Freshdesk Vs Connectwise – effortless omnichannel service

So we are talking about…Freshdesk Vs Connectwise…you can use freshdesk for customer care so let’s get going 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 information and register for complimentary as quickly as you sign up you’re gon na begin and that will fill your basic control panel so when you’re getting going with freshdesk as you can see on the left side it will establish your account so over here and customize your assistance desk you can validate your e-mail and listed below that you can see you can add your language whatever type of language you desire on your site alter the color of your logo design so as you can see i’m gon na choose 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 should make that black yeah therefore you can upgrade those and next you’re gon na select your assistance channel so how you can be contacted via phone e-mail social networks chat or forms and below that you can include your customer assistance e-mail so if somebody 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 group 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 dashboard our control panel 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 shows you the patterns so if the tickets are selling out better or worse it’s going to reveal you a good trend and listed below that you have your consumer fulfillment and you can see the percentage of unfavorable actions or positive responses even neutral actions and the overall reactions that you have received on the right side you’re gon na have your to-do list so something that you need to add to your to-do list you’re gon na include it over here and it’s gon na provide you a nice 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 simply say let’s arrange 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 see if you want to see the tickets that are appointed to a specific person 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 business so you can see those whichever manner in which you have contacted people you can see their e-mail addresses uh their company titles their contact number facebook twitter whatever type of account information that you have about them listed below that you have your options tab so your solution tab is a basic kind of info tab which permits you to see your email marketing your legal requirements

Get Freshdesk Vs Connectwise support, customer, ticket, software, zendesk,

your service related announcements so if there is something that is sort of various you will find it in your solutions 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 offered what is the ticket volume trend you can see over here you can get an aid desk thorough ticket analysis and you can also see your ticket volume patterns so you can Freshdesk Vs Connectwise

see on the right side you have your today’s ticket inside so the number of tickets you might have offered approximately what is the boost or decrease in these sales you can see receiving seven tickets increase the volume by 99 and listed below that you have your basic administrative settings your group channels workflow representative performance assistance operation and your general account settings over here you can view 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 interaction you can also see your workflow and what type of development you have made what milestones that you have actually reached and just how much productivity each agent 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 include tags you can put it in a specific classification what type of ticket this is you can change its status you can set its top priority and you can also set what sort of inquiry it is so what kind of concern it is you can also designate a specific agent to this inquiry so you can just include a note basically reply

 

tto this person and now i’m going to just tell them i will be solving your ticket your concern now i’m going to set this as a pending ticket and now i’m going to update the status i’m going to add this note now i’m going to reply to the client so it’s instantly 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 responded to this customer you can also delete your reactions within 10 seconds so if you make a mistake you can erase them within a couple of seconds and retype your emails so if you’re a company that’s running this ticketing service and you have a similar kind of reaction you require to offer 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 classifications you have general getting going with us orders and refunds info gifts and discount coupons and truths 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 the length of time will delivery take that’s a concern that is typically asked you can just publish this draft and then go back to ticketing i’m simply gon na as a sample just select this ticket certainly the concern is different but i’m simply choosing this as a sample and now i’m just going to select this as a sample and i’m going to reply to it and you can see when you’re replying to a client on the bottom left you can see recommended services and canned forms so you’re going to click on recommended solutions and you can see various posts that are a pre-written answer to a client concern and you can just insert that pre-written info into your reaction and send it without needing to

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

retype the very same kind of answers again and again so this is a really simple formula for your representatives to follow so they can quickly react to e-mails so another great function that freshdesk really offers is developing groups so if you click on groups in the admin area you can create various groups for various functions so if a problem and a ticket is associated with billing you can appoint a group member so over here i have actually designated myself in this group and that person might specify their function and make them the leader of this sort of billing ticket other than that you can also designate different in the group area you can likewise assign 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 customers may have raised a specific scenario and yeah this is how you can begin with your online ticketing using freshdesk.com i hope you men discovered this easy to understand and practical and i’ll catch you guys in the next video Freshdesk Vs Connectwise

 

 

