Connectwise To Freshdesk Migration – Delight your customers

So we are talking about…Connectwise To Freshdesk Migration…you can use freshdesk for customer care 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 information and register for free as soon as you register you’re gon na get going which will pack your basic control panel so when you’re getting started 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 verify your email and below that you can see you can include your language whatever type of language you desire on your site alter the color of your logo so as you can see i’m gon na choose a pink and below that you can also 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 upgrade those and next you’re gon na choose your assistance channel so how you can be called by means of phone e-mail social networks chat or kinds and listed below that you can add your client support e-mail so if somebody is going to be calling 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 invite them over here next up over here we have our dashboard our dashboard shows our

 

unresolved 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 provide you a chart that reveals you the patterns so if the tickets are selling out much better or worse it’s going to show you a nice pattern and below that you have your client fulfillment and you can see the portion of favorable responses or unfavorable actions even neutral reactions and the overall actions that you have received on the best 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 good 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 simply say let’s sort them by their status and now you can see urgent and high ones will be on the top nevertheless 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 view if you wish to see the tickets that are designated to a particular individual or the tickets that are still unassigned you can view them over here you can filter them out as per your requirements and successive below that you have your basic contact and companies so you can see those whichever manner in which 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 listed below that you have your options tab so your option tab is a general kind of information tab which allows you to see your email marketing your legal requirements

Get Connectwise To Freshdesk Migration support, customer, ticket, software, zendesk,

your service related announcements so if there is something that is kind of miscellaneous you will discover it in your services tab and listed below the solutions tab you have your reports and analytics reports are the fundamental 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 assistance desk extensive ticket analysis and you can likewise view your ticket volume trends so you can Connectwise To Freshdesk Migration

see on the best side you have your today’s ticket inside so the number of tickets you might have sold or two what is the increase or decrease in these sales you can see receiving 7 tickets increase the volume by 99 and below that you have your general administrative settings your group channels workflow agent performance assistance operation and your basic account settings over here you can view the progress or the details of a specific staff member or a group member and listed below that you can see your various channels of communication you can likewise view your workflow and what type of development you have actually made what milestones that you have actually reached and just how much performance each agent has you can see that from over here going back 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 include tags you can put it in a specific classification what sort 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 concern it is you can also designate a specific agent to this inquiry so you can just include a note generally respond

 

tto this person and now i’m going to just 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 add this note now i’m going to respond to the customer so it’s automatically going to type in hi matt rogers that’s the customer name this is jane doe what might be the issue with your product i’m simply going to send that and now i have replied to this consumer you can likewise erase your reactions within 10 seconds so if you slip up you can erase them within a couple of seconds and retype your e-mails so if you’re a company that’s running this ticketing service and you have a similar type of action 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 started with us orders and refunds info presents and vouchers and realities and questions so in fact in questions you can see over here there is some draft design templates that are currently readily available and let’s see the length of time will delivery 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 simply choose this ticket obviously the question is different but i’m just selecting this as a sample and now i’m just going to select 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 solutions and canned kinds so you’re going to click suggested solutions and you can see various posts that are a pre-written answer to a client question and you can just place that pre-written info into your response and send it without having to

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

retype the same kind of answers again and again so this is an extremely simple formula for your agents to follow so they can easily respond to e-mails so another terrific function that freshdesk actually offers is creating groups so if you click on groups in the admin section you can produce various groups for various purposes so if a ticket and an issue is associated with billing you can appoint a group member so over here i’ve designated myself in this group and that person could define their function and make them the leader of this sort of billing ticket besides that you can likewise designate various in the group area you can also designate 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 consumer escalations where customers may have elevated a particular circumstance and yeah this is how you can get going with your online ticketing utilizing freshdesk.com i hope you guys found this easy to understand and practical and i’ll catch you men in the next video Connectwise To Freshdesk Migration

 

 

