Freshdesk Salesforce Plus – effortless omnichannel service

So we are talking about…Freshdesk Salesforce Plus…you can utilize freshdesk for client service so let’s start 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 register for free as soon as you register you’re gon na start which will load your basic dashboard 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 help desk you can validate your email and below that you can see you can add your language whatever kind of language you want on your site change the color of your logo design so as you can see i’m gon na opt for a pink and below that you can likewise change your menu color so i’m likewise gon na make that pink i guess or i ought to make that black yeah and so you can update those and next you’re gon na choose your support channel so how you can be gotten in touch with by means of phone e-mail social networks chat or kinds and below that you can add your client support e-mail so if someone is going to be calling you you can set that e-mail 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 selling the tickets for you you can welcome them over here successive over here we have our control panel our control panel reveals our

 

unsettled tickets past due tickets tickets that are due that are open that are on hold or unassigned tickets below that they’re gon na give you a graph that shows you the patterns so if the tickets are selling out much better or even worse it’s going to reveal you a great pattern and below that you have your consumer fulfillment and you can see the portion of favorable actions or unfavorable actions even neutral actions and the overall responses that you have actually received on the best 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 provide you a good 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 say let’s arrange them by their status and now you can see high and urgent ones will be on the leading however 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 type of tickets you wish 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 as per your needs and successive listed below that you have your basic contact and companies so you can view those whichever way that you have called people you can see their e-mail addresses uh their business titles their phone numbers facebook twitter whatever type of account details that you have about them listed below that you have your options tab so your option tab is a general type of info tab which permits you to view your e-mail marketing your legal requirements

Get Freshdesk Salesforce Plus support, customer, ticket, software, zendesk,

your service associated announcements so if there is something that is sort of miscellaneous you will find it in your options tab and listed below the options tab you have your reports and analytics reports are the standard general overview of the number of tickets you may have sold what is the ticket volume trend you can see over here you can get an assistance desk thorough ticket analysis and you can also see your ticket volume patterns so you can Freshdesk Salesforce Plus

see on the right side you have your today’s ticket inside so the number of tickets you may have offered or two what is the increase or decrease in these sales you can see receiving 7 tickets increase the volume by 99 and listed below that you have your general administrative settings your group channels workflow agent efficiency support operation and your basic account settings over here you can view the progress or the details of a specific team member or a group member and listed below that you can see your various channels of interaction you can also view your workflow and what kind of progress you have made what milestones 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 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 specific classification what kind of ticket this is you can change its status you can set its priority and you can also set what sort of query it is so what type of concern it is you can likewise assign a specific representative 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 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 include this note now i’m going to respond to the client so it’s instantly going to type in hi matt rogers that’s the customer name this is jane doe what might be the issue with your item i’m just going to send out that and now i have actually responded to this consumer you can likewise delete your actions within 10 seconds so if you slip up you can delete them within a couple of seconds and retype your e-mails so if you’re an organization that’s running this ticketing service and you have a comparable kind of response you require to offer to each of your customers again and again you’re going to enter into the options tab and over here you can see there is the categories you have actually basic getting going with us orders and refunds information presents and vouchers and realities and concerns so in fact in questions you can see over here there is some draft templates that are already readily available and let’s see for how long will delivery take that’s a question that is frequently asked you can just release this draft and then go back 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 simply 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 client on the bottom left you can see suggested services and canned kinds so you’re going to click recommended solutions and you can see various short articles that are a pre-written answer to a consumer question and you can just place that pre-written information into your response and send it without having to

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

retype the exact same type of responses 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 excellent function that freshdesk truly offers is developing groups so if you click on groups in the admin section you can produce various groups for various purposes so if a problem and a ticket is associated with billing you can appoint a group member so over here i have actually appointed myself in this group and that individual might specify their role and make them the leader of this type of billing ticket besides that you can likewise appoint 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 elevated a particular circumstance and yeah this is how you can start with your online ticketing using freshdesk.com i hope you men discovered this easy to understand and valuable and i’ll capture you guys in the next video Freshdesk Salesforce Plus

 

 

