Salesforce Plus Freshdesk – effortless omnichannel service

So we are talking about…Salesforce Plus Freshdesk…you can use freshdesk for customer care so let’s start first of all you’re gon na begin your complimentary trial on freshdesk.com and over here you’re gon na put in your information and sign up for complimentary as quickly as you sign up you’re gon na get going and that will load your basic control panel so when you’re beginning with freshdesk as you can see on the left side it will set up your account so over here and customize your aid desk you can verify 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 listed below that you can also alter your menu color so i’m also gon na make that pink i guess or i ought to make that black yeah therefore you can update those and next you’re gon na pick your support channel so how you can be contacted through phone email social media chat or types and listed below that you can add your client support e-mail so if someone is going to be contacting you you can set that e-mail over here and next up you can invite someone to your team 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 dashboard shows 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 shows you the patterns so if the tickets are selling out much better or worse it’s going to reveal you a nice trend and listed below that you have your consumer complete satisfaction and you can see the portion of favorable responses or unfavorable responses even neutral responses and the overall actions that you have actually received on the right side you’re gon na have your to-do list so something that you require to add to your order of business you’re gon na include it over here and it’s gon na provide you a great 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 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 type of tickets you wish to view if you wish to see the tickets that are appointed to a particular person or the tickets that are still unassigned you can see them over here you can filter them out based on your needs and next up below that you have your basic contact and business so you can see those whichever way that you have contacted individuals you can see their e-mail addresses uh their company titles their contact number facebook twitter whatever sort of account details that you have about them below that you have your options tab so your option tab is a general kind of info tab which permits you to view your email marketing your legal requirements

Get Salesforce Plus Freshdesk support, customer, ticket, software, zendesk,

your service related statements so if there is something that is sort of various you will find it in your options tab and listed 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 pattern you can see over here you can get an aid desk thorough ticket analysis and you can likewise see your ticket volume patterns so you can Salesforce Plus Freshdesk

see on the ideal side you have your today’s ticket inside so how many tickets you might have sold approximately what is the increase or decrease in these sales you can see getting 7 tickets increase the volume by 99 and below that you have your general administrative settings your team channels workflow representative productivity assistance operation and your basic account settings over here you can view the development or the details of a specific staff member or a group member and below that you can see your different channels of communication you can also see your workflow and what type of progress 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 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 include tags you can put it in a particular classification what type of ticket this is you can change its status you can set its priority and you can likewise set what sort of query it is so what kind of concern it is you can likewise assign a particular representative to this question so you can just include a note generally respond

 

tto this person and now i’m going to simply tell them i will be resolving your ticket your problem now i’m going to set this as a pending ticket and now i’m going to update the status i’m going to add this note now i’m going to respond to the client so it’s instantly going to enter hi matt rogers that’s the consumer name this is jane doe what might be the issue with your item i’m just going to send that and now i have actually responded to this client you can also erase your actions within 10 seconds so if you slip up you can erase them within a couple of seconds and retype your emails so if you’re an organization that’s running this ticketing service and you have a similar sort of reaction you need to give 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 categories you have basic getting going with us orders and refunds info presents and discount coupons and facts and concerns so in fact in questions you can see over here there is some draft templates that are currently available and let’s see the length of time will shipment take that’s a question that is typically asked you can just publish this draft and then return to ticketing i’m just gon na as a sample just select this ticket undoubtedly the question is different but i’m just choosing this as a sample and now i’m just going to choose this as a sample and i’m going to reply to it and you can see when you’re replying to a client on the bottom left you can see recommended solutions and canned forms so you’re going to click recommended solutions and you can see various articles that are a pre-written answer to a client concern and you can just place that pre-written details into your reaction and send it without needing to

freshworks, review, chat, tools, reviews, tool, value, crm,

retype the same sort of responses again and again so this is a very simple formula for your representatives to follow so they can easily react to emails so another terrific function that freshdesk truly supplies is producing groups so if you click groups in the admin section you can produce different groups for different purposes so if a ticket and a problem is related to billing you can assign a group member so over here i’ve appointed myself in this group and that individual could specify their function and make them the leader of this type of billing ticket other than that you can likewise appoint different in the group area you can likewise assign different tickets to various groups and when 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 customers may have raised a specific situation and yeah this is how you can start with your online ticketing utilizing freshdesk.com i hope you people discovered this easy to understand and useful and i’ll catch you guys in the next video Salesforce Plus Freshdesk

