Salesforce Freshdesk Trigger – effortless omnichannel service

So we are talking about…Salesforce Freshdesk Trigger…you can utilize freshdesk for customer service so let’s get going first of all you’re gon na begin your totally free trial on freshdesk.com and over here you’re gon na put in your details and sign up for free as soon as you sign up you’re gon na get going which will load your basic dashboard so when you’re getting started 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 validate your e-mail and listed below that you can see you can add your language whatever kind of language you desire on your site alter the color of your logo design so as you can see i’m gon na choose a pink and listed below that you can also change your menu color so i’m likewise gon na make that pink i guess or i should 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 kinds and below that you can include your client support email so if someone is going to be calling you you can set that email over here and next up you can invite someone to your team so if you have a group 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 dashboard our dashboard reveals our

 

unsettled tickets overdue tickets tickets that are due that are open that are on hold or unassigned tickets below that they’re gon na offer you a chart that reveals you the trends so if the tickets are selling out much better or even worse it’s going to reveal you a nice trend and below that you have your customer satisfaction and you can see the portion of unfavorable actions or positive actions even neutral actions and the total responses that you have actually 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 nice little pointer on your basic control panel and now on the left side we’re gon na move on to tickets you can sort your tickets over here so let’s simply say let’s arrange them by their status and now you can see immediate and high ones will be on the leading nevertheless 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 sort of tickets you wish to view if you want to see the tickets that are assigned to a specific individual 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 companies so you can see those whichever manner in which you have gotten in touch with individuals you can see their email addresses uh their company titles their phone numbers facebook twitter whatever sort of account details that you have about them below that you have your options tab so your solution tab is a general sort of information tab which allows you to view your email marketing your legal requirements

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your service associated announcements so if there is something that is type of various you will find it in your options tab and listed below the options tab you have your analytics and reports reports are the basic general summary of how many tickets you might have sold what is the ticket volume pattern you can see over here you can get an assistance desk thorough ticket analysis and you can also see your ticket volume trends so you can Salesforce Freshdesk Trigger

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 receiving 7 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 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 see your workflow and what kind of development you have made what milestones that you have actually reached and just how much performance each agent has you can see that from over here going back into tickets i’m going to reveal 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 type of ticket this is you can change its status you can set its concern and you can likewise set what kind of inquiry it is so what kind of concern it is you can likewise appoint a particular agent to this question so you can simply include a note essentially reply

 

tto this person and now i’m going to just 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 upgrade the status i’m going to include this note now i’m going to reply to the consumer so it’s immediately going to type in hi matt rogers that’s the client name this is jane doe what might be the problem with your product i’m simply going to send out that and now i have actually responded to this consumer you can also 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 a business that’s running this ticketing service and you have a similar kind of action you require to give to each of your customers again and again you’re going to enter into the solutions tab and over here you can see there is the categories you have actually basic starting with us refunds and orders details presents and discount coupons and facts and questions so in fact in questions you can see over here there is some draft design templates that are currently offered and let’s see the length of time will shipment take that’s a question that is often asked you can just publish this draft and after that return to ticketing i’m just gon na as a sample just select this ticket clearly the concern is various but i’m just picking 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 responding to a customer on the bottom left you can see recommended solutions and canned forms so you’re going to click suggested options and you can see various posts that are a pre-written answer to a customer question and you can just insert that pre-written info into your action and send it without needing to

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retype the exact same kind of responses again and again so this is an extremely simple formula for your representatives to follow so they can quickly react to e-mails so another great feature that freshdesk actually supplies is producing groups so if you click on groups in the admin area you can create various groups for different purposes so if a ticket and an issue is associated with billing you can designate a group member so over here i’ve appointed myself in this group and that person could define their role and make them the leader of this type of billing ticket aside from that you can also appoint different in the group section you can likewise designate different tickets to different 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 raised a specific situation and yeah this is how you can start with your online ticketing utilizing freshdesk.com i hope you men discovered this easy to understand and useful and i’ll capture you people in the next video Salesforce Freshdesk Trigger