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Migrating Zendesk to Salesforce Service Cloud
The Power of the Salesforce Platform Versus a Stand-alone Tool
One Platform
Customization
Full Roadmap for Growth
Omnichannel
Flexible Platform for Growth
The Salesforce Service Cloud is the world’s #1 service platform, providing a full range of capabilities to enable any customer service organization to help their customers and build loyalty with every interaction.
Give your agents a full 360° view of the customer.
Support your customer on any channel, including mobile messaging, web chat, AI-powered chatbots, and social media.
Help customers help themselves with a self-service portal, including account information, knowledge articles, documentation, and one-on-one agent assistance through chat.
Resolve more support issues on the first interaction: online, on a call, or in the field.
Integrations
Datasheet
your GO-TO service cloud partner
Native Integration with Sales Cloud & Marketing Clouds
Endless Possibilities to Seamlessly Connect to:
• Customer Usage Database• Orders/ ERP• Jira / Bug Database• Slack / SMS
• Automation and Workflows• Complex Escalation Rules• Product/Service-Specific SLA’s• Full Language/Currency Support• Extensible User Interface
Entitlements/Asset Tracking
Knowledge
CTI Integration
Chat / LiveAgent
Chatter
AppExchange Apps
Customer Community
Field Service Lighting
625+ 9 Yearsbusiness
About MondayCall
Key Industries #ExpertiseTechnologyManufacturingConsumer GoodsMedia/Advertising
ServicesEngineering/ConstructionFinancial ServicesHealth Life Sciences ...
Sample Customers
customers
#coreexpertise
Zendesk migrations can be complex, requiring deep expertise and significant planning. MondayCall will work with you to manage any and all issues, but a few key ones to consider:
• Understand requirements and take full advantage of the best native Salesforce features and workflow
• Migrate/convert only the Zendesk macros you need • Salesforce allows total customization but focus on
customizing for maximum advantage and the best cost-benefit ratio
• Assess data quality, map structures and data. Case comments and attachments are particularly complex due to structure and export options Zendesk provides
• Training and change management are essential for any go-live rollout
Planning and execution is key to a seamless, rapid, disruption-free transition.
average rating on AppExchange CSAT RATING5-star 9.6
Done Right the First TimeThis Migration Takes Skill &
ExperienceCharacterize the Integration Requirements
• Is data to be exchanged or functions/activities called or both?
• Is it unidirectional or bi-directional?• Does it need to occur in real-time or not?
(e.g. pollling / batch)• What is the type of data/information to be exchanged?
(e.g. image files? Attachments?)• What is the expected volume of data?• Average volume may inform bandwidth requirements,
governor limit issues and • Peak volume will inform potential system requirement issues• Does information need to cross firewalls? • Map the appropriate data between the two systems• Is data transformation required? Where and how will it
occur?• What information will be displayed/reported? You can’t
report on data that isn’t there• Does all data have to be brought over, or is the last 1-2 years
sufficient?
MondayCall has deep expertise in Zendesk to Salesforce migrations, with a proven methodology and tools to ensure a successful project. Guiding you throughout the process, MondayCall will work with you to design and build your new Salesforce solution and seamlessly migrate, launch and if necessary, support you for as long as you need. There’s huge value in having it done right the first time.
• Assess• Define Requirements• Design (incl Roadmap & Phasing)• Build and Iterate• Data Migration• Test and UAT• Train End-Users and Admins• Go-Live• Support
WEBSITE http://www.mondaycall.comTELEPHONE 866-958-6936EMAIL [email protected]
for sales inquiries: MondayCall is a leading Salesforce.com Gold consulting partner HQ’d in San Francisco. MondayCall provides a
full range of business, technical and development services on the Salesforce.com platform.
For More Information
Sales CloudService CloudField Service LightingSalesforce CPQPlatform Development
Customer CommunityPartner Community IntegrationsLightning MigrationsPardot