Hubspot Freshdesk Sell Integration – effortless omnichannel service

So we are talking about…Hubspot Freshdesk Sell Integration…you can use freshdesk for customer care so let’s begin first of all 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 free as soon as you sign up you’re gon na start 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 personalize your assistance desk you can verify 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 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 therefore you can upgrade those and next you’re gon na select your support channel so how you can be contacted via phone e-mail social media chat or kinds and below that you can include your consumer assistance 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 group that is working for you if somebody is going to be offering the tickets for you you can welcome them over here successive over here we have our dashboard our control panel reveals 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 provide you a chart that reveals you the trends so if the tickets are selling out much better or even worse it’s going to show you a nice pattern and below that you have your customer complete satisfaction and you can see the portion of unfavorable reactions or positive actions even neutral reactions and the overall responses that you have actually received 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 give 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 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 ideal side you can see over here you can filter out what type of tickets you want to view if you wish to see the tickets that are assigned to a specific individual or the tickets that are still unassigned you can see them over here you can filter them out based on your requirements and successive listed below that you have your basic contact and companies 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 information that you have about them below that you have your solutions tab so your solution tab is a general type of details tab which allows you to view your email marketing your legal requirements

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your service associated statements so if there is something that is sort of various you will discover it in your options tab and below the solutions tab you have your analytics and reports reports are the standard general overview of the number of tickets you might 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 also see your ticket volume trends so you can Hubspot Freshdesk Sell Integration

see on the ideal side you have your today’s ticket inside so the number of tickets you might have sold or so what is the boost or reduce in these sales you can see getting seven tickets increase the volume by 99 and listed below that you have your basic administrative settings your team channels workflow agent productivity assistance operation and your general account settings over here you can see the development or the information of a particular employee or a group member and below that you can see your various channels of interaction you can also see your workflow and what kind of development you have actually made what milestones that you have actually 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 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 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 concern and you can also set what sort of inquiry it is so what kind of concern it is you can likewise designate a specific representative to this query so you can just include a note generally reply

 

tto this person and now i’m going to simply 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 add this note now i’m going to reply to the consumer so it’s immediately going to enter 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 out that and now i have responded to this customer 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 e-mails so if you’re an organization that’s running this ticketing service and you have a comparable type of response you need to offer 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 actually basic getting going with us refunds and orders information 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 already offered and let’s see for how long will delivery take that’s a concern that is typically asked you can just publish this draft and after that go back to ticketing i’m simply gon na as a sample just choose this ticket clearly 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 reply to it and you can see when you’re replying to a customer on the bottom left you can see suggested options and canned types so you’re going to click on suggested solutions and you can see various articles that are a pre-written answer to a customer concern and you can just insert that pre-written information into your reaction and send it without needing to

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retype the very same kind of responses again and again so this is an extremely simple formula for your representatives to follow so they can quickly react to e-mails so another fantastic feature that freshdesk really offers is creating groups so if you click groups in the admin section you can produce different groups for various functions so if a concern and a ticket is related to billing you can assign a group member so over here i’ve assigned myself in this group which individual could define their role and make them the leader of this type of billing ticket besides that you can also appoint different in the group section you can also designate various 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 customer escalations where customers may have raised a certain scenario and yeah this is how you can get started with your online ticketing using freshdesk.com i hope you guys found this easy to understand and helpful and i’ll catch you people in the next video Hubspot Freshdesk Sell Integration