Freshdesk allows a Company to improve Customer Service by automating time-consuming operations like sorting through Inquiries and allocating tickets.
Salesforce provides a web-based customer service tool that includes every essential thing that a fast-developing company needs to provide exceptional customer service.
Salesforce offers more to businesses, such as more than 100 integrations and currency support. Whereas, Freshdesk, triumphs due to features such as availability across all platforms and comprehensive customization choices at a lesser price than Salesforce. However, it is lacking in more complex functions. The following arguments explain why a company should migrate from Freshdesk to Salesforce:
While Freshdesk is a reliable support tool, our decision to migrate to Salesforce stems from several reasons, including the higher level of customization available, its strong integration with Sales and Marketing functionalities, and its suitability for enterprise organizations. However, during the migration process, it is crucial to prioritize the following considerations:
Migrating To Salesforce Service Cloud From Freshdesk Requires A Deep Analysis, Planning, And Execution. The Migration Can Be Categorized Into Three Different Buckets And Corresponding Set Of Actions.
Setup Service Cloud, Profiles, migrate trigger, automation and integrations.
Migrate Agents, Tickets, Comments and Knowledgebase.
Migrate self-service portal to browse Knowledge, be able to log a ticket and manage other things.
Service Process, Automation & Integration Migration
Service Cloud Setup
Freshdesk to Salesforce Service Cloud Data Mapping:
|Salesforce Service Cloud
|User (Salesforce Standard license)
|User (Customer Community Login or Plus license) + Contact + Account
|Case Comment OR Feed Post (Whatever best suits per need)
We can migrate Jira Issue numbers in any Case field by making additional api call: Jira Integration API | Freshdesk Developer Docs
Transitioning from Freshdesk to Salesforce is a momentous choice that demands substantial time, resources, and diligent effort. To ensure the utmost return on this investment, it’s crucial to execute the migration impeccably. For this purpose, consider collaborating with a team like ours, boasting over 30 successful Freshdesk migrations and equipped with an in-house tool for seamless data extraction, transformation, and import into Salesforce. We’re eager to connect and swiftly demonstrate the ease of our process. Feel free to reach out to us at: firstname.lastname@example.org