 

 

Salesforce Plus Freshdesk – effortless omnichannel service

So we are talking about…Salesforce Plus Freshdesk…you can use freshdesk for customer support so let’s start to begin with you’re gon na start your totally free trial on freshdesk.com and over here you’re gon na put in your details and register for free as quickly as you sign up you’re gon na start and that will fill your basic control panel so when you’re beginning with freshdesk as you can see on the left side it will set up your account so over here and customize your help desk you can verify your e-mail and below that you can see you can include your language whatever type of language you desire on your website 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 alter 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 upgrade those and next you’re gon na select your support channel so how you can be called by means of phone e-mail social media chat or kinds and below that you can include your customer assistance e-mail so if someone is going to be calling you you can set that e-mail over here and next up you can welcome someone to your team so if you have a group that is working for you if someone is going to be selling the tickets for you you can welcome them over here next up over here we have our control panel 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 give you a graph that reveals you the trends so if the tickets are selling out better or even worse it’s going to show you a good pattern and listed below that you have your client complete satisfaction and you can see the percentage of unfavorable actions or positive responses even neutral actions and the overall actions that you have gotten on the ideal side you’re gon na have your order of business so something that you require to contribute to your to-do list you’re gon na include it over here and it’s gon na offer you a great little reminder on your basic dashboard and now on the left side we’re gon na proceed to tickets you can arrange your tickets over here so let’s simply state let’s arrange 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 right side you can see over here you can filter out what kind of tickets you want to see if you want 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 as per your needs and next up below that you have your basic contact and companies so you can view those whichever way that you have actually contacted people you can see their email addresses uh their company titles their telephone number facebook twitter whatever sort of account details that you have about them listed below that you have your solutions tab so your option tab is a basic type of info tab which permits you to view your email marketing your legal requirements

Get Salesforce Plus Freshdesk support, customer, ticket, software, zendesk,

your service associated statements so if there is something that is kind of various you will find it in your solutions tab and below the options tab you have your reports and analytics reports are the standard general introduction of how many tickets you may have offered what is the ticket volume trend you can see over here you can get an aid desk extensive ticket analysis and you can likewise view your ticket volume trends so you can Salesforce Plus Freshdesk

see on the ideal side you have your today’s ticket inside so the number of tickets you might have offered approximately what is the increase or decrease in these sales you can see receiving 7 tickets increase the volume by 99 and below that you have your general administrative settings your group channels workflow agent productivity assistance operation and your general account settings over here you can see the progress or the details of a particular employee or a group member and below that you can see your various channels of communication you can likewise view your workflow and what kind of development you have actually made what turning points that you have reached and just how much performance each representative has you can see that from over here going back 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 particular category what type of ticket this is you can change its status you can set its top priority and you can likewise set what type of query it is so what kind of concern it is you can likewise assign a particular agent to this inquiry so you can just include a note generally respond

 

tto this person and now i’m going to simply tell them i will be fixing your ticket your problem 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 respond to the client so it’s automatically going to type in hi matt rogers that’s the customer 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 customer you can also erase your reactions within 10 seconds so if you make a mistake you can delete 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 comparable type of reaction you require to give to each of your consumers again and again you’re going to enter into the services tab and over here you can see there is the categories you have general getting started with us orders and refunds details presents and vouchers and facts and concerns 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 frequently asked you can simply release this draft and after that return to ticketing i’m just gon na as a sample just select this ticket certainly the question is various but i’m simply selecting this as a sample and now i’m simply going to pick 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 solutions and canned forms so you’re going to click recommended options and you can see different short articles that are a pre-written answer to a client concern and you can simply place that pre-written information into your reaction and send it without needing to

freshworks, review, chat, tools, reviews, tool, value, crm,

retype the exact same type of answers again and again so this is a really easy formula for your agents to follow so they can quickly respond to emails so another excellent 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 an issue and a ticket is related to billing you can designate a group member so over here i have actually designated myself in this group and that individual might specify their role and make them the leader of this kind of billing ticket besides that you can also assign different in the group section you can also appoint various tickets to various groups and when 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 customers might have elevated a certain scenario and yeah this is how you can get started with your online ticketing utilizing freshdesk.com i hope you people discovered this easy to understand and useful and i’ll capture you men in the next video Salesforce Plus Freshdesk