Integrate Insightly And Freshdesk – effortless omnichannel service

So we are talking about…Integrate Insightly And Freshdesk…you can use freshdesk for customer care so let’s start to begin with you’re gon na start 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 sign up you’re gon na get going and that will pack your basic control panel so when you’re beginning 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 validate your email and below that you can see you can include your language whatever type of language you desire on your site alter the color of your logo so as you can see i’m gon na choose 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 need to 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 contacted by means of phone e-mail social networks chat or types and below that you can add your customer support e-mail so if somebody is going to be calling you you can set that e-mail over here and next up you can welcome somebody to your team so if you have a team that is working for you if someone is going to be selling the tickets for you you can invite them over here successive over here we have our dashboard our control panel 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 patterns so if the tickets are selling out much better or even worse it’s going to reveal you a good pattern and listed below that you have your client satisfaction and you can see the percentage of positive responses or negative reactions even neutral responses and the overall reactions that you have gotten on the best side you’re gon na have your order of business so something that you require to add to your order of business you’re gon na include it over here and it’s gon na give you a great little tip on your basic dashboard and now on the left side we’re gon na carry on to tickets you can arrange your tickets over here so let’s just say let’s sort them by their status and now you can see high and immediate 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 kind of tickets you wish to view if you wish to see the tickets that are appointed to a particular person or the tickets that are still unassigned you can see them over here you can filter them out based on your needs and next up below that you have your basic contact and business so you can view those whichever manner in which you have actually contacted people you can see their e-mail addresses uh their business titles their contact number facebook twitter whatever kind of account details that you have about them below that you have your solutions tab so your solution tab is a basic type of information tab which permits you to view your e-mail marketing your legal requirements

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

your service associated announcements so if there is something that is type of miscellaneous you will discover it in your options tab and below the solutions tab you have your analytics and reports reports are the basic 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 a help desk in-depth ticket analysis and you can also view your ticket volume patterns so you can Integrate Insightly And Freshdesk

see on the ideal side you have your today’s ticket inside so the number of tickets you might have offered approximately what is the increase or reduce in these sales you can see getting seven tickets increase the volume by 99 and listed below that you have your general administrative settings your team channels workflow representative performance assistance operation and your basic account settings over here you can view the progress or the details of a specific employee or a group member and listed below that you can see your different channels of communication you can also see your workflow and what kind of development you have actually made what turning points that you have reached and how much productivity each representative has you can see that from over here going back into tickets i’m going to show you how you can resolve 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 sort of ticket this is you can change its status you can set its top priority and you can likewise set what type of question it is so what kind of concern it is you can likewise assign a particular agent to this question so you can simply add a note basically reply

 

tto this person and now i’m going to simply tell them i will be resolving your ticket your concern 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 consumer 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 product i’m simply going to send out that and now i have actually replied to this client you can also erase your actions within 10 seconds so if you slip up you can delete them within a few seconds and retype your emails so if you’re a business that’s running this ticketing service and you have a comparable sort of response you require to give to each of your consumers again and again you’re going to enter into the options tab and over here you can see there is the classifications you have general getting going with us refunds and orders information gifts and vouchers and realities and concerns so in fact in questions you can see over here there is some draft templates that are already readily available and let’s see the length of time will shipment take that’s a question that is frequently asked you can just publish this draft and then go back to ticketing i’m just gon na as a sample just select this ticket clearly the concern is different but i’m simply picking this as a sample and now i’m simply going to choose this as a sample and i’m going to respond to it and you can see when you’re replying to a client on the bottom left you can see recommended services 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 details 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 agents to follow so they can quickly respond to emails so another great feature that freshdesk actually supplies is creating groups so if you click on groups in the admin section you can create different groups for different functions so if a concern and a ticket is associated with billing you can assign a group member so over here i’ve designated myself in this group which individual could define their role and make them the leader of this sort of billing ticket aside from that you can likewise appoint different in the group area you can also appoint 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 client escalations where consumers may have elevated a specific scenario and yeah this is how you can get going with your online ticketing using freshdesk.com i hope you men discovered this easy to understand and valuable and i’ll catch you guys in the next video Integrate Insightly And Freshdesk