It’s never an easy decision to move from one technology system to another in CX. Harvesting critical information to ensure customers are better served is of paramount importance but when the data isn’t always accurate, alarm bells begin to ring and the need to change becomes a lot clearer. To throw some light on the subject, I was delighted to have a conversation with Ben Gardner, Senior Director of Support at Drift who has first-hand knowledge when it comes to overseeing such a system transition. The move involved leaving Zendesk for Salesforce.

Ben gives a thorough overview of the entire process from start to finish. From why hiring somebody with the sole purpose to manage the service cloud implementation and manage the system thereafter was the best option, to the challenging bumps, and lessons along the way. Communication and sincere dialogue became key when addressing the concerns of internal users and Ben learned this the hard way. A fascinating insight with much wisdom and advice on offer. Enjoy the show!