SamDesk customer service dashboard with inbox, workflow states, and team context
Migration Program
Move from your current CRM to SamDesk with guided support
Message Sam on WhatsApp or email [email protected]. After that, we personally guide your team through CRM integration, setup, and go-live for your full customer service operation in SamDesk.
This is built for support leads and operators who want a low-risk migration path: you can run SamDesk in parallel with your current CRM until your team is ready.
- First contact by WhatsApp or email: we map your current CRM setup, support flows, and KPI priorities.
- Hands-on guidance: we support inbox setup, workflows, AI features, team ownership, and integrations.
- Low-risk migration: run in parallel first and switch fully when performance and team confidence are stable.
Prefer email? Send your question to [email protected].
What we migrate together into SamDesk
Inbox and channel operations
We centralize email, chat, and customer context into one operational inbox so your team works from one core workspace.
- Unified inbox with ownership controls
- Fast priority-based triage
- Less tool switching per agent
Ticketing and service workflows
We convert your current process into clear ticket states, labels, priorities, and escalation rules.
- SLA-driven follow-up
- Clear ownership per teammate
- Fewer dropped or duplicated cases
AI and knowledge layer
We configure AI draft replies, summaries, and knowledge sources so speed and quality improve together.
- Better first response time
- More consistent tone of voice
- Faster onboarding for new agents
How guidance works after your first message
1) Intake and migration blueprint
We define which inboxes, workflows, and customer data move first and create a phased migration roadmap.
2) Integration and setup
We connect your CRM/support stack to SamDesk and configure workflows, labels, AI features, and reporting.
3) Team enablement and parallel run
Your team gets guided rollout support while SamDesk runs in parallel with your current CRM.
4) Full transition and optimization
When KPI performance is stable, you complete the transition and optimize for speed, quality, and scale.
The four things a CRM migration actually breaks on
A four-step plan reads neatly, but the work sits underneath it. These are the four places migrations stall in practice, and how this program covers them. Walk through them before you pick a date: each one costs days if you discover it in go-live week.
Source evidence: which export is the truth?
Before anything moves, we record exactly what your source is and what it holds. An export from your current CRM is a snapshot, and your team keeps working between that snapshot and go-live. So we take a dated export you keep yourself, count records per type, and store those counts as a reference. After the import we compare the same counts, and anything that does not match shows up immediately.
- A dated export in files you own, not only a system-to-system connection
- Record counts per type: contacts, conversations, tickets, notes, attachments
- Attachments verified separately — that is the part that fails silently
- An agreed cut-off point, so you know what still needs adding by hand
Identity mapping: one customer, five records
Every CRM that has been running a while holds the same customer several times: once via the store account, once via a loose email address, once with a typo. Skip the deduplication and you move the mess along with the data, leaving agents to hunt the same history across two profiles. We decide together which field we match on and what happens with borderline cases.
- Pick one match field and fix the precedence order for conflicts
- Borderline cases go on a review list rather than being auto-merged
- Check your ten busiest customers by hand — they expose the errors
- Keep the old record ID so you can always trace back
Target state: what does this become in SamDesk?
Fields, statuses, and labels rarely translate one to one. A Zendesk status such as pending or on-hold, a custom priority field, or a pile of organically grown tags all need a home your team understands. We put that mapping table on paper instead of improvising it during the import, and drop whatever nobody uses. A migration is the cheapest clean-up you will ever get.
- A mapping table for statuses, priorities, and fields before the import runs
- Tags used only a handful of times: retire them, do not carry them over
- Rebuild automation rules around what you need now, not what accumulated
- Check reporting fields: what you do not migrate, you cannot compare later
Dry-run gates: when are you allowed to proceed?
The parallel period only works with pass criteria agreed in advance. Without them, "it seems to be running fine" becomes the standard and the decision keeps sliding. We agree which checks must pass before inbound traffic switches over, and what the fallback is if one fails. That keeps the go-live decision a fact rather than a feeling.
- Inbound mail arrives and replies demonstrably reach the customer
- A sample of real conversations is complete, including chronology and internal notes
- Assignment, escalation, and SLA tracking behave as configured
- One full working week plus a peak day with no new surprises
Available after personal contact
Offer: Growth yearly plan with 2 months free
If you choose the Growth yearly plan after personal contact, you get 2 months free on the annual plan.
- + Use that period to run SamDesk in parallel with your current CRM.
- + Lower migration risk by validating workflows and team adoption before full cutover.
- + Build a stable customer service operation in SamDesk with personal guidance.
Why this migration approach is low risk
- + Phased rollout by inbox or workflow instead of one big-bang migration.
- + Personal support for tooling decisions, process design, and team adoption.
- + KPI-based execution across first reply time, resolution speed, and backlog health.
- + Parallel operation keeps rollback options manageable until everything is stable.
Frequently asked questions about CRM migration to SamDesk
Do integrations start after first contact?
Yes. After your WhatsApp message or email, we define scope and timeline, then begin phased integration.
What is a concierge migration service?
A concierge migration service means a person guides your migration instead of you working through an import tool alone: a plan is made, data and workflows are moved together with you, and cutover happens only when your team is ready. At SamDesk it runs through personal contact with Sam: scope, timeline, setup, and go-live are walked through step by step.
Can we truly run in parallel with our current CRM?
Yes. The rollout is designed so you can run both systems in parallel before final cutover.
Who is this program best for?
Teams that want to centralize their full customer service operation and scale with better control.
When does the 2 months free offer apply?
When you choose the Growth yearly plan after personal contact within the agreed implementation path.
What kind of system is Zendesk?
Zendesk is customer service software: a ticketing system with channels, automation, a knowledge base, reporting, and a large app marketplace. It is not a sales CRM. In a migration, the real work sits in statuses, custom fields, macros, triggers, and SLA policies, because those rarely translate one to one.
Is Zendesk free?
No. Zendesk has no free plan, only a trial. Teams looking for a free entry point end up on capped free plans from other vendors or on self-hosted open source such as FreeScout, osTicket, or Zammad, where you take on hosting and maintenance yourself.
Can we bring our Zendesk ticket history with us?
Usually yes, through the export and API routes of your current system. The parts that most often arrive incomplete are attachments, internal notes, and exact message chronology. We import a sample first and verify it against real conversations before switching inbound traffic.
