Salesforce Freshdesk Data Visualization – effortless omnichannel service

So we are talking about…Salesforce Freshdesk Data Visualization…you can utilize freshdesk for customer service so let’s get going to begin with you’re gon na begin your totally free trial on freshdesk.com and over here you’re gon na put in your information and register for totally free as quickly as you register you’re gon na start which will pack your basic dashboard 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 personalize your help 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 site alter the color of your logo so as you can see i’m gon na go with a pink and below that you can likewise change your menu color so i’m also gon na make that pink i guess or i must make that black yeah and so you can upgrade those and next you’re gon na pick your assistance channel so how you can be called via phone e-mail social networks chat or kinds and listed below that you can include your client support email so if someone is going to be contacting you you can set that email over here and next up you can invite somebody to your group so if you have a team that is working for you if someone is going to be selling the tickets for you you can invite them over here next up over here we have our control panel our control panel reveals our

 

unsolved tickets overdue tickets tickets that are due that are open that are on hold or unassigned tickets listed below that they’re gon na give you a chart that reveals you the trends so if the tickets are selling out better or worse it’s going to show you a great pattern and below that you have your customer fulfillment and you can see the percentage of favorable reactions or unfavorable responses even neutral reactions and the overall reactions that you have gotten on the ideal side you’re gon na have your to-do list so something that you need to add to your to-do list you’re gon na add it over here and it’s gon na give you a great little pointer 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 just state let’s sort them by their status and now you can see urgent and high ones will be on the top nevertheless 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 sort of tickets you want to view if you want to see the tickets that are designated to a particular individual or the tickets that are still unassigned you can view them over here you can filter them out according to your requirements and successive below that you have your basic contact and business so you can see 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 kind 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 info tab which allows you to see your email marketing your legal requirements

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your service associated announcements so if there is something that is type of miscellaneous you will find it in your options tab and listed below the options tab you have your analytics and reports reports are the standard general introduction of how many tickets you may have sold what is the ticket volume pattern 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 Data Visualization

see on the best side you have your today’s ticket inside so the number of tickets you may have offered approximately what is the increase or decrease in these sales you can see receiving 7 tickets increase the volume by 99 and listed below that you have your basic administrative settings your group channels workflow representative efficiency support operation and your basic account settings over here you can view the progress or the details of a particular team member or a group member and listed below that you can see your different channels of communication you can also view your workflow and what type of progress you have made what milestones that you have reached and how much efficiency each agent has you can see that from over here returning into tickets i’m going to show you how you can fix 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 priority and you can likewise set what kind of inquiry it is so what kind of question it is you can likewise assign a particular representative to this inquiry so you can simply include a note generally reply

 

tto this person and now i’m going to just tell them i will be resolving 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 add this note now i’m going to respond to the client so it’s immediately going to key in hi matt rogers that’s the client name this is jane doe what might be the concern with your product i’m simply going to send that and now i have responded to this customer you can also delete your actions within 10 seconds so if you slip up 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 comparable sort of action you require to provide to each of your clients again and again you’re going to enter into the solutions tab and over here you can see there is the classifications you have basic getting started with us orders and refunds info presents and vouchers and realities 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 how long will delivery take that’s a concern that is often asked you can just publish this draft and after that return to ticketing i’m simply gon na as a sample simply select this ticket undoubtedly the concern is different however i’m simply 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 responding to a client on the bottom left you can see recommended services and canned kinds so you’re going to click on suggested solutions and you can see various articles that are a pre-written answer to a consumer concern and you can simply place that pre-written details into your reaction and send it without having to

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retype the very same type of answers again and again so this is a really easy formula for your representatives to follow so they can quickly react to e-mails so another excellent function that freshdesk actually supplies is developing groups so if you click on groups in the admin area you can produce different groups for various functions so if a concern and a ticket is related to billing you can designate a group member so over here i have actually assigned myself in this group and that individual could define their function and make them the leader of this sort of billing ticket other than that you can likewise appoint different in the group area you can likewise appoint different 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 consumer escalations where clients may have elevated a specific circumstance and yeah this is how you can get going with your online ticketing using freshdesk.com i hope you men found this easy to understand and valuable and i’ll capture you guys in the next video Salesforce Freshdesk Data Visualization