Installing Freshdesk For Salesforce – effortless omnichannel service

So we are talking about…Installing Freshdesk For Salesforce…you can use freshdesk for customer service so let’s get started first off you’re gon na start your complimentary trial on freshdesk.com and over here you’re gon na put in your information and register for totally free as soon as you register you’re gon na get started which will pack your basic control panel so when you’re starting with freshdesk as you can see on the left side it will establish your account so over here and personalize your assistance 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 site alter the color of your logo design so as you can see i’m gon na go with a pink and listed below that you can also change your menu color so i’m likewise gon na make that pink i guess or i must make that black yeah and so 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 email social networks chat or kinds and listed below that you can add your consumer assistance email so if somebody is going to be calling you you can set that e-mail over here and next up you can welcome someone to your group so if you have a group that is working for you if somebody 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 shows our

 

unsolved 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 give 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 pattern and listed below that you have your consumer complete satisfaction and you can see the portion of positive reactions or negative reactions even neutral reactions and the overall responses that you have actually received on the right side you’re gon na have your order of business so something that you require to contribute to your to-do list you’re gon na add it over here and it’s gon na give you a nice little tip on your basic dashboard and now on the left side we’re gon na proceed to tickets you can arrange your tickets over here so let’s simply state let’s arrange them by their status and now you can see high and urgent ones will be on the top nevertheless 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 want to see the tickets that are assigned to a particular person or the tickets that are still unassigned you can view them over here you can filter them out based on your requirements and successive below that you have your basic contact and business so you can see those whichever way that you have actually contacted individuals you can see their e-mail addresses uh their company titles their phone numbers facebook twitter whatever sort of account information that you have about them below that you have your services tab so your solution tab is a general sort of details tab which permits you to see your e-mail marketing your legal requirements

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your service associated statements so if there is something that is kind of various you will find it in your services tab and below the services tab you have your analytics and reports reports are the basic general overview of the number of tickets you might have sold what is the ticket volume pattern you can see over here you can get a help desk thorough ticket analysis and you can also view your ticket volume trends so you can Installing Freshdesk For Salesforce

see on the best side you have your today’s ticket inside so how many tickets you may have offered or two what is the boost 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 basic account settings over here you can see the progress or the information of a particular staff member or a group member and listed below that you can see your different channels of interaction you can also see your workflow and what sort of development you have made what milestones that you have actually reached and just 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 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 include tags you can put it in a particular classification what type of ticket this is you can alter its status you can set its top priority and you can also set what sort of question it is so what kind of concern it is you can likewise appoint a specific representative to this inquiry so you can simply add a note essentially respond

 

tto this person and now i’m going to just tell them i will be resolving your ticket your issue 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 client so it’s instantly going to key in hi matt rogers that’s the client name this is jane doe what might be the issue with your item i’m simply going to send that and now i have actually replied to this customer you can likewise erase your actions 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 a company that’s running this ticketing service and you have a similar type of action you need to offer to each of your customers again and again you’re going to go into the solutions tab and over here you can see there is the categories you have basic starting with us refunds and orders info presents and discount coupons and realities and concerns so in fact in questions you can see over here there is some draft design templates that are currently readily available and let’s see how long will delivery take that’s a concern that is often asked you can simply publish this draft and then return to ticketing i’m simply gon na as a sample just select this ticket certainly the question is various however i’m just 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 consumer on the bottom left you can see suggested options and canned forms so you’re going to click suggested services and you can see different short articles that are a pre-written answer to a client concern and you can simply insert that pre-written information into your response and send it without needing to

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retype the same sort of answers again and again so this is a very easy formula for your representatives to follow so they can easily respond to e-mails so another fantastic function that freshdesk truly provides is developing groups so if you click groups in the admin section you can produce different groups for different functions so if a ticket and a problem is related to billing you can designate a group member so over here i’ve appointed myself in this group which individual could specify their function and make them the leader of this type of billing ticket aside from that you can also appoint various in the group area you can also designate different tickets to various groups and when you’ve 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 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 guys in the next video Installing Freshdesk For Salesforce