Freshdesk Exchange Integration – Delight your customers

So we are talking about…Freshdesk Exchange Integration…you can use freshdesk for client service so let’s start first of all you’re gon na begin your complimentary trial on freshdesk.com and over here you’re gon na put in your details and register for free as soon as you register you’re gon na get started which will fill your basic control panel 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 personalize your help desk you can verify your e-mail and below that you can see you can include your language whatever sort 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 below that you can also alter your menu color so i’m also 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 assistance channel so how you can be called through phone e-mail social media chat or types and listed below that you can add your customer support e-mail so if somebody is going to be contacting you you can set that email over here and next up you can welcome somebody to your team so if you have a team that is working for you if someone is going to be selling the tickets for you you can welcome them over here next up over here we have our dashboard our control panel 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 provide you a chart that shows you the trends so if the tickets are selling out much better or worse it’s going to reveal you a nice pattern and listed below that you have your consumer satisfaction and you can see the portion of positive responses or unfavorable actions even neutral responses and the overall responses that you have gotten 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 nice 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 just say let’s sort them by their status and now you can see high and immediate ones will be on the top 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 want to see the tickets that are designated 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 business so you can see those whichever manner in which you have called people you can see their email addresses uh their company titles their contact number facebook twitter whatever type of account details that you have about them listed below that you have your services tab so your solution tab is a general sort of information tab which enables you to view your e-mail marketing your legal requirements

Get Freshdesk Exchange Integration support, customer, ticket, software, zendesk,

your service associated statements so if there is something that is sort of various you will find it in your services tab and listed below the options tab you have your analytics and reports reports are the fundamental general summary of the number of tickets you might have offered what is the ticket volume pattern you can see over here you can get an aid desk extensive ticket analysis and you can also view your ticket volume trends so you can Freshdesk Exchange Integration

see on the best side you have your today’s ticket inside so the number of tickets you might have sold approximately 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 group channels workflow agent performance support operation and your basic account settings over here you can see the development or the information of a certain employee or a group member and listed below that you can see your different channels of interaction you can also see your workflow and what kind of development you have made what milestones 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 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 classification what kind of ticket this is you can alter its status you can set its top priority and you can also set what type of inquiry it is so what kind of question it is you can also appoint a particular agent to this query so you can just add a note basically reply

 

tto this person and now i’m going to just tell them i will be resolving 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 immediately going to enter hi matt rogers that’s the client name this is jane doe what might be the concern with your product i’m just going to send that and now i have replied to this consumer you can likewise erase your actions 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 a company that’s running this ticketing service and you have a similar sort of reaction you need to provide 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 categories you have general getting started with us refunds and orders info presents and discount coupons and realities and concerns so in fact in questions you can see over here there is some draft design templates that are currently offered and let’s see for how long will delivery take that’s a question that is frequently asked you can just publish this draft and then return to ticketing i’m just gon na as a sample simply select this ticket obviously the concern is different but 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 reply to it and you can see when you’re replying to a client on the bottom left you can see recommended solutions and canned forms so you’re going to click suggested solutions and you can see various articles that are a pre-written answer to a consumer concern and you can simply insert that pre-written info into your response and send it without needing to

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

retype the same type of answers again and again so this is a really easy formula for your representatives to follow so they can quickly react to emails so another great feature that freshdesk actually provides is creating groups so if you click on groups in the admin section you can develop various groups for various functions so if a ticket and an issue is connected to billing you can appoint a group member so over here i have actually appointed myself in this group and that person might specify their role and make them the leader of this kind of billing ticket aside from that you can likewise appoint various in the group area you can also designate different tickets to different groups and once 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 consumer escalations where clients may have elevated a certain circumstance and yeah this is how you can start with your online ticketing utilizing freshdesk.com i hope you guys discovered this easy to understand and handy and i’ll catch you guys in the next video Freshdesk Exchange Integration

 

 

