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Zendesk to Salesforce
Service Cloud Migration

Strategic move towards exceptional customer service and operational brilliance

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Why migrate to Salesforce Service Cloud?

Salesforce Service Cloud has several advantages over Zendesk, which makes it a strong choice for businesses looking to enhance their customer engagement strategies.

No. 1 Service Cloud

Salesforce Service Cloud is a leader in the 2023 Gartner Magic Quadrant for CRM Customer Engagement Centers. Its effectiveness and reliability in the market are unquestionable.

AI-Driven Customization

Agentforce empowers businesses to effortlessly create and tailor AI agents that assist both customers and employees. These agents maintain consistency with your company’s brand voice and are powered by reliable data from Salesforce CRM and external sources like Data Cloud.

Multi-Cloud Solution

Salesforce provides a single platform that consolidates data from various business units and integrates seamlessly with external systems beyond just Salesforce. Organizations gain access to unlimited capabilities and customisation options that drive growth and efficiency.

How do we work?

Check our Case Study

Migration from Zendesk to Salesforce

Successful transition to centralize customer support operations. The migration preserved all data types, maintained integrations, and customized the Salesforce instance to enhance operational efficiency and customer engagement.

Zendesk to Salesforce Migration

What Thinkproject says about us

Think Beyond are a dependable partner whose principles rely on constant communication and collaboration. They will be there for you throughout the project, even if unforeseen issues or complications arise.
The size and scope of our project continues to change but this is met as a challenge, with the right amount of critical thinking and questioning, rather than a problem.
Think Beyond look at our implementation in a holistic manner, rather than just rolling out single functionalities, they understand the whole system and how it’s interlocking parts and dependencies need to be approached.
Besides that, all the team are friendly and fun to work with, which goes a long way.

Adam Finch-Turner
Director Support Services at Thinkproject

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Challenges

Zendesk to Salesforce Service Cloud Migration

Knowledge Articles

Migrating knowledge articles from Zendesk to Salesforce presents challenges, such as maintaining internal links from one case to another or to the knowledge base. In addition, the process can lead to the creation of duplicate accounts and contacts during migration, which can complicate data integrity.

Data Migration

We need to assess data quality and analyze multiple sources, including SQL databases, Excel files and other CRM solutions. Effective data consolidation also requires the ability to handle large volumes of data while ensuring compatibility between different formats and systems.

Management of Processes

Our team is equipped to handle the intricacies of replicating ticket management features, including various views, layouts, and access control setups. We are also experienced in configuring multiple channels such as email to case and phone to case, ensuring a smooth transition of case status workflows, SLAs and automation triggers.

Business Continuity

This involves staying operational and assisting customers as usual. We closely monitor and document the migration process to quickly troubleshoot any issues that may arise. Our goal is to minimize disruptions to customer service and ensure a seamless migration.

GenAI Capabilities

Our expertise in cloud-based AI and machine learning services ensures seamless functionality and advanced analytics capabilities, such as Agentforce. We help businesses navigate the complexities of automation and optimization by adapting existing workflows to effectively leverage intelligent agents for a superior customer experience.

Case Workflows
Migration

During migration, we take care of transferring the rules that ensure cases are assigned to the right person or queue. These rules are triggered when cases are created or updated, which helps to facilitate timely resolution for case submitters and improve overall efficiency.

How can we help your company?

Your migration from Zendesk to Salesforce Service Cloud represents a transformative step for your organization, and Think Beyond is the reliable partner to make this happen.

With over 100 completed projects and more than 220 Salesforce certificates, we know how to ensure a successful migration. Our commitment to maintaining, securing, and improving the Salesforce platform will help you make this migration a part of your business strategy.

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CANDIDATES PASS TECHNICAL INTERVIEW

60+

SALESFORCE EXPERTS

4.95

CSAT score on AppExchange

100+

COMPLETED PROJECTS

220+

SALESFORCE CERTIFICATES

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Want to find out more about migration from Zendesk?

Schedule a free consultation to receive key information on migrating from Zendesk to Salesforce Service Cloud

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