Hubspot Integration For Freshdesk – effortless omnichannel service

So we are talking about…Hubspot Integration For Freshdesk…you can use freshdesk for customer care so let’s get started first off you’re gon na start your totally free trial on freshdesk.com and over here you’re gon na put in your details and register for complimentary as soon as you register you’re gon na get started and that will fill your basic dashboard so when you’re beginning 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 confirm your email and below that you can see you can include your language whatever sort of language you want on your website change 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 need to make that black yeah and so you can update those and next you’re gon na select your assistance channel so how you can be contacted via phone e-mail social media chat or types and below that you can include your client support e-mail so if somebody is going to be calling 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 someone is going to be selling the tickets for you you can invite them over here successive over here we have our control panel our dashboard reveals 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 offer you a chart that shows you the patterns so if the tickets are selling out better or worse it’s going to show you a nice pattern and below that you have your customer complete satisfaction and you can see the percentage of unfavorable responses or positive actions even neutral actions and the overall responses that you have received on the ideal side you’re gon na have your order of business so something that you need to contribute to your order of business you’re gon na add it over here and it’s gon na give you a good 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 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 kind of tickets you want to see if you want to see the tickets that are assigned 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 next up listed below that you have your basic contact and business so you can see those whichever way that you have actually gotten in touch with people you can see their e-mail addresses uh their business titles their telephone number facebook twitter whatever sort of account details that you have about them below that you have your solutions tab so your option tab is a general sort of details tab which permits you to view your e-mail marketing your legal requirements

Get Hubspot Integration For Freshdesk 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 services tab and listed below the solutions tab you have your analytics and reports reports are the standard general introduction of how many tickets you may have offered what is the ticket volume pattern you can see over here you can get an aid desk thorough ticket analysis and you can also view your ticket volume trends so you can Hubspot Integration For 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 decrease in these sales you can see getting seven tickets increase the volume by 99 and below that you have your general administrative settings your team channels workflow agent efficiency assistance operation and your basic account settings over here you can see the progress or the details of a particular employee or a group member and listed below that you can see your different channels of communication you can also see your workflow and what sort of progress you have actually made what turning points that you have reached and how much productivity each agent has you can see that from over here going back 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 add tags you can put it in a specific classification what sort of ticket this is you can alter its status you can set its concern and you can likewise set what kind of question it is so what type of question it is you can also designate a specific agent to this query so you can simply include a note essentially 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 upgrade the status i’m going to include this note now i’m going to respond 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 problem with your item i’m just going to send out that and now i have replied to this client you can likewise erase your responses within 10 seconds so if you make a mistake 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 similar kind of action you need to provide to each of your consumers again and again you’re going to go into the services tab and over here you can see there is the categories you have general beginning with us orders and refunds info presents and vouchers and realities and questions so in fact in questions you can see over here there is some draft design templates that are currently offered and let’s see for how long will delivery take that’s a concern that is frequently asked you can simply release this draft and then return to ticketing i’m simply gon na as a sample simply select this ticket undoubtedly the question is various but i’m simply selecting this as a sample and now i’m simply going to pick this as a sample and i’m going to reply to it and you can see when you’re responding to a client on the bottom left you can see recommended options and canned kinds so you’re going to click suggested solutions and you can see different articles that are a pre-written answer to a customer concern and you can simply place that pre-written information into your response and send it without needing to

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retype the very same type of answers again and again so this is a very simple formula for your agents to follow so they can quickly respond to e-mails so another great function that freshdesk truly provides 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 designate a group member so over here i have actually designated myself in this group which individual might define their role and make them the leader of this type of billing ticket other than that you can also designate different in the group area you can likewise appoint various tickets to various groups and when 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 specific situation and yeah this is how you can begin with your online ticketing utilizing freshdesk.com i hope you men found this easy to understand and handy and i’ll capture you men in the next video Hubspot Integration For Freshdesk