Salesforce Freshdesk Dashboards – effortless omnichannel service

So we are talking about…Salesforce Freshdesk Dashboards…you can utilize freshdesk for customer service so let’s start to begin with you’re gon na start your complimentary trial on freshdesk.com and over here you’re gon na put in your information and sign up for totally free as soon as you register you’re gon na start and that will load 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 individualize your aid desk you can validate your email and below that you can see you can add your language whatever kind of language you desire on your website alter the color of your logo design so as you can see i’m gon na choose a pink and below that you can likewise alter your menu color so i’m likewise gon na make that pink i guess or i must make that black yeah therefore you can upgrade those and next you’re gon na choose your support channel so how you can be called via phone email social media chat or forms and listed below that you can include your consumer 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 group so if you have a team that is working for you if someone is going to be offering 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 reveals you the patterns so if the tickets are selling out much better or even worse it’s going to reveal you a great pattern and below that you have your client satisfaction and you can see the portion of negative actions or favorable actions even neutral reactions and the total actions that you have gotten on the best side you’re gon na have your to-do list so something that you need to add to your order of business you’re gon na include it over here and it’s gon na offer you a nice little tip on your basic dashboard 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 immediate and high ones will be on the leading 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 assigned 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 requirements and next up 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 company titles their telephone number facebook twitter whatever kind of account information that you have about them below that you have your services tab so your solution tab is a basic type of information tab which permits you to view your e-mail marketing your legal requirements

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your service related statements so if there is something that is type of miscellaneous you will discover it in your services tab and below the options tab you have your reports and analytics reports are the basic 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 assistance desk in-depth ticket analysis and you can likewise view your ticket volume trends so you can Salesforce Freshdesk Dashboards

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 boost or decrease in these sales you can see getting seven tickets increase the volume by 99 and listed below that you have your general administrative settings your team channels workflow agent productivity support operation and your basic account settings over here you can see the progress or the information of a particular staff member or a group member and listed below that you can see your different channels of communication you can likewise view your workflow and what kind of development you have actually made what milestones that you have actually reached and just how much efficiency each representative has you can view that from over here returning 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 particular classification what kind of ticket this is you can change its status you can set its concern and you can likewise set what sort of question it is so what kind of question it is you can likewise designate a particular representative to this query so you can just add a note basically 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 update the status i’m going to include this note now i’m going to reply to the consumer so it’s automatically going to key in hi matt rogers that’s the consumer name this is jane doe what might be the problem with your product i’m simply going to send that and now i have actually responded to this client you can also delete your responses 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 business 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 enter into the services tab and over here you can see there is the categories you have actually general starting with us refunds and orders details presents and discount coupons and truths and concerns so in fact in questions you can see over here there is some draft templates that are currently readily available and let’s see for how long will shipment take that’s a concern that is frequently asked you can just publish this draft and then return to ticketing i’m simply gon na as a sample just select this ticket clearly the concern is different however i’m simply picking this as a sample and now i’m simply going to select this as a sample and i’m going to respond to it and you can see when you’re responding to a consumer on the bottom left you can see recommended services and canned kinds so you’re going to click recommended options and you can see different articles that are a pre-written answer to a customer question and you can just place that pre-written details into your response and send it without needing to

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retype the very 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 e-mails so another great feature that freshdesk really offers is developing groups so if you click groups in the admin area you can develop different groups for various purposes so if a ticket and an issue is related to billing you can appoint a group member so over here i have actually designated myself in this group and that individual could specify their role and make them the leader of this sort of billing ticket other than that you can also assign various in the group area you can likewise assign 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 client escalations where consumers may have elevated a specific scenario and yeah this is how you can get started with your online ticketing utilizing freshdesk.com i hope you men discovered this easy to understand and practical and i’ll catch you guys in the next video Salesforce Freshdesk Dashboards