Project Budget Management With Freshdesk – effortless omnichannel service

So we are talking about…Project Budget Management With Freshdesk…you can use freshdesk for customer service so let’s get started to begin with 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 register you’re gon na begin and that will fill 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 personalize your help desk you can verify your e-mail and below that you can see you can include your language whatever type of language you want on your website alter the color of your logo so as you can see i’m gon na go with a pink and listed below that you can likewise alter your menu color so i’m also gon na make that pink i guess or i need to make that black yeah therefore you can upgrade those and next you’re gon na choose your assistance channel so how you can be contacted through phone e-mail social media chat or forms and below that you can add your consumer support email so if someone is going to be calling you you can set that email over here and next up you can invite someone to your group so if you have a team that is working for you if someone is going to be offering the tickets for you you can invite them over here next up over here we have our dashboard our control panel shows our

 

unresolved 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 graph that reveals you the trends so if the tickets are selling out better or even worse it’s going to show you a nice pattern and listed below that you have your customer satisfaction and you can see the percentage of favorable reactions or unfavorable reactions even neutral responses and the overall actions that you have received on the right side you’re gon na have your to-do list 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 reminder on your basic dashboard and now on the left side we’re gon na move on to tickets you can sort 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 leading 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 want 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 according to your requirements and successive below that you have your basic contact and companies so you can see those whichever way that you have gotten in touch with people you can see their e-mail addresses uh their business titles their phone numbers facebook twitter whatever type of account details that you have about them below that you have your services tab so your option tab is a basic kind of info tab which allows you to view your email marketing your legal requirements

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your service associated announcements so if there is something that is kind of various you will discover it in your solutions tab and listed below the options tab you have your reports and analytics 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 thorough ticket analysis and you can likewise view your ticket volume patterns so you can Project Budget Management With Freshdesk

see on the best side you have your today’s ticket inside so how many tickets you might have sold approximately what is the increase or decrease in these sales you can see receiving seven tickets increase the volume by 99 and below that you have your basic administrative settings your group channels workflow representative efficiency support operation and your general account settings over here you can see the progress or the details of a certain team member or a group member and listed below that you can see your various channels of communication you can likewise see your workflow and what sort of development you have made what turning points that you have actually reached and how much performance each agent has you can view that from over here returning into tickets i’m going to show 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 specific category what type of ticket this is you can alter its status you can set its concern and you can also set what sort of inquiry it is so what type of concern it is you can likewise designate a specific representative to this question so you can just add a note essentially respond

 

tto this person and now i’m going to just 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 add this note now i’m going to respond to the customer so it’s immediately going to enter hi matt rogers that’s the customer name this is jane doe what might be the issue with your item i’m simply going to send that and now i have actually responded to this customer you can likewise erase your actions within 10 seconds so if you make a mistake 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 response you need to provide 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 details presents and discount coupons and realities and concerns so in fact in questions you can see over here there is some draft design templates that are already available and let’s see the length of time will shipment take that’s a question that is often asked you can just publish this draft and after that return to ticketing i’m simply gon na as a sample simply select this ticket clearly the concern is various however i’m simply picking this as a sample and now i’m just 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 consumer on the bottom left you can see recommended services and canned kinds so you’re going to click recommended services and you can see different articles that are a pre-written answer to a client question and you can simply place that pre-written details into your reaction and send it without having to

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retype the very same type of answers again and again so this is a very easy formula for your agents to follow so they can easily react to e-mails so another great function that freshdesk really 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 concern and a ticket is related to billing you can designate a group member so over here i’ve designated myself in this group and that person might define their role and make them the leader of this kind of billing ticket aside from that you can likewise designate various in the group area you can also assign 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 clients might have raised a specific situation and yeah this is how you can get started with your online ticketing utilizing freshdesk.com i hope you men discovered this easy to understand and helpful and i’ll capture you men in the next video Project Budget Management With Freshdesk