which will fill your basic control panel so when you’re getting going with freshdesk as you can see on the left side it will establish your account so over here and personalize your assistance desk you can verify your email 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 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 called through phone email social media chat or forms and below that you can add your customer assistance 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 group that is working for you if somebody is going to be offering the tickets for you you can welcome them over here successive over here we have our control panel our dashboard 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 provide 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 great trend and listed below that you have your consumer satisfaction and you can see the percentage of positive reactions or negative reactions even neutral responses and the total reactions that you have received on the ideal side you’re gon na have your order of business so something that you need to add to your order of business you’re gon na add it over here and it’s gon na give you a great little reminder on your basic control panel and now on the left side we’re gon na carry on to tickets you can arrange your tickets over here so let’s just state let’s arrange them by their status and now you can see immediate and high ones will be on the top nevertheless 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 see if you want to see the tickets that are appointed to a particular individual or the tickets that are still unassigned you can see them over here you can filter them out according to your needs and successive listed below that you have your basic contact and companies so you can see those whichever way that you have contacted people you can see their email addresses uh their business titles their phone numbers facebook twitter whatever kind of account details that you have about them below that you have your services tab so your solution tab is a general kind of information tab which allows you to view your email marketing your legal requirements

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your service related announcements so if there is something that is kind of various you will find it in your solutions tab and below the services tab you have your analytics and reports reports are the basic general summary of the number of tickets you might 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 view your ticket volume trends so you can Freshdesk Mobile Crm

see on the right side you have your today’s ticket inside so the number of tickets you might have sold or two what is the boost or reduce in these sales you can see getting seven tickets increase the volume by 99 and listed below that you have your basic administrative settings your group channels workflow representative productivity assistance operation and your basic account settings over here you can see the progress or the details of a particular employee or a group member and listed below that you can see your various channels of communication you can also see your workflow and what type of progress you have made what turning points that you have reached and just how much performance each representative has you can see that from over here returning into tickets i’m going to show 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 specific classification what type of ticket this is you can alter its status you can set its top priority and you can likewise set what sort of inquiry it is so what kind of concern it is you can likewise assign a specific representative to this query so you can just add a note generally reply

 

tto this person and now i’m going to just tell them i will be fixing 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 client so it’s instantly going to enter hi matt rogers that’s the client 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 consumer you can likewise erase your actions 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 business that’s running this ticketing service and you have a similar sort of action you require to provide 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 general starting with us refunds and orders information gifts and discount coupons and realities and questions so in fact in questions you can see over here there is some draft templates that are already offered and let’s see for how long will delivery take that’s a question that is typically asked you can simply publish this draft and after that go back to ticketing i’m just gon na as a sample just choose this ticket undoubtedly the question is various but i’m simply choosing 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 replying to a consumer on the bottom left you can see recommended solutions and canned forms so you’re going to click on recommended options and you can see various posts that are a pre-written answer to a consumer concern and you can just place that pre-written info into your reaction and send it without having to

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retype the very same type of answers again and again so this is an extremely simple formula for your agents to follow so they can easily respond to e-mails so another great feature that freshdesk actually supplies is producing groups so if you click groups in the admin area you can produce various groups for various functions so if a problem and a ticket is related to billing you can appoint a group member so over here i’ve assigned myself in this group and that person could specify their role and make them the leader of this type of billing ticket other than that you can also appoint various in the group area you can likewise assign different 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 consumers may have elevated a certain scenario and yeah this is how you can begin with your online ticketing utilizing freshdesk.com i hope you men discovered this easy to understand and useful and i’ll capture you guys in the next video Freshdesk Mobile Crm