Syncing Salesforce With Freshdesk – effortless omnichannel service

So we are talking about…Syncing Salesforce With Freshdesk…you can use freshdesk for customer service so let’s get started first of all you’re gon na start your complimentary trial on freshdesk.com and over here you’re gon na put in your details and register for complimentary as quickly as you register you’re gon na start which will fill your basic dashboard so when you’re beginning with freshdesk as you can see on the left side it will establish your account so over here and individualize your aid desk you can confirm your e-mail and listed 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 so as you can see i’m gon na opt for a pink and below that you can also change your menu color so i’m likewise gon na make that pink i guess or i must make that black yeah and so you can upgrade those and next you’re gon na pick your support channel so how you can be contacted through phone email social media chat or forms and listed below that you can add your client support email so if someone is going to be contacting you you can set that email over here and next up you can welcome someone 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 successive over here we have our control panel our dashboard reveals our

 

unresolved tickets overdue 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 reveals you the patterns so if the tickets are selling out much better or even worse it’s going to show you a great trend and below that you have your customer fulfillment and you can see the portion of negative reactions or favorable responses even neutral actions and the total actions that you have actually received on the best side you’re gon na have your order of business so something that you need to contribute to your to-do list you’re gon na add it over here and it’s gon na give you a nice little reminder on your basic control panel 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 immediate and high ones will be on the top nevertheless 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 want to see if you wish to see the tickets that are appointed to a specific person 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 business so you can view those whichever manner in which you have actually contacted people 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 below that you have your options tab so your solution tab is a basic sort of details tab which enables you to see your email marketing your legal requirements

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your service associated statements so if there is something that is kind of miscellaneous you will find it in your solutions tab and listed below the options tab you have your reports and analytics reports are the standard general summary 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 thorough ticket analysis and you can also view your ticket volume trends so you can Syncing Salesforce With Freshdesk

see on the ideal side you have your today’s ticket inside so the number of tickets you may have offered or two 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 general administrative settings your team channels workflow agent efficiency assistance operation and your basic account settings over here you can see the development or the details of a specific team member or a group member and below that you can see your different channels of communication you can also view your workflow and what sort of progress you have actually made what milestones that you have actually reached and how much efficiency each representative has you can see that from over here returning into tickets i’m going to reveal you how you can resolve 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 change its status you can set its top priority and you can also set what type of inquiry it is so what type of concern it is you can also appoint a specific agent to this inquiry so you can just include a note basically reply

 

tto this person and now i’m going to just 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 include this note now i’m going to respond 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 out that and now i have responded to this customer you can also erase your actions within 10 seconds so if you slip up you can erase them within a few seconds and retype your emails so if you’re an organization that’s running this ticketing service and you have a comparable type of action you need to offer to each of your customers again and again you’re going to go into the options tab and over here you can see there is the classifications you have actually general beginning with us orders and refunds info presents and vouchers and realities and concerns so in fact in questions you can see over here there is some draft templates that are already readily available and let’s see the length of time will delivery take that’s a question that is often asked you can just publish this draft and after that return to ticketing i’m just gon na as a sample simply select this ticket clearly the question is different however i’m just picking this as a sample and now i’m simply 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 consumer on the bottom left you can see recommended options and canned types so you’re going to click recommended solutions and you can see different posts that are a pre-written answer to a customer question and you can simply insert that pre-written info into your reaction and send it without having to

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retype the same type of answers again and again so this is a very easy formula for your agents to follow so they can quickly respond to emails so another terrific function that freshdesk actually supplies is producing groups so if you click on groups in the admin area you can create various groups for various functions so if a ticket and an issue is associated with billing you can assign a group member so over here i’ve assigned myself in this group which individual could define their function and make them the leader of this type of billing ticket other than that you can also appoint different in the group area you can also assign various tickets to various groups and as soon as 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 particular scenario and yeah this is how you can begin with your online ticketing using freshdesk.com i hope you men found this easy to understand and valuable and i’ll catch you men in the next video Syncing Salesforce With Freshdesk