Insightly And Freshdesk – effortless omnichannel service

So we are talking about…Insightly And Freshdesk…you can use freshdesk for customer care so let’s begin first of all you’re gon na begin your complimentary trial on freshdesk.com and over here you’re gon na put in your details and sign up for free as soon as you register you’re gon na get going which 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 customize your help desk you can verify your email and below that you can see you can add your language whatever type of language you want on your website change the color of your logo design so as you can see i’m gon na opt for 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 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 via phone email social media chat or kinds and below that you can add your customer assistance e-mail 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 group so if you have a team that is working for you if somebody is going to be selling the tickets for you you can welcome them over here next up over here we have our control panel our control panel reveals our

 

unsolved tickets past due tickets tickets that are due that are open that are on hold or unassigned tickets below that they’re gon na give 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 great trend and below that you have your consumer fulfillment and you can see the portion of favorable actions or unfavorable reactions even neutral reactions and the total responses that you have received on the right side you’re gon na have your to-do list 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 offer you a great little tip on your basic control panel and now on the left side we’re gon na carry on to tickets you can sort your tickets over here so let’s just state let’s sort them by their status and now you can see immediate and high ones will be on the leading nevertheless the other ones will be on the bottom now next up on the best side you can see over here you can filter out what sort of tickets you wish to see if you want to see the tickets that are designated to a specific person 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 called individuals you can see their e-mail addresses uh their company titles their contact number facebook twitter whatever kind of account information that you have about them listed below that you have your solutions tab so your solution tab is a basic sort of information tab which allows you to view your e-mail marketing your legal requirements

Get Insightly And Freshdesk support, customer, ticket, software, zendesk,

your service related statements so if there is something that is sort of miscellaneous you will discover it in your options tab and listed below the solutions tab you have your reports and analytics reports are the basic general overview of how many tickets you may have offered what is the ticket volume trend you can see over here you can get an aid desk thorough ticket analysis and you can also see your ticket volume patterns so you can Insightly And Freshdesk

see on the ideal side you have your today’s ticket inside so the number of tickets you may have offered 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 basic account settings over here you can view the progress or the information of a certain team member 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 progress you have actually made what milestones that you have reached and how much efficiency each representative has you can see that from over here going back into tickets i’m going to reveal you how you can fix 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 particular classification what type of ticket this is you can alter its status you can set its concern and you can also set what type of query it is so what type of concern it is you can also 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 solving 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 customer so it’s immediately going to key in hi matt rogers that’s the consumer name this is jane doe what might be the issue 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 few seconds and retype your emails so if you’re a company that’s running this ticketing service and you have a similar type of response you require to provide to each of your consumers again and again you’re going to go into the options tab and over here you can see there is the classifications you have actually general getting going with us refunds and orders info presents and vouchers and truths and concerns 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 question that is often asked you can simply publish this draft and after that go back to ticketing i’m just gon na as a sample just select this ticket clearly the question is different but i’m simply picking 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 replying to a consumer on the bottom left you can see suggested solutions and canned kinds so you’re going to click recommended services and you can see different short articles that are a pre-written answer to a customer concern and you can just insert that pre-written info into your reaction and send it without having to

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

retype the exact same kind of answers again and again so this is a really easy formula for your agents to follow so they can easily react to emails so another terrific feature that freshdesk really provides is producing groups so if you click groups in the admin section you can create various groups for different purposes so if a concern and a ticket is related to billing you can appoint a group member so over here i have actually assigned myself in this group which individual could define their role and make them the leader of this kind of billing ticket other than that you can also designate different in the group section you can likewise assign various tickets to different groups and once 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 clients may have raised a specific situation and yeah this is how you can start with your online ticketing utilizing freshdesk.com i hope you men discovered this easy to understand and handy and i’ll catch you people in the next video Insightly And Freshdesk