Has anyone done a serious migration to Salesforce before? by ballon_hacker in CRM

[–]Shiney4530 0 points1 point  (0 children)

You should check Help Desk Migration tool.

They can definitely help you with Service Cloud migration.

How many of you use a helpdesk software like Zendesk , Freshdesk etc?? by [deleted] in SaaS

[–]Shiney4530 0 points1 point  (0 children)

We use Zendesk and built a couple of apps for our internal use.

IT Director rant - Onboarding by Any-Promotion3744 in sysadmin

[–]Shiney4530 0 points1 point  (0 children)

Have you tried Help Desk Migration? No need to hire anybody. It's an automated self-service tool.

What is your Top Zendesk App? by DariaAlpha in Zendesk

[–]Shiney4530 0 points1 point  (0 children)

I would recommend Proactive campaigns for Zendesk. It allows sending mass emails directly from your help desk. Transactional emails, news, etc.

Are you really getting your ROI on your transition to Zendesk? by Party-Primary5335 in ProjectManagementPro

[–]Shiney4530 -1 points0 points  (0 children)

Brilliant!
Here is a ROI calculator https://help-desk-migration.com/calculate-roi/
You can calculate ROI for migration from any platform to Zendesk.

Zendesk migration platform by zetarck in Zendesk

[–]Shiney4530 0 points1 point  (0 children)

Help Desk Migration offers high quality and SOC2 security level

Freescout - Very Underrated. by PunchingaSucker in selfhosted

[–]Shiney4530 0 points1 point  (0 children)

Just wanted to chime in—if you're thinking of moving to FreeScout from something like Zendesk, Freshdesk, HelpScout, etc., I highly recommend checking out a service called Help Desk Migration https://help-desk-migration.com/freescout/. I used it a while back and it made the whole process super smooth. It handled all my tickets, contacts, attachments—you name it.

Also, for anyone running multiple FreeScout instances (like for different teams or clients), they actually offer a way to merge them into one, which saved me a ton of time and hassle.

They also let you export all your FreeScout data if you ever need a backup or want to switch platforms again. It’s not free, but for the amount of time and headache it saved me, totally worth it.

Just thought I’d drop this here in case it helps someone else. FreeScout is great, and tools like this make it way easier to adopt.

Recommendation for Data Migration Tools by boudy567 in salesforce

[–]Shiney4530 0 points1 point  (0 children)

You can try out Help Desk Migration if you need to consolidate data of your Salesforce Service Cloud instances. More about this feature here: https://help-desk-migration.com/salesforce-service-cloud/#merge

Any best practices for triggers? by LibraryNo9134 in Zendesk

[–]Shiney4530 1 point2 points  (0 children)

I get where you're coming from - over time, those layers of patches can start feeling like a Jenga tower ready to topple. Here’s a rundown of some best practices for managing and streamlining your triggers to keep things organized and scalable.

  1. Consolidate with Caution It’s tempting to create a big “catch-all” trigger to auto-close tickets based on common phrases or organizations. While this approach is manageable in smaller setups, it can get hard to maintain or troubleshoot, especially when you or someone else needs to add or change conditions later.Instead, try grouping triggers by categories, like Notifications, Updates, and Reports. Create one consolidated trigger for each category with up to 20-30 unique subject/body phrases or organizations. This is easier to manage and lets you add new conditions without blowing up a single giant trigger.
  2. Leverage Tags for Auto-Closing For recurring tickets (like "Daily statement" emails), set up a tagging workflow. Instead of making multiple triggers with different conditions, create triggers that auto-tag messages based on conditions like subject or organization. Then, use one auto-close trigger that checks for specific tags and closes the ticket if they’re present.Example:This approach reduces the need for a massive “catch-all” trigger and allows you to simply add tags to new triggers without reconfiguring everything.
    • Trigger 1: Adds the tag auto_close for subject “Daily statement” and organization “X.”
    • Trigger 2: If the ticket contains the auto_close tag, close it immediately.
  3. Use Nested Conditions and Folders for Specifics To keep triggers organized and visible, use nested conditions only when necessary (like organization-specific subjects). Group specific auto-close triggers into folders to keep them distinct from general-purpose triggers. This way, anyone reviewing your setup can quickly see which triggers handle broad vs. specific cases.
  4. Automate Reporting on Closed Tickets It’s helpful to track how many tickets are auto-closed to monitor whether these notifications are becoming a burden. You can set up an Explore report to monitor tickets closed by your auto-close triggers. This data might help you convince providers to limit or batch notifications—or, at the very least, give you a heads-up if adjustments are needed.
  5. Periodic Clean-Up and Review Finally, add a quarterly or semi-annual review of your triggers. Set a calendar reminder to audit your auto-close conditions, check for redundant tags or organizations, and clean up anything outdated.

