Hubspot Freshdesk Talk – effortless omnichannel service

So we are talking about…Hubspot Freshdesk Talk…you can utilize freshdesk for customer support so let’s begin first off you’re gon na start your 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 get started and that will fill your basic dashboard 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 e-mail and listed below that you can see you can include your language whatever type 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 update those and next you’re gon na pick your assistance channel so how you can be gotten in touch with by means of phone e-mail social media chat or forms and below that you can include your customer assistance email so if someone is going to be contacting you you can set that e-mail over here and next up you can welcome someone 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 welcome them over here successive over here we have our control panel our dashboard reveals our

 

unsettled tickets overdue 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 better or 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 favorable responses or unfavorable actions even neutral actions and the overall actions that you have received on the best side you’re gon na have your to-do list 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 great little pointer on your basic dashboard 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 say let’s arrange them by their status and now you can see immediate and high ones will be on the leading however the other ones will be on the bottom now next up on the right 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 designated to a specific individual or the tickets that are still unassigned you can see them over here you can filter them out as per your needs and successive below that you have your basic contact and business so you can view those whichever manner in which you have actually contacted individuals you can see their email addresses uh their business titles their phone numbers facebook twitter whatever type of account information that you have about them listed below that you have your services tab so your option tab is a general type of info tab which permits you to view your email marketing your legal requirements

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your service associated statements so if there is something that is type of miscellaneous you will discover it in your services tab and below the options tab you have your analytics and reports reports are the basic general summary of the number of tickets you may have offered what is the ticket volume pattern you can see over here you can get an assistance desk extensive ticket analysis and you can likewise view your ticket volume patterns so you can Hubspot Freshdesk Talk

see on the right side you have your today’s ticket inside so how many tickets you might have sold 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 general administrative settings your group channels workflow agent performance assistance operation and your general account settings over here you can view the progress or the details of a particular staff member or a group member and below that you can see your various channels of interaction you can also see your workflow and what type of progress you have actually made what turning points that you have reached and just how much performance each representative has you can see that from over here returning into tickets i’m going to reveal you how you can deal with 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 sort of ticket this is you can change its status you can set its concern and you can also set what kind of inquiry it is so what kind of question it is you can likewise designate a particular agent to this inquiry so you can simply add a note generally reply

 

tto this person and now i’m going to simply tell them i will be solving 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 consumer name this is jane doe what might be the issue with your product i’m just going to send out that and now i have replied to this customer you can also delete your responses within 10 seconds so if you make a mistake you can erase them within a few seconds and retype your emails so if you’re a company that’s running this ticketing service and you have a similar kind of response you require to provide 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 starting with us orders and refunds details presents and coupons and truths and questions so in fact in questions you can see over here there is some draft templates that are currently offered and let’s see for how long will delivery take that’s a question that is typically asked you can just publish this draft and then go back to ticketing i’m simply gon na as a sample simply select this ticket clearly the concern is various however i’m simply selecting this as a sample and now i’m simply 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 solutions and canned forms so you’re going to click on suggested options and you can see various posts that are a pre-written answer to a client question and you can simply insert that pre-written details into your action 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 easy formula for your representatives to follow so they can quickly respond to emails so another excellent feature that freshdesk really offers is creating groups so if you click groups in the admin section you can create different groups for different purposes so if a ticket and an issue is related to billing you can assign a group member so over here i’ve designated myself in this group and that individual could specify their function and make them the leader of this sort of billing ticket aside from that you can likewise appoint 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 customers might have raised a specific scenario and yeah this is how you can get going with your online ticketing using freshdesk.com i hope you people found this easy to understand and useful and i’ll capture you men in the next video Hubspot Freshdesk Talk