Sugarcrm Freshdesk – effortless omnichannel service

So we are talking about…Sugarcrm Freshdesk…you can utilize freshdesk for customer service so let’s get started first off you’re gon na start your complimentary trial on freshdesk.com and over here you’re gon na put in your details and sign up for complimentary as soon as you register you’re gon na begin which will load your basic control panel so when you’re starting with freshdesk as you can see on the left side it will set up your account so over here and personalize your help desk you can validate your e-mail and below that you can see you can include your language whatever kind of language you want on your site alter the color of your logo so as you can see i’m gon na opt for a pink and listed below that you can also alter your menu color so i’m likewise gon na make that pink i guess or i should 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 contacted by means of phone email social networks chat or types and listed below that you can add your consumer assistance email so if someone is going to be contacting you you can set that e-mail over here and next up you can invite somebody 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 welcome them over here next up over here we have our control panel our dashboard shows our

 

unsettled 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 offer you a graph that shows you the patterns so if the tickets are selling out much better or worse it’s going to reveal you a great trend and listed below that you have your consumer fulfillment and you can see the portion of unfavorable reactions or favorable reactions even neutral actions and the overall actions that you have actually received on the ideal side you’re gon na have your to-do list 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 offer you a nice little suggestion on your basic dashboard and now on the left side we’re gon na proceed to tickets you can sort your tickets over here so let’s just say let’s arrange them by their status and now you can see high and urgent 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 want to view if you wish to see the tickets that are assigned to a specific individual or the tickets that are still unassigned you can view them over here you can filter them out as per your requirements and next up below that you have your basic contact and companies so you can see those whichever way that you have actually contacted people you can see their email addresses uh their business titles their contact number 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 kind of info tab which enables you to see your e-mail marketing your legal requirements

Get Sugarcrm Freshdesk support, customer, ticket, software, zendesk,

your service associated announcements so if there is something that is type of miscellaneous you will discover it in your options tab and listed below the services tab you have your analytics and reports reports are the standard general overview of how many tickets you may have sold what is the ticket volume trend you can see over here you can get a help desk in-depth ticket analysis and you can also see your ticket volume patterns so you can Sugarcrm Freshdesk

see on the best side you have your today’s ticket inside so how many tickets you may have sold or so what is the increase or decrease in these sales you can see receiving seven tickets increase the volume by 99 and below that you have your basic administrative settings your team channels workflow agent productivity assistance operation and your general account settings over here you can view the progress or the details of a certain employee or a group member and below that you can see your different channels of communication you can likewise see your workflow and what kind of development you have made what turning points that you have actually reached and just how much efficiency each representative 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 specific category what kind of ticket this is you can alter its status you can set its top priority and you can also set what kind of question it is so what kind of question it is you can also appoint a specific agent to this question so you can just include a note basically respond

 

tto this person and now i’m going to just tell them i will be fixing 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 add this note now i’m going to reply to the customer so it’s automatically going to enter hi matt rogers that’s the consumer name this is jane doe what might be the problem with your product i’m just going to send out that and now i have actually responded to this consumer 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 reaction you need to give to each of your clients again and again you’re going to go into the solutions tab and over here you can see there is the categories you have actually basic starting with us orders and refunds info presents and discount coupons and realities and questions so in fact in questions you can see over here there is some draft templates that are currently offered and let’s see how long will shipment take that’s a concern that is typically asked you can simply release this draft and after that return to ticketing i’m simply gon na as a sample just choose this ticket undoubtedly the question is various however i’m simply choosing this as a sample and now i’m just going to pick this as a sample and i’m going to respond to it and you can see when you’re replying to a client on the bottom left you can see recommended services and canned forms so you’re going to click on suggested services and you can see different short articles that are a pre-written answer to a consumer question and you can just place that pre-written information into your reaction and send it without needing to

