How to Migrate from Demandbase to Ceven
Demandbase is a leading enterprise ABM platform that combines account intelligence, intent data, and programmatic advertising to enhance your go-to-market strategies.
Ceven 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. This guide will help you migrate your GTM workflows from Demandbase to Ceven, ensuring a smooth and effective transition.
Migrate from Demandbase to Ceven in 6 steps
Inventory Your Workflows
Start by listing all the outcomes and processes Demandbase manages. Focus on the results, not the steps, to identify what needs to be rebuilt in Ceven. For example, note down the specific enrichment processes, lead scoring, and advertising campaigns.
Connect Your Apps in Ceven
In Ceven, connect the same apps and services you use in Demandbase. Ceven supports over 1,000 integrations, so you should find everything you need. This includes your CRM, marketing automation tools, and any other relevant systems.
Rebuild Your Workflows
Instead of recreating each Demandbase workflow one-for-one, describe the desired outcomes and rebuild them in Ceven. For example, if Demandbase handles lead enrichment, recreate this process in Ceven with AI steps and approval gates to ensure data accuracy and compliance.
Add AI and Approval Gates
Leverage Ceven's AI capabilities and human-approval gates to enhance your workflows. For instance, add AI steps to automate data enrichment and approval gates to validate critical data before it's written to your system of record.
Validate in Parallel
Run both Demandbase and Ceven in parallel for a period. This allows you to compare results and ensure that Ceven is handling your workflows correctly. Use real data to validate the accuracy and reliability of your new workflows in Ceven.
Schedule and Cut Over
Once you are confident that Ceven is performing as expected, schedule a cutover date. Communicate this to your team and ensure a smooth transition. Consider using human-approval gates on writes to systems of record during the initial phase to catch any discrepancies.
Why teams switch from Demandbase to Ceven
Teams often switch from Demandbase to Ceven to leverage the advanced AI capabilities and human-approval gates that Ceven offers. Ceven's platform allows for more flexible and powerful workflow automation, enabling teams to handle complex GTM processes more efficiently.
Additionally, Ceven's ability to connect to a wide range of tools and services makes it a versatile choice for teams looking to streamline their workflows and reduce manual intervention.
What moves over and what doesn't
When migrating from Demandbase to Ceven, the focus is on moving the automation and workflows, not the underlying data. Demandbase's account intelligence, intent data, and programmatic advertising capabilities will not be replicated in Ceven. Instead, you will be rebuilding the workflows that utilize this data.
What does move over is the logic and structure of your workflows. This includes enrichment processes, lead scoring, and advertising campaigns. However, you will need to re-authorize the same connected apps in Ceven and rebuild these workflows to take advantage of Ceven's unique features.
Avoiding the common pitfalls
One common pitfall is trying to recreate every Demandbase workflow one-for-one in Ceven. Instead, focus on the desired outcomes and rebuild the workflows to achieve those outcomes more effectively.
Another pitfall is not running both systems in parallel during the transition. This can lead to discrepancies and errors. By validating in parallel, you can ensure a smooth and accurate transition to Ceven. Additionally, consider using human-approval gates on writes to systems of record to catch any issues early on.
Frequently asked
Can Ceven auto-import my Demandbase workflows?
No, Ceven does not support auto-importing workflows from Demandbase. You will need to rebuild your workflows in Ceven, which often results in consolidating into fewer, more capable workflows that leverage Ceven's advanced features.
How do I handle data enrichment in Ceven?
Ceven allows you to add AI steps to automate data enrichment. You can connect your data sources and use Ceven's AI capabilities to enrich your data as part of your workflows. Additionally, you can add human-approval gates to validate the enriched data before it's written to your system of record.
What happens to my Demandbase data during the migration?
Your Demandbase data remains in Demandbase. The migration process focuses on moving the automation and workflows, not the underlying data. You will continue to use Demandbase for account intelligence, intent data, and programmatic advertising, while Ceven handles the automation and workflows.