Integrate Freshdesk With Pipedrive – effortless omnichannel service

So we are talking about…Integrate Freshdesk With Pipedrive…you can use freshdesk for client service so let’s get going 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 information and register for free as quickly as you register you’re gon na start which will pack your basic dashboard so when you’re starting with freshdesk as you can see on the left side it will establish your account so over here and individualize your aid desk you can confirm your e-mail and listed below that you can see you can include your language whatever sort of language you want on your site change the color of your logo so as you can see i’m gon na go with a pink and below that you can likewise alter your menu color so i’m likewise gon na make that pink i guess or i should make that black yeah and so you can upgrade those and next you’re gon na choose your support channel so how you can be called through phone e-mail social networks chat or types and listed below that you can add your client assistance email 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 group that is working for you if someone is going to be selling the tickets for you you can welcome them over here successive over here we have our control panel our control panel shows our

 

unsettled 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 chart that reveals you the patterns so if the tickets are selling out much better or even worse it’s going to show you a nice trend and listed below that you have your client fulfillment and you can see the portion of favorable responses or negative reactions even neutral actions 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 add to your to-do list you’re gon na add it over here and it’s gon na give you a good little suggestion on your basic control panel and now on the left side we’re gon na carry on to tickets you can arrange your tickets over here so let’s simply say let’s arrange them by their status and now you can see immediate and high 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 sort of tickets you want to see if you wish to see the tickets that are appointed to a specific individual or the tickets that are still unassigned you can view them over here you can filter them out according to your requirements and successive below that you have your basic contact and companies so you can view those whichever manner in which you have actually called people you can see their email addresses uh their company titles their contact number facebook twitter whatever type of account details that you have about them listed below that you have your services tab so your solution tab is a general type of info tab which permits you to view your e-mail marketing your legal requirements

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your service associated announcements so if there is something that is type of various you will discover it in your options tab and below the services tab you have your analytics and reports reports are the basic general introduction of how many tickets you might have sold what is the ticket volume pattern you can see over here you can get an assistance desk extensive ticket analysis and you can also see your ticket volume patterns so you can Integrate Freshdesk With Pipedrive

see on the best side you have your today’s ticket inside so how many tickets you may have sold or so what is the boost or reduce in these sales you can see getting 7 tickets increase the volume by 99 and listed below that you have your general administrative settings your group channels workflow agent efficiency assistance operation and your general account settings over here you can view the development or the details of a particular team member or a group member and listed below that you can see your various channels of communication you can also see your workflow and what kind of progress you have made what turning points that you have actually reached and just how much efficiency each agent has you can see that from over here going back 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 specific classification what sort of ticket this is you can change its status you can set its concern and you can likewise set what kind of query it is so what type of question it is you can also appoint a particular representative to this inquiry so you can just include a note basically reply

 

tto this person and now i’m going to simply tell them i will be fixing 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 respond to the customer so it’s automatically going to type in hi matt rogers that’s the consumer 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 responded to this customer you can also delete your actions within 10 seconds so if you slip up you can erase them within a few seconds and retype your e-mails so if you’re a service that’s running this ticketing service and you have a similar sort of reaction you need to give to each of your customers again and again you’re going to enter into the options tab and over here you can see there is the classifications you have basic getting started with us orders and refunds info presents and discount coupons and truths and questions so in fact in questions you can see over here there is some draft templates that are currently readily available and let’s see the length of time will delivery take that’s a concern that is typically asked you can just publish this draft and then go back to ticketing i’m just gon na as a sample just choose this ticket clearly the question is different however i’m simply choosing this as a sample and now i’m just going to choose this as a sample and i’m going to reply to it and you can see when you’re replying to a customer on the bottom left you can see recommended solutions and canned forms so you’re going to click suggested options and you can see various articles that are a pre-written answer to a client question and you can just place that pre-written information into your response and send it without having to

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retype the same kind of answers again and again so this is an extremely easy formula for your agents to follow so they can easily react to emails so another excellent feature that freshdesk really supplies is producing groups so if you click on groups in the admin area you can create various groups for different purposes so if a problem and a ticket is related to billing you can designate a group member so over here i have actually designated myself in this group which person might define their role and make them the leader of this sort of billing ticket aside from that you can also designate various in the group area you can likewise assign different tickets to various 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 client escalations where clients may have elevated a certain circumstance and yeah this is how you can get started with your online ticketing utilizing freshdesk.com i hope you guys discovered this easy to understand and handy and i’ll catch you guys in the next video Integrate Freshdesk With Pipedrive