Import Freshdesk Tickets Into Salesforce – effortless omnichannel service

So we are talking about…Import Freshdesk Tickets Into Salesforce…you can use freshdesk for customer support so let’s start to begin with 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 totally free as soon as you sign up you’re gon na start and that will load your basic control panel so when you’re getting going with freshdesk as you can see on the left side it will set up your account so over here and personalize your aid desk you can confirm your e-mail and below that you can see you can include your language whatever type of language you desire on your site change the color of your logo so as you can see i’m gon na choose a pink and below that you can also alter your menu color so i’m likewise gon na make that pink i guess or i ought to make that black yeah therefore you can update those and next you’re gon na select your support channel so how you can be called by means of phone e-mail social networks chat or kinds and listed below that you can include your client support email so if someone is going to be calling you you can set that email over here and next up you can welcome somebody to your team so if you have a team that is working for you if somebody is going to be offering the tickets for you you can invite them over here next up over here we have our control panel our dashboard 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 graph that shows you the trends so if the tickets are selling out better or even worse it’s going to reveal you a good trend and listed below that you have your client satisfaction and you can see the portion of negative reactions or favorable reactions even neutral actions and the total reactions that you have received on the ideal side you’re gon na have your order of business so something that you require to add to your order of business 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 move on to tickets you can arrange your tickets over here so let’s simply say 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 kind 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 as per your requirements and next up below that you have your basic contact and business so you can see those whichever manner in which you have actually gotten in touch with people you can see their e-mail addresses uh their business titles their contact number facebook twitter whatever sort of account details that you have about them below that you have your solutions tab so your solution tab is a general type of details tab which permits you to view your e-mail marketing your legal requirements

Get Import Freshdesk Tickets Into Salesforce support, customer, ticket, software, zendesk,

your service related statements so if there is something that is type of various you will find it in your solutions 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 offered what is the ticket volume trend 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 Import Freshdesk Tickets Into Salesforce

see on the best side you have your today’s ticket inside so the number of tickets you might have sold approximately what is the increase or decrease 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 agent performance support operation and your general account settings over here you can see the development or the information of a certain employee or a group member and listed below that you can see your different channels of interaction you can also view your workflow and what kind of development you have made what milestones that you have actually reached and how much efficiency each agent has you can see that from over here returning into tickets i’m going to show you how you can solve 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 category what kind of ticket this is you can alter its status you can set its priority and you can likewise set what sort of inquiry it is so what type of question it is you can likewise designate a particular representative to this query so you can simply add a note basically 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 add this note now i’m going to reply to the customer so it’s automatically going to key in hi matt rogers that’s the customer name this is jane doe what might be the issue with your product i’m simply going to send out that and now i have responded to this client you can also erase your actions within 10 seconds so if you make a mistake you can delete them within a few seconds and retype your emails so if you’re an organization that’s running this ticketing service and you have a similar type of reaction you need to provide to each of your consumers again and again you’re going to go into the solutions tab and over here you can see there is the categories you have actually general starting 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 currently offered and let’s see how long will shipment take that’s a question that is often asked you can just release this draft and after that go back to ticketing i’m just gon na as a sample simply select this ticket clearly the concern is different but i’m just picking 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 options and canned kinds so you’re going to click on suggested services and you can see various articles that are a pre-written answer to a customer concern and you can simply insert that pre-written information into your response and send it without having to

freshworks, review, chat, tools, reviews, tool, value, crm,

retype the very same sort of answers again and again so this is a really simple formula for your representatives to follow so they can quickly respond to emails so another fantastic function that freshdesk actually supplies is creating groups so if you click on groups in the admin area you can produce different groups for different functions so if a concern and a ticket is connected to billing you can appoint a group member so over here i have actually assigned myself in this group and that individual might specify their function and make them the leader of this sort of billing ticket besides that you can also assign different in the group area you can likewise assign different 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 client escalations where customers may have raised a particular circumstance 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 valuable and i’ll catch you guys in the next video Import Freshdesk Tickets Into Salesforce