Integrate Freshdesk With Hubspot – effortless omnichannel service

So we are talking about…Integrate Freshdesk With Hubspot…you can use freshdesk for customer service so let’s begin first of all you’re gon na start your free trial on freshdesk.com and over here you’re gon na put in your details and register for free as soon as you register you’re gon na start and that will pack your basic dashboard 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 personalize your assistance desk you can confirm your e-mail and below that you can see you can add your language whatever kind of language you desire on your site alter the color of your logo design so as you can see i’m gon na opt for 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 upgrade those and next you’re gon na choose your assistance channel so how you can be gotten in touch with via phone e-mail social media chat or kinds and below that you can include your consumer support 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 somebody to your group 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 successive over here we have our dashboard 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 provide you a graph that reveals you the trends so if the tickets are selling out better or even worse it’s going to show you a great trend and listed below that you have your consumer satisfaction and you can see the portion of negative reactions or favorable actions even neutral responses and the total responses that you have actually gotten on the right side you’re gon na have your to-do list so something that you need to add to your to-do list you’re gon na include it over here and it’s gon na give you a good little suggestion on your basic dashboard 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 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 type of tickets you want to see if you wish to see the tickets that are assigned to a specific individual or the tickets that are still unassigned you can view them over here you can filter them out based on your needs and successive listed below that you have your basic contact and business so you can view those whichever manner in which you have actually called individuals you can see their email addresses uh their business titles their contact number facebook twitter whatever type of account information that you have about them below that you have your services tab so your solution tab is a basic kind of details tab which allows you to see your email marketing your legal requirements

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your service associated statements so if there is something that is kind of miscellaneous you will discover it in your options tab and below the options tab you have your reports and analytics reports are the basic general overview of how many tickets you might have sold what is the ticket volume pattern you can see over here you can get a help desk extensive ticket analysis and you can also view your ticket volume trends so you can Integrate Freshdesk With Hubspot

see on the ideal side you have your today’s ticket inside so the number of tickets you might have sold or two what is the increase 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 efficiency assistance operation and your general account settings over here you can view the progress or the details of a particular employee or a group member and listed below that you can see your various channels of interaction you can likewise see your workflow and what kind of development you have actually made what turning points that you have reached and just how much efficiency each representative has you can view that from over here returning into tickets i’m going to show 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 particular classification what kind of ticket this is you can alter its status you can set its priority and you can also set what kind of query it is so what kind of concern it is you can also assign a particular representative to this inquiry so you can simply add a note essentially respond

 

tto this person and now i’m going to simply tell them i will be solving your ticket your concern 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 respond to the customer so it’s automatically going to enter hi matt rogers that’s the customer name this is jane doe what might be the problem with your item i’m simply going to send out that and now i have actually replied to this customer you can also erase your reactions 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 require to provide to each of your customers again and again you’re going to go into the options tab and over here you can see there is the classifications you have general getting started with us refunds and orders details presents and vouchers and truths 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 the length of time will delivery take that’s a question that is typically asked you can just publish this draft and then go back to ticketing i’m just gon na as a sample simply select this ticket clearly the concern is various however i’m simply 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 responding to a consumer on the bottom left you can see suggested solutions and canned kinds so you’re going to click on recommended options and you can see various short articles that are a pre-written answer to a consumer question and you can just place that pre-written info into your reaction and send it without having to

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retype the same kind of responses again and again so this is a really simple formula for your representatives to follow so they can easily respond to emails so another fantastic feature that freshdesk truly supplies is developing groups so if you click on groups in the admin section you can create various groups for various purposes so if a ticket and a concern is associated with billing you can designate a group member so over here i’ve assigned myself in this group and that person might define their role and make them the leader of this type of billing ticket other than that you can likewise designate different in the group section you can also assign various tickets to different groups and as soon as 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 consumers might have raised a certain situation and yeah this is how you can begin with your online ticketing utilizing freshdesk.com i hope you guys discovered this easy to understand and practical and i’ll capture you men in the next video Integrate Freshdesk With Hubspot