Integrate Freshdesk Support With Freshdesk Crm – effortless omnichannel service

So we are talking about…Integrate Freshdesk Support With Freshdesk Crm…you can utilize freshdesk for client service so let’s get going first of all you’re gon na begin 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 begin which will fill your basic control panel so when you’re getting started with freshdesk as you can see on the left side it will set up your account so over here and individualize your help desk you can confirm your e-mail and below that you can see you can add your language whatever sort of language you want on your website alter the color of your logo so as you can see i’m gon na choose 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 need to make that black yeah and so you can update those and next you’re gon na choose your support channel so how you can be contacted by means of phone e-mail social networks chat or kinds and listed below that you can add your customer assistance e-mail so if somebody is going to be contacting you you can set that e-mail over here and next up you can welcome someone to your team so if you have a group 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 dashboard reveals our

 

unresolved 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 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 below that you have your consumer satisfaction and you can see the portion of favorable reactions or negative responses even neutral responses and the overall actions that you have gotten on the ideal side you’re gon na have your order of business so something that you need to add to your to-do list you’re gon na add it over here and it’s gon na offer 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 just state let’s arrange them by their status and now you can see immediate and high ones will be on the top 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 kind of tickets you wish to view if you wish to see the tickets that are appointed to a particular individual or the tickets that are still unassigned you can view them over here you can filter them out based on your requirements and successive listed below that you have your basic contact and companies so you can see those whichever manner in which you have actually gotten in touch with people you can see their email addresses uh their company titles their phone numbers facebook twitter whatever kind of account information that you have about them below that you have your options tab so your service tab is a basic kind of info tab which enables 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 sort of miscellaneous you will find it in your services tab and listed below the services tab you have your reports and analytics reports are the standard general introduction of the number of tickets you may have offered what is the ticket volume trend you can see over here you can get an aid desk extensive ticket analysis and you can also see your ticket volume patterns so you can Integrate Freshdesk Support With Freshdesk Crm

see on the ideal side you have your today’s ticket inside so how many tickets you might have sold approximately what is the boost or reduce in these sales you can see getting seven tickets increase the volume by 99 and listed below that you have your basic administrative settings your team channels workflow agent efficiency assistance operation and your basic account settings over here you can see the progress or the information of a particular team member or a group member and below that you can see your various channels of interaction you can also view your workflow and what kind of progress you have actually made what turning points that you have reached and how much performance each agent has you can see that from over here going back 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 particular category what type of ticket this is you can change its status you can set its concern and you can also set what type of question it is so what type of concern it is you can likewise designate a specific representative to this inquiry so you can simply add a note basically respond

 

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 upgrade the status i’m going to add 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 client name this is jane doe what might be the issue with your item i’m just going to send that and now i have actually responded to this client you can likewise delete your reactions within 10 seconds so if you slip up you can delete them within a couple of seconds and retype your e-mails so if you’re a business that’s running this ticketing service and you have a similar type of response you require to provide to each of your clients again and again you’re going to go into the options tab and over here you can see there is the categories you have actually general getting started with us orders and refunds info gifts and coupons and realities and concerns so in fact in questions you can see over here there is some draft design templates that are currently offered and let’s see the length of time will delivery take that’s a question that is typically asked you can simply release this draft and then return to ticketing i’m just gon na as a sample just choose this ticket certainly the concern is different but i’m simply choosing this as a sample and now i’m simply going to select this as a sample and i’m going to respond to it and you can see when you’re replying to a customer on the bottom left you can see recommended options and canned kinds so you’re going to click recommended solutions and you can see various posts that are a pre-written answer to a client concern and you can simply place that pre-written details into your reaction and send it without having to

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retype the exact same kind of responses again and again so this is a very easy formula for your agents to follow so they can easily respond to emails so another excellent feature that freshdesk really supplies is creating groups so if you click groups in the admin area you can develop various groups for various purposes so if a concern and a ticket is related to billing you can designate a group member so over here i’ve assigned myself in this group which person could specify their function and make them the leader of this type of billing ticket besides that you can also assign different in the group area you can also designate different tickets to various groups and once 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 elevated a particular scenario and yeah this is how you can begin with your online ticketing utilizing freshdesk.com i hope you people discovered this easy to understand and handy and i’ll catch you people in the next video Integrate Freshdesk Support With Freshdesk Crm