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Freshworks

in 5 days

“Bringing ideas to life is the challenge creators and business managers face on almost every project. At Software Folder not only do we inspire with tips and creative resource. We inspire by example…”

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SoftwareFolder Noteworthy Business & Lifestyle Tools for The Job.

Freshworks CRM is an all-in-one solution, combining salesforce automation, marketing automation, chat, and telephony functionalities.

This means you have everything you need in a single tool, streamlining your workflow and simplifying customer management. Continue to learn more about preparing yourself for deploying customer service software in 5 days.

5 Day Introduction Plan to Freshworks

Freshworks Day 5

Are your marketing and sales teams not on the same page?

Imagine having a powerful tool that helps you create stronger connections with your customers while breaking down barriers between different teams. That’s exactly what Freshworks CRM does!

It’s a next-generation customer engagement platform that makes your marketing and sales efforts more personalized and effective.

With Freshworks CRM, you don’t need to be a tech expert to understand your customers better. The CRM uses AI (Artificial Intelligence) to give sales and marketing professionals valuable insights about your customers at just the right moments. This means you can engage with your customers in a way that feels tailor-made for them.

And here’s the best part – everything you need is all in one place! Freshworks CRM combines salesforce automation, marketing automation, chat, and telephony into a single solution.

This means you can easily manage all your customer information and interactions from a central location.

No more jumping between different tools and wasting time!

Customer for life...

With the Customer-for-Life Cloud feature, it brings sales and marketing together, fostering a better partnership.

Marketing teams gain a deeper understanding of their target audience, allowing them to create more effective campaigns.

On the other hand, the sales team knows exactly who is working on what, as well as who they’re dealing with. Overall, making it easier to close deals and provide top-notch service.

 

DAY ONE

Day 1: Connecting Freshchat and Freshdesk for Seamless Integration

During the first day of the course, we will focus on the seamless integration between Freshchat and Freshdesk.

By connecting these two platforms, you can unlock a range of benefits that will enhance your customer support operations.

Firstly, you will be able to view tasks and tickets from Freshdesk directly within Freshchat, providing a consolidated view of customer interactions.

Additionally, you can import solution articles as frequently asked questions (FAQs), making it easier for agents to access relevant information.

Lastly, syncing contacts between the two platforms ensures that customer information remains consistent across the board.

Actionable Task:
Connect your Freshchat and Freshdesk accounts today to start enjoying the benefits of streamlined customer support. Take a few minutes to configure the integration settings and explore the new functionalities available to you.

DAY TWO

Day 2: Efficient Task Management within Freshchat

On the second day, we will delve into task management within Freshchat, empowering your agents to collaborate effortlessly and resolve customer issues more efficiently.

With the ability to create tasks within a conversation, agents can assign them to teammates or internal agents on Freshdesk, ensuring accountability and clear ownership.

By leveraging this feature, your team can collaborate seamlessly, streamline their workflows, and provide faster resolutions to customer queries.

Actionable Task:
Encourage your agents to utilize the task management feature in Freshchat. Implement a practice where tasks are assigned within conversations to the appropriate team members, allowing for streamlined collaboration and quicker issue resolution.


GET A DEMO TODAY

Actionable Task:
Connect your Freshchat and Freshdesk accounts today to start enjoying the benefits of streamlined customer support. Take a few minutes to configure the integration settings and explore the new functionalities available to you.

DAY THREE

Day 3: Streamlining Conversations with Threads...

During the third day of the course, we will focus on threads in Freshchat.

Threads provide a valuable organizational tool for agents, enabling them to have focused discussions on specific customer queries without cluttering up the conversation pane.

By creating threads, agents can ensure that conversations stay organized, making it easier to locate and refer back to important information.


GET A DEMO TODAY

Actionable Task:
Encourage your agents to utilize threads in Freshchat to streamline their conversations. Encourage them to create threads for specific topics or issues, making it easier for them to navigate through conversations and provide more efficient support.

DAY FOUR

Day 4: Enhancing Email Communication with Quoted Text

On the fourth day, we will explore the benefits of using quoted text in emails within Freshchat.

This feature allows agents to distinguish between old and new messages by highlighting quoted content. With quoted text, agents can quickly gain context without having to scroll through several replies.

This saves time and enables agents to respond to customer inquiries more effectively.

GET A DEMO TODAY

Actionable Task:
Enable the quoted text feature in your Freshchat email settings. Encourage your agents to make use of this feature when communicating with customers via email. This will help them gain context quickly and provide more accurate and informed responses

DAY FIVE

Day 5: Optimizing Customer Support with New Features and Logic

On the final day of the course, we will cover some exciting new features and logic introduced in Freshchat to optimize your customer support operations.

Conversation properties allow agents to set measurable properties that can be used to analyze and improve support operations.

Contact management in the Team Inbox allows you to choose which contact fields to display, associate contacts, identify duplicates, and merge them directly from the inbox.

Bot analytics enhancements provide access to key metrics, allowing you to build custom reports and gain better insights from your bot conversations.

Lastly, the new threading logic ensures that conversations flow seamlessly, creating or continuing threads based on predefined intervals.

GET A DEMO TODAY

Actionable Task:
Explore and implement the new features and logic introduced in Freshchat. Encourage your team to leverage conversation properties, manage contacts effectively, utilize bot analytics, and optimize threading logic.

These enhancements will help you enhance the efficiency and effectiveness of your customer support processes

“Bringing ideas to life is the challenge creators face on almost every project. At Software Folder not only do we inspire creators with tips and creative resource. We inspire by example…”

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