Move data from Salesforce Service Cloud to HelpSpot
We know that the task of switching various help desk systems back and forth sometimes can be overwhelming. But rest assured as data migration has never been more powerful and simple than today. And we can deploy an effective way to migration from Salesforce Service Cloud.
Unprepared Documentation
In Salesforce Service Cloud you can create a CSV file that would comprise the entirety of your data. However, the data often runs into non-compliance of format, data scattering or record missing situations.
These are the key factors that most of the businesses are anxious about, aside from the fact that you even can’t anticipate them.
Unsupportive Vendors
The extra reliance on vendors during migration often interferes daily workflow for an indefinite period.
It’s obvious that your platform’s vendor won’t be very glad to help somebody who has chosen another help desk over them.
We can deal with the problem of the non-present vendor’s help to make data migration process less worrying for your company.
Absence of an experienced IT team
Even after picking the most suitable method for your Salesforce Service Cloud data export, there is a possibility that you won’t be able to find an expert tech team that will complete the task the way you need.
This is one of the most common reasons why businesses are having issues with data transition.
It’s Time to Raise the Bar
The age of data migration and digitalization demands that you should be on par with current migration standards. And we will be supportive for you at each step of your way to make the process as seamless as we can.
Move from Salesforce Service Cloud to HelpSpotHow We Can Take Care of These Problems?
We have been helping companies with their data migration issues for quite a long time now.
And not only us but our clients and many reviewing platforms deem us to be experts in the field.
Be sure - we know what are your concerns and how we can deal with this quickly and painlessly.
Easy to Configure
You don’t need programming skills whatsoever. It all comes down to contacting us and telling us your needs. Our developers will assure a robust data migration from Salesforce Service Cloud.
Regularly Tested
Our migration tool is designed to avert any probability of your valuable records to be gone. We can easily verify and control the process of the data export for you before the full transition. That’s for you to find and remove the weak points and possible pitfalls of the upcoming migration.
Time-saving
With our guidance, you don’t have to stop the workflow to control every point in the Salesforce Service Cloud export. You can leave this for our team of professionals while your staff continues tackling the tasks.
Under the Watchful Eye of Experts
You can trust our developed migration assistance and analytical expertise during your data migration. Our professionals can answer any kind of questions from the simplest to most tangled ones. All you might need to figure out the Salesforce Service Cloud migration process in a comfortable way.
Our Exclusivity: Why You Should Use Our Service?
Data Security First
You can be sure of the safety of your private information and login details. We value data privacy and have strict confidentiality rules. All information you give us is utilized only through the migration process.
Dedicated Support in Real-time
Our support reps are always ready to support you during the migration from Salesforce Service Cloud and assure you that the process goes on in the way you want.
Unquestionable Data Integrity
Our data transfer tool is being checked and updated regularly. Thus, you can trust us that the record organization will be the same after the transfer and there’s no potential for records altering.
What you can migrate
That the list is generalized and may differ depending on your target platform
Help Desk Objects
Tickets
with replies, notes and attachments
Contact
Companies
Agents
Agents Groups
Knowledge Base Objects
Articles
with images and attachments
Categories
Folders
Simplified Automated Export Process
Preparation work
The first step is preparing your Salesforce Service Cloud records in order to complete the export like you want to. Head to HelpSpot account and create necessary agent profiles and custom fields there. Our team will contact you if there’s something else you have to prepare.
Linking your Salesforce Service Cloud account.
The next stage is providing login details to your source account. This way, our tool will be able to reach the data you want to be transferred from Salesforce Service Cloud.
Linking up HelpSpot.
Link up HelpSpot in the same way - by providing the HelpSpot access information. Only afterward the tool will be able to tie these two platforms and transfer the data between them.
Picking data to move.
Now, you have to choose precisely what and which way you want to be exported. In case you want additional personalization, you may also demand it from our IT specialists to make certain that your export works as you wish.
Trying Free Trial.
We strongly recommend to test out the migration beforehand. Submit a request for Free Demo and initiate it as many times as you want to find and minimize any possible issues. It will be possible for you to view and control a limited amount of tickets with this trial.
Completing the migration.
Whenever you’re satisfied with the results and ready to proceed to the full transfer, you can start it out. But be certain to pick out a quiet time when the flow of customer queries is the least stressful. Voila, now you’re fully ready for your Salesforce Service Cloud export!
What Does Automated Data Migration Mean?
Just try it now and you’ll see for yourself - the essence of our migration tool is to fulfill your personal migration needs through efficient and seamless migration.
Trust Your Service Cloud Export to the Professionals
Our dedicated team members provide real-time expert support and help you understand the whole data migration process from A to Z.