Sending Freshdesk Tickets To Salesforce – effortless omnichannel service

So we are talking about…Sending Freshdesk Tickets To Salesforce…you can use freshdesk for client service so let’s get going 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 information and register for complimentary as soon as you register you’re gon na get going which 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 assistance desk you can confirm your e-mail and below that you can see you can add your language whatever kind of language you want on your site alter the color of your logo design so as you can see i’m gon na opt for a pink and below that you can also change your menu color so i’m also gon na make that pink i guess or i need to 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 gotten in touch with by means of phone e-mail social networks chat or kinds and listed below that you can include your customer assistance email so if someone is going to be calling you you can set that e-mail over here and next up you can welcome somebody to your group so if you have a team 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 control panel our dashboard reveals our

 

unresolved tickets past due tickets tickets that are due that are open that are on hold or unassigned tickets below that they’re gon na offer you a graph that reveals you the patterns so if the tickets are selling out better or worse it’s going to show you a nice trend and listed below that you have your consumer complete satisfaction and you can see the percentage of positive reactions or negative reactions even neutral actions and the overall actions that you have gotten 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 provide you a great little pointer on your basic control panel and now on the left side we’re gon na carry on to tickets you can sort your tickets over here so let’s simply state let’s arrange 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 ideal side you can see over here you can filter out what type of tickets you wish to see if you wish to see the tickets that are appointed 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 needs and next up below that you have your basic contact and business so you can see those whichever way that you have called people you can see their e-mail addresses uh their company titles their telephone number facebook twitter whatever sort of account details that you have about them below that you have your solutions tab so your service tab is a basic sort of details tab which permits you to view your e-mail marketing your legal requirements

Get Sending Freshdesk Tickets To Salesforce support, customer, ticket, software, zendesk,

your service related statements so if there is something that is sort of various you will discover it in your services tab and listed below the services tab you have your analytics and reports reports are the standard general introduction 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 also view your ticket volume trends so you can Sending Freshdesk Tickets To Salesforce

see on the right side you have your today’s ticket inside so the number of tickets you may have offered or so what is the increase or reduce 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 representative productivity support operation and your general account settings over here you can view the development or the information of a certain team member or a group member and listed below that you can see your various channels of communication you can also view your workflow and what sort of progress you have made what milestones that you have reached and how much efficiency 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 particular category what type of ticket this is you can change its status you can set its concern and you can also set what type of question it is so what kind of question it is you can likewise assign a particular agent 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 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 include this note now i’m going to reply to the client so it’s automatically going to type in hi matt rogers that’s the client name this is jane doe what might be the issue with your product i’m simply going to send that and now i have responded to this consumer you can also delete 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 an organization that’s running this ticketing service and you have a similar kind of action you need to provide to each of your customers again and again you’re going to go into the options tab and over here you can see there is the classifications you have actually general getting going with us refunds and orders information gifts and discount coupons and realities and questions so in fact in questions you can see over here there is some draft templates that are already offered 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 go back to ticketing i’m simply gon na as a sample just choose this ticket obviously the question is different but i’m simply choosing 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 client on the bottom left you can see suggested services and canned types so you’re going to click on recommended options and you can see different articles that are a pre-written answer to a consumer question and you can simply insert that pre-written details into your action 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 an extremely easy formula for your representatives to follow so they can easily react to e-mails so another excellent feature that freshdesk truly provides is developing groups so if you click groups in the admin section you can produce various groups for different purposes so if a concern and a ticket is associated with billing you can assign a group member so over here i’ve designated myself in this group and that individual might define their function and make them the leader of this type of billing ticket aside from that you can also assign various in the group section you can also appoint various tickets to different 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 consumer escalations where clients might have elevated a particular situation and yeah this is how you can get going with your online ticketing using freshdesk.com i hope you men discovered this easy to understand and valuable and i’ll capture you men in the next video Sending Freshdesk Tickets To Salesforce