How to Migrate from Apollo to Ceven
Apollo is an all-in-one sales platform that combines a B2B contact database, sequencing, and a dialer to streamline B2B sales outreach. While Apollo excels in managing sales data and outreach, Ceven specializes in automating workflows, connecting tools, and adding AI steps and human-approval gates.
Migrating from Apollo to Ceven is about enhancing your sales operations by automating the busywork around your CRM and other sales tools. This guide will help you rebuild your workflows on Ceven, ensuring a smooth transition and improved efficiency.
Migrate from Apollo to Ceven in 6 steps
Inventory your outcomes in Apollo
Start by listing all the outcomes you achieve with Apollo, such as lead enrichment, follow-up sequences, and data syncing. Understand what each workflow accomplishes and identify any pain points or areas for improvement.
Connect your tools in Ceven
Sign up for a Ceven account and connect the same apps and tools you use with Apollo, such as your CRM, email, and dialer. Ceven supports over 1,000 integrations, making it easy to replicate your existing integrations.
Describe the outcomes to rebuild in Ceven
Instead of recreating each Apollo workflow one-for-one, focus on rebuilding the outcomes. For example, if Apollo handles lead enrichment, describe the steps needed to achieve the same result in Ceven, but with AI steps and approval gates where Apollo was brittle.
Add AI steps and approval gates
Leverage Ceven's AI capabilities to enhance your workflows. Add AI steps for tasks like data enrichment, sentiment analysis, or predictive lead scoring. Implement human-approval gates for critical steps to ensure accuracy and compliance.
Validate in parallel
Run your new Ceven workflows alongside your existing Apollo workflows using real data. This allows you to compare results, identify any issues, and make necessary adjustments before fully committing to the new system.
Schedule and cut over
Once you've validated your Ceven workflows and are confident in their performance, schedule a cutover date. Ensure all stakeholders are informed and ready for the transition. Monitor the new workflows closely post cutover to address any unexpected issues.
Why teams switch from Apollo to Ceven
Teams often switch from Apollo to Ceven to enhance their sales operations with advanced automation and AI capabilities. While Apollo provides a robust platform for managing sales data and outreach, Ceven excels in automating complex workflows, integrating with a wide range of tools, and adding AI-driven steps and human-approval gates. This combination allows teams to streamline their processes, reduce manual effort, and improve overall efficiency.
Another key reason for the switch is the ability to consolidate multiple workflows into fewer, more capable automations. Ceven's platform allows for the creation of end-to-end workflows that can handle a variety of tasks, from data enrichment to follow-up sequences, all within a single, cohesive system. This not only simplifies management but also ensures consistency and reliability across different parts of the sales process.
What moves over and what doesn't
When migrating from Apollo to Ceven, it's important to understand that the focus is on moving your workflows and automations, not your CRM data. Your contact database, sequencing, and dialer functionalities will remain in Apollo, as Ceven is not a CRM and does not replace your system of record. Instead, Ceven will handle the automation and workflows that support your sales operations, such as lead enrichment, follow-up sequences, and data syncing.
What does move over is the logic and structure of your workflows. You will rebuild these in Ceven, often consolidating them into fewer, more powerful automations. This process allows you to take advantage of Ceven's AI capabilities and human-approval gates, enhancing the reliability and efficiency of your sales operations. Additionally, any custom integrations or specific configurations you have in Apollo will need to be recreated in Ceven, ensuring a seamless transition.
Avoiding the common pitfalls
One common pitfall is attempting to replicate every detail of your Apollo workflows in Ceven. Instead, focus on the outcomes you want to achieve and rebuild your workflows to accomplish those goals more efficiently. This approach allows you to leverage Ceven's advanced features and capabilities, rather than simply recreating what you already have.
Another pitfall is rushing the transition. It's crucial to run your new Ceven workflows in parallel with your existing Apollo workflows for a sufficient period. This allows you to validate the performance of your new workflows, identify any issues, and make necessary adjustments. Additionally, ensure that all stakeholders are informed and prepared for the transition, and have a plan in place for addressing any unexpected issues that may arise post cutover.
Frequently asked
Can Ceven auto-import my workflows from Apollo?
No, Ceven does not support automatic import of workflows from Apollo. Migrating involves rebuilding your workflows on the Ceven platform, which often results in fewer, more capable automations. This process allows you to take advantage of Ceven's advanced features and capabilities, such as AI steps and human-approval gates.
Will I lose my CRM data if I migrate to Ceven?
No, migrating to Ceven does not involve moving your CRM data. Ceven is not a CRM and does not replace your system of record. Your CRM data, including your contact database and other relevant information, will remain in Apollo. Ceven will handle the automation and workflows that support your sales operations, running alongside your CRM.
How long does the migration process typically take?
The duration of the migration process can vary depending on the complexity of your workflows and the number of integrations involved. Generally, it involves inventorying your outcomes, connecting your tools, rebuilding your workflows, validating in parallel, and scheduling the cutover. It's recommended to allocate sufficient time for each step, especially for validation and parallel running, to ensure a smooth transition.