This phase focuses on understanding how work actually gets done today versus how it’s documented. We focus on doing a reverse demo and analyse ticket flows, automations, integrations and reporting to identify what should be carried forward, simplified or retired. From there, we prioritise key use cases and shape a pragmatic MVP that delivers early value, while defining a scalable data model, case structure and channel strategy aligned to Salesforce best practice.

We stand up a clean, standard-led Service Cloud environment, avoiding unnecessary customisation while ensuring it supports your priority processes. Zendesk data (tickets, users, organisations and knowledge) is transformed and migrated in structured waves using our accelerator tooling. Integrations, automations, and channel configurations (email, chat, etc.) are rebuilt in a more scalable way, with regular demos to validate progress and keep momentum.

Rapid implementation deserves an equally rapid migration. Instead of spending valuable time wrestling with CSV files, mapping data, and preserving record relationships, our trusted Salesforce migration app does the hard work for you.

Easily installed into your Salesforce org, our solution streamlines the entire migration process. With just a small amount of configuration, you can move your data quickly, accurately, and with confidence — so your team can focus on getting value from Salesforce faster.