Switching from Zendesk to Salesforce is a big decision, and a smooth migration is key to ensuring your team’s productivity and customer satisfaction remain intact. Migrating data requires careful planning, data field mapping, and leveraging tools or custom scripts to ensure integrity and consistency. Our Zendesk to Salesforce Migration Checklist offers a clear, step-by-step approach to making the shift as smooth as possible.
Whether you’re migrating to take advantage of Salesforce’s powerful integrations, advanced analytics, or scalable solutions, this checklist is designed to keep your migration on track and ensure that nothing is overlooked.
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Creating exceptional user experiences requires more than just good design—it demands careful evaluation, actionable insights, and adherence to best practices. A UX audit bridges the gap between user expectations and your product’s performance, uncovering areas for improvement and opportunities to shine. This checklist provides actionable dos and don’ts, covering everything from navigation and accessibility to […]
Maintaining data consistency across CRM platforms is crucial for business success. When migrating from HubSpot to Salesforce, proper integration and synchronization ensure no valuable information is lost during the transition. Our comprehensive checklist guides you through the essential steps for seamless CRM integration, from initial setup to ongoing maintenance, helping you avoid common pitfalls and […]
Your website’s speed directly affects how easily and quickly visitors can navigate, interact, and engage with your site. A slow load time can drive users away and impact your rankings on Google, costing you valuable traffic and conversions. Whether you want to improve your user experience or boost your SEO, this Website Speed Optimization checklist […]
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It’s Not Just About Running Ads—It’s About Running the Right Ads, the Right Way If you’ve ever managed a Google Ads campaign, you know how easy it is to burn through a budget and have very little to show. The dashboard is overwhelming, the metrics are noisy, and a new feature or bidding strategy appears […]
Why This Isn’t Just About a Tool Personalization isn’t about impressing users with clever tricks. It’s about making the experience feel seamless—like the site already knows what someone’s looking for before they ask. That’s harder than it sounds. Most brands don’t suffer from a lack of data. They suffer from too much data and not […]
E-commerce has moved well beyond digital storefronts and product listings. In today’s landscape, successful online businesses must offer seamless shopping experiences, real-time personalization, advanced analytics, and the infrastructure to scale without disruption. That’s where Salesforce Commerce Cloud consulting enters the picture. Salesforce Commerce Cloud (SFCC) is one of the most robust enterprise-level platforms available today. […]