Freshdesk Salesforce Ticket Sync – effortless omnichannel service

So we are talking about…Freshdesk Salesforce Ticket Sync…you can utilize freshdesk for customer support so let’s begin first of all you’re gon na begin your totally free trial on freshdesk.com and over here you’re gon na put in your details and register for totally free as quickly as you register you’re gon na start which will fill your basic control panel so when you’re starting with freshdesk as you can see on the left side it will set up your account so over here and customize your assistance desk you can validate your email and listed below that you can see you can add your language whatever type 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 listed 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 therefore you can update those and next you’re gon na pick 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 support email so if somebody is going to be contacting you you can set that email over here and next up you can invite somebody to your group so if you have a group that is working for you if somebody is going to be offering the tickets for you you can invite them over here next up over here we have our control panel our control panel 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 graph that shows you the trends so if the tickets are selling out better or worse it’s going to reveal you a good trend and below that you have your client fulfillment and you can see the percentage of negative reactions or positive responses even neutral actions and the overall actions that you have actually received on the best side you’re gon na have your order of business so something that you need to contribute to your order of business you’re gon na include it over here and it’s gon na offer you a good little tip on your basic dashboard 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 high and urgent ones will be on the top however 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 want to see the tickets that are appointed to a specific individual or the tickets that are still unassigned you can see them over here you can filter them out according to your requirements and next up below that you have your basic contact and companies so you can view those whichever way that you have actually gotten in touch with 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 options tab so your solution tab is a basic kind of info tab which allows you to see your email marketing your legal requirements

Get Freshdesk Salesforce Ticket Sync 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 options tab and below the services tab you have your analytics and reports reports are the basic general overview of how many tickets you may have offered what is the ticket volume trend you can see over here you can get an assistance desk extensive ticket analysis and you can likewise see your ticket volume trends so you can Freshdesk Salesforce Ticket Sync

see on the best side you have your today’s ticket inside so the number of tickets you might have sold approximately what is the boost or reduce in these sales you can see getting 7 tickets increase the volume by 99 and below that you have your basic administrative settings your team channels workflow agent efficiency assistance operation and your general account settings over here you can see the progress or the information of a certain team member or a group member and listed below that you can see your various channels of communication you can also see your workflow and what sort of progress you have actually made what milestones that you have actually reached and how much productivity each representative 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 specific category what kind of ticket this is you can alter its status you can set its top priority and you can also set what sort of query it is so what kind of concern it is you can also assign a particular agent to this question so you can simply add a note essentially reply

 

tto this person and now i’m going to just tell them i will be solving 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 consumer 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 that and now i have actually replied to this consumer you can likewise erase 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 company that’s running this ticketing service and you have a similar type of action you need to offer to each of your customers again and again you’re going to go into the options tab and over here you can see there is the classifications you have general beginning with us orders and refunds information presents and vouchers and facts and questions so in fact in questions you can see over here there is some draft templates that are currently readily available and let’s see the length of time will delivery take that’s a question that is often asked you can just release this draft and after that return to ticketing i’m simply gon na as a sample just select this ticket undoubtedly the concern is different but i’m simply choosing 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 customer on the bottom left you can see recommended solutions and canned types so you’re going to click on suggested solutions and you can see various short articles that are a pre-written answer to a customer concern and you can just insert that pre-written information into your response 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 really easy formula for your representatives to follow so they can easily respond to e-mails so another excellent function that freshdesk really provides is developing groups so if you click groups in the admin area you can create various groups for various functions so if a ticket and a concern is related to billing you can assign a group member so over here i have actually appointed myself in this group which individual could specify their role and make them the leader of this sort of billing ticket other than that you can also designate various in the group section you can likewise appoint different tickets to various groups and as soon as 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 specific situation and yeah this is how you can get going with your online ticketing utilizing freshdesk.com i hope you people discovered this easy to understand and handy and i’ll capture you men in the next video Freshdesk Salesforce Ticket Sync

 

 

