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 sales@mondaycall.com

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

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