Salesforce Choosing Freshdesk For Salesforce Features – effortless omnichannel service

So we are talking about…Salesforce Choosing Freshdesk For Salesforce Features…you can use freshdesk for customer support so let’s start to begin with you’re gon na start your free trial on freshdesk.com and over here you’re gon na put in your details and register for totally free as quickly as you sign up you’re gon na begin which will load your basic dashboard so when you’re getting going with freshdesk as you can see on the left side it will establish your account so over here and personalize your aid desk you can confirm your e-mail and below that you can see you can include 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 go with a pink and listed 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 and so you can upgrade those and next you’re gon na choose your support channel so how you can be gotten in touch with via phone email social media chat or types and below that you can include your customer support email so if someone is going to be contacting you you can set that e-mail over here and next up you can welcome 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 invite them over here next up over here we have our dashboard our control panel reveals our

 

unsolved tickets overdue tickets tickets that are due that are open that are on hold or unassigned tickets below that they’re gon na give you a chart that shows you the trends so if the tickets are selling out better or worse it’s going to reveal you a great trend and listed below that you have your client complete satisfaction and you can see the portion of favorable responses or unfavorable actions even neutral reactions and the overall responses that you have actually received on the best side you’re gon na have your to-do list 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 offer you a good 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 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 kind of tickets you wish to see if you wish to see the tickets that are assigned to a specific person or the tickets that are still unassigned you can see them over here you can filter them out based on your needs and successive below that you have your basic contact and business so you can see 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 listed below that you have your solutions tab so your service tab is a basic sort of details tab which allows you to see your e-mail marketing your legal requirements

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your service related announcements so if there is something that is kind of miscellaneous you will discover it in your solutions tab and below the options tab you have your analytics and reports reports are the basic general introduction of the number of tickets you may have sold what is the ticket volume trend you can see over here you can get a help desk thorough ticket analysis and you can also see your ticket volume patterns so you can Salesforce Choosing Freshdesk For Salesforce Features

see on the right side you have your today’s ticket inside so the number of tickets you might have sold or two what is the boost or reduce 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 productivity assistance operation and your basic account settings over here you can view the progress or the details of a specific 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 sort of development you have actually made what turning points that you have actually reached and just how much productivity each representative has you can view that from over here going back 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 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 concern and you can also set what kind of question it is so what kind of question it is you can likewise designate a particular representative to this inquiry so you can simply include a note generally respond

 

tto this person and now i’m going to simply tell them i will be solving your ticket your concern 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 reply to the client so it’s automatically going to type in hi matt rogers that’s the customer name this is jane doe what might be the problem with your product i’m just going to send that and now i have actually responded to this consumer you can likewise erase your reactions within 10 seconds so if you make a mistake you can erase them within a couple of seconds and retype your e-mails so if you’re an organization that’s running this ticketing service and you have a similar sort of response you require to provide to each of your customers again and again you’re going to go into the solutions tab and over here you can see there is the classifications you have actually basic getting going with us refunds and orders details presents and discount coupons and truths and questions so in fact in questions you can see over here there is some draft templates that are currently offered and let’s see how long will shipment take that’s a question that is typically asked you can simply release this draft and then go back to ticketing i’m simply gon na as a sample simply choose this ticket obviously the concern 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 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 types so you’re going to click recommended solutions and you can see various short articles that are a pre-written answer to a client question and you can just place that pre-written info into your reaction and send it without needing to

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retype the exact same sort of answers again and again so this is a really simple formula for your representatives to follow so they can easily respond to emails so another great function that freshdesk truly supplies is creating groups so if you click groups in the admin section you can develop different groups for various functions so if a ticket and an issue is connected to billing you can appoint a group member so over here i’ve assigned myself in this group and that individual could specify their function and make them the leader of this kind of billing ticket aside from that you can likewise appoint various in the group area you can likewise assign various tickets to various 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 customers might have elevated a specific situation and yeah this is how you can get going with your online ticketing using freshdesk.com i hope you people discovered this easy to understand and practical and i’ll capture you men in the next video Salesforce Choosing Freshdesk For Salesforce Features