Transfer Crisp Data to Salesforce Service Cloud
Moving data into Salesforce Service Cloud can be overwhelming for a great number of businesses. The complete manual migration process is not rarely possible to be successfully made by beginners or people with little knowledge about programming and coding. You'll likely also to meet the issue of your help desk software provider and their reluctance to help you abandon their platform. After all, you will end up being their lost customer. But relax, there’s still a way to migrate your customer records avoiding all the fuss.
Limited Import Methods
Salesforce Service Cloud doesn’t offer seamless ways to import customer info from the Crisp to their system.
You will have to use a number of ways such as CSV for contacts, conversations with excel, as well as other methods for users, knowledge base and more. Though it may seem that sound like you have loads of migration choices, all of them together require manual transfer.
Absence of Professionals
You can use API, CSV, and other ways to transfer to Salesforce Service Cloud. Though, you’re going to have a skilled IT staff to manage the transition process.
If you don’t have one within your employees, you’re going to have to employ one. And then you’ll have to find out if the created code will act exactly as expected.
Manual Transition is Unsafe
You can save a few dollars managing the import alone. The chances are small though.
You might wind up losing your data anyways. Moreover, you may have to go through a data restoration process and still lose records after the restore level.
Making Data Transfer Simpler
Migrating records from your Crisp to Salesforce Service Cloud doesn’t have to be a problem. Really, we can make the process a piece of cake. You nevermore have to lose time moving things around and hoping for the best the moment the process is started. Just imagine the restarts and restorations that would have to take place if you make an error on both ends. Invest time in what matters most – making your customers happy. We will handle the remaining part of the transition!
Import from Crisp to Salesforce Service CloudOur work - Your Win
Putting efforts into our work every day, our team has taken a lot of time practicing and experience and can involve them in controlling your data migration.
We can manage different kinds of transfers from and to help desk or helpdesk-like systems.
We move everything, with no restrictions to Salesforce Service Cloud with our migration tool. And we’re offering the following avantages:
Downtime is a Thing of the Past
With our methods, we can bring downtimes to the end. We understand that you need to continue with daily business at once. Data transfer times will turn out to be so low that you won’t even notice it . And then your staff can continue doing their activities of caring for clients.
Test it First
A successful migration process should have a trial step. This guarantees that the entire process will be successful, and you will have a chance to detect any pitfalls and correct them before doing the complete transfer. Our specialists have made a tool that gives you endless trial runs so that you can assess the process and anticipate any problems.
No Frills Data Import to Salesforce
Using our service is a seamless experience with no frills. It requires no downloads, software to install, or even code to make. Migrate data to Salesforce Service Cloud with ease.
Maintaining Ticket Structure
Another challenge of data migration is the integrity of data. What use do migrated tickets have when they are scrambled or have data missing. That’s why we have rigorous serviceability check before we use our tool. We assure you that you’ll have an easy time transferring your data.
Why You Should Decide On Our Migration Tool
Data Safety and Privacy
Most businesses are scared of using migration services for fear of information leaks. We understand your needs and we make certain that your data will only be used during the transfer process. All info will be kept confidential.
Migration Support
Our team of experts will always be on standby to help you with the data transition . You’ll be supported during the transfer and we’ll also make sure that everything is going on as expected.
Information Security
Our developers have created tools that won’t replace the data in any way. The import process will transfer your data from point A to point B with no alterations or loss of records.
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
The Salesforce Service Cloud Import Process
First thing first
Like with any successful transfer, preparing is recommended. Sign in to Service Cloud and create custom fields and agent profiles. For now, triggers and automation rules should be deactivated.
Login your Crisp
It’s time to go over to your Crisp and copy the security tokens and credentials. You’ll use this to link your Crisp with Salesforce Service Cloud and set up the migration process.
Linking Salesforce Service Cloud
After this, go back to Salesforce Service Cloud and create tokens and credentials. You’ll also have to provide these in the data transition wizard to complete the connection.
Preserving Data Structure
You can also adjust which data you want to be migrated and to which fields they belong. Or in case there are additional demands for your import, you can opt for customization.
Test the Import
When you’re prepared, it’s time for a free trial. The free trial enables you conduct a data importing process and examine a small number of data for integrity and success. Additionally, you can set it up as many times as you need.
Transferring to Service Cloud
After conducting a free demo, you have to transfer your data. To make the process simpler, pick a time when your support crew is the least loaded and start the import .
Hear from our satisfied customers
The service was excellent, the pricing and process were clear. Support was excellent! Even though it took us two months to pull the trigger, support was always there to help us out.
The product and service are fantastic. Even if you are a beginner, they would help you. We transfer our data from Jira Service Desk to Salesforce Service Cloud easily. Support Team held our hand during the whole process.
Automatic Migration Tool
You can request a free demonstration of our migration tool serviceability. You’ll see the complete procedure, get a feel of the wizard, and check the data that’s transferred. Transfer your data now!
Migrate to Salesforce with our Expert Team
Still feel nervous about doing things alone? Our specialists are always ready to aid you. We can offer you a price today!