Salesforce Essentials Vs Freshdesk – effortless omnichannel service

So we are talking about…Salesforce Essentials Vs Freshdesk…you can utilize freshdesk for customer service so let’s start first of all you’re gon na start your complimentary trial on freshdesk.com and over here you’re gon na put in your details and sign up for totally free as quickly as you sign up you’re gon na begin and that will fill your basic control panel 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 assistance desk you can confirm your e-mail and listed below that you can see you can add your language whatever sort of language you want 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 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 update those and next you’re gon na choose your support channel so how you can be contacted by means of phone email social media chat or forms and below that you can include your consumer support e-mail so if someone is going to be calling you you can set that email 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 offering 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 listed below that they’re gon na offer you a chart that shows you the trends so if the tickets are selling out better or even worse it’s going to reveal you a nice trend and listed below that you have your client satisfaction and you can see the portion of favorable actions or negative reactions even neutral responses and the overall reactions that you have actually gotten on the ideal 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 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 arrange your tickets over here so let’s simply say let’s arrange them by their status and now you can see urgent and high ones will be on the leading however 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 sort of tickets you wish to view if you wish to see the tickets that are assigned to a particular individual or the tickets that are still unassigned you can view them over here you can filter them out based on your requirements and next up listed below that you have your basic contact and business so you can view those whichever way that you have actually called individuals you can see their email addresses uh their company titles their telephone number facebook twitter whatever type of account details that you have about them below that you have your options tab so your solution tab is a basic type of info tab which permits you to view your email marketing your legal requirements

Get Salesforce Essentials Vs Freshdesk support, customer, ticket, software, zendesk,

your service associated announcements so if there is something that is kind of various you will find it in your options tab and below the services tab you have your analytics and reports reports are the fundamental general overview of how many tickets you may have sold what is the ticket volume trend you can see over here you can get an aid desk in-depth ticket analysis and you can likewise see your ticket volume patterns so you can Salesforce Essentials Vs Freshdesk

see on the right side you have your today’s ticket inside so how many tickets you may have offered approximately 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 group channels workflow agent efficiency support 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 communication you can likewise view your workflow and what sort of development you have actually made what turning points that you have reached and just how much productivity each agent has you can view that from over here going back into tickets i’m going to show you how you can resolve 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 type 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 type of concern it is you can likewise designate a particular representative to this query so you can just include a note generally respond

 

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 upgrade the status i’m going to include this note now i’m going to reply to the customer so it’s immediately going to key in 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 consumer you can likewise delete 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 response you need to provide to each of your clients again and again you’re going to go into the solutions tab and over here you can see there is the categories you have general beginning with us orders and refunds info presents and coupons and facts and concerns 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 question that is frequently asked you can just release this draft and after that go back to ticketing i’m simply gon na as a sample simply select this ticket obviously the concern is various however i’m just selecting this as a sample and now i’m just going to select this as a sample and i’m going to respond to it and you can see when you’re replying to a client on the bottom left you can see suggested options and canned kinds so you’re going to click on suggested options and you can see various posts that are a pre-written answer to a customer concern and you can simply place that pre-written info into your action 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 agents to follow so they can easily react to e-mails so another great function that freshdesk really offers is producing groups so if you click groups in the admin area you can develop various groups for various functions so if a ticket and a concern is connected to billing you can assign a group member so over here i have actually assigned myself in this group which individual could define their role and make them the leader of this sort of billing ticket aside from that you can also designate various in the group area you can also appoint various 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 customer escalations where clients might have raised a particular scenario and yeah this is how you can begin with your online ticketing utilizing freshdesk.com i hope you men found this easy to understand and practical and i’ll catch you men in the next video Salesforce Essentials Vs Freshdesk