Processmaker Sugarcrm Marketo Freshdesk – effortless omnichannel service

So we are talking about…Processmaker Sugarcrm Marketo Freshdesk…you can use freshdesk for customer support 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 totally free as quickly as you sign up you’re gon na begin which 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 customize your assistance desk you can confirm your e-mail and below that you can see you can include your language whatever kind of language you want on your site change the color of your logo so as you can see i’m gon na opt for a pink and below that you can likewise change your menu color so i’m also gon na make that pink i guess or i must make that black yeah therefore you can update those and next you’re gon na pick your support channel so how you can be called via phone e-mail social media chat or types and below that you can include your consumer support e-mail so if somebody 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 somebody 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 shows our

 

unsolved 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 shows you the trends so if the tickets are selling out much better or even worse it’s going to show you a good trend and listed below that you have your customer satisfaction and you can see the portion of positive reactions or unfavorable responses even neutral responses and the overall responses that you have gotten on the right side you’re gon na have your to-do list so something that you require to contribute to your to-do list you’re gon na include it over here and it’s gon na give you a nice little pointer on your basic control panel and now on the left side we’re gon na move on 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 high and urgent ones will be on the top nevertheless the other ones will be on the bottom now next up on the ideal side you can see over here you can filter out what sort of tickets you wish 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 as per your needs and successive below that you have your basic contact and business so you can see those whichever way that you have called individuals you can see their email addresses uh their company titles their telephone number facebook twitter whatever type of account details that you have about them listed below that you have your services tab so your option tab is a general sort of information tab which allows you to view your email marketing your legal requirements

Get Processmaker Sugarcrm Marketo Freshdesk support, customer, ticket, software, zendesk,

your service related statements so if there is something that is sort of various you will find it in your options tab and below the options tab you have your analytics and reports reports are the basic general summary of the number of tickets you might have offered what is the ticket volume trend you can see over here you can get an aid desk extensive ticket analysis and you can also see your ticket volume patterns so you can Processmaker Sugarcrm Marketo Freshdesk

see on the best side you have your today’s ticket inside so the number of tickets you might have sold or two what is the boost or decrease in these sales you can see receiving 7 tickets increase the volume by 99 and listed below that you have your general administrative settings your team channels workflow representative efficiency assistance operation and your basic account settings over here you can view the progress or the information of a certain employee or a group member and listed below that you can see your different channels of communication you can likewise see your workflow and what type of progress you have made what turning points that you have actually reached and just how much efficiency each agent has you can view that from over here returning into tickets i’m going to reveal you how you can fix 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 type of ticket this is you can alter its status you can set its concern and you can also set what type of question it is so what type of question it is you can likewise designate a specific representative to this query so you can just include a note basically respond

 

tto this person and now i’m going to just tell them i will be resolving your ticket your problem 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 respond to the customer so it’s immediately going to enter hi matt rogers that’s the consumer 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 client you can also delete your reactions within 10 seconds so if you slip up you can erase them within a few seconds and retype your emails so if you’re a service that’s running this ticketing service and you have a similar sort of reaction you need 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 classifications you have basic starting with us orders and refunds info gifts and discount 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 for how long will delivery take that’s a concern that is typically asked you can just release this draft and then return to ticketing i’m just gon na as a sample just select this ticket obviously the question is different but i’m just selecting 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 replying to a customer 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 posts that are a pre-written answer to a client question and you can just insert that pre-written details into your reaction and send it without needing to

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retype the same type of answers again and again so this is a very easy formula for your representatives to follow so they can quickly react to e-mails so another excellent function that freshdesk truly provides is developing groups so if you click on groups in the admin section you can develop different groups for various purposes so if a ticket and a concern is connected to billing you can assign a group member so over here i’ve appointed myself in this group and that individual could define their function and make them the leader of this type of billing ticket aside from that you can also assign various in the group area you can likewise designate various tickets to different groups and when 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 consumers might have raised a specific scenario and yeah this is how you can start with your online ticketing utilizing freshdesk.com i hope you people found this easy to understand and valuable and i’ll catch you people in the next video Processmaker Sugarcrm Marketo Freshdesk