How to Migrate from Outreach to Ceven
Outreach is an AI sales-engagement and revenue platform that unifies prospecting, deal management, conversation intelligence, and forecasting.
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 from Outreach to Ceven, rebuilding your workflows and enhancing them with new capabilities.
Migrate from Outreach to Ceven in 7 steps
Inventory your workflows by outcome
List the key outcomes your Outreach workflows achieve, such as lead qualification, deal updates, or forecast reporting. Focus on the results, not the steps.
Connect the same apps in Ceven
Ceven connects to 1,000+ tools, so you can integrate the same apps you use with Outreach. Start by setting up these connections in your Ceven account.
Rebuild workflows in Ceven with better outcomes in mind
Describe the outcomes you want to achieve in Ceven. You wont recreate the exact same workflows. Instead, design new workflows in Ceven that leverage its unique features, such as AI steps and approval gates. For example, use AI to auto-generate follow-up messages or prioritize leads based on engagement.
Add AI and approval gates in Ceven
Identify areas in your Outreach workflows where errors or delays occurred. In Ceven, add AI steps to automate complex tasks and approval gates to ensure accuracy and compliance. For example, add a human-approval gate before updating a system of record.
Validate outcomes in parallel
Run both Outreach and Ceven workflows in parallel using real data. Compare the results to ensure Ceven is delivering the expected outcomes. Make adjustments as needed.
Schedule and cut over
Once you've validated the Ceven workflows, schedule the final cutover. Communicate the change to your team and ensure everyone is prepared for the transition. Monitor the new workflows closely in the first few days to catch any issues early.
Review and optimize
After the migration, review the performance of your Ceven workflows. Look for opportunities to optimize and improve them. Ceven's flexibility and powerful features allow for continuous enhancement.
Why teams switch from Outreach to Ceven
Teams often switch from Outreach to Ceven to take advantage of Ceven's broader range of integrations and advanced automation capabilities. Ceven's AI steps and human-approval gates provide more control and reliability, reducing the risk of errors and delays. Additionally, Ceven's no-code platform allows for greater flexibility and easier customization, enabling teams to build and host custom pages and apps tailored to their specific needs.
What moves over and what doesn't
When migrating from Outreach to Ceven, it's important to understand that there is no automatic import of workflows. You will need to rebuild your workflows in Ceven, which can be an opportunity to consolidate and enhance them. The data and outcomes from your Outreach workflows will move over, but the exact steps and configurations will not. You will reconfigure these in Ceven to leverage its unique features and capabilities.
Avoiding the common pitfalls
One common pitfall is trying to recreate the exact same workflows in Ceven. Instead, focus on the outcomes you want to achieve and design new workflows in Ceven that leverage its advanced features. Another pitfall is not validating the new workflows thoroughly before cutting over. Always run both systems in parallel and compare the results to ensure a smooth transition. Finally, be prepared to make adjustments and optimize your workflows in Ceven post-migration to take full advantage of its capabilities.
Frequently asked
Can Ceven automatically import my workflows from Outreach?
No. There is no automatic import. You will need to rebuild your workflows in Ceven, but this can be an opportunity to consolidate and enhance them, often resulting in fewer, more capable workflows.
How long does the migration process take?
The migration process can vary depending on the complexity of your workflows and the number of integrations. It's important to allocate enough time for planning, rebuilding, validating, and optimizing your workflows in Ceven.
What kind of support does Ceven offer during the migration process?
Ceven provides comprehensive documentation and customer support to assist with the migration process. Their team can provide guidance on best practices, troubleshooting, and optimization to ensure a successful transition.