Freshdesk Or Salesforce – effortless omnichannel service

So we are talking about…Freshdesk Or Salesforce…you can utilize freshdesk for client service so let’s get started to begin with you’re gon na begin your complimentary trial on freshdesk.com and over here you’re gon na put in your information and sign up for complimentary as soon as you register you’re gon na get started and that will pack your basic control panel 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 individualize your help desk you can validate your email and listed below that you can see you can add your language whatever sort of language you want 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 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 choose your support channel so how you can be called via phone e-mail social media chat or types and below that you can add 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 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 welcome them over here next up over here we have our dashboard our dashboard shows our

 

unsolved tickets overdue tickets tickets that are due that are open that are on hold or unassigned tickets listed below that they’re gon na give you a chart that reveals you the trends so if the tickets are selling out much better or even worse it’s going to show you a good pattern and below that you have your client satisfaction and you can see the portion of positive reactions or negative actions even neutral reactions and the overall reactions that you have gotten on the ideal 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 offer you a nice little suggestion on your basic control panel 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 immediate 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 view if you want to see the tickets that are designated 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 requirements and successive below that you have your basic contact and business so you can see those whichever manner in which you have called people you can see their email addresses uh their business titles their telephone number facebook twitter whatever sort of account information that you have about them listed below that you have your solutions tab so your service tab is a basic kind of details tab which permits you to view your email marketing your legal requirements

Get Freshdesk Or Salesforce 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 below the solutions tab you have your reports and analytics reports are the standard general introduction of how many tickets you may 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 see your ticket volume trends so you can Freshdesk Or Salesforce

see on the best side you have your today’s ticket inside so how many tickets you may have offered or two what is the boost 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 team channels workflow agent productivity support operation and your basic account settings over here you can see the development or the details of a particular team member or a group member and below that you can see your various channels of interaction you can also see your workflow and what kind of progress you have made what milestones that you have reached and how much efficiency each representative has you can view that from over here going back into tickets i’m going to reveal 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 specific classification what sort of ticket this is you can alter its status you can set its top priority and you can also set what kind of inquiry it is so what type of question it is you can also designate a specific agent to this inquiry so you can just add a note basically respond

 

tto this person and now i’m going to just 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 customer so it’s automatically going to enter hi matt rogers that’s the client name this is jane doe what might be the issue with your item i’m simply going to send that and now i have actually responded to this consumer you can likewise erase your reactions within 10 seconds so if you make a mistake you can erase 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 kind of response you require to provide to each of your clients again and again you’re going to go into the options tab and over here you can see there is the classifications you have basic getting started with us orders and refunds info presents and discount coupons and facts and concerns so in fact in questions you can see over here there is some draft design templates that are currently offered and let’s see for how long will shipment take that’s a question that is typically asked you can just publish this draft and then return to ticketing i’m simply gon na as a sample just select this ticket obviously the question is different however i’m simply 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 consumer on the bottom left you can see recommended services and canned types so you’re going to click suggested solutions and you can see different posts that are a pre-written answer to a consumer question and you can simply insert that pre-written info into your action and send it without having to

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retype the exact same type of responses again and again so this is a very simple formula for your representatives to follow so they can quickly react to emails so another fantastic function that freshdesk actually offers is developing groups so if you click on groups in the admin area you can create different groups for various functions so if an issue and a ticket is associated with billing you can assign a group member so over here i have actually designated myself in this group and that individual could specify their role and make them the leader of this kind of billing ticket other than that you can likewise appoint various in the group section you can also designate various 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 consumer escalations where clients may have raised a specific situation and yeah this is how you can start with your online ticketing using freshdesk.com i hope you guys found this easy to understand and practical and i’ll catch you guys in the next video Freshdesk Or Salesforce