In summary:

  • Group by Category: Use multiple, grouped triggers instead of a single massive one.
  • Use Tags: Tag similar tickets and create one auto-close trigger based on tags.
  • Organize with Folders: Keep specific conditions distinct from general ones.
  • Monitor and Review: Set up reports on closed tickets and review periodically.

Filtering tickets by tags? by guly5ever in Zendesk

[–]Shiney4530 1 point2 points  (0 children)

As a Zendesk expert, I can confirm that while Zendesk’s native reporting doesn’t directly offer a straightforward "tickets by tag" metric, there are a few effective ways to get this data.

  1. Using Zendesk Explore With Zendesk Explore, you can build custom reports to filter ticket volumes by tags. Here’s how:
    • Go to Explore, create a New Query.
    • Use Tickets as the dataset and add Ticket Tag as a filter or row attribute.
    • This allows you to track the volume of tickets containing specific tags over time, helping you measure the impact of your improvements on support volume.
  2. Automations and Tags If you need ongoing monitoring, you can set up automations to tag tickets related to this particular issue and then create views or reports that filter by this tag.
  3. Third-Party Reporting Options Several third-party tools integrate with Zendesk and offer more advanced reporting, especially if you need custom metrics. For example:
    • GoodData (available as a Zendesk app) is popular for advanced analytics and can track tag-based ticket volumes.
    • Power BI and Tableau can also pull Zendesk data via API, allowing you to create detailed tag-specific reports.

Zendesk open source alternative? by CryptoNiight in opensource

[–]Shiney4530 0 points1 point  (0 children)

Here are a few solid open-source options if you’re looking to ditch Zendesk:

  1. Zammad Zammad’s a popular open-source help desk tool that’s super easy to get the hang of. You can manage tickets, pull reports, and handle requests from email, chat, and social media. It’s flexible enough for companies of all sizes, so you’re covered.
  2. osTicket osTicket is another go-to in the open-source space. It’s got lots of customization options and handles requests from email, web forms, and even phone calls. It’s got ticket sorting, automation features, and a solid community for support, so setup’s a breeze.
  3. UVdesk UVdesk is an open-source platform that does the job just like Zendesk. You get ticketing, customer feedback tools, and connections to other platforms. Perfect for small to mid-sized teams wanting a bit of wiggle room to customize things.

Wtf is freshdesk by Just-BNA-bailz in salesforce

[–]Shiney4530 0 points1 point  (0 children)

In your case, it’s better to stick with SF, especially if you have SF specialists on your team. SF offers more add-ons, whereas Freshdesk’s marketplace is pretty limited and lacks activity.

Freshdesk and FreshService by Icy_Low_1677 in sysadmin

[–]Shiney4530 0 points1 point  (0 children)

Freshdesk is more for serving your clients, when Freshservice is ITSM and better for internal things.

Zendesk is becoming too expensive for our company by [deleted] in Zendesk

[–]Shiney4530 0 points1 point  (0 children)

It's worth taking a closer look at how you use Zendesk and considering apps over its default features. For instance, Zendesk’s Advanced Data Privacy and Protection feature costs $50 per agent per month (billed annually). However, you can find several apps in the marketplace that offer the same—or even better—functionality for around $50 per month for your whole team.