Hubspot Replace Freshdesk – effortless omnichannel service

So we are talking about…Hubspot Replace Freshdesk…you can use freshdesk for client service so let’s begin first off you’re gon na start your totally 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 sign up you’re gon na start which will load your basic dashboard 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 verify your email and below that you can see you can include your language whatever kind of language you desire on your site alter 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 should make that black yeah and so 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 types and listed below that you can include your customer support email so if someone is going to be calling 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 next up over here we have our control panel our control panel reveals our

 

unsettled tickets overdue 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 reveals you the trends so if the tickets are selling out much better or even worse it’s going to show you a great pattern and listed below that you have your client fulfillment and you can see the percentage of favorable responses or negative reactions even neutral actions and the total actions that you have gotten on the ideal side you’re gon na have your order of business so something that you need to contribute to your to-do list you’re gon na add it over here and it’s gon na give you a good little tip on your basic control panel and now on the left side we’re gon na carry 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 high and urgent ones will be on the top 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 wish to view if you want to see the tickets that are assigned 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 needs and successive below that you have your basic contact and companies so you can see those whichever manner in which you have contacted people you can see their e-mail addresses uh their business titles their contact number facebook twitter whatever kind of account details that you have about them listed below that you have your solutions tab so your solution tab is a basic kind of information tab which permits you to view your e-mail marketing your legal requirements

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your service related announcements so if there is something that is sort of various you will discover it in your services tab and listed below the services tab you have your analytics and reports 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 a help desk thorough ticket analysis and you can also view your ticket volume patterns so you can Hubspot Replace Freshdesk

see on the right 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 receiving seven tickets increase the volume by 99 and listed below that you have your basic administrative settings your team channels workflow representative performance support operation and your basic account settings over here you can view the development or the details of a particular employee or a group member and below that you can see your different channels of communication you can also view your workflow and what kind of progress you have made what turning points that you have actually reached and how much efficiency each representative has you can view 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 kind of ticket this is you can change its status you can set its priority and you can likewise set what type of question it is so what type of concern it is you can also designate a particular agent to this question so you can just include a note generally respond

 

tto this person and now i’m going to just 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 update the status i’m going to include this note now i’m going to reply to the client so it’s automatically going to enter hi matt rogers that’s the client name this is jane doe what might be the problem with your item i’m just going to send that and now i have responded to this customer you can also erase your responses within 10 seconds so if you make a mistake 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 comparable kind of action you need to provide to each of your customers again and again you’re going to enter into the services tab and over here you can see there is the classifications you have actually basic beginning with us refunds and orders info presents and vouchers 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 how long will shipment take that’s a concern that is frequently asked you can just publish this draft and then go back to ticketing i’m just gon na as a sample just select this ticket clearly the question is different but i’m just choosing 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 client on the bottom left you can see recommended solutions and canned kinds so you’re going to click on suggested solutions and you can see different articles that are a pre-written answer to a client question and you can just place that pre-written details into your action and send it without having to

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retype the same sort of answers again and again so this is an extremely easy formula for your agents to follow so they can easily respond to e-mails so another terrific feature that freshdesk actually supplies is producing groups so if you click on groups in the admin area you can produce various groups for different functions so if a ticket and a problem is connected to billing you can designate a group member so over here i’ve assigned myself in this group which person could specify their role and make them the leader of this kind of billing ticket aside from that you can also assign different in the group area you can likewise assign different tickets to different 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 client escalations where clients may have raised a specific 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 practical and i’ll catch you men in the next video Hubspot Replace Freshdesk