Zendesk Migration
Switching to Zendesk? We'll handle your migration from start to finish.
Want to switch to Zendesk, but not sure where to start? At cloudmotion, we guide organizations through a complete and thorough Zendesk migration. From data migration to setup and onboarding, we handle the entire process.
Migrating to a new system often seems complex. You don't want to lose data or experience service interruptions, and your team needs to quickly become familiar with the new platform. That's why we provide a structured approach, including clear training and practical Zendesk onboarding for your team. Discover how we can support you!
Why do companies choose Zendesk as their customer service platform?
Zendesk is a powerful and flexible customer service platform suitable for organizations of all sizes. Companies choose Zendesk because it helps them handle customer inquiries faster and smarter, across multiple channels simultaneously. Below, we've summarized the key benefits.
Which platform do you want to switch from?
Whether you use Freshdesk, HelpScout, Trengo, Topdesk, or another customer service system, at cloudmotion we have extensive experience migrating from various platforms to Zendesk. We understand that each system has its own structure, data model, and integrations. That's why we tailor our approach entirely to your current situation.
During the Zendesk migration, we ensure that valuable data such as tickets, user information, knowledge base articles, and reports are transferred securely and completely. We also consider the specific characteristics of your current platform. Whether it's Freshdesk, HelpScout, Trengo, or Topdesk, we're happy to advise you on the differences, benefits, and practical implications of switching.
Are you currently working with Freshdesk but looking for more flexibility, scalability, and integration options? Then switching to Zendesk is a smart choice. During a Zendesk migration from Freshdesk, we ensure all your tickets, user data, labels, and reporting are carefully migrated. We take into account differences in ticket structures, automations, and API limitations. We translate your existing workflows in Freshdesk into an optimized setup within Zendesk, including customized triggers, views, SLAs, and more. This way, you'll not only make a technical transition but also a substantive improvement in your service processes.
HelpScout offers a minimalist, email-centric approach to customer support. For organizations looking to scale or requiring more automation, comprehensive reporting, and omnichannel communication, Zendesk is a more powerful alternative. During a Zendesk migration from HelpScout, we ensure the careful transfer of mailboxes, ticket history, customer profiles, and internal notes. We translate HelpScout's simple structure into a more layered, yet user-friendly Zendesk environment. We also configure triggers, macros, roles, and permissions so you can quickly benefit from Zendesk's advantages, such as live chat, self-service via a help center, and advanced analytics. Thanks to a structured approach and clear onboarding, we ensure a smooth transition and your team can get started quickly!
Trengo focuses on fast, multichannel communication within a single, shared inbox. For organizations that require more structure, scalability, and automation, Zendesk offers a logical next step. During a Zendesk migration from Trengo, we ensure that your conversation history, user data, and channels are securely transferred to Zendesk. While Trengo primarily works with individual conversations, Zendesk offers a powerful ticketing system that allows for better prioritization, automation, and reporting. We configure Zendesk based on your existing processes, with special attention to triggers, SLAs, and integrations. This way, you retain the overview of Trengo while benefiting from the extensibility of Zendesk.
Topdesk is based on the ITIL framework and strongly focuses on structured IT service management processes. For organizations looking to modernize their customer communications or expand beyond IT support, Zendesk is a future-proof choice. While Topdesk relies on well-defined processes and is often used internally, Zendesk offers greater flexibility, ease of use, and omnichannel support. Think live chat, self-service via a help center, automations, and integrations with other tools. With a Zendesk migration from Topdesk, we ensure that your existing processes are retained but translated into an accessible and customer-focused environment. We migrate relevant data, redesign workflows, and ensure your team quickly becomes familiar with the new way of working.
Are you working with another system like Intercom, Salesforce, HubSpot, LiveAgent, or your own customer service system? No problem, we have experience with a wide range of platforms. With every Zendesk migration, we analyze your existing environment: how are tickets structured, where is customer information located, which channels are active, and how are current workflows structured? Based on this, we ensure a secure data migration and a future-proof setup in Zendesk. Whether it's chats from Intercom, CRM data from Salesforce, or knowledge articles from HubSpot, we ensure everything is correctly transferred and ready to use. Thanks to our technical expertise and personalized guidance, you're guaranteed a smooth transition.
