The customer, a New York-based provider of SaaS Management Platform (SMP), was using Zendesk for managing its support and service operations. Their sales and marketing teams were, however, using Salesforce.
Zendesk’s integration capabilities were limited, which was a concern for them. Also, instead of managing licenses for two different systems, they wanted to use a single system wherever possible.
So, they decided to move their support operations from Zendesk to Salesforce. The process of migration involved:
Download this case study to learn how we ensured a smooth transition without losing any data while migrating.
Highlights:
20 Percent Point Increase 
Improved Partner-Channel 
Better Performance Visibility We not only provided effective solutions for the above-mentioned roadblocks but also ensured high quality customized integration to enable smoother flow of records data.
This case study elucidates the steps we followed. If your company is planning to initiate Salesforce to Salesforce Integration, then this case study will offer immense value.
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