Guide

The CX leader’s guide to switching helpdesks

Migrating support platforms is disruptive by nature — the question is whether it is disruptive for two weeks or for two quarters. Here is how to keep it to two weeks.

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A data migration checklist, a parallel-run strategy that actually ends on schedule, change management for agents who are skeptical of "yet another new tool," and red flags to check before you sign with anyone.

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