So we are talking about…Freshdesk Pipedrive Integration…you can use freshdesk for customer support so let’s get started to begin with 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 free as quickly as you sign up you’re gon na get started which will fill 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 personalize your help desk you can confirm your email and listed below that you can see you can include your language whatever sort of language you want on your website alter 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 change your menu color so i’m likewise 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 called via phone e-mail social media chat or kinds and listed below that you can include your customer assistance email so if somebody is going to be contacting 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 someone is going to be selling the tickets for you you can welcome 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 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 great trend and below that you have your consumer complete satisfaction and you can see the percentage of negative actions or favorable actions even neutral actions and the overall reactions that you have actually gotten on the right side you’re gon na have your to-do list so something that you need to add to your order of business you’re gon na include it over here and it’s gon na give you a good 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 arrange 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 right side you can see over here you can filter out what sort of tickets you wish to see if you want 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 according to your needs and successive below that you have your basic contact and companies so you can view those whichever manner in which you have gotten in touch with people you can see their email addresses uh their business titles their telephone number facebook twitter whatever kind of account information that you have about them listed below that you have your options tab so your service tab is a basic type of details tab which permits you to see your e-mail marketing your legal requirements
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your service associated statements so if there is something that is sort of miscellaneous you will find it in your options tab and below the services tab you have your reports and analytics reports are the fundamental general overview 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 in-depth ticket analysis and you can likewise view your ticket volume trends so you can Freshdesk Pipedrive Integration
see on the right side you have your today’s ticket inside so how many tickets you might have offered approximately 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 general administrative settings your group channels workflow representative performance assistance operation and your basic account settings over here you can view the progress or the details of a certain 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 type of development you have actually made what turning points that you have reached and how much productivity each representative has you can view that from over here going back 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 add tags you can put it in a specific classification what sort of ticket this is you can change its status you can set its top priority and you can also set what sort of query it is so what type of question it is you can also assign a particular agent 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 include this note now i’m going to reply to the consumer so it’s immediately going to enter hi matt rogers that’s the consumer name this is jane doe what might be the problem with your item i’m simply going to send that and now i have actually responded to this consumer you can also erase your reactions within 10 seconds so if you make a mistake you can delete 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 similar kind of response you need to give to each of your consumers again and again you’re going to go into the options tab and over here you can see there is the categories you have basic beginning with us orders and refunds info presents and discount coupons and truths and concerns so in fact in questions you can see over here there is some draft design templates that are already readily available and let’s see the length of time will delivery take that’s a concern that is often asked you can simply release this draft and then return to ticketing i’m just gon na as a sample simply choose this ticket certainly the question is different however i’m just selecting this as a sample and now i’m just going to select 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 recommended services and canned kinds so you’re going to click recommended options and you can see different articles that are a pre-written answer to a client concern and you can simply insert that pre-written information into your reaction and send it without needing to
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retype the very same type of answers again and again so this is a really easy formula for your agents to follow so they can quickly react to emails so another terrific function that freshdesk actually provides is producing groups so if you click on groups in the admin section you can create various groups for various functions so if a concern and a ticket is associated with billing you can designate 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 type of billing ticket other than that you can likewise designate various in the group area you can likewise assign different 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 raised a certain circumstance and yeah this is how you can get going with your online ticketing utilizing freshdesk.com i hope you guys discovered this easy to understand and valuable and i’ll capture you men in the next video Freshdesk Pipedrive Integration