Freshdesk Salesforce – effortless omnichannel service

So we are talking about…Freshdesk Salesforce…you can use freshdesk for customer service so let’s start first of all you’re gon na start your free trial on freshdesk.com and over here you’re gon na put in your information and sign up for totally free as soon as you register you’re gon na get started which will load your basic control panel 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 personalize your assistance desk you can confirm your email and listed below that you can see you can add your language whatever sort of language you desire 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 also 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 choose your assistance channel so how you can be gotten in touch with via phone email social networks chat or kinds and listed below that you can include your client assistance e-mail so if someone is going to be contacting you you can set that email over here and next up you can welcome somebody 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 next up over here we have our dashboard our control panel reveals our

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unsettled 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 give you a graph that shows you the trends so if the tickets are selling out better or worse it’s going to show you a good trend and listed below that you have your client satisfaction and you can see the percentage of positive actions or unfavorable actions even neutral actions and the total actions that you have actually received on the best side you’re gon na have your to-do list so something that you require to add to your to-do list you’re gon na include it over here and it’s gon na offer you a great little suggestion on your basic dashboard and now on the left side we’re gon na proceed to tickets you can sort your tickets over here so let’s just say let’s sort them by their status and now you can see urgent and high 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 want to see if you want to see the tickets that are assigned to a specific person or the tickets that are still unassigned you can view them over here you can filter them out as per your needs and next up below that you have your basic contact and companies so you can view those whichever manner in which you have contacted people you can see their e-mail addresses uh their business titles their phone numbers facebook twitter whatever sort of account information that you have about them listed below that you have your solutions tab so your solution tab is a general kind of info tab which permits you to see your email marketing your legal requirements

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

your service associated announcements 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 analytics and reports reports are the fundamental general introduction of the number of tickets you may have offered what is the ticket volume trend you can see over here you can get an aid desk in-depth ticket analysis and you can also view your ticket volume patterns so you can Freshdesk Salesforce

see on the ideal side you have your today’s ticket inside so the number of tickets you may have offered or two what is the increase or reduce in these sales you can see getting seven tickets increase the volume by 99 and below that you have your basic administrative settings your group channels workflow agent performance assistance operation and your basic account settings over here you can see the development or the information of a specific team member or a group member and listed below that you can see your various channels of communication you can likewise view your workflow and what sort of progress you have actually made what milestones that you have reached and how much efficiency 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 classification what type of ticket this is you can alter its status you can set its top priority and you can also set what type of question it is so what kind of question it is you can likewise designate a particular agent to this query so you can just include a note basically respond

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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 reply to the client so it’s instantly going to key in hi matt rogers that’s the customer name this is jane doe what might be the issue with your item i’m simply going to send out that and now i have replied to this consumer you can also delete your actions within 10 seconds so if you slip up you can erase them within a couple of seconds and retype your emails so if you’re an organization that’s running this ticketing service and you have a similar kind of response you require to offer 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 classifications you have general getting started with us orders and refunds details presents and discount coupons and realities and concerns so in fact in questions you can see over here there is some draft templates that are currently offered and let’s see the length of time will shipment take that’s a question that is often asked you can simply publish this draft and then return to ticketing i’m just gon na as a sample simply select this ticket certainly the concern is different 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 services and canned types so you’re going to click suggested services and you can see different short articles that are a pre-written answer to a customer question and you can just place that pre-written info into your action and send it without having to

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

retype the exact same kind of responses again and again so this is a really simple formula for your agents to follow so they can quickly react to emails so another excellent function that freshdesk actually offers is producing groups so if you click groups in the admin area you can produce various groups for various purposes so if an issue and a ticket is connected to billing you can appoint a group member so over here i have actually designated myself in this group and that individual might define their role and make them the leader of this kind of billing ticket besides that you can also assign different in the group area you can also assign 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 consumer escalations where consumers might have elevated a specific situation and yeah this is how you can start with your online ticketing utilizing freshdesk.com i hope you people found this easy to understand and valuable and i’ll catch you guys in the next video Freshdesk Salesforce

