How to Migrate from AiSDR to Ceven
AiSDR is an AI sales rep that runs outbound email and follow-ups.
Ceven is an AI workflow automation platform that connects to 1,000+ tools, runs end-to-end workflows on a schedule, and can build & host no-code pages/apps.
Migrate from AiSDR to Ceven in 6 steps
Inventory Your Outbound Workflows
Start by listing all the outbound email campaigns and follow-up sequences you have set up in AiSDR. Group them by outcome or goal, such as lead qualification, demo scheduling, or customer onboarding.
Connect the Same Apps in Ceven
Sign up for Ceven and connect the same apps you use with AiSDR, such as your CRM, email provider, and any other relevant tools. This ensures a seamless transition of your data and integrations.
Describe the Outcome to Rebuild
Instead of recreating each campaign one-for-one, think about the desired outcomes. For example, instead of a series of follow-up emails, consider a workflow that enriches leads, qualifies them, and then hands them off to a sales rep for follow-up.
Add AI Steps and Approval Gates
Leverage Cevens AI capabilities to add steps that AiSDR might not have handled well, such as data enrichment or sentiment analysis. Add human-approval gates before critical actions, like updating a CRM or sending a personalized email.
Validate in Parallel
Run your Ceven workflows alongside your AiSDR campaigns using real data. This allows you to verify that Ceven is handling your outbound efforts effectively before fully committing.
Schedule and Cut Over
Once you are confident in Cevens performance, schedule a cutover date. Inform your team and ensure all stakeholders are aware of the transition. Monitor the new workflows closely for any issues that may arise.
Why teams switch from AiSDR to Ceven
Teams often switch from AiSDR to Ceven because Ceven offers a more comprehensive automation platform. Ceven can handle a wider range of workflows beyond just outbound emails, including data enrichment, reporting, and more complex approval processes. This allows teams to consolidate their tools and streamline their operations. Additionally, Cevens AI capabilities can enhance the effectiveness of outbound efforts by providing more intelligent and personalized interactions.
What moves over and what doesn't
When migrating from AiSDR to Ceven, the actual workflows and automations need to be rebuilt. The data and connections to your CRM and email provider will move over, but the specific campaigns and sequences will need to be recreated in Ceven. This is an opportunity to optimize and consolidate your workflows, leveraging Cevens more advanced capabilities. Any custom scripts or integrations specific to AiSDR will not transfer over and will need to be rebuilt in Ceven.
Avoiding the common pitfalls
One common pitfall is trying to replicate every detail of your AiSDR workflows in Ceven. Instead, focus on the outcomes you want to achieve and rebuild your workflows to better suit those goals. Another pitfall is not running both systems in parallel during the transition. This can lead to missed opportunities or disruptions in your outreach efforts. Always validate your Ceven workflows thoroughly before fully committing to the new system. Finally, ensure that your team is well-versed in Cevens capabilities and that you have a plan for ongoing support and optimization.
Frequently asked
Can Ceven automatically import my AiSDR campaigns?
No, Ceven does not support automatic import of AiSDR campaigns. You will need to rebuild your workflows in Ceven, which often results in fewer, more capable workflows. This process allows you to optimize and enhance your outbound efforts.
Will I lose any data during the migration?
You will not lose any data during the migration. However, the actual workflows and automations need to be rebuilt in Ceven. Ensure that you have a backup of all your data and that you validate the new workflows thoroughly before fully committing to Ceven.
How long does the migration process typically take?
The duration of the migration process depends on the complexity of your AiSDR workflows and the time it takes to validate the new workflows in Ceven. It is recommended to allocate enough time for testing and optimization to ensure a smooth transition.