Cedric F. Jacob

Build & Implementation

Zendesk Implementation & Migration

Go live on Zendesk with a setup built for how your team works, and bring your ticket history, customers and knowledge along without a messy cut-over.

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Format
Remote project
Duration
4 to 10 weeks
Deliverable
Live Zendesk + documentation

Who it's for

  1. 01Companies moving from Freshdesk, Help Scout, Salesforce Service Cloud, Gorgias or email inboxes.
  2. 02Teams starting fresh on Zendesk and wanting it set up right the first time.
  3. 03Businesses merging several Zendesk instances or brands into one.

Problems it solves

  1. 01Fear of losing years of ticket history and customer context.
  2. 02Go-live dates slipping because nobody owns the technical details.
  3. 03A new tool configured exactly like the old one, problems included.

What you get

  • Solution design: channels, groups, roles, forms, fields and business rules
  • Configuration of Support, Help Center, messaging and voice where needed
  • Data migration of tickets, users, organizations and articles with validation
  • Integrations with your shop, CRM, telephony and internal tools
  • Test plan and a cut-over runbook for go-live day
  • Admin documentation and agent training

How it works

  1. 01

    Kick-off and discovery

    We map your current process, your most challenging requests and every external tool and workflow that touches support today.

  2. 02

    Design and build

    I configure Zendesk in a sandbox and build the integrations. You review and test as we go.

  3. 03

    Migration rehearsal

    A full test migration with validation, so go-live holds no surprises.

  4. 04

    Go-live and hypercare

    Cut-over following the runbook, then two weeks of close support while the team settles in.

“Deep Zendesk knowledge combined with strong programming expertise. A go-to resource for integrations, workflows, and custom features. We tackled tough challenges with confidence.”

Thomas Kyle Jackson · Head of Customer Service, Runtastic (adidas)

FAQ

Most common ones, including Freshdesk, Help Scout, Salesforce Service Cloud, Gorgias, Kustomer and shared inboxes. Others depend on their export options.

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