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6 Tips to Make Service Cloud Migrations Easier

In a crowded marketplace, business value is becoming more about offering a great customer experience over a customer lifetime as opposed to a one-off sale. How does your business measure up to today’s service challenges?

In our guide, Salesforce Service Cloud Migrations Made Easy, we explore in detail how to make your Salesforce Service Cloud migration easier. Here’s a highlight.

6 Tips to Make Service Cloud Migrations Easier

6 Tips to Make Service Cloud Migrations Easier

1. Be open to process changes

Change management starts from within, and that means creating a culture where change is not only expected, but appreciated.

2. Let processes drive the new solution

To increase user adoption post-implementation, don’t fit your processes to your technology, fit your technology to your processes.

3. Leverage native Salesforce functionality

Customizations are typically a part of technology, but they don’t have to be. Explore service features that can support your business right out-of-the-box.

4. Get a head start on the data

Data extraction can be a difficult, often slow and arduous process. We recommend migrating only the data that will truly be used by agents in Salesforce. Do you need help identifying exactly what that is? We can help.

5. Knowledge article migrations can be tricky

Knowledge articles are often an essential part of a Service Cloud transition, but they can be fraught with complexity. We share tips on what to consider when migrating your knowledge articles.

6. Reporting on day one

Set a baseline for your customer service metrics so you know how far you’ve come.

Customer service technology plays a defining role in the brand experience. Do you want to improve your customer experience but aren’t sure where to start? Begin with intelligent data and actionable insights just like GoPro, HULU, and many other leading brands did. Let us know if we can help you with any questions regarding migrating to Salesforce Service Cloud by contacting us here, or leaving a comment in the section below.

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