Quickbooks Freshdesk Integration – effortless omnichannel service

So we are talking about…Quickbooks Freshdesk Integration…you can use freshdesk for customer service so let’s get going first of all 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 free as quickly as you register you’re gon na get started which will load 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 personalize your aid desk you can confirm your email and listed below that you can see you can add your language whatever type of language you desire on your website alter the color of your logo so as you can see i’m gon na opt for a pink and below that you can also change your menu color so i’m also gon na make that pink i guess or i should make that black yeah therefore you can update those and next you’re gon na choose your assistance channel so how you can be contacted by means of phone email social networks chat or kinds and listed below that you can include your consumer assistance e-mail 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 team so if you have a group that is working for you if somebody is going to be selling the tickets for you you can invite them over here next up over here we have our control panel our dashboard shows our

 

unsettled 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 graph that reveals you the trends so if the tickets are selling out better or even worse it’s going to show you a great pattern and below that you have your customer fulfillment and you can see the portion of favorable responses or unfavorable actions even neutral actions and the overall reactions that you have actually gotten on the best side you’re gon na have your to-do list so something that you require to add to your to-do list you’re gon na include it over here and it’s gon na provide you a great little suggestion 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 just state let’s sort them by their status and now you can see high and immediate ones will be on the top however 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 type of tickets you wish to view if you wish to see the tickets that are appointed to a particular individual or the tickets that are still unassigned you can view 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 view those whichever way that you have actually called individuals you can see their email addresses uh their company titles their contact number facebook twitter whatever kind of account details that you have about them below that you have your services tab so your service tab is a basic sort of info tab which permits you to see your email marketing your legal requirements

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your service related statements so if there is something that is sort of various you will discover it in your services tab and below the solutions tab you have your analytics and reports reports are the standard general overview of the number of tickets you may have sold what is the ticket volume pattern you can see over here you can get an aid desk thorough ticket analysis and you can also view your ticket volume trends so you can Quickbooks Freshdesk Integration

see on the best side you have your today’s ticket inside so how many tickets you might have sold or so what is the boost 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 team channels workflow agent productivity support operation and your basic account settings over here you can view the progress or the details of a certain staff member or a group member and below that you can see your different channels of communication you can also see your workflow and what kind of progress you have made what milestones that you have actually reached and just how much performance each agent has you can see that from over here returning into tickets i’m going to show 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 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 top priority and you can also set what type of question it is so what type of concern it is you can likewise assign a particular representative to this question so you can just include a note generally reply

 

tto this person and now i’m going to just tell them i will be fixing 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 include this note now i’m going to reply to the client so it’s automatically going to enter hi matt rogers that’s the consumer name this is jane doe what might be the issue with your item i’m just going to send that and now i have replied to this client you can also delete your responses 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 company that’s running this ticketing service and you have a comparable type of action you need to give to each of your customers again and again you’re going to enter into the services tab and over here you can see there is the categories you have actually general beginning with us refunds and orders information gifts and coupons and truths and questions so in fact in questions you can see over here there is some draft templates that are already readily available and let’s see for how long will shipment take that’s a concern that is frequently asked you can just release this draft and then go back to ticketing i’m simply gon na as a sample simply select this ticket clearly the question is various but i’m just choosing this as a sample and now i’m simply 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 customer on the bottom left you can see recommended solutions and canned forms so you’re going to click on suggested services and you can see various articles that are a pre-written answer to a consumer question and you can just insert that pre-written details into your action and send it without having to

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retype the exact same type of responses again and again so this is an extremely simple formula for your agents to follow so they can quickly respond to emails so another excellent function that freshdesk really supplies is creating groups so if you click on groups in the admin section you can develop various groups for different functions so if a ticket and a problem is connected to billing you can designate a group member so over here i have actually appointed myself in this group and that person could specify their function and make them the leader of this kind of billing ticket other than that you can likewise assign different in the group section you can likewise designate different tickets to different 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 consumer escalations where clients might have elevated a certain circumstance 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 useful and i’ll capture you people in the next video Quickbooks Freshdesk Integration