Checklists

Customer Service Software Migration Checklist

Use this before you make a move.

Discover your best options when considering a change in customer service software.

Changing customer service software is about more than just migrating data. It’s an opportunity to get the business outcomes you’ve been missing, a platform that supports your growth, and a proven provider who wants to be a partner in your success, long after go-live. And doing it all with lower risk and faster time to real business value.

Use this checklist to:

  • Target the business goals and outcomes that are most important
  • Map out your solution capability needs and priorities
  • Compare vendors
  • Identify the best options
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