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Freshdesk Salesforce – effortless omnichannel service

So we are talking about…Freshdesk Salesforce…you can use freshdesk for customer care so let’s start 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 soon as you register you’re gon na get started and that will pack your basic dashboard so when you’re starting with freshdesk as you can see on the left side it will establish your account so over here and personalize your aid desk you can confirm your e-mail and 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 design so as you can see i’m gon na opt for 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 update those and next you’re gon na pick your assistance channel so how you can be contacted via phone email social networks chat or kinds and below that you can include your customer support email so if someone 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 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 control panel our dashboard shows 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 patterns so if the tickets are selling out much better or even worse it’s going to reveal you a nice trend and listed below that you have your customer fulfillment and you can see the percentage of positive actions or negative responses even neutral reactions and the overall responses that you have actually received on the best side you’re gon na have your to-do list so something that you need to contribute to your to-do list you’re gon na add it over here and it’s gon na offer you a nice 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 simply say let’s arrange them by their status and now you can see urgent 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 wish to see the tickets that are assigned to a particular individual or the tickets that are still unassigned you can see them over here you can filter them out based on your needs and next up listed below that you have your basic contact and business so you can view those whichever way that you have actually called people you can see their e-mail addresses uh their company titles their phone numbers facebook twitter whatever sort 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 information tab which enables you to see your email marketing your legal requirements

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

your service related statements so if there is something that is kind of miscellaneous you will find it in your services tab and listed below the options tab you have your reports and analytics reports are the fundamental general overview 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 in-depth ticket analysis and you can likewise view your ticket volume patterns so you can Freshdesk Salesforce

see on the right side you have your today’s ticket inside so how many tickets you may have sold or two what is the boost or decrease in these sales you can see getting seven tickets increase the volume by 99 and below that you have your basic administrative settings your team channels workflow agent productivity assistance operation and your basic account settings over here you can view the development or the details of a certain employee or a group member and listed below that you can see your various channels of communication you can likewise view your workflow and what kind of development you have actually made what turning points that you have actually reached and just how much efficiency each representative has you can view that from over here returning into tickets i’m going to reveal 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 specific category what sort of ticket this is you can alter its status you can set its top priority and you can likewise set what type of question it is so what type of concern it is you can also designate a particular representative to this query so you can just add a note generally respond

 

tto this person and now i’m going to simply tell them i will be resolving 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 client so it’s automatically going to type in hi matt rogers that’s the consumer name this is jane doe what might be the problem with your product i’m simply going to send out that and now i have actually replied to this consumer you can likewise delete your actions 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 business that’s running this ticketing service and you have a comparable sort of action you require to provide 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 classifications you have basic getting started with us orders and refunds info gifts and vouchers and truths and questions so in fact in questions you can see over here there is some draft templates that are currently available and let’s see the length of time will shipment take that’s a question that is often asked you can simply publish this draft and after that return to ticketing i’m just gon na as a sample simply choose this ticket clearly the concern is various but i’m just choosing 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 customer on the bottom left you can see suggested options and canned kinds so you’re going to click recommended services and you can see various articles that are a pre-written answer to a client question and you can simply place that pre-written info into your reaction and send it without needing to

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

retype the exact same kind of answers again and again so this is a really easy formula for your representatives to follow so they can easily respond to emails so another excellent feature that freshdesk truly supplies is producing groups so if you click on groups in the admin section you can create various groups for various functions so if a ticket and a concern is associated with billing you can assign a group member so over here i’ve assigned myself in this group which individual might define their function and make them the leader of this sort of billing ticket besides that you can likewise designate various in the group section you can also appoint different tickets to different 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 customers may have elevated a particular situation and yeah this is how you can get going with your online ticketing using freshdesk.com i hope you men discovered this easy to understand and valuable and i’ll catch you men in the next video Freshdesk Salesforce