Json File For Freshdesk To Salesforce – effortless omnichannel service

So we are talking about…Json File For Freshdesk To Salesforce…you can utilize freshdesk for client service so let’s start to begin with 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 register you’re gon na get going which will fill your basic control panel so when you’re starting with freshdesk as you can see on the left side it will set up your account so over here and customize your aid desk you can validate your email and below that you can see you can include your language whatever kind of language you want on your site alter the color of your logo so as you can see i’m gon na opt for a pink and listed below that you can also 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 update those and next you’re gon na select your assistance channel so how you can be contacted via phone e-mail social media chat or forms and listed below that you can include your customer assistance email so if someone is going to be contacting you you can set that email over here and next up you can invite somebody to your group 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 control panel our dashboard reveals our

 

unsettled tickets past due tickets tickets that are due that are open that are on hold or unassigned tickets below that they’re gon na offer you a chart that shows you the patterns so if the tickets are selling out better or worse it’s going to show you a great pattern and listed below that you have your client complete satisfaction and you can see the percentage of favorable responses or negative reactions even neutral reactions and the overall actions 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 offer you a nice little tip on your basic control panel and now on the left side we’re gon na proceed to tickets you can sort 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 want to see the tickets that are designated 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 listed below that you have your basic contact and companies so you can view those whichever way that you have actually called people you can see their e-mail addresses uh their business titles their phone numbers facebook twitter whatever kind of account details that you have about them listed below that you have your options tab so your option tab is a general type of information tab which enables you to see your e-mail marketing your legal requirements

Get Json File For Freshdesk To Salesforce support, customer, ticket, software, zendesk,

your service associated statements so if there is something that is sort of miscellaneous you will discover it in your solutions tab and listed below the services tab you have your reports and analytics reports are the fundamental general overview of the number of tickets you might have offered what is the ticket volume trend you can see over here you can get a help desk thorough ticket analysis and you can likewise view your ticket volume trends so you can Json File For Freshdesk To Salesforce

see on the right side you have your today’s ticket inside so how many tickets you may have offered or so what is the boost or reduce in these sales you can see receiving seven tickets increase the volume by 99 and listed below that you have your general administrative settings your team channels workflow representative efficiency support operation and your basic account settings over here you can see the development or the details of a specific 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 development you have made what milestones that you have reached and how much efficiency each representative has you can view that from over here returning into tickets i’m going to reveal 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 include tags you can put it in a specific classification what kind of ticket this is you can alter its status you can set its concern and you can also set what kind of inquiry it is so what type of question it is you can also appoint a particular agent to this inquiry so you can just include a note basically reply

 

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 include this note now i’m going to reply to the consumer so it’s automatically going to type in hi matt rogers that’s the customer name this is jane doe what might be the issue with your product i’m just going to send that and now i have actually replied to this customer you can likewise delete your actions within 10 seconds so if you slip up you can erase them within a couple of seconds and retype your emails so if you’re a company that’s running this ticketing service and you have a comparable type of reaction you need to give 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 classifications you have basic beginning with us orders and refunds info presents and coupons and realities and questions so in fact in questions you can see over here there is some draft design templates that are currently offered and let’s see how long will delivery take that’s a concern that is frequently asked you can just publish this draft and after that return to ticketing i’m just gon na as a sample just choose this ticket undoubtedly the concern is various however i’m simply picking this as a sample and now i’m simply going to pick this as a sample and i’m going to respond to it and you can see when you’re responding to a client on the bottom left you can see suggested solutions and canned forms so you’re going to click suggested solutions and you can see different articles that are a pre-written answer to a client question and you can simply place that pre-written info into your response and send it without needing to

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retype the exact same sort of answers again and again so this is a very easy formula for your agents to follow so they can easily respond to emails so another fantastic function that freshdesk really offers is producing groups so if you click groups in the admin section you can develop different groups for various functions so if a ticket and an issue is connected to billing you can designate a group member so over here i’ve appointed myself in this group which individual might define their function and make them the leader of this sort of billing ticket aside from that you can also appoint various in the group area you can also designate various tickets to different groups and as soon as 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 circumstance and yeah this is how you can get started with your online ticketing using freshdesk.com i hope you men found this easy to understand and helpful and i’ll catch you guys in the next video Json File For Freshdesk To Salesforce