How to Migrate from Cognism to Ceven
Cognism is a B2B sales intelligence platform renowned for its phone-verified mobile data and GDPR-compliant European coverage. It helps sales teams uncover and connect with potential clients by providing accurate and up-to-date contact information.
Ceven is an AI workflow automation platform that connects to over 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 Cognism to Ceven, ensuring a smooth and efficient transition.
Migrate from Cognism to Ceven in 7 steps
Inventory your workflows by outcome
Begin by documenting all the workflows and automations you currently have in Cognism. List the outcomes they achieve, such as data enrichment, lead qualification, or task assignment. This will help you identify what needs to be rebuilt in Ceven.
Connect the same apps in Ceven
Ceven connects to over 1,000 tools, so you can start by connecting the same apps you used with Cognism. This includes your CRM, email marketing tools, and any other systems involved in your sales and marketing processes.
Rebuild your workflows in Ceven
Instead of recreating your workflows one-for-one, describe the outcomes you want to achieve. Ceven allows for more complex and flexible workflows, so you can often consolidate multiple Cognism workflows into fewer, more capable automations. Add AI steps to enrich data, qualify leads, or predict outcomes.
Add human-approval gates where Cognism was brittle
Identify areas in your Cognism workflows where errors or inconsistencies occurred. In Ceven, add human-approval gates at these points to ensure data accuracy and compliance. This is particularly important for writes to systems of record.
Validate your Ceven workflows in parallel
Run your Cognism and Ceven workflows in parallel using real data. This allows you to compare the results and ensure that Ceven is functioning as expected. Make any necessary adjustments before fully committing to the new system.
Schedule and cut over
Once you are confident that your Ceven workflows are working correctly, schedule a cutover date. Communicate this date to your team and ensure that all stakeholders are prepared for the transition. After the cutover, monitor the workflows closely to address any issues that may arise.
Review and optimize
Regularly review your Ceven workflows to identify opportunities for optimization. Ceven's AI capabilities can help you continually improve your processes, ensuring that you are always getting the most out of the platform.
Why teams switch from Cognism to Ceven
Teams often switch from Cognism to Ceven because Ceven offers more advanced AI capabilities and greater flexibility in automating workflows. While Cognism excels in providing accurate and up-to-date contact information, Ceven can enrich this data and use it to drive more complex and nuanced workflows. Additionally, Ceven's ability to build and host no-code pages and apps can help teams streamline their processes and improve efficiency beyond what is possible with Cognism alone. Ceven's human-approval gates also provide an extra layer of security and compliance, ensuring that data is accurate and consistent across all systems.
Ceven's extensive integration capabilities allow teams to consolidate their tools and workflows, reducing complexity and improving overall productivity. By migrating to Ceven, teams can benefit from a more comprehensive and powerful platform that supports their entire sales and marketing ecosystem.
What moves over and what doesn't
When migrating from Cognism to Ceven, it's important to understand what will and will not move over. Your data, such as contact information and lead records, will need to be manually exported from Cognism and imported into Ceven. However, the actual workflows and automations will not transfer automatically and must be rebuilt in Ceven. This is an opportunity to optimize and streamline your processes, consolidating multiple workflows into fewer, more capable automations.
Any custom integrations or APIs used in Cognism will also need to be re-created in Ceven. This includes connections to your CRM, email marketing tools, and other sales and marketing platforms. While this may seem like a significant effort, it allows you to take advantage of Ceven's advanced AI capabilities and human-approval gates, ensuring a more robust and secure automation process.
Avoiding the common pitfalls
One of the most common pitfalls when migrating from Cognism to Ceven is underestimating the time and effort required to rebuild workflows. It's important to allocate sufficient resources and time to this process, ensuring that each workflow is carefully designed and tested. Another common mistake is not running the systems in parallel during the transition period. This can lead to data inconsistencies and missed opportunities, so it's crucial to validate your Ceven workflows using real data before fully committing to the new system.
Additionally, teams may overlook the importance of human-approval gates in their Ceven workflows. These gates provide an extra layer of security and compliance, ensuring that data is accurate and consistent across all systems. By adding human-approval gates where Cognism was brittle, you can minimize errors and inconsistencies, improving the overall reliability of your automations. Finally, it's essential to regularly review and optimize your Ceven workflows to identify opportunities for improvement and ensure that you are always getting the most out of the platform.
Frequently asked
Can Ceven automatically import my workflows from Cognism?
No, Ceven does not offer an automatic import feature for workflows. Migrating from Cognism to Ceven involves rebuilding your workflows and re-authorizing the same connected apps. This process allows you to consolidate multiple workflows into fewer, more capable automations and take advantage of Ceven's advanced AI capabilities and human-approval gates.
How long does it typically take to migrate from Cognism to Ceven?
The time it takes to migrate from Cognism to Ceven can vary depending on the complexity of your workflows and the number of integrations involved. It's important to allocate sufficient time and resources to this process, ensuring that each workflow is carefully designed and tested. Running the systems in parallel during the transition period can also help validate your Ceven workflows and ensure a smooth transition.
What are the benefits of migrating from Cognism to Ceven?
Migrating from Cognism to Ceven offers several benefits, including advanced AI capabilities, greater flexibility in automating workflows, and the ability to build and host no-code pages and apps. Ceven's human-approval gates provide an extra layer of security and compliance, ensuring that data is accurate and consistent across all systems. Additionally, Ceven's extensive integration capabilities allow teams to consolidate their tools and workflows, reducing complexity and improving overall productivity.