High Velocity Account Executive Freshdesk – effortless omnichannel service

So we are talking about…High Velocity Account Executive Freshdesk…you can use freshdesk for client service so let’s get started 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 quickly as you register you’re gon na get going which will pack your basic control panel so when you’re getting started with freshdesk as you can see on the left side it will establish your account so over here and personalize your assistance desk you can verify your e-mail and listed below that you can see you can include your language whatever type of language you want on your website 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 change your menu color so i’m also gon na make that pink i guess or i ought to make that black yeah therefore you can upgrade those and next you’re gon na select your support channel so how you can be contacted by means of phone e-mail social media chat or forms and listed below that you can add your customer assistance email 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 group so if you have a group that is working for you if someone is going to be offering the tickets for you you can invite them over here successive over here we have our dashboard our control panel reveals our

 

unsolved tickets past due tickets tickets that are due that are open that are on hold or unassigned tickets below that they’re gon na offer you a graph that reveals you the trends so if the tickets are selling out much better or worse it’s going to show you a good trend and listed below that you have your customer satisfaction and you can see the portion of negative actions or favorable responses even neutral responses and the overall reactions that you have actually gotten 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 include it over here and it’s gon na provide you a good 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 just state let’s sort 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 ideal 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 designated to a particular person or the tickets that are still unassigned you can see them over here you can filter them out according to your requirements and successive listed below that you have your basic contact and business so you can view those whichever manner in which you have actually called people you can see their e-mail addresses uh their business titles their telephone number facebook twitter whatever kind of account details that you have about them below that you have your options tab so your option tab is a general kind of info tab which enables you to view your email marketing your legal requirements

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your service associated announcements so if there is something that is type of various you will find it in your options tab and listed below the solutions tab you have your reports and analytics reports are the basic 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 aid desk extensive ticket analysis and you can likewise view your ticket volume patterns so you can High Velocity Account Executive Freshdesk

see on the ideal side you have your today’s ticket inside so how many tickets you may have sold or so what is the boost or reduce 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 representative productivity support operation and your general account settings over here you can view the development or the details of a certain staff member or a group member and listed below that you can see your various channels of communication you can also view your workflow and what type of progress you have made what milestones that you have 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 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 kind of ticket this is you can change its status you can set its priority and you can likewise set what sort of query it is so what type of concern it is you can likewise designate a particular agent to this query so you can just add 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 instantly going to type in hi matt rogers that’s the consumer name this is jane doe what might be the concern with your product i’m simply going to send out that and now i have replied to this consumer you can likewise delete your actions 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 service that’s running this ticketing service and you have a similar type of response you need to provide to each of your clients again and again you’re going to go into the options tab and over here you can see there is the categories you have general beginning with us refunds and orders information gifts and discount coupons 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 shipment take that’s a concern that is frequently asked you can simply release this draft and after that return to ticketing i’m just gon na as a sample simply select this ticket obviously the concern is different but i’m just selecting 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 responding to a consumer on the bottom left you can see recommended solutions and canned types so you’re going to click on recommended services and you can see different short articles that are a pre-written answer to a customer question and you can simply insert that pre-written info into your reaction and send it without having to

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retype the exact same kind of answers again and again so this is an extremely simple formula for your representatives to follow so they can easily respond to emails so another excellent feature that freshdesk really provides is creating groups so if you click groups in the admin area you can create various groups for different purposes so if a problem and a ticket is connected to billing you can assign a group member so over here i’ve appointed myself in this group and that person could specify their function and make them the leader of this type of billing ticket aside from that you can also designate different in the group section you can also assign different tickets to different groups and as soon as 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 particular circumstance and yeah this is how you can get going with your online ticketing utilizing freshdesk.com i hope you men discovered this easy to understand and useful and i’ll catch you people in the next video High Velocity Account Executive Freshdesk