Connectwise To Freshdesk Migration – Delight your customers

So we are talking about…Connectwise To Freshdesk Migration…you can utilize freshdesk for customer support so let’s start first of all you’re gon na start your complimentary trial on freshdesk.com and over here you’re gon na put in your information and sign up for free as soon as you sign up you’re gon na get started and that will pack your basic control panel so when you’re getting going with freshdesk as you can see on the left side it will set up your account so over here and individualize your assistance 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 change the color of your logo design so as you can see i’m gon na go with 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 update those and next you’re gon na pick your assistance channel so how you can be gotten in touch with through phone email social networks chat or kinds and below that you can add your consumer assistance e-mail so if somebody is going to be contacting you you can set that e-mail 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 successive over here we have our dashboard our control panel reveals our

 

unsettled 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 much better or worse it’s going to show you a good trend and below that you have your customer complete satisfaction and you can see the portion of positive actions or unfavorable actions even neutral actions and the total actions that you have gotten on the ideal 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 include it over here and it’s gon na provide you a nice little pointer 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 just say let’s sort them by their status and now you can see high and immediate 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 type of tickets you want to view if you want to see the tickets that are appointed to a particular person or the tickets that are still unassigned you can view them over here you can filter them out based on your requirements and next up listed below that you have your basic contact and business so you can view those whichever manner in which you have actually gotten in touch with people you can see their e-mail addresses uh their business titles their contact number facebook twitter whatever type of account information that you have about them listed below that you have your solutions tab so your solution tab is a basic sort of info tab which allows you to see your email marketing your legal requirements

Get Connectwise To Freshdesk Migration support, customer, ticket, software, zendesk,

your service associated statements so if there is something that is sort of miscellaneous you will find it in your services tab and listed below the services tab you have your reports and analytics reports are the standard general introduction of how many tickets you may have offered what is the ticket volume pattern you can see over here you can get an assistance desk thorough ticket analysis and you can likewise see your ticket volume patterns so you can Connectwise To Freshdesk Migration

see on the ideal side you have your today’s ticket inside so the number of tickets you may have offered or so what is the increase or reduce in these sales you can see receiving 7 tickets increase the volume by 99 and below that you have your general administrative settings your group channels workflow representative efficiency assistance operation and your basic account settings over here you can view the progress or the details of a specific staff member or a group member and below that you can see your different channels of interaction you can likewise view your workflow and what sort of development you have made what turning points that you have actually reached and how much performance each representative has you can see that from over here going back into tickets i’m going to show 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 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 inquiry it is so what kind of concern it is you can also assign a specific representative to this query so you can just include a note essentially 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 update the status i’m going to include this note now i’m going to reply to the consumer so it’s automatically going to key in hi matt rogers that’s the consumer name this is jane doe what might be the concern with your product i’m just going to send that and now i have actually responded to this customer you can also delete your reactions within 10 seconds so if you make a mistake you can erase them within a few seconds and retype your e-mails so if you’re an organization that’s running this ticketing service and you have a similar kind of response you require 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 general getting started with us orders and refunds details gifts and vouchers and facts and questions 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 frequently asked you can simply release this draft and then go back to ticketing i’m simply gon na as a sample simply choose this ticket undoubtedly the concern is different however i’m just choosing this as a sample and now i’m just 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 consumer on the bottom left you can see recommended options and canned kinds so you’re going to click suggested options and you can see different short articles that are a pre-written answer to a customer question and you can just place that pre-written details into your action and send it without having to

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

retype the exact same sort of responses again and again so this is a really easy formula for your agents to follow so they can quickly react to e-mails so another excellent function that freshdesk really provides is developing groups so if you click on groups in the admin section you can develop different groups for different functions so if an issue and a ticket is associated with billing you can assign a group member so over here i’ve designated myself in this group and that person could specify their role and make them the leader of this type of billing ticket other than that you can also designate various in the group area you can also designate 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 consumer escalations where consumers might have raised a certain situation and yeah this is how you can begin with your online ticketing utilizing freshdesk.com i hope you people found this easy to understand and handy and i’ll capture you people in the next video Connectwise To Freshdesk Migration