Skip Moore Linkedin Freshdesk – effortless omnichannel service

So we are talking about…Skip Moore Linkedin Freshdesk…you can use freshdesk for client service so let’s get going to begin with you’re gon na begin your complimentary trial on freshdesk.com and over here you’re gon na put in your details and register for complimentary as soon as you register you’re gon na start and that will pack 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 help desk you can validate your email and listed below that you can see you can add your language whatever type 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 likewise change your menu color so i’m likewise gon na make that pink i guess or i need to make that black yeah and so you can update those and next you’re gon na pick your support channel so how you can be gotten in touch with via phone e-mail social media chat or forms and below that you can include your consumer support e-mail so if someone is going to be calling 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 selling the tickets for you you can invite them over here successive over here we have our control panel our dashboard shows our

 

unsolved tickets past due tickets tickets that are due that are open that are on hold or unassigned tickets listed below that they’re gon na provide you a chart that shows you the trends so if the tickets are selling out better or even worse it’s going to show you a great trend and below that you have your consumer fulfillment and you can see the percentage of favorable responses or negative actions even neutral responses and the total actions that you have actually 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 add it over here and it’s gon na offer you a nice little reminder on your basic dashboard and now on the left side we’re gon na move on 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 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 wish to see if you wish to see the tickets that are appointed to a specific individual or the tickets that are still unassigned you can see them over here you can filter them out as per your needs and successive listed below that you have your basic contact and companies so you can see those whichever way that you have actually gotten in touch with people you can see their email addresses uh their business titles their phone numbers facebook twitter whatever sort of account details that you have about them below that you have your solutions tab so your solution tab is a general type of details tab which permits you to see your email marketing your legal requirements

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your service related statements so if there is something that is sort of miscellaneous you will find it in your solutions tab and below the services tab you have your analytics and reports reports are the standard general summary of how many tickets you might have sold what is the ticket volume trend you can see over here you can get an aid desk in-depth ticket analysis and you can likewise view your ticket volume trends so you can Skip Moore Linkedin Freshdesk

see on the right side you have your today’s ticket inside so how many tickets you may have sold approximately what is the boost or reduce in these sales you can see getting 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 basic account settings over here you can view the development or the details of a particular staff 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 kind of progress you have made what turning points that you have actually reached and just how much efficiency each agent has you can see that from over here going back 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 include tags you can put it in a particular category what sort of ticket this is you can change its status you can set its priority and you can likewise set what type of question it is so what type of question it is you can also designate a particular representative to this query so you can just add a note generally reply

 

tto this person and now i’m going to simply tell them i will be solving 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 add this note now i’m going to reply to the customer so it’s immediately going to key in hi matt rogers that’s the customer name this is jane doe what might be the concern with your item i’m just going to send that and now i have responded to this client you can also delete your actions 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 type of action you require to give to each of your consumers again and again you’re going to go into the services tab and over here you can see there is the classifications you have actually general beginning with us orders and refunds info gifts and discount coupons and truths 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 for how long will shipment take that’s a concern that is typically asked you can just publish this draft and after that go back to ticketing i’m simply gon na as a sample simply choose this ticket certainly the question is different but 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 reply to it and you can see when you’re replying to a consumer on the bottom left you can see suggested services and canned forms so you’re going to click on suggested services and you can see various posts that are a pre-written answer to a client concern and you can just insert that pre-written info into your reaction and send it without having to

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retype the very same sort of responses again and again so this is a really simple formula for your representatives to follow so they can easily react to e-mails so another terrific function that freshdesk actually offers is developing groups so if you click on groups in the admin area you can develop various groups for various functions so if a concern and a ticket is connected to billing you can designate a group member so over here i’ve assigned myself in this group and that individual could specify their function and make them the leader of this type of billing ticket aside from that you can also assign different in the group area you can likewise designate different 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 customer escalations where consumers might have raised a certain situation and yeah this is how you can begin with your online ticketing using freshdesk.com i hope you men discovered this easy to understand and useful and i’ll capture you guys in the next video Skip Moore Linkedin Freshdesk