Moving from Kayako to Zendesk: A Smooth Transition Guide

Do not jump directly into the migration, but see what is happening with Kayako that you are handling currently. You must be aware of the location of all your data; tickets, customer information, and any modifications you’ve done. Well, here are a few other things to take care of when implementing Kayako to zendesk migration.

See What Zendesk Has to Offer

Take some time to familiarize yourself with Zendesk and its tools and available options. They have a reasonable ticketing system, interesting analytics, and countless opportunities to integrate with other apps. Understanding what is out there will enable you to set your agenda.

Plan It Out Step by Step

Develop a strategy for the change process. Sort out what must occur at what stage, who is responsible for what, and how long it should all take. You might want to have Zendesk’s professionals determine it for you and even assist in carrying it out. 

Make the Switch 

If it is time to move, look at your data and attempt to migrate without any issues. Before you go live to ensure customer satisfaction, test everything out.

Keep the Momentum Going After the Move

After the move has been done, perform other tests to make sure all the parts are running perfectly. Make sure to provide your team with active training on zendesk so that they are ready to work as soon as possible


Comments

Popular posts from this blog

A Guide to Choosing the Right Zendesk Partner for Your Business Needs

Freshdesk vs Zendesk: Why and How to Make the Switch

Freshdesk vs. Zendesk: Why Businesses Are Making the Switch