Quickbooks Freshdesk – effortless omnichannel service

So we are talking about…Quickbooks Freshdesk…you can use freshdesk for customer service so let’s start first off you’re gon na begin your totally free trial on freshdesk.com and over here you’re gon na put in your details and register for complimentary as quickly as you sign up you’re gon na get going and that will fill your basic control panel 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 personalize your help desk you can validate your e-mail and below that you can see you can add your language whatever type of language you desire on your site alter the color of your logo design so as you can see i’m gon na opt for a pink and 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 and so you can update those and next you’re gon na select your support channel so how you can be contacted through phone email social media chat or forms and listed below that you can include your customer support e-mail so if somebody is going to be contacting you you can set that email over here and next up you can welcome somebody to your team so if you have a group that is working for you if someone is going to be selling the tickets for you you can welcome them over here next up over here we have our control panel our control panel reveals 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 provide you a chart that reveals 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 customer fulfillment and you can see the portion of negative responses or positive responses even neutral actions and the overall actions that you have actually received on the best side you’re gon na have your to-do list so something that you require to contribute to your order of business you’re gon na add it over here and it’s gon na provide you a nice little reminder 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 simply state 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 right side you can see over here you can filter out what type 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 see them over here you can filter them out according to your needs and next up listed below that you have your basic contact and business so you can view those whichever manner in which you have actually contacted individuals you can see their e-mail addresses uh their business titles their telephone number facebook twitter whatever sort of account details that you have about them listed below that you have your options tab so your service tab is a general sort of information tab which permits you to view your e-mail marketing your legal requirements

Get Quickbooks Freshdesk support, customer, ticket, software, zendesk,

your service related announcements so if there is something that is kind of miscellaneous you will discover it in your options tab and listed below the options tab you have your reports and analytics reports are the fundamental general introduction of the number of tickets you might have sold what is the ticket volume trend you can see over here you can get an aid desk thorough ticket analysis and you can also see your ticket volume trends so you can Quickbooks Freshdesk

see on the ideal side you have your today’s ticket inside so the number of tickets you might have offered or so what is the increase or reduce in these sales you can see receiving seven tickets increase the volume by 99 and below that you have your general administrative settings your group channels workflow agent performance support operation and your general account settings over here you can view the development or the information of a specific employee or a group member and below that you can see your various channels of communication you can also see your workflow and what kind of progress you have actually made what milestones that you have reached and just how much efficiency each representative has you can see that from over here going back 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 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 sort of query it is so what type of concern it is you can also designate a specific representative to this question so you can simply add a note generally 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 update the status i’m going to include this note now i’m going to respond to the customer so it’s instantly going to enter 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 out that and now i have responded to this client you can also erase your actions within 10 seconds so if you slip up you can erase them within a few seconds and retype your emails so if you’re an organization that’s running this ticketing service and you have a similar kind of response you require to offer to each of your consumers again and again you’re going to enter into the services tab and over here you can see there is the classifications you have basic getting started with us refunds and orders info presents and discount coupons and truths 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 how long will delivery take that’s a concern that is typically asked you can simply publish this draft and after that return to ticketing i’m just gon na as a sample simply choose this ticket certainly the question is different however i’m simply choosing this as a sample and now i’m just going to pick this as a sample and i’m going to reply to it and you can see when you’re replying to a consumer 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 insert that pre-written details into your response and send it without needing to

freshworks, review, chat, tools, reviews, tool, value, crm,

retype the very same kind of responses again and again so this is an extremely simple formula for your representatives to follow so they can quickly react to e-mails so another excellent function that freshdesk actually supplies is developing groups so if you click groups in the admin area you can produce various groups for various purposes so if a problem and a ticket is related to billing you can designate a group member so over here i have actually designated myself in this group and that person might define their function and make them the leader of this sort of billing ticket aside from that you can also assign various in the group area you can likewise appoint different tickets to different groups and when 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 client escalations where consumers may have elevated a certain scenario and yeah this is how you can get started with your online ticketing using freshdesk.com i hope you guys discovered this easy to understand and valuable and i’ll catch you people in the next video Quickbooks Freshdesk

 

 