Freshdesk Salesforce Ticket Sync – effortless omnichannel service

So we are talking about…Freshdesk Salesforce Ticket Sync…you can use freshdesk for customer care so let’s start 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 quickly as you sign up you’re gon na get going which will pack 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 e-mail and 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 opt for a pink and listed below that you can also alter your menu color so i’m likewise gon na make that pink i guess or i need to make that black yeah therefore you can update those and next you’re gon na pick your assistance channel so how you can be called through phone e-mail social media chat or types and listed below that you can include your client support e-mail so if somebody is going to be calling you you can set that email over here and next up you can welcome somebody to your group so if you have a team that is working for you if somebody is going to be offering the tickets for you you can invite them over here next up over here we have our dashboard 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 nice trend and below that you have your consumer satisfaction and you can see the portion of positive actions or negative responses even neutral reactions and the total actions that you have gotten on the ideal side you’re gon na have your order of business so something that you require to contribute to your to-do list you’re gon na add it over here and it’s gon na offer you a great little tip 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 simply state let’s sort them by their status and now you can see high and immediate ones will be on the top 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 type of tickets you wish to view if you want to see the tickets that are designated to a specific individual or the tickets that are still unassigned you can view them over here you can filter them out as per your needs and successive below that you have your basic contact and companies so you can see those whichever manner in which you have actually gotten in touch with people you can see their email addresses uh their company titles their contact number facebook twitter whatever kind of account details that you have about them below that you have your solutions tab so your solution tab is a basic kind of info tab which enables you to see your e-mail marketing your legal requirements

Get Freshdesk Salesforce Ticket Sync support, customer, ticket, software, zendesk,

your service associated announcements so if there is something that is kind of various you will discover it in your services tab and below the solutions 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 pattern you can see over here you can get an assistance desk thorough ticket analysis and you can likewise view your ticket volume trends so you can Freshdesk Salesforce Ticket Sync

see on the right side you have your today’s ticket inside so how many tickets you might have offered approximately what is the increase or decrease in these sales you can see getting 7 tickets increase the volume by 99 and below that you have your basic administrative settings your team channels workflow representative efficiency assistance operation and your general account settings over here you can see the progress or the details of a particular staff member 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 actually reached and just how much productivity each agent 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 include tags you can put it in a particular category what kind of ticket this is you can alter its status you can set its top priority and you can also set what sort of query it is so what kind of question it is you can also assign a specific representative to this query 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 issue now i’m going to set this as a pending ticket and now i’m going to update the status i’m going to include this note now i’m going to respond to the customer so it’s automatically going to key in hi matt rogers that’s the customer 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 replied to this client you can likewise 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 comparable kind of action you require to provide to each of your consumers again and again you’re going to enter into the solutions tab and over here you can see there is the classifications you have actually basic getting going with us refunds and orders details gifts and vouchers and truths and questions so in fact in questions you can see over here there is some draft design templates that are already available and let’s see the length of time will shipment take that’s a concern that is often asked you can simply publish this draft and then go back to ticketing i’m just gon na as a sample simply choose this ticket obviously the concern is different however i’m just selecting this as a sample and now i’m simply going to select this as a sample and i’m going to respond to it and you can see when you’re responding to a consumer on the bottom left you can see recommended services and canned kinds so you’re going to click on suggested solutions and you can see different articles that are a pre-written answer to a client question and you can simply insert that pre-written details into your reaction and send it without needing to

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

retype the same type of responses again and again so this is a very easy formula for your agents to follow so they can quickly respond to e-mails so another excellent feature that freshdesk actually supplies is creating groups so if you click groups in the admin section you can produce various groups for various purposes so if a ticket and a concern is connected to billing you can assign a group member so over here i have actually designated myself in this group and that person could define their role and make them the leader of this sort of billing ticket besides that you can also assign different in the group section you can also designate various tickets to different groups and when 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 client escalations where consumers may have raised a certain scenario and yeah this is how you can get going with your online ticketing utilizing freshdesk.com i hope you guys found this easy to understand and handy and i’ll capture you men in the next video Freshdesk Salesforce Ticket Sync