Smart List Associated Contacts Freshdesk Sell – effortless omnichannel service

So we are talking about…Smart List Associated Contacts Freshdesk Sell…you can use freshdesk for client service so let’s begin first off 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 free as quickly as you sign up you’re gon na get going and that will load your basic dashboard so when you’re getting going with freshdesk as you can see on the left side it will establish your account so over here and customize your help desk you can confirm your email and listed below that you can see you can add your language whatever sort of language you want on your site change 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 ought to make that black yeah and so you can update those and next you’re gon na select your support channel so how you can be gotten in touch with via phone e-mail social media chat or kinds and below that you can include your client 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 group 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 control panel shows our

 

unsolved tickets past due tickets tickets that are due that are open that are on hold or unassigned tickets below that they’re gon na give 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 great trend and below that you have your consumer satisfaction and you can see the portion of positive reactions or unfavorable actions even neutral reactions and the overall actions that you have actually received on the ideal side you’re gon na have your order of business so something that you need to add to your to-do list you’re gon na include it over here and it’s gon na provide you a nice little suggestion 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 say let’s arrange them by their status and now you can see urgent 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 see if you wish to see the tickets that are assigned to a particular individual or the tickets that are still unassigned you can see them over here you can filter them out according to your requirements and successive listed below that you have your basic contact and business so you can view those whichever way that you have contacted people you can see their e-mail addresses uh their business titles their phone numbers facebook twitter whatever kind of account information that you have about them below that you have your services tab so your option tab is a basic sort of information tab which allows you to see your email marketing your legal requirements

Get Smart List Associated Contacts Freshdesk Sell support, customer, ticket, software, zendesk,

your service associated statements so if there is something that is type of various you will find it in your solutions tab and listed below the options tab you have your analytics and reports reports are the fundamental general introduction of how many tickets you might have offered what is the ticket volume pattern you can see over here you can get an assistance desk extensive ticket analysis and you can likewise see your ticket volume patterns so you can Smart List Associated Contacts Freshdesk Sell

see on the right side you have your today’s ticket inside so the number of tickets you may have sold approximately 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 assistance operation and your general account settings over here you can see the development or the information of a particular staff 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 turning points that you have actually reached and 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 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 sort of ticket this is you can alter its status you can set its priority and you can likewise set what kind of query it is so what kind of concern it is you can also appoint a particular representative to this query so you can simply add 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 reply 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 replied to this customer you can likewise erase your reactions within 10 seconds so if you make a mistake you can delete them within a couple of seconds and retype your emails so if you’re a company that’s running this ticketing service and you have a comparable sort of reaction you require to offer 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 general getting going with us orders and refunds information gifts and coupons and truths and concerns so in fact in questions you can see over here there is some draft design templates that are already available and let’s see how long will shipment take that’s a question that is often asked you can just publish this draft and after that go back to ticketing i’m just gon na as a sample simply select this ticket clearly the concern is various 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 suggested solutions and canned types so you’re going to click on suggested options and you can see different short articles that are a pre-written answer to a customer concern and you can simply place that pre-written information into your response and send it without needing to

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retype the exact same type of responses again and again so this is a really simple formula for your agents to follow so they can quickly react to emails so another great function that freshdesk truly provides is developing groups so if you click groups in the admin area you can produce different groups for various purposes so if a ticket and an issue is associated with billing you can designate a group member so over here i have actually designated myself in this group which person could specify their role and make them the leader of this kind of billing ticket aside from that you can also designate various in the group section you can likewise designate various tickets to various 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 client escalations where clients may have elevated a specific scenario and yeah this is how you can get started with your online ticketing utilizing freshdesk.com i hope you people found this easy to understand and helpful and i’ll catch you people in the next video Smart List Associated Contacts Freshdesk Sell