Sugarcrm And Freshdesk Integration – effortless omnichannel service

So we are talking about…Sugarcrm And Freshdesk Integration…you can use freshdesk for client service so let’s get started first off you’re gon na start your free trial on freshdesk.com and over here you’re gon na put in your information and register for free as quickly as you register you’re gon na start and that will pack your basic dashboard 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 individualize your help desk you can confirm your e-mail and below that you can see you can include your language whatever kind of language you want on your website alter the color of your logo design so as you can see i’m gon na opt for a pink and listed below that you can likewise alter 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 select your assistance channel so how you can be gotten in touch with via phone email social media chat or kinds and below that you can add your client assistance e-mail so if someone is going to be contacting you you can set that email over here and next up you can invite 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 welcome them over here next up over here we have our control panel our control panel reveals our

 

unsolved 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 better or even worse it’s going to reveal you a nice pattern and below that you have your client complete satisfaction and you can see the portion of favorable responses or negative reactions even neutral responses and the total responses that you have actually gotten on the best side you’re gon na have your order of business 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 give you a good little tip on your basic dashboard 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 state let’s arrange them by their status and now you can see high and immediate ones will be on the leading however 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 want to see the tickets that are designated to a particular individual or the tickets that are still unassigned you can see them over here you can filter them out as per your needs and next up listed below that you have your basic contact and companies so you can view 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 listed below that you have your solutions tab so your service tab is a basic type of information tab which allows you to see your e-mail marketing your legal requirements

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your service associated statements so if there is something that is sort of miscellaneous you will find it in your options tab and below the options tab you have your analytics and reports reports are the basic general summary of how many tickets you may have sold what is the ticket volume trend you can see over here you can get an aid desk thorough ticket analysis and you can likewise view your ticket volume patterns so you can Sugarcrm And Freshdesk Integration

see on the right side you have your today’s ticket inside so the number of tickets you might have sold or two what is the boost or decrease in these sales you can see getting 7 tickets increase the volume by 99 and below that you have your basic administrative settings your team channels workflow representative efficiency assistance operation and your basic account settings over here you can see the progress or the information of a specific staff member or a group member and listed below that you can see your various channels of interaction you can likewise see your workflow and what sort of development you have actually made what milestones that you have actually reached and how much performance each representative has you can view that from over here going back into tickets i’m going to show 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 specific category what kind of ticket this is you can alter its status you can set its concern and you can likewise set what sort of inquiry it is so what kind of concern it is you can also appoint a particular agent to this inquiry so you can just include a note generally 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 automatically going to type in hi matt rogers that’s the consumer name this is jane doe what might be the concern with your item i’m simply going to send that and now i have replied to this customer you can likewise erase your actions within 10 seconds so if you slip up you can delete them within a few seconds and retype your emails so if you’re a service that’s running this ticketing service and you have a comparable kind of action you require to provide 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 actually general getting started with us refunds and orders information presents and vouchers and facts and concerns so in fact in questions you can see over here there is some draft templates that are already available and let’s see how long will shipment take that’s a question that is frequently asked you can simply publish this draft and after that go back to ticketing i’m simply gon na as a sample just choose this ticket obviously the question is various however i’m just choosing this as a sample and now i’m simply going to choose 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 services and canned types so you’re going to click recommended options and you can see different articles that are a pre-written answer to a consumer question and you can just place that pre-written information into your action and send it without needing to

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retype the very same kind of responses 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 fantastic function that freshdesk truly provides is creating groups so if you click groups in the admin section you can produce various groups for different purposes so if a problem and a ticket is associated with billing you can designate a group member so over here i’ve assigned myself in this group and that person might specify their function and make them the leader of this type of billing ticket other than that you can likewise assign various in the group section you can also 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 consumers might have elevated a particular situation and yeah this is how you can start with your online ticketing utilizing freshdesk.com i hope you men found this easy to understand and useful and i’ll capture you people in the next video Sugarcrm And Freshdesk Integration