Inventory Management Freshdesk – effortless omnichannel service

So we are talking about…Inventory Management Freshdesk…you can use freshdesk for client 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 sign up you’re gon na get started and that will fill your basic dashboard so when you’re getting going with freshdesk as you can see on the left side it will set up your account so over here and individualize your assistance desk you can confirm your email and below that you can see you can include your language whatever sort of language you desire on your website alter the color of your logo design so as you can see i’m gon na go with a pink and below that you can also alter 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 upgrade those and next you’re gon na choose your assistance channel so how you can be called by means of phone email social networks chat or kinds and below that you can add your client support e-mail so if someone is going to be contacting you you can set that email over here and next up you can welcome someone to your team so if you have a team that is working for you if somebody is going to be offering the tickets for you you can welcome them over here successive over here we have our dashboard our dashboard shows our

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unsettled tickets overdue tickets tickets that are due that are open that are on hold or unassigned tickets below that they’re gon na offer you a graph that shows you the trends so if the tickets are selling out better or worse it’s going to show you a good trend and below that you have your consumer complete satisfaction and you can see the percentage of negative responses or favorable responses even neutral reactions and the total actions that you have actually received on the best side you’re gon na have your order of business so something that you require to add to your to-do list you’re gon na add it over here and it’s gon na offer you a great little pointer on your basic dashboard and now on the left side we’re gon na proceed to tickets you can sort your tickets over here so let’s just say let’s arrange them by their status and now you can see urgent 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 want to view if you wish to see the tickets that are assigned 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 requirements and successive below that you have your basic contact and business so you can see 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 information that you have about them listed below that you have your options tab so your option tab is a general kind of details tab which allows you to see your email marketing your legal requirements

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your service associated announcements so if there is something that is type of miscellaneous you will discover it in your services tab and below the services tab you have your reports and analytics reports are the standard general overview of how many tickets you may 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 Inventory Management Freshdesk

see on the right side you have your today’s ticket inside so how many tickets you might have sold or two what is the increase or reduce in these sales you can see getting 7 tickets increase the volume by 99 and below that you have your basic administrative settings your team channels workflow agent productivity assistance operation and your basic account settings over here you can see the development 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 view your workflow and what kind of development you have actually made what turning points that you have actually reached and how much efficiency each agent has you can see that from over here returning into tickets i’m going to reveal 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 add tags you can put it in a specific category what kind of ticket this is you can alter its status you can set its priority and you can also set what type of query it is so what type of question it is you can likewise designate a specific representative to this query so you can simply include a note essentially reply

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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 add this note now i’m going to reply to the customer so it’s instantly going to type in hi matt rogers that’s the customer name this is jane doe what might be the issue with your item i’m just going to send that and now i have responded to this client you can likewise erase your actions within 10 seconds so if you slip up you can erase them within a couple of seconds and retype your e-mails so if you’re a service that’s running this ticketing service and you have a similar kind of action you require to offer to each of your consumers again and again you’re going to enter into the solutions tab and over here you can see there is the categories you have actually basic starting with us refunds and orders details presents and discount coupons and facts and questions so in fact in questions you can see over here there is some draft templates that are currently offered and let’s see how long will delivery take that’s a concern that is typically asked you can simply release this draft and then return to ticketing i’m simply gon na as a sample simply select this ticket undoubtedly the question is different however i’m just selecting this as a sample and now i’m just 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 client on the bottom left you can see recommended services and canned types so you’re going to click suggested services and you can see different short articles that are a pre-written answer to a consumer concern and you can simply place that pre-written information into your response and send it without needing to

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retype the very same kind of responses again and again so this is a really easy formula for your agents to follow so they can easily react to emails so another excellent feature that freshdesk really provides is developing groups so if you click on groups in the admin section you can create different groups for various functions so if a ticket and a concern is associated with billing you can designate a group member so over here i’ve designated myself in this group and that individual might specify their role and make them the leader of this kind of billing ticket besides that you can also designate various in the group section you can likewise assign various 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 customer escalations where clients might have raised a particular scenario and yeah this is how you can begin with your online ticketing using freshdesk.com i hope you guys found this easy to understand and helpful and i’ll catch you guys in the next video Inventory Management Freshdesk

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