How to Migrate from AiSDR to Ceven
AiSDR is an AI sales rep that runs outbound email and follow-ups. It automates sales and outreach tasks, making it a valuable tool for sales teams. Ceven is an AI workflow automation platform that connects to 1,000+ tools, runs end-to-end workflows on a schedule with AI steps and human-approval gates, and can build and host no-code pages and apps.
This guide will walk you through the process of migrating from AiSDR to Ceven, helping you rebuild your AI sales and outreach workflows on Ceven and ensuring a smooth transition.
Migrate from AiSDR to Ceven in 6 steps
Inventory your outcomes on AiSDR
Start by listing all the outcomes you achieve with AiSDR. Focus on the results, not the steps. For example, note that you send personalized emails to prospects and follow up based on their responses, rather than detailing each email template or follow-up rule.
Connect the same apps in Ceven
Ceven connects to 1,000+ tools, so you can likely connect the same apps you use with AiSDR. This includes your email provider, CRM, and any other sales and outreach tools. Use the integrations to bring in the same data and trigger workflows based on the same events.
Describe the outcomes to rebuild on Ceven
Using Ceven's workflow builder, describe the outcomes you listed. For example, create a workflow that sends personalized emails to prospects and follows up based on their responses. Ceven's AI steps can help you generate personalized content, and human-approval gates can add an extra layer of reliability.
Add AI steps and approval gates
Where AiSDR might have been brittle, add AI steps and approval gates in Ceven. For example, use an AI step to automatically generate follow-up emails based on the prospect's response, and add a human-approval gate before sending emails to high-value prospects.
Validate in parallel
Run both AiSDR and Ceven in parallel on real data. This will allow you to compare the results and ensure that Ceven is working as expected. Add human-approval gates on writes to systems of record to prevent any data inconsistencies.
Schedule and cut over
Once you're confident that Ceven is working as expected, schedule a cutover date. On that date, switch off AiSDR and fully transition to Ceven. Communicate the change to your team and any other stakeholders.
Why teams switch from AiSDR to Ceven
Teams often switch from AiSDR to Ceven for several reasons. Ceven's ability to connect to a wide range of tools and build end-to-end workflows provides more flexibility and control. Additionally, Ceven's AI steps and human-approval gates can make workflows more reliable and less brittle. For example, Ceven can automatically generate personalized content and add an extra layer of approval before sending important emails. This can help reduce errors and improve the overall effectiveness of sales and outreach efforts.
What moves over and what doesn't
When migrating from AiSDR to Ceven, you will need to rebuild your workflows from scratch. This means that the specific workflows and templates you have in AiSDR will not automatically transfer to Ceven. However, the data and outcomes achieved by those workflows can be recreated. For example, you can recreate the personalized emails and follow-up sequences in Ceven, but you will need to describe the outcomes and rebuild the workflows using Ceven's tools. Additionally, any integrations with other tools will need to be reconnected in Ceven.
Avoiding the common pitfalls
One of the most common pitfalls when migrating from AiSDR to Ceven is trying to recreate the exact same workflows. Instead, focus on the outcomes you want to achieve and describe those in Ceven. This will allow you to take advantage of Ceven's unique features, such as AI steps and human-approval gates. Additionally, be sure to run both AiSDR and Ceven in parallel for a sufficient period of time to validate that Ceven is working as expected. This will help you catch any issues early and ensure a smooth transition. Always add human-approval gates on writes to systems of record.
Frequently asked
Can Ceven auto-import my workflows from AiSDR?
No, Ceven does not support auto-importing workflows from AiSDR. Migrating involves rebuilding your workflows on Ceven, which usually results in fewer, more capable workflows that take advantage of Ceven's unique features, such as AI steps and human-approval gates.
How long does it take to migrate from AiSDR to Ceven?
The time it takes to migrate from AiSDR to Ceven depends on the complexity of your workflows and the number of integrations you have. However, by following the steps in this guide, you can ensure a smooth and efficient transition. Be sure to run both AiSDR and Ceven in parallel for a sufficient period of time to validate that Ceven is working as expected.
What if I encounter issues during the migration process?
If you encounter any issues during the migration process, Ceven's support team is available to help. Additionally, you can reach out to the Ceven community for advice and best practices. Running both AiSDR and Ceven in parallel will also help you catch any issues early and ensure a smooth transition.