Salesforce Plus Freshdesk – Delight your customers

So we are talking about…Salesforce Plus Freshdesk…you can utilize freshdesk for client service so let’s get started to begin with 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 complimentary as quickly as you sign up 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 personalize your help desk you can validate your email and below that you can see you can include 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 listed below that you can also alter your menu color so i’m also gon na make that pink i guess or i ought to make that black yeah therefore you can upgrade those and next you’re gon na pick your support channel so how you can be gotten in touch with via phone e-mail social networks chat or types and below that you can add your customer assistance email so if someone 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 somebody is going to be selling the tickets for you you can invite them over here next up over here we have our dashboard our control panel shows our

 

unresolved 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 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 listed below that you have your customer satisfaction and you can see the portion of unfavorable responses or favorable reactions even neutral actions and the total responses that you have received 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 include it over here and it’s gon na give you a nice little pointer on your basic dashboard and now on the left side we’re gon na move on to tickets you can arrange your tickets over here so let’s just say let’s arrange 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 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 designated to a specific person or the tickets that are still unassigned you can view them over here you can filter them out based on your requirements and successive 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 email addresses uh their company titles their contact number facebook twitter whatever sort of account information that you have about them listed below that you have your solutions tab so your service tab is a basic sort of details tab which allows you to view your email marketing your legal requirements

Get Salesforce Plus Freshdesk support, customer, ticket, software, zendesk,

your service related announcements so if there is something that is kind of miscellaneous you will find it in your solutions tab and listed below the solutions tab you have your analytics and reports reports are the basic general introduction of the number of tickets you might have offered what is the ticket volume trend you can see over here you can get an aid desk thorough ticket analysis and you can likewise see your ticket volume trends so you can Salesforce Plus Freshdesk

see on the best side you have your today’s ticket inside so the number of tickets you may have sold or so what is the boost or reduce 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 performance support operation and your basic account settings over here you can view the progress or the information of a certain team 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 milestones that you have reached and 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 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 classification what type of ticket this is you can change its status you can set its concern and you can likewise set what kind of question it is so what type of concern it is you can also assign a specific agent to this query so you can just add 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 upgrade the status i’m going to add this note now i’m going to reply to the client so it’s immediately going to type in 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 out that and now i have responded to this client you can likewise erase your actions within 10 seconds so if you make a mistake 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 similar type of response you need to give to each of your customers again and again you’re going to enter into the solutions tab and over here you can see there is the classifications you have general beginning with us refunds and orders information presents and vouchers and truths and questions 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 shipment take that’s a question that is frequently asked you can just release this draft and then go back to ticketing i’m simply gon na as a sample just select this ticket certainly the concern is various however i’m just selecting 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 consumer on the bottom left you can see recommended solutions and canned forms so you’re going to click on recommended solutions and you can see various short articles that are a pre-written answer to a consumer question and you can simply place that pre-written info into your action and send it without having to

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

retype the very same kind of responses again and again so this is a really simple formula for your agents to follow so they can quickly respond to e-mails so another excellent function that freshdesk truly provides is creating groups so if you click on groups in the admin section you can create different groups for various purposes so if a concern and a ticket is related to billing you can designate a group member so over here i’ve appointed myself in this group which individual could define their role and make them the leader of this kind of billing ticket besides that you can also appoint different in the group area you can likewise 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 might have raised a specific scenario 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 catch you guys in the next video Salesforce Plus Freshdesk

 

 

Salesforce Plus Freshdesk – Delight your customers

So we are talking about…Salesforce Plus Freshdesk…you can use freshdesk for customer support so let’s get going to begin with you’re gon na begin your totally free trial on freshdesk.com and over here you’re gon na put in your information and sign up for complimentary as soon as you sign up you’re gon na get going which will load your basic control panel 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 aid desk you can confirm your e-mail and listed below that you can see you can add your language whatever kind 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 below that you can likewise alter your menu color so i’m also gon na make that pink i guess or i should 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 by means of phone e-mail social networks chat or types and listed below that you can include your customer assistance email so if somebody is going to be calling you you can set that e-mail 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 offering the tickets for you you can invite them over here next up over here we have our dashboard 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 offer 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 percentage of unfavorable reactions or positive actions even neutral responses and the overall actions that you have received on the best side you’re gon na have your order of business so something that you need to contribute to your order of business you’re gon na include it over here and it’s gon na give you a great little suggestion on your basic dashboard 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 state let’s arrange 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 want to view if you wish 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 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 called people you can see their email addresses uh their company titles their contact number facebook twitter whatever sort of account details 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 Salesforce Plus Freshdesk support, customer, ticket, software, zendesk,

your service related announcements so if there is something that is sort of various you will discover it in your solutions tab and below the solutions tab you have your reports and analytics reports are the fundamental general summary of how many tickets you might 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 see your ticket volume patterns so you can Salesforce Plus Freshdesk

see on the best side you have your today’s ticket inside so how many tickets you may have offered or two what is the boost or reduce in these sales you can see getting seven tickets increase the volume by 99 and listed below that you have your general administrative settings your group channels workflow agent efficiency support operation and your general account settings over here you can see the progress or the information 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 type of development you have made what turning points that you have reached and how much efficiency each representative has you can view that from over here going back 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 category what kind of ticket this is you can change its status you can set its top priority and you can likewise set what type of question it is so what kind of concern it is you can likewise appoint a specific representative to this question so you can simply include a note generally reply

 

tto this person and now i’m going to just tell them i will be fixing 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 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 consumer name this is jane doe what might be the problem with your item i’m simply going to send that and now i have replied to this client you can also erase your reactions within 10 seconds so if you make a mistake you can erase them within a couple of 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 need 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 categories you have actually 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 design templates that are currently available and let’s see the length of time will delivery take that’s a concern that is often asked you can simply release this draft and then go back to ticketing i’m simply gon na as a sample just choose this ticket clearly the question is various but i’m just selecting 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 replying to a customer on the bottom left you can see recommended services and canned forms so you’re going to click suggested services 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 info into your reaction and send it without having to

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

retype the very same kind of answers again and again so this is a very simple formula for your agents to follow so they can easily respond to emails so another excellent feature that freshdesk truly provides is developing groups so if you click groups in the admin area 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 designated myself in this group and that individual could specify their role and make them the leader of this kind of billing ticket other than that you can likewise assign various in the group area you can also assign 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 elevated a particular scenario 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 useful and i’ll catch you people in the next video Salesforce Plus Freshdesk