Quickbooks Freshdesk – effortless omnichannel service

So we are talking about…Quickbooks Freshdesk…you can use freshdesk for customer service so let’s get going first off you’re gon na start your 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 sign up you’re gon na get started and that will fill your basic dashboard 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 individualize your aid desk you can validate your email and below that you can see you can add your language whatever sort of language you desire on your website change the color of your logo design so as you can see i’m gon na go with a pink and below that you can likewise change your menu color so i’m likewise gon na make that pink i guess or i need to make that black yeah and so you can update those and next you’re gon na select your support channel so how you can be called by means of phone email social media chat or kinds and listed below that you can add your customer 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 group that is working for you if somebody is going to be selling the tickets for you you can welcome them over here next up over here we have our control panel our control panel reveals our

 

unresolved 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 chart that reveals 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 fulfillment and you can see the portion of negative responses or positive actions even neutral actions and the overall reactions that you have actually received on the right side you’re gon na have your order of business so something that you need to contribute to your order of business you’re gon na add it over here and it’s gon na give you a great little tip on your basic control panel and now on the left side we’re gon na carry on to tickets you can arrange your tickets over here so let’s simply say let’s sort them by their status and now you can see urgent and high ones will be on the top however 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 appointed 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 requirements and next up below that you have your basic contact and companies so you can view those whichever way that you have called people you can see their e-mail addresses uh their company titles their telephone number facebook twitter whatever sort of account information that you have about them below that you have your solutions tab so your solution tab is a basic type of details tab which allows you to see your e-mail marketing your legal requirements

Get Quickbooks Freshdesk support, customer, ticket, software, zendesk,

your service related statements so if there is something that is type of various you will find it in your solutions tab and below the options tab you have your reports and analytics reports are the fundamental general introduction of the number of tickets you may have sold what is the ticket volume pattern you can see over here you can get a help desk in-depth ticket analysis and you can also view your ticket volume trends so you can Quickbooks Freshdesk

see on the ideal 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 getting seven tickets increase the volume by 99 and below that you have your basic administrative settings your group channels workflow representative productivity support operation and your general account settings over here you can see the progress or the information of a particular team member or a group member and listed below that you can see your different channels of communication you can also see your workflow and what type of progress you have actually made what milestones 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 show 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 add tags you can put it in a particular classification what sort of ticket this is you can alter its status you can set its top priority and you can likewise set what sort of query it is so what kind of concern it is you can also appoint a specific agent to this question so you can simply add a note essentially reply

 

tto this person and now i’m going to simply 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 add this note now i’m going to respond to the consumer so it’s immediately going to key in hi matt rogers that’s the client name this is jane doe what might be the problem with your item i’m simply going to send out that and now i have replied to this consumer you can likewise erase your actions within 10 seconds so if you slip up you can delete them within a few seconds and retype your e-mails so if you’re an organization 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 solutions tab and over here you can see there is the categories you have basic beginning with us orders and refunds info presents and discount coupons and facts and concerns so in fact in questions you can see over here there is some draft templates that are currently available and let’s see how long will shipment take that’s a question that is frequently asked you can just publish this draft and after that go back to ticketing i’m simply gon na as a sample just choose this ticket clearly the question is various however i’m just choosing this as a sample and now i’m simply going to choose 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 kinds so you’re going to click on recommended solutions and you can see different posts that are a pre-written answer to a customer concern and you can just insert that pre-written information into your action and send it without needing to

freshworks, review, chat, tools, reviews, tool, value, crm,

retype the very same sort of responses again and again so this is an extremely simple formula for your agents to follow so they can quickly respond to e-mails so another fantastic function that freshdesk really provides is developing groups so if you click groups in the admin area you can create various groups for various purposes so if a ticket and a problem is associated with billing you can assign a group member so over here i have actually assigned myself in this group which individual might define their role and make them the leader of this kind of billing ticket besides that you can likewise designate various in the group area you can also designate various tickets to various 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 customers may have elevated a particular situation and yeah this is how you can get started with your online ticketing using freshdesk.com i hope you guys found this easy to understand and useful and i’ll catch you people in the next video Quickbooks Freshdesk