Freshdesk Zoho Crm Integration – Delight your customers

So we are talking about…Freshdesk Zoho Crm Integration…you can use freshdesk for client service so let’s get started 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 sign up you’re gon na start and that will pack your basic dashboard so when you’re starting 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 verify your email and listed below that you can see you can add your language whatever sort of language you desire on your site alter the color of your logo design so as you can see i’m gon na go with a pink and listed 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 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 below that you can include your consumer support e-mail so if someone is going to be contacting you you can set that email over here and next up you can invite somebody to your team 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 next up over here we have our dashboard our control panel reveals 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 chart that reveals you the trends so if the tickets are selling out much better or worse it’s going to reveal you a nice pattern and below that you have your consumer fulfillment and you can see the percentage of negative responses or favorable reactions even neutral actions and the overall actions that you have actually gotten on the right side you’re gon na have your order of business so something that you require to contribute to your order of business you’re gon na add it over here and it’s gon na offer you a great little tip on your basic control panel and now on the left side we’re gon na proceed 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 high and urgent 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 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 needs and successive below that you have your basic contact and business so you can view those whichever way that you have gotten in touch with people you can see their email addresses uh their company titles their phone numbers facebook twitter whatever type of account information that you have about them listed below that you have your solutions tab so your service tab is a general sort of information tab which allows you to see your e-mail marketing your legal requirements

Get Freshdesk Zoho Crm Integration support, customer, ticket, software, zendesk,

your service associated statements so if there is something that is type of miscellaneous you will discover it in your services tab and below the services tab you have your reports and analytics reports are the fundamental general summary of the number of tickets you may have sold what is the ticket volume trend you can see over here you can get a help desk thorough ticket analysis and you can likewise see your ticket volume patterns so you can Freshdesk Zoho Crm Integration

see on the best side you have your today’s ticket inside so how many tickets you may have sold approximately 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 performance assistance 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 below that you can see your various channels of interaction you can also see your workflow and what kind of development you have made what turning points that you have actually reached and how much efficiency each agent has you can view that from over here returning into tickets i’m going to reveal 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 type of ticket this is you can change its status you can set its priority and you can likewise set what kind of inquiry it is so what type of question it is you can also appoint a particular agent to this question so you can just include a note generally reply

 

tto this person and now i’m going to simply tell them i will be resolving 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 instantly going to enter 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 that and now i have responded to this consumer you can also delete your actions within 10 seconds so if you slip up you can delete 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 require to give 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 classifications you have basic beginning with us refunds and orders info 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 how long will shipment take that’s a concern that is typically asked you can just publish this draft and then return to ticketing i’m just gon na as a sample simply select this ticket clearly the question is various however i’m just selecting this as a sample and now i’m just going to pick 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 kinds so you’re going to click recommended services and you can see different articles that are a pre-written answer to a consumer question and you can simply place that pre-written info into your reaction and send it without needing to

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

retype the exact same kind of responses again and again so this is an extremely simple formula for your representatives to follow so they can easily react 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 different functions so if a ticket and an issue is associated with billing you can appoint a group member so over here i have actually designated myself in this group which individual could specify their function and make them the leader of this type of billing ticket aside from that you can likewise designate various in the group section you can also designate various 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 client escalations where customers may have raised a specific scenario 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 helpful and i’ll capture you people in the next video Freshdesk Zoho Crm Integration

 

 

Freshdesk Zoho Crm Integration – Delight your customers

So we are talking about…Freshdesk Zoho Crm Integration…you can utilize 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 details and register for totally free as soon as you register you’re gon na start which will pack 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 individualize your assistance desk you can verify your email and below that you can see you can add your language whatever sort of language you want on your site change the color of your logo so as you can see i’m gon na go with a pink and listed below that you can also alter your menu color so i’m likewise 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 select your assistance channel so how you can be contacted via phone email social networks chat or forms and listed below that you can include your customer assistance e-mail so if somebody is going to be contacting you you can set that email over here and next up you can invite somebody to your group so if you have a team that is working for you if somebody is going to be selling the tickets for you you can invite them over here next up over here we have our control panel our control panel shows our

 

unresolved tickets past due tickets tickets that are due that are open that are on hold or unassigned tickets below that they’re gon na give you a graph that shows you the patterns so if the tickets are selling out much better or even worse it’s going to reveal you a good pattern and below that you have your client fulfillment and you can see the percentage of positive reactions or unfavorable reactions even neutral reactions and the total reactions that you have gotten on the right side you’re gon na have your to-do list so something that you need to add to your to-do list you’re gon na add it over here and it’s gon na give you a great little pointer on your basic dashboard 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 state let’s arrange them by their status and now you can see high and immediate ones will be on the leading 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 kind of tickets you wish to see if you want to see the tickets that are appointed to a specific individual or the tickets that are still unassigned you can see them over here you can filter them out according to your needs and successive below that you have your basic contact and business so you can see those whichever manner in which you have actually called individuals you can see their e-mail addresses uh their company titles their phone numbers facebook twitter whatever kind of account information that you have about them below that you have your services tab so your service tab is a general kind of information tab which enables you to view your e-mail marketing your legal requirements

Get Freshdesk Zoho Crm Integration support, customer, ticket, software, zendesk,

your service related statements so if there is something that is kind of miscellaneous you will discover it in your solutions tab and listed below the solutions tab you have your analytics and reports reports are the fundamental general overview of how many tickets you might have sold what is the ticket volume pattern you can see over here you can get a help desk in-depth ticket analysis and you can also view your ticket volume trends so you can Freshdesk Zoho Crm Integration

see on the ideal 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 seven tickets increase the volume by 99 and listed below that you have your basic administrative settings your group channels workflow representative productivity support operation and your general account settings over here you can view the progress or the information 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 kind of progress you have made what turning points that you have actually reached and how much efficiency each representative has you can view that from over here returning into tickets i’m going to reveal 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 particular classification what kind of ticket this is you can alter its status you can set its priority and you can also set what kind of query it is so what type of concern it is you can likewise designate a particular agent to this query so you can simply include a note essentially reply

 

tto this person and now i’m going to simply tell them i will be resolving your ticket your concern 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 respond to the customer so it’s instantly going to enter hi matt rogers that’s the customer name this is jane doe what might be the problem with your item i’m just going to send out that and now i have responded to this consumer you can also erase your responses within 10 seconds so if you make a mistake you can erase them within a few seconds and retype your emails so if you’re a service that’s running this ticketing service and you have a comparable sort of action you require to give to each of your consumers 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 going with us refunds and orders information presents and vouchers and facts and concerns so in fact in questions you can see over here there is some draft templates that are currently readily available and let’s see the length of time will shipment take that’s a concern that is typically asked you can simply publish this draft and then return to ticketing i’m just gon na as a sample just select this ticket obviously the question is various however i’m just choosing this as a sample and now i’m simply 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 suggested options 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 consumer question and you can just place that pre-written information into your response and send it without needing to

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

retype the very same type of answers again and again so this is an extremely easy formula for your agents to follow so they can quickly respond to e-mails so another fantastic feature that freshdesk truly supplies is developing groups so if you click on groups in the admin area you can develop different groups for different purposes so if a problem and a ticket is connected to billing you can appoint a group member so over here i’ve designated myself in this group and that individual could specify their role and make them the leader of this type of billing ticket other than that you can likewise appoint various in the group area you can likewise designate various 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 customers might have raised a particular situation 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 helpful and i’ll catch you men in the next video Freshdesk Zoho Crm Integration