Sync Freshdesk Organization Salesforce – effortless omnichannel service

So we are talking about…Sync Freshdesk Organization Salesforce…you can use freshdesk for customer care so let’s start first of all 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 totally free as quickly as you register you’re gon na get going and that will fill your basic dashboard 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 personalize your aid desk you can validate your email and below that you can see you can include your language whatever sort of language you desire on your website alter 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 need to make that black yeah and so you can update those and next you’re gon na choose your assistance channel so how you can be contacted by means of phone email social media chat or kinds and listed below that you can add your client assistance email so if somebody 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 group that is working for you if somebody is going to be selling the tickets for you you can welcome them over here successive over here we have our control panel our control panel 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 give you a graph that shows you the patterns so if the tickets are selling out better or worse it’s going to reveal you a nice trend and listed below that you have your consumer fulfillment and you can see the percentage of favorable actions or unfavorable responses even neutral reactions and the total actions that you have actually received on the right side you’re gon na have your to-do list so something that you need to add to your order of business you’re gon na add it over here and it’s gon na offer you a nice little tip on your basic dashboard and now on the left side we’re gon na proceed to tickets you can arrange your tickets over here so let’s simply say let’s arrange them by their status and now you can see high and urgent 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 kind of tickets you want to see if you wish to see the tickets that are designated to a specific person or the tickets that are still unassigned you can view 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 gotten in touch with people you can see their email addresses uh their business titles their phone numbers facebook twitter whatever type of account details that you have about them below that you have your solutions tab so your option tab is a basic kind of info tab which permits you to view your e-mail marketing your legal requirements

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your service related announcements so if there is something that is type of miscellaneous you will discover it in your options tab and below the solutions tab you have your analytics and reports reports are the standard general introduction of how many tickets you may have sold what is the ticket volume pattern you can see over here you can get a help desk extensive ticket analysis and you can also view your ticket volume patterns so you can Sync Freshdesk Organization Salesforce

see on the right side you have your today’s ticket inside so the number of tickets you might have offered or so what is the increase or decrease 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 representative productivity assistance operation and your general account settings over here you can view the development or the details of a certain employee or a group member and listed below that you can see your different channels of communication you can also view your workflow and what kind of progress you have actually made what turning points that you have actually reached and just how much productivity each agent has you can see 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 particular classification what type of ticket this is you can change its status you can set its concern and you can likewise set what sort of question it is so what type of question it is you can also designate a specific representative to this question so you can simply include a note basically respond

 

tto this person and now i’m going to simply tell them i will be solving 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 respond to the customer 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 that and now i have replied to this customer you can also erase your reactions within 10 seconds so if you slip up you can delete them within a couple of seconds and retype your emails so if you’re an organization that’s running this ticketing service and you have a similar type of action you require to offer to each of your customers again and again you’re going to enter into the services tab and over here you can see there is the classifications you have general starting with us orders and refunds information gifts and coupons and facts and concerns so in fact in questions you can see over here there is some draft templates that are currently available and let’s see the length of time will shipment take that’s a question that is typically asked you can simply publish this draft and after that go back to ticketing i’m just gon na as a sample just choose this ticket clearly the question is various however i’m simply picking 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 consumer on the bottom left you can see suggested options and canned kinds so you’re going to click on recommended services and you can see various posts that are a pre-written answer to a customer question and you can simply place that pre-written information into your reaction and send it without needing to

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retype the same sort of answers again and again so this is an extremely simple formula for your representatives to follow so they can quickly react to e-mails so another great feature that freshdesk really supplies is producing groups so if you click on groups in the admin section you can create different groups for different functions so if a ticket and an issue is connected to 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 type of billing ticket aside from that you can likewise designate various in the group area you can also designate different 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 consumers may have raised a particular scenario and yeah this is how you can get going with your online ticketing utilizing freshdesk.com i hope you guys discovered this easy to understand and handy and i’ll capture you people in the next video Sync Freshdesk Organization Salesforce