Salesforce Freshdesk And Netsuite Crm Integration – effortless omnichannel service

So we are talking about…Salesforce Freshdesk And Netsuite Crm Integration…you can utilize freshdesk for customer service so let’s get started to begin with you’re gon na start your free trial on freshdesk.com and over here you’re gon na put in your information and register for totally free as soon as you sign up you’re gon na begin which will load your basic control panel 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 customize your assistance desk you can validate your email and listed below that you can see you can include 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 choose a pink and below that you can also change your menu color so i’m likewise gon na make that pink i guess or i ought to 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 called via phone email social media chat or kinds and below that you can add your consumer support email 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 group so if you have a group that is working for you if someone is going to be offering the tickets for you you can welcome them over here successive 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 offer you a chart that reveals you the patterns so if the tickets are selling out better or even worse it’s going to show you a good trend and below that you have your client fulfillment and you can see the percentage of unfavorable actions or positive responses even neutral reactions and the overall reactions that you have received on the right side you’re gon na have your order of business so something that you need to contribute to your to-do list you’re gon na add it over here and it’s gon na give you a good little tip 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 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 type of tickets you want to see if you wish to see the tickets that are designated to a particular person or the tickets that are still unassigned you can view them over here you can filter them out based on your needs and next up listed below that you have your basic contact and companies so you can view those whichever manner in which you have actually contacted people you can see their email addresses uh their business titles their telephone number facebook twitter whatever type of account details that you have about them below that you have your solutions tab so your solution tab is a basic type of info tab which permits you to see your email marketing your legal requirements

Get Salesforce Freshdesk And Netsuite Crm Integration support, customer, ticket, software, zendesk,

your service related announcements so if there is something that is sort of various you will find it in your solutions tab and below the solutions tab you have your reports and analytics reports are the standard general summary of the number of tickets you might have sold what is the ticket volume trend you can see over here you can get a help desk in-depth ticket analysis and you can likewise view your ticket volume patterns so you can Salesforce Freshdesk And Netsuite Crm Integration

see on the right side you have your today’s ticket inside so how many tickets you may have sold or so what is the increase 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 performance support operation and your general account settings over here you can view the progress or the information of a certain employee or a group member and listed below that you can see your various channels of interaction you can also see your workflow and what type of development you have made what milestones that you have reached and just how much performance each agent has you can view that from over here returning into tickets i’m going to reveal 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 specific category what kind of ticket this is you can change its status you can set its priority and you can likewise set what sort of question it is so what type of concern it is you can also assign a particular representative to this inquiry so you can simply add a note essentially reply

 

tto this person and now i’m going to just tell them i will be resolving 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 respond to the customer so it’s instantly going to type in hi matt rogers that’s the consumer name this is jane doe what might be the problem with your item i’m just going to send that and now i have responded to this client you can likewise delete your reactions within 10 seconds so if you slip up you can delete them within a few seconds and retype your emails so if you’re a service that’s running this ticketing service and you have a similar kind of action you need to give to each of your consumers again and again you’re going to go into the services tab and over here you can see there is the categories you have actually basic beginning with us refunds and orders info presents and coupons and realities and concerns so in fact in questions you can see over here there is some draft templates that are already available and let’s see how long will delivery 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 just select this ticket clearly the concern is different but i’m just picking this as a sample and now i’m just going to choose this as a sample and i’m going to respond to it and you can see when you’re responding to a client on the bottom left you can see recommended solutions and canned types so you’re going to click recommended options and you can see different articles that are a pre-written answer to a consumer concern and you can just insert that pre-written details into your action and send it without needing to

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retype the same type of responses again and again so this is an extremely easy formula for your representatives to follow so they can quickly react to emails so another terrific feature that freshdesk really provides is developing groups so if you click groups in the admin section you can produce various groups for various functions so if a concern and a ticket is related to billing you can appoint a group member so over here i’ve designated myself in this group which person might define their function and make them the leader of this kind of billing ticket besides that you can likewise assign various in the group section you can also appoint different tickets to various groups and once 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 consumers may have elevated a specific situation and yeah this is how you can begin with your online ticketing utilizing freshdesk.com i hope you men discovered this easy to understand and practical and i’ll capture you people in the next video Salesforce Freshdesk And Netsuite Crm Integration