How to Migrate from Apollo to Ceven
Migrating from Apollo to Ceven involves rebuilding your sales automation workflows and re-authorizing connected apps. This guide will walk you through the process, ensuring a smooth transition.
Apollo is an all-in-one sales platform with a B2B contact database, sequencing, and a dialer. Ceven, on the other hand, 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 & host no-code pages/apps.
Migrate from Apollo to Ceven in 6 steps
Inventory your workflows
Start by listing all your outcomes and the workflows in Apollo. Document each workflows inputs, triggers, conditional steps, and outputs. Categorize them by outcome.
Connect the same apps in Ceven
Ceven connects to 1,000+ apps. In your Ceven workspace, connect the same apps you used in Apollo, such as your CRM, email, and calendar. Authorize them to read/write data as needed.
Describe outcomes to rebuild workflows
For each workflow, describe the desired outcome in Ceven. Use Ceven's visual editor to create workflows that achieve the same outcomes, but don't recreate one-for-one. Leverage Ceven's AI steps and approval gates. For example, instead of rigid sequencing, use AI to prioritize and personalize outreach.
Add AI steps and approval gates
Identify where Apollo's workflows were brittle or error-prone. Add AI steps in Ceven to handle exceptions and approval gates to ensure data integrity. For example, add a human-approval gate before writing to your CRM.
Validate in parallel
Run both Apollo and Ceven workflows in parallel. Use real data to validate that Ceven's workflows produce the correct outcomes. Monitor for any discrepancies and adjust as needed.
Schedule and cut over
Once validated, schedule the cutover. Inform your team and any relevant stakeholders. Switch off Apollo workflows and rely solely on Ceven. Monitor the first few cycles to ensure everything is working as expected.
Why teams switch from Apollo to Ceven
Teams often switch from Apollo to Ceven for several reasons. Ceven's AI capabilities allow for more intelligent and adaptive workflows, reducing the need for manual intervention. Additionally, Ceven's ability to build and host no-code pages and apps can streamline sales processes and improve efficiency. Ceven's human-approval gates ensure data integrity, which is crucial for sales teams relying on accurate data.
What moves over and what doesn't
When migrating from Apollo to Ceven, the actual workflow logic does not move over automatically. You will rebuild the workflows in Ceven, which can be an opportunity to consolidate and improve them. However, the data and connected apps can be reconnected in Ceven. Historical data in Apollo will remain in Apollo unless manually exported and imported into Ceven or another system. Workflow-specific data, such as sequencing steps or dialer logs, will not transfer over.
Avoiding the common pitfalls
One common pitfall is trying to recreate Apollo workflows one-for-one in Ceven. Instead, focus on the desired outcomes and use Ceven's capabilities to achieve them more efficiently. Another pitfall is not validating the workflows in parallel. Running both systems simultaneously with real data ensures a smooth transition and minimizes disruptions. Additionally, ensure that your team is trained on Ceven's interface and workflow management to avoid delays and errors during the migration process.
Frequently asked
Can Ceven auto-import my workflows from Apollo?
No, Ceven does not offer an auto-import feature for workflows. You will need to rebuild your workflows in Ceven, which can be an opportunity to consolidate and improve them. Typically, teams find they need fewer, more capable workflows in Ceven.
How long does the migration process take?
The migration process time varies depending on the complexity and number of workflows. Inventorying your workflows, connecting apps, and rebuilding workflows in Ceven can take several weeks. It's important to allocate enough time for validation and testing in parallel to ensure a smooth transition.
What if I encounter issues during the migration?
If you encounter issues during the migration, Ceven's support team is available to assist. Additionally, running both Apollo and Ceven in parallel allows you to identify and address any discrepancies before fully switching over. This ensures that your sales processes remain uninterrupted during the transition.