Freshdesk Salesforce Plus – effortless omnichannel service

So we are talking about…Freshdesk Salesforce Plus…you can use freshdesk for customer support so let’s get started first of all you’re gon na begin your complimentary trial on freshdesk.com and over here you’re gon na put in your details and sign up for totally free as soon as you register you’re gon na get started and that will fill your basic control panel so when you’re beginning with freshdesk as you can see on the left side it will establish your account so over here and individualize your help desk you can validate your email and below that you can see you can include your language whatever sort of language you want on your site alter the color of your logo so as you can see i’m gon na opt for 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 must 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 through phone e-mail social media chat or types and below that you can include your customer support e-mail so if someone is going to be contacting you you can set that e-mail over here and next up you can invite someone to your group so if you have a group that is working for you if somebody 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 reveals 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 chart that shows you the trends so if the tickets are selling out much better or even worse it’s going to reveal you a nice pattern and listed below that you have your consumer fulfillment and you can see the percentage of favorable actions or negative responses even neutral responses 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 need to add to your order of business you’re gon na add it over here and it’s gon na offer you a good little tip on your basic control panel and now on the left side we’re gon na move on to tickets you can arrange your tickets over here so let’s simply state let’s sort 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 wish to see if you want to see the tickets that are assigned to a particular person or the tickets that are still unassigned you can view 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 manner in which you have contacted individuals you can see their e-mail addresses uh their business titles their contact number facebook twitter whatever sort of account details that you have about them below that you have your solutions tab so your option tab is a basic type of details tab which allows you to view your e-mail marketing your legal requirements

Get Freshdesk Salesforce Plus support, customer, ticket, software, zendesk,

your service related statements so if there is something that is kind of various you will find it in your services tab and below the options tab you have your reports and analytics reports are the basic general introduction of how many tickets you may have offered what is the ticket volume pattern you can see over here you can get a help desk thorough ticket analysis and you can likewise see your ticket volume trends so you can Freshdesk Salesforce Plus

see on the ideal side you have your today’s ticket inside so the number of tickets you may have sold approximately what is the increase or reduce in these sales you can see receiving 7 tickets increase the volume by 99 and listed below that you have your basic administrative settings your group channels workflow agent efficiency support operation and your general account settings over here you can see the development or the details of a certain employee or a group member and below that you can see your different channels of interaction you can likewise see your workflow and what sort of progress you have made what turning points that you have reached and how much productivity each agent has you can view 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 include tags you can put it in a particular classification what sort of ticket this is you can change its status you can set its priority and you can likewise set what sort of inquiry it is so what type of concern it is you can also appoint a particular agent to this query so you can just add a note generally reply

 

tto this person and now i’m going to simply tell them i will be fixing 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 add this note now i’m going to respond to the consumer so it’s immediately going to key in hi matt rogers that’s the client name this is jane doe what might be the issue with your item i’m just going to send that and now i have actually replied to this customer you can also erase your responses 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 sort of reaction 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 categories you have general beginning with us refunds and orders info gifts 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 currently offered and let’s see how long will shipment take that’s a concern that is often asked you can simply release this draft and then go back to ticketing i’m simply gon na as a sample simply choose this ticket undoubtedly the question is different however i’m just picking this as a sample and now i’m just going to choose this as a sample and i’m going to reply to it and you can see when you’re responding to a client on the bottom left you can see recommended options and canned forms so you’re going to click recommended services and you can see different posts that are a pre-written answer to a client concern and you can simply place that pre-written details 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 very simple formula for your representatives to follow so they can easily react to emails so another great function that freshdesk really supplies is developing groups so if you click groups in the admin section you can create various groups for different purposes so if a ticket and a concern is associated with billing you can appoint a group member so over here i have actually assigned myself in this group which individual might define their function and make them the leader of this type of billing ticket other than that you can also assign different in the group section you can likewise designate various tickets to different groups and once 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 customer escalations where customers might have raised a certain scenario and yeah this is how you can start with your online ticketing utilizing freshdesk.com i hope you guys discovered this easy to understand and practical and i’ll catch you people in the next video Freshdesk Salesforce Plus