Freshdesk Vs Connectwise – effortless omnichannel service

So we are talking about…Freshdesk Vs Connectwise…you can use freshdesk for customer 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 totally free as soon as you register you’re gon na get going 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 set up your account so over here and individualize your help desk you can confirm your e-mail 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 so as you can see i’m gon na go with a pink and listed below that you can likewise change your menu color so i’m also gon na make that pink i guess or i ought to 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 gotten in touch with via phone email social media chat or kinds and listed below that you can add your customer assistance e-mail so if someone is going to be contacting you you can set that email over here and next up you can invite somebody to your team so if you have a group that is working for you if someone is going to be selling the tickets for you you can invite them over here successive over here we have our dashboard our control panel shows 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 give you a graph that reveals you the patterns so if the tickets are selling out better or even worse it’s going to show you a great pattern and below that you have your customer complete satisfaction and you can see the portion of negative reactions or favorable reactions even neutral responses and the total actions that you have gotten on the right side you’re gon na have your to-do list so something that you need to add to your to-do list 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 arrange your tickets over here so let’s simply say let’s arrange 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 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 designated to a particular person or the tickets that are still unassigned you can see them over here you can filter them out based on your needs and successive listed below that you have your basic contact and companies so you can see those whichever way that you have contacted individuals you can see their email addresses uh their company titles their phone numbers facebook twitter whatever kind of account information that you have about them listed below that you have your services tab so your solution tab is a basic sort of information tab which enables you to see your email marketing your legal requirements

Get Freshdesk Vs Connectwise support, customer, ticket, software, zendesk,

your service associated statements so if there is something that is sort of miscellaneous you will find it in your options tab and listed below the solutions tab you have your reports and analytics reports are the standard general summary of the number of tickets you might have sold what is the ticket volume trend you can see over here you can get an assistance desk in-depth ticket analysis and you can likewise see your ticket volume trends so you can Freshdesk Vs Connectwise

see on the ideal side you have your today’s ticket inside so how many tickets you may have offered or so what is the boost or decrease in these sales you can see receiving seven tickets increase the volume by 99 and listed below that you have your general administrative settings your group channels workflow agent performance support operation and your basic account settings over here you can see the development or the information of a particular staff member or a group member and below that you can see your different channels of interaction you can also view your workflow and what type of progress you have made what milestones that you have reached and just how much efficiency each representative has you can see that from over here returning 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 specific category what type of ticket this is you can alter its status you can set its concern and you can also set what type of inquiry it is so what kind of concern it is you can likewise designate a specific agent to this question so you can simply include a note basically respond

 

tto this person and now i’m going to simply tell them i will be resolving your ticket your concern now i’m going to set this as a pending ticket and now i’m going to update the status i’m going to add this note now i’m going to reply to the consumer so it’s automatically going to type in hi matt rogers that’s the client 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 customer you can likewise delete your actions 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 an organization that’s running this ticketing service and you have a similar type of action you require to give to each of your customers again and again you’re going to go into the solutions tab and over here you can see there is the categories you have basic getting started with us orders and refunds details presents and vouchers and truths and questions so in fact in questions you can see over here there is some draft templates that are already offered and let’s see the length of time will shipment take that’s a question that is frequently asked you can simply release this draft and after that return to ticketing i’m simply gon na as a sample just select this ticket obviously the concern is various however 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 client on the bottom left you can see recommended services and canned forms so you’re going to click suggested services and you can see different posts that are a pre-written answer to a client question and you can simply place that pre-written information into your action and send it without having to

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

retype the very same type of responses again and again so this is an extremely easy formula for your representatives to follow so they can easily react to emails so another great function that freshdesk truly provides is developing groups so if you click on groups in the admin area you can produce different groups for various purposes so if a ticket and a concern is associated with billing you can designate 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 type of billing ticket other than that you can also appoint different in the group section you can likewise designate 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 client escalations where customers may have elevated a particular situation and yeah this is how you can get started with your online ticketing utilizing freshdesk.com i hope you men found this easy to understand and handy and i’ll catch you people in the next video Freshdesk Vs Connectwise