How to Migrate from Nutshell to Ceven
Migrating from Nutshell to Ceven involves rebuilding your sales automation and workflows on the Ceven platform. This guide will walk you through the process, ensuring a smooth transition and helping you take advantage of Ceven's advanced AI and workflow capabilities.
Note that there is no automatic import feature. Instead, you will rebuild your workflows and re-authorize the same connected apps in Ceven. It is recommended to run both systems in parallel on real data and switch over only once the Ceven version is proven. Use human-approval gates on writes to systems of record.
Migrate from Nutshell to Ceven in 7 steps
Inventory your workflows by outcome
Start by listing all the workflows and automations you have in Nutshell. Group them by the outcomes they achieve, such as lead qualification, follow-up emails, or data enrichment. This will help you identify areas where Ceven's AI capabilities can add value.
Connect the same apps in Ceven
Ceven connects to over 1,000 tools, so you should be able to reconnect the same apps you use with Nutshell. Begin by setting up these connections in Ceven to ensure a seamless data flow.
Describe the outcomes to rebuild, not recreate one-for-one
Rather than recreating each Nutshell workflow one-for-one in Ceven, focus on describing the outcomes you want. This approach allows you to consolidate and streamline your workflows, taking advantage of Ceven's more advanced capabilities.
Add AI steps and approval gates where Nutshell was brittle
Identify areas in your Nutshell workflows where manual intervention or errors were common. In Ceven, add AI steps to automate these tasks and include human-approval gates to ensure accuracy and compliance.
Validate in parallel
Run your Nutshell and Ceven workflows in parallel using real data. This allows you to compare the results and ensure that Ceven is producing the desired outcomes before making the switch.
Schedule and cut over
Once you are confident that Ceven is working as expected, schedule the final cutover. This may involve updating any integrations or notifications to point to Ceven instead of Nutshell. Ensure that all stakeholders are aware of the change and provide any necessary training.
Monitor and optimize
After the cutover, monitor the performance of your Ceven workflows closely. Look for opportunities to optimize and refine your processes, taking full advantage of Ceven's capabilities to enhance your sales automation.
Why teams switch from Nutshell to Ceven
Teams often switch from Nutshell to Ceven to leverage advanced AI capabilities and more robust workflow automation. Ceven's ability to connect to over 1,000 tools allows for seamless integration with existing systems, while its AI steps can automate complex tasks that were previously manual in Nutshell. Additionally, Ceven's scheduling and human-approval gates provide greater control and reliability over sales processes.
Ceven's no-code platform also enables teams to build and host custom pages and apps, adding an extra layer of functionality that can enhance sales and marketing efforts. This makes Ceven a powerful tool for teams looking to streamline their sales processes and improve efficiency.
What moves over and what doesn't
When migrating from Nutshell to Ceven, the focus is on moving your sales automation and workflows, not your CRM database. Ceven is not a CRM, so your customer data will remain in Nutshell. Instead, you will rebuild your workflows in Ceven, re-authorizing the same connected apps and ensuring that data flows seamlessly between the two systems.
What does move over is the logic and structure of your workflows. You will describe the outcomes you want to achieve in Ceven and rebuild the workflows to achieve those outcomes. This process allows you to take advantage of Ceven's advanced capabilities, such as AI steps and human-approval gates, to enhance your sales processes.
Avoiding the common pitfalls
One of the most common pitfalls when migrating from Nutshell to Ceven is attempting to recreate each workflow one-for-one. Instead, focus on describing the outcomes you want to achieve and rebuilding the workflows in Ceven to meet those outcomes. This approach allows you to consolidate and streamline your processes, taking full advantage of Ceven's capabilities.
Another common pitfall is not running both systems in parallel long enough. It is crucial to validate the Ceven workflows using real data and ensure that they are producing the desired outcomes before making the final cutover. This helps to build confidence in the new system and minimizes the risk of disruption to your sales processes. Additionally, ensure that all stakeholders are aware of the change and provide any necessary training to ensure a smooth transition.
Frequently asked
Can Ceven automatically import my workflows from Nutshell?
No, Ceven does not offer an automatic import feature. You will need to rebuild your workflows in Ceven, which often results in fewer, more capable workflows that take full advantage of Ceven's advanced capabilities.
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. It is recommended to allocate sufficient time for inventorying, rebuilding, and validating your workflows in Ceven before making the final cutover.
What happens to my customer data during the migration?
Since Ceven is not a CRM, your customer data will remain in Nutshell. The focus of the migration is on moving your sales automation and workflows to Ceven, ensuring that data flows seamlessly between the two systems. Your customer data will continue to reside in Nutshell, while Ceven handles the automation and workflows around it.