Freshdesk Sugarcrm – Delight your customers

So we are talking about…Freshdesk Sugarcrm…you can use freshdesk for client service so let’s begin first off you’re gon na begin your complimentary trial on freshdesk.com and over here you’re gon na put in your information and sign up for totally free as soon as you register you’re gon na get started and that will pack 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 individualize your aid desk you can confirm your e-mail and listed below that you can see you can add your language whatever type of language you want 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 must make that black yeah and so you can update those and next you’re gon na pick your support channel so how you can be gotten in touch with by means of phone e-mail social networks chat or types and listed below that you can include your customer support 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 welcome them over here next up over here we have our control panel our control panel shows 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 graph that shows you the patterns so if the tickets are selling out better or worse it’s going to reveal you a good pattern and below that you have your customer complete satisfaction and you can see the percentage of positive responses or unfavorable responses even neutral actions and the overall reactions that you have gotten on the right side you’re gon na have your order of business so something that you require 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 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 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 best side you can see over here you can filter out what type of tickets you wish to see if you want to see the tickets that are designated 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 below that you have your basic contact and companies so you can view those whichever way that you have actually gotten in touch with individuals you can see their email addresses uh their company titles their phone numbers facebook twitter whatever sort of account details that you have about them listed below that you have your services tab so your solution tab is a basic type of details tab which allows you to see your e-mail marketing your legal requirements

Get Freshdesk Sugarcrm 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 services tab and below the options tab you have your reports and analytics reports are the basic general introduction of how many tickets you may have sold what is the ticket volume pattern you can see over here you can get an assistance desk thorough ticket analysis and you can also see your ticket volume trends so you can Freshdesk Sugarcrm

see on the right side you have your today’s ticket inside so the number of tickets you may have sold approximately what is the increase or reduce in these sales you can see getting seven tickets increase the volume by 99 and below that you have your basic administrative settings your team channels workflow agent productivity support operation and your basic account settings over here you can view the progress or the details of a particular employee or a group member and listed below that you can see your different channels of communication you can likewise see your workflow and what sort of development you have made what turning points that you have actually reached and just how much efficiency each agent 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 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 kind of concern it is you can likewise designate a specific representative to this question so you can just add a note essentially reply

 

tto this person and now i’m going to just tell them i will be fixing 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 add this note now i’m going to reply to the client so it’s instantly going to key in hi matt rogers that’s the customer name this is jane doe what might be the problem with your item i’m simply going to send that and now i have actually replied to this consumer you can also erase your responses within 10 seconds so if you make a mistake you can delete them within a few seconds and retype your e-mails so if you’re a business that’s running this ticketing service and you have a similar kind of response you need to offer 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 categories you have basic beginning with us orders and refunds info gifts and coupons and truths and questions so in fact in questions you can see over here there is some draft templates that are already readily available and let’s see for how long will delivery take that’s a question that is often asked you can just release this draft and after that go back to ticketing i’m just gon na as a sample simply choose this ticket clearly the question is different however i’m just picking 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 customer on the bottom left you can see suggested services and canned types so you’re going to click on suggested solutions and you can see various short articles that are a pre-written answer to a consumer question and you can just insert that pre-written info into your action 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 very easy formula for your representatives to follow so they can easily react to e-mails so another great function that freshdesk truly offers is creating groups so if you click on groups in the admin area you can develop different groups for different purposes so if an issue and a ticket is related to billing you can appoint a group member so over here i’ve designated myself in this group which individual could specify their role and make them the leader of this kind of billing ticket other than that you can also appoint various in the group section you can also assign different tickets to various 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 customer escalations where clients may have raised a particular circumstance and yeah this is how you can get going with your online ticketing utilizing freshdesk.com i hope you men discovered this easy to understand and helpful and i’ll catch you guys in the next video Freshdesk Sugarcrm

 

 

Freshdesk Sugarcrm – Delight your customers

So we are talking about…Freshdesk Sugarcrm…you can utilize freshdesk for customer support so let’s begin 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 soon as you register you’re gon na begin which will load your basic dashboard 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 aid desk you can confirm your e-mail and below that you can see you can add 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 opt for 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 need to make that black yeah and so you can upgrade those and next you’re gon na select your support channel so how you can be contacted by means of phone email social media chat or forms and below that you can add your client assistance email so if someone is going to be contacting you you can set that email over here and next up you can invite someone to your group so if you have a team that is working for you if somebody is going to be offering the tickets for you you can invite them over here successive over here we have our dashboard our control panel reveals our

 

unsolved 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 graph that reveals you the trends so if the tickets are selling out much better or worse it’s going to show you a good pattern and below that you have your client fulfillment and you can see the percentage of negative actions or positive actions even neutral actions and the total responses that you have actually received on the best side you’re gon na have your to-do list so something that you require to add to your order of business you’re gon na include it over here and it’s gon na provide you a great little tip on your basic control panel 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 say let’s sort 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 best side you can see over here you can filter out what type of tickets you want to see if you wish to see the tickets that are assigned to a particular person or the tickets that are still unassigned you can see them over here you can filter them out based on your needs and next up listed below that you have your basic contact and companies so you can see those whichever way that you have gotten in touch with people you can see their email addresses uh their company titles their contact number facebook twitter whatever sort of account information that you have about them below that you have your solutions tab so your solution tab is a general sort of information tab which enables you to see your email marketing your legal requirements

Get Freshdesk Sugarcrm 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 solutions tab and below the services tab you have your reports and analytics reports are the basic 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 in-depth ticket analysis and you can likewise view your ticket volume trends so you can Freshdesk Sugarcrm

see on the right side you have your today’s ticket inside so the number of tickets you may have offered or so what is the increase or decrease in these sales you can see receiving 7 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 general account settings over here you can see the development or the details of a certain staff member or a group member and listed below that you can see your various 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 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 add tags you can put it in a specific category what sort of ticket this is you can alter its status you can set its top priority and you can also set what sort of inquiry it is so what type of question it is you can likewise appoint a particular representative to this inquiry so you can simply include a note essentially reply

 

tto this person and now i’m going to simply 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 add this note now i’m going to reply to the consumer so it’s immediately going to type in hi matt rogers that’s the consumer name this is jane doe what might be the issue with your product i’m just going to send out that and now i have replied to this customer you can also erase your responses 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 a service that’s running this ticketing service and you have a comparable sort of reaction you require to give to each of your customers again and again you’re going to enter into the options tab and over here you can see there is the categories you have basic getting started with us orders and refunds info presents and vouchers and facts and questions so in fact in questions you can see over here there is some draft design templates that are currently available and let’s see for how long will shipment 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 choose this ticket clearly the concern is different but i’m just picking 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 customer on the bottom left you can see suggested solutions and canned forms so you’re going to click on suggested options and you can see different posts that are a pre-written answer to a client concern and you can just insert that pre-written details into your response and send it without having to

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

retype the very same sort 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 great function that freshdesk truly supplies is developing groups so if you click groups in the admin section you can develop various groups for various functions so if a problem and a ticket is related to billing you can designate a group member so over here i have actually assigned myself in this group which individual might define their role and make them the leader of this type of billing ticket aside from that you can also designate different in the group area you can likewise designate different tickets to different 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 may have raised a specific scenario and yeah this is how you can start with your online ticketing using freshdesk.com i hope you people found this easy to understand and practical and i’ll capture you people in the next video Freshdesk Sugarcrm