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

retype the same kind of responses again and again so this is an extremely simple formula for your agents to follow so they can easily react to e-mails so another terrific function that freshdesk really provides is creating groups so if you click on groups in the admin section you can develop different groups for various purposes so if a concern and a ticket is associated with billing you can designate a group member so over here i have actually appointed myself in this group and that person might define their role and make them the leader of this kind of billing ticket aside from that you can also assign various in the group section you can also assign different 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 customer escalations where clients may have elevated a certain circumstance 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 helpful and i’ll catch you men in the next video Sugarcrm Freshdesk

 

 

Sugarcrm Freshdesk – effortless omnichannel service

So we are talking about…Sugarcrm Freshdesk…you can use freshdesk for client service so let’s begin first off 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 complimentary as soon as you register you’re gon na get started and that will pack your basic control panel so when you’re getting started 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 listed below that you can see you can include your language whatever type of language you desire 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 pick your assistance channel so how you can be gotten in touch with through phone e-mail social networks chat or forms and below that you can include your client assistance email so if somebody 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 somebody is going to be offering the tickets for you you can welcome them over here successive over here we have our dashboard our control panel shows our

 

unsettled tickets overdue tickets tickets that are due that are open that are on hold or unassigned tickets listed below that they’re gon na offer 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 nice trend and listed below that you have your customer complete satisfaction and you can see the percentage of unfavorable actions or favorable reactions even neutral actions and the overall responses that you have received on the best side you’re gon na have your order of business so something that you require 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 tip on your basic dashboard 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 sort them by their status and now you can see urgent and high ones will be on the top 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 sort of tickets you wish to see if you wish to see the tickets that are designated to a particular person or the tickets that are still unassigned you can see them over here you can filter them out as per your requirements and next up listed below that you have your basic contact and business so you can view those whichever way that you have actually gotten in touch with individuals you can see their e-mail addresses uh their company titles their telephone number facebook twitter whatever type of account information that you have about them listed below that you have your options tab so your service tab is a general type of info tab which enables you to view your email marketing your legal requirements

Get Sugarcrm Freshdesk support, customer, ticket, software, zendesk,

your service related statements so if there is something that is type of miscellaneous you will discover it in your options tab and listed below the solutions tab you have your analytics and reports reports are the basic general introduction of the number of tickets you might 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 also view your ticket volume trends so you can Sugarcrm Freshdesk

see on the best side you have your today’s ticket inside so the number of tickets you may have offered approximately what is the boost or reduce in these sales you can see receiving seven tickets increase the volume by 99 and listed below that you have your general administrative settings your team channels workflow agent efficiency assistance operation and your basic account settings over here you can see the progress 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 view your workflow and what sort of development you have made what turning points that you have reached and how much efficiency each representative has you can see that from over here returning into tickets i’m going to show you how you can fix 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 kind of ticket this is you can change its status you can set its top priority and you can also set what type of query it is so what type of concern it is you can also designate a specific agent to this inquiry so you can just add a note basically 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 upgrade the status i’m going to include this note now i’m going to reply to the client so it’s automatically 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 out that and now i have replied to this consumer you can also delete your actions within 10 seconds so if you make a mistake you can erase 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 sort of action you require 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 classifications you have basic getting going with us refunds and orders information gifts and discount coupons and facts and concerns so in fact in questions you can see over here there is some draft design templates that are already offered and let’s see the length of time 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 just gon na as a sample just choose this ticket certainly the concern is different but i’m just selecting this as a sample and now i’m just 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 client on the bottom left you can see suggested options and canned types so you’re going to click recommended services and you can see different posts that are a pre-written answer to a customer concern and you can just insert that pre-written information into your action and send it without having to

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

retype the very 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 excellent function that freshdesk really offers is creating groups so if you click on groups in the admin section you can create different groups for different purposes so if a problem and a ticket is connected to billing you can assign a group member so over here i have actually designated myself in this group and that person might define their function and make them the leader of this kind of billing ticket besides that you can also designate various in the group area you can also appoint various tickets to various groups and once 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 may have elevated a specific situation and yeah this is how you can get going with your online ticketing using freshdesk.com i hope you guys found this easy to understand and helpful and i’ll capture you men in the next video Sugarcrm Freshdesk