Sales Cloud Vs Freshdesk – effortless omnichannel service

So we are talking about…Sales Cloud Vs Freshdesk…you can use freshdesk for client service so let’s get going to begin with you’re gon na begin your free trial on freshdesk.com and over here you’re gon na put in your details and sign up for totally free as soon as you register you’re gon na get going which will pack your basic dashboard so when you’re beginning 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 verify your email and listed below that you can see you can add your language whatever type of language you want on your site 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 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 pick your assistance channel so how you can be called through phone email social media chat or forms and below that you can include your client support email so if somebody is going to be contacting you you can set that e-mail over here and next up you can invite someone to your team so if you have a team 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 shows our

 

unresolved 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 offer you a chart that shows you the trends so if the tickets are selling out much better or worse it’s going to reveal you a great trend and listed below that you have your client fulfillment and you can see the percentage of unfavorable actions or favorable reactions even neutral actions and the total actions that you have actually gotten on the right side you’re gon na have your order of business so something that you require to contribute to your order of business you’re gon na include it over here and it’s gon na give you a good little tip on your basic control panel and now on the left side we’re gon na proceed to tickets you can arrange your tickets over here so let’s simply say let’s arrange 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 ideal side you can see over here you can filter out what sort of tickets you wish to view if you want to see the tickets that are appointed to a particular individual or the tickets that are still unassigned you can see them over here you can filter them out based on your requirements and next up below that you have your basic contact and business so you can see those whichever manner in which you have actually called people you can see their email addresses uh their business titles their contact number facebook twitter whatever sort of account information that you have about them listed below that you have your options tab so your solution tab is a general sort of information tab which permits you to see your email marketing your legal requirements

Get Sales Cloud Vs Freshdesk support, customer, ticket, software, zendesk,

your service related statements so if there is something that is sort of miscellaneous you will find it in your services 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 may 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 likewise see your ticket volume trends so you can Sales Cloud Vs Freshdesk

see on the best side you have your today’s ticket inside so the number of tickets you may have sold or two what is the increase or decrease 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 performance assistance operation and your basic account settings over here you can view the development or the information of a specific employee or a group member and listed below that you can see your different channels of interaction you can also see your workflow and what type of development you have actually made what turning points that you have actually reached and how much efficiency each representative has you can see that from over here going back 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 include tags you can put it in a particular classification what kind of ticket this is you can alter its status you can set its concern and you can also set what type of query it is so what type of question it is you can likewise assign a specific representative to this question so you can just add a note basically respond

 

tto this person and now i’m going to just tell them i will be solving 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 instantly going to key in hi matt rogers that’s the consumer name this is jane doe what might be the issue with your product i’m simply going to send that and now i have actually responded to this consumer 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 business 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 options tab and over here you can see there is the classifications you have basic getting started with us orders and refunds info presents and coupons and truths and questions so in fact in questions you can see over here there is some draft design templates that are already readily available and let’s see for how long will delivery take that’s a concern that is typically asked you can simply release this draft and then return to ticketing i’m just gon na as a sample simply select this ticket obviously the question is various however i’m just selecting 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 replying to a consumer on the bottom left you can see recommended services and canned forms so you’re going to click recommended solutions and you can see various short articles that are a pre-written answer to a consumer question and you can just insert that pre-written information into your reaction and send it without needing to

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retype the exact same type of answers again and again so this is an extremely easy formula for your representatives to follow so they can quickly react to emails so another great function that freshdesk really offers is producing groups so if you click groups in the admin section you can create various groups for various purposes so if a problem and a ticket is connected 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 type of billing ticket besides that you can likewise assign various in the group section you can likewise designate various tickets to various 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 customer escalations where customers may have raised a specific scenario and yeah this is how you can get going with your online ticketing utilizing freshdesk.com i hope you guys found this easy to understand and handy and i’ll capture you guys in the next video Sales Cloud Vs Freshdesk