Freshdesk Exchange Integration – Delight your customers

So we are talking about…Freshdesk Exchange Integration…you can use freshdesk for customer care so let’s get going first off you’re gon na begin your free trial on freshdesk.com and over here you’re gon na put in your information and register for complimentary as quickly as you sign up you’re gon na get started and that will load your basic control panel so when you’re getting going with freshdesk as you can see on the left side it will establish your account so over here and personalize your assistance desk you can confirm your e-mail and listed below that you can see you can include your language whatever type of language you desire on your website change the color of your logo so as you can see i’m gon na choose 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 must make that black yeah and so you can update those and next you’re gon na select your support channel so how you can be gotten in touch with through phone e-mail social media chat or types and below that you can include your customer assistance e-mail 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 selling the tickets for you you can invite them over here successive over here we have our control panel our dashboard 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 provide you a graph that reveals you the patterns so if the tickets are selling out better or even worse it’s going to show you a nice trend and below that you have your customer fulfillment and you can see the portion of favorable actions or unfavorable responses even neutral responses and the overall actions that you have actually gotten on the ideal side you’re gon na have your order of business 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 good little tip on your basic control panel and now on the left side we’re gon na move on 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 leading however the other ones will be on the bottom now next up on the best side you can see over here you can filter out what sort of tickets you wish 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 business so you can view those whichever manner in which you have actually contacted individuals you can see their email addresses uh their company titles their telephone number facebook twitter whatever type of account details that you have about them listed below that you have your services tab so your service tab is a basic sort of info tab which allows you to see your e-mail marketing your legal requirements

Get Freshdesk Exchange Integration support, customer, ticket, software, zendesk,

your service related 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 fundamental general summary of how many tickets you may have offered 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 view your ticket volume patterns so you can Freshdesk Exchange Integration

see on the best side you have your today’s ticket inside so the number of tickets you might have sold or so what is the increase or reduce in these sales you can see getting seven tickets increase the volume by 99 and listed below that you have your basic administrative settings your group channels workflow representative performance support operation and your basic account settings over here you can see the development or the details of a specific 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 type of development you have made what turning points that you have actually reached and how much productivity each representative has you can see that from over here returning into tickets i’m going to reveal 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 add 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 sort of question it is so what type of concern it is you can likewise appoint a particular representative to this inquiry so you can simply include a note generally 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 customer so it’s instantly going to key in hi matt rogers that’s the client name this is jane doe what might be the problem with your product i’m simply going to send that and now i have actually replied to this client you can also delete your reactions within 10 seconds so if you slip up you can delete them within a few seconds and retype your e-mails so if you’re a company that’s running this ticketing service and you have a comparable type of action you require to give to each of your consumers again and again you’re going to go into the services tab and over here you can see there is the classifications you have basic beginning with us orders and refunds details gifts and coupons and truths 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 for how long will shipment take that’s a concern that is frequently asked you can just release this draft and after that go back to ticketing i’m simply gon na as a sample just choose this ticket clearly the question is various however i’m just picking this as a sample and now i’m simply going to select this as a sample and i’m going to reply to it and you can see when you’re responding to a customer on the bottom left you can see recommended services and canned forms so you’re going to click recommended services and you can see different posts that are a pre-written answer to a consumer concern and you can simply insert that pre-written details into your action and send it without having to

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

retype the same sort of responses again and again so this is a very simple formula for your representatives to follow so they can quickly respond to emails so another terrific function that freshdesk actually provides is creating groups so if you click on groups in the admin section you can create various groups for various functions so if a problem and a ticket is related to billing you can appoint a group member so over here i have actually assigned myself in this group and that person could specify their role and make them the leader of this kind of billing ticket aside from that you can also appoint various in the group area you can also appoint different tickets to different 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 client escalations where clients might have elevated a certain circumstance and yeah this is how you can begin with your online ticketing utilizing freshdesk.com i hope you guys found this easy to understand and handy and i’ll capture you men in the next video Freshdesk Exchange Integration