It may look like an easy task, but the devil is always in the details. You will have to move the data from one help desk platform to another. No one wants to risk losing the crucial part of transferred customer service data if the process goes wrong. Many companies select Salesforce Service Cloud as their new help desk system. But how to perform the Salesforce migration becomes a tricky task.
Every business has its own goals and priorities, yet personalized and timely customer service is important on default. Some businesses start small and run their support service in a shared mailbox or live chat tool. Once they grow and scale, they need a more functional solution, and here’s where Salesforce Service Cloud comes as a great option. With Salesforce, you can:
provide a quality customer experience and boost employee engagement as well
On the other hand, you need to migrate your service data to Salesforce and that’s not as easy as you might want it to be. Be sure to include into your preparation process:
If you want to get the perfect result, you will have to perform help desk data migration correctly. There are some tips that we will mention down below.
There are certain tips you should pay attention to while migrating the support service records:
Drawing up a line, you see that Salesforce migration takes a lot of preparations and planning, plus setting ups after your customer service data is already reached your desired help desk. But you can leave the data migration itself to the professionals and take care of your software tuning up and providing customer service without downtime.
