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8 Simple Steps for Migrating to Cloud Customer Service Software

8 Simple Steps for Migrating to Cloud Customer Service Software

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Page 1: 8 Simple Steps for Migrating to Cloud Customer Service Software

8 Simple Steps for Migrating

to Cloud Customer Service

Software

Page 2: 8 Simple Steps for Migrating to Cloud Customer Service Software

Introduction

•Cloud Customer Service Software means any customer service machinery where the customer service software, tools and the company's customer information exist in the cloud and is sent to end-users via the Internet.•It typically provides right to use to the application via Web browser logins where the customer service system administrator has formerly classified access levels across the organization.•Usually, cloud customer services offer customers with mobile apps to make it easier to use the Software on Smartphone and tablets.

Page 3: 8 Simple Steps for Migrating to Cloud Customer Service Software

Tips for Migrating to Cloud Customer Service Software

Goal of the Company

Involve all the Stakeholders

Communication with Suppliers

Security Concerns

Internet Bandwidth

Service Level Agreement

Performance, Scalability & Compatibility

Track the Expenses

Presentation Agenda:

Page 4: 8 Simple Steps for Migrating to Cloud Customer Service Software

Goals of the Company

•Using a cloud customer service is a vital decision for the company; it is required to be taken only after a full consideration of the goals, needs and requirements of the company.•It is necessary that you evaluate the present infrastructure as well as the objectives of the organization before migrating to cloud.•It is crucial to check whether your employees are prepared to embrace the change and walk with the technology.

Page 5: 8 Simple Steps for Migrating to Cloud Customer Service Software

Involve All the Stakeholders

•It is important that you consider the migration as a capital project and involve all the key personnel of the company.•It is also important to understand the significance of callers in the migration as in the end they are going to use the application.

•It is advisable to include the IT specialist and other subject matters experts like

legal and contractual specialists who can help in making the migration a smooth process.

Page 6: 8 Simple Steps for Migrating to Cloud Customer Service Software

Communicate with the Suppliers

•It is essential that you get in contact to the customer service software companies and evaluate the attributes that every seller offers.•Select the vendor after checking his credibility in the market.•Vendors must have good business models and should have a good record in the industry.•Ensure that you select the vendor who is the pioneer in your field of operations.•Discuss any worries that you have about the migration and its after-effects with your vendor.•Make your selection only after you are contented with the program.

Page 7: 8 Simple Steps for Migrating to Cloud Customer Service Software

Security Concerns

•Once you have selected the vendor, it is essential that you deal with the problem of security as well.•It is critical that you establish how the tools and the cloud vendor will work with the confidential information of your organization.•The data like credit card information, purchaser’s previous interactions as well as social security numbers are susceptible not only in storage but also during the transfer.•It is essential that you lay special attention on the sensitivity of the data stored in the cloud applications.•Have clarity on the disaster management competence of the vendor.

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Internet Bandwidth

•It is generally the most overlooked part in cloud migration.•It is essential that you have a speedy network. •The application usage, e-mail, web browsing, lead generation, all require internet. Estimate the monthly usage. •The bandwidth depends on the number of users, location as well as the nature of work.•Have an additional source at hand that can offer you bandwidth ideally from some other cable in such cases.

Page 9: 8 Simple Steps for Migrating to Cloud Customer Service Software

Service Level Agreement

•It is essential to understand that the cloud providers are third party vendors. •It is important that you assign responsibilities and have accountability for every action. •Make sure that there is a transparency and clear channel of communication.•It is essential that you chalk out the required service level agreements right at the start before you migrate.•Give special emphasis to maintenance and technical issues.•Discuss how they handle the outages and the resolution that they provide under such circumstances.

Page 10: 8 Simple Steps for Migrating to Cloud Customer Service Software

Performance, Stability & Compatibility

•The biggest benefit of having a cloud application is that it has better ability to meet the needs of the business when chosen correctly.•The solution must be able to grow with you and should not hamper your expansion opportunities.•It is also essential that the program that you select is compatible with the multiple devices that are a part of your company.•The performance level of the program must also be closely monitored.

Page 11: 8 Simple Steps for Migrating to Cloud Customer Service Software

Track the Expenses

•It is important that you know how much the cloud is going to cost you and how much difference will it bring in the overall budget of the corporation.•Only after you have checked all the features, will you be able to choose an application with the desired rate of functionality and at best price.•Determine whether you will like a monthly rental or per seat model of payment.•The pay-per-use model allows you to shell out only on the network for the productive and required agents.