How to Migrate from Close to Ceven
Close is a CRM designed for high-velocity inside sales teams, offering built-in calling and emailing capabilities. While it excels in sales automation, Ceven provides a broader platform for AI-driven workflow automation, connecting to over 1,000 tools and offering human-approval gates for critical steps.
This guide will walk you through the process of migrating your sales workflows from Close to Ceven, ensuring a smooth transition with minimal disruption.
Migrate from Close to Ceven in 6 steps
Inventory Your Workflows
Start by documenting all your existing workflows in Close, focusing on their outcomes rather than the specific steps. Identify which workflows are critical, which can be consolidated, and which can be enhanced with AI steps or human-approval gates.
Connect Your Apps to Ceven
Re-authorize the same third-party applications in Ceven that you used in Close. Ceven supports over 1,000 integrations, making it easy to connect your existing tools.
Rebuild Workflows in Ceven
Rather than recreating each workflow one-for-one, focus on rebuilding them in Ceven to achieve the same outcomes. Use Ceven's AI steps to automate tasks that were previously manual and add human-approval gates for critical actions.
Validate in Parallel
Run your Close and Ceven workflows in parallel, using real data to ensure that Ceven's workflows produce the desired results. This allows you to identify and resolve any issues before fully transitioning.
Schedule and Cut Over
Once you've validated the workflows in Ceven, schedule a cutover date. Ensure that all critical workflows are running smoothly in Ceven before decommissioning your Close workflows.
Monitor and Optimize
After the migration, monitor your workflows in Ceven to ensure they continue to meet your needs. Use Ceven's analytics and reporting features to optimize your workflows over time.
Why teams switch from Close to Ceven
Teams often switch from Close to Ceven when they need more advanced workflow automation capabilities. While Close excels in sales automation, Ceven offers a broader platform that can automate tasks across various tools and systems, not just within the CRM. Ceven's AI-driven workflows and human-approval gates provide a more robust and flexible solution for teams looking to streamline their processes.
What moves over and what doesn't
When migrating from Close to Ceven, your workflows and integrations will need to be rebuilt. Ceven does not automatically import data or workflows from Close, so you'll need to re-authorize your connected apps and recreate your workflows. However, this process allows you to consolidate and enhance your workflows, making them more efficient and capable.
Avoiding the common pitfalls
One common pitfall is trying to recreate every workflow one-for-one. Instead, focus on rebuilding workflows to achieve the same outcomes, but with the added benefits of AI steps and human-approval gates. Another pitfall is not validating workflows in parallel. Running both systems simultaneously ensures a smooth transition and minimizes disruption.
Frequently asked
Can Ceven automatically import my workflows from Close?
No, Ceven does not support automatic import of workflows from Close. You will need to rebuild your workflows in Ceven, which often results in more efficient and capable workflows.
Will I lose any data during the migration?
Since you're rebuilding your workflows and not migrating data, you won't lose any data. However, it's important to validate your workflows in Ceven with real data to ensure accuracy.
Can I run Close and Ceven simultaneously?
Yes, it's recommended to run both systems in parallel during the migration process. This allows you to validate your workflows in Ceven and ensure a smooth transition.