What is involved in a Zendesk migration?
A successful migration revolves around preparation, execution, and support. We'll guide you step by step:
- Inventory of your current environment: We map your existing systems, processes, and data flows. Think of ticket structures, channels, automations, and reporting.
- Data migration: We carefully and securely migrate tickets, customer data, labels, knowledge base articles, and other relevant data to Zendesk.
- Functional setup: We fully customize Zendesk, including ticket fields, forms, triggers, automations, SLAs, and user roles.
- Workflow & permissions structure: Together we translate your processes into clear workflows in Zendesk, with a logical permissions structure for different teams.
- Reporting & Dashboards: We build clear reports and dashboards, giving you real-time insight into performance, waiting times, and customer satisfaction.
- Training and onboarding: We ensure your team can get started right away with confidence through clear explanations, training, and practical documentation.
- Aftercare and optimization: After going live, we monitor the environment, capture feedback, and help with further improvements where necessary.
With this structured approach, we ensure that your Zendesk environment not only works, but is a step forward: more efficient, smarter, and fully tailored to your organization!
Common Pitfalls in Migration (and How We Avoid Them)
Several errors can occur during a Zendesk migration. Common issues include:
Data loss due to incomplete exports or incorrect imports
Automations that do not work well because workflows are set up differently
User confusion due to an overly complex setup or insufficient explanation
Service disruption during or immediately after the switch
Our approach: personal, technical and proven effective
A successful Zendesk migration requires more than just technical execution. That's why we combine our technical expertise with strong collaboration and clear communication. By having us handle your Zendesk migration, you'll work with a dedicated contact person who gets to know your organization, collaborates with you, and can adapt quickly. We ensure the migration is not only technically sound but also practically effective for your team. From data migration to setup and onboarding: everything is tailored to your organization. And because you always have insight into the planning and progress, you know exactly where you stand, without any surprises. Together, we ensure a smooth transition to Zendesk!
How much does a Zendesk migration cost?
The cost of a Zendesk migration depends on several factors, such as the complexity of your current system, the volume of data, the number of users, and the desired setup within Zendesk. We always offer a customized proposal, so you know exactly what to expect. This includes components such as data migration, setting up workflows and automations, training your team, and support during the go-live. Curious about the costs for your organization? Contact us for more information and a free estimate!
Official Zendesk Partner in the Netherlands
As an official Zendesk partner, we understand the complexities of Zendesk and can tailor it to your business. By working with us, you'll benefit from personalized guidance, customized solutions, and meticulous implementation.
Because we've worked with many different companies, we're familiar with a wide range of business processes. This allows us to support your company in optimizing its customer service processes with Zendesk.
Frequently asked questions about a Zendesk migration
How long does a full Zendesk migration take?
The lead time for a Zendesk migration varies from organization to organization. We're happy to work with you and provide tailored advice, tailored to your processes, deadlines, and ambitions.
Can you transfer all historical data?
Yes, in most cases this is possible! We can import almost all relevant data, such as tickets, customer details, notes, labels, and knowledge base articles. What's possible depends partly on the system you're currently using. During the intake, we'll discuss which data is important and how we can transfer it carefully to Zendesk.
Do our employees need to be trained on Zendesk after the migration?
Not necessarily, but we do recommend it. Zendesk is user-friendly, but a short training session or onboarding session will help you quickly become familiar with the system and get the most out of all its features. We offer practical training sessions so your team can get started with Zendesk as quickly as possible!
Does everything work right away after the migration or is aftercare required?
After going live, the new environment is fully functional, but aftercare is a standard part of our approach. We remain available for questions, monitoring, and minor adjustments. This way, we ensure everything works and continues to work as expected.
What if I have doubts about whether Zendesk is suitable for my organization?
We're happy to brainstorm with you beforehand: what do you need, where are you currently, and what do you want to achieve? Still unsure if Zendesk is the right choice? We'll compare the platform with alternatives like Freshdesk, Topdesk, or Trengo, and always offer honest and practical advice. Feel free to contact us for a free consultation; we're happy to help!
Zendesk Trial Version
Curious what it's like to work with the Zendesk Support Suite? Start a free trial using the link below!
