How to Migrate from Qualified to Ceven
Qualified's Piper AI SDR is a powerful tool for converting inbound website traffic into pipeline via chat and email. Ceven offers a broader AI workflow automation platform that connects to 1,000+ tools, runs end-to-end workflows, and includes AI steps and human-approval gates.
This guide will walk you through the process of migrating from Qualified to Ceven, ensuring you maintain your workflows and enhance them with Ceven's capabilities.
Migrate from Qualified to Ceven in 6 steps
Inventory Your Outcomes
Start by listing the outcomes your Qualified workflows achieve, such as lead qualification, follow-up emails, or chat interactions. Focus on the results, not the specific steps, to identify what needs to be rebuilt in Ceven.
Connect Your Apps in Ceven
Re-authorize the same apps in Ceven that you used with Qualified. Ceven supports 1,000+ integrations, making it easy to connect your existing tools and data sources.
Rebuild Workflows for Outcomes
Describe the outcomes you identified in Ceven and rebuild the workflows to achieve them. Use Ceven's AI steps and approval gates to enhance your processes, making them more robust and flexible.
Add AI Steps and Approval Gates
Where Qualified's workflows might have been brittle, add AI steps and human-approval gates in Ceven. This ensures better control and accuracy, especially for critical tasks.
Validate in Parallel
Run both Qualified and Ceven in parallel, using real data to validate the new workflows. Ensure that Ceven's version produces the same or better results before fully transitioning.
Schedule and Cut Over
Once validated, schedule the final cutover. Ensure all stakeholders are informed and prepared for the transition to minimize disruption.
Why teams switch from Qualified to Ceven
Teams often switch from Qualified to Ceven because of the broader capabilities and flexibility Ceven offers. While Qualified excels in converting inbound traffic into pipeline, Ceven provides a comprehensive AI workflow automation platform that can handle a wider range of tasks and integrations.
Ceven's AI steps and human-approval gates add an extra layer of control and accuracy, making it easier to manage complex workflows. Additionally, Ceven's ability to build and host no-code pages and apps can streamline many processes that would otherwise require additional tools.
What moves over and what doesn't
When migrating from Qualified to Ceven, your workflow outcomes and the integrations with other tools can be rebuilt, but the specific workflow steps and configurations will need to be recreated. Ceven does not support automatic import of workflows from Qualified, so you will need to manually rebuild them.
Data from your existing workflows in Qualified can be used to validate the new workflows in Ceven, but the actual workflow logic and steps will not transfer directly. This gives you the opportunity to optimize and improve your processes in Ceven.
Avoiding the common pitfalls
One common pitfall is assuming that the migration will be quick and easy. Rebuilding workflows in a new platform takes time and careful planning. Ensure you have a clear inventory of your outcomes and a well-defined plan for rebuilding them in Ceven.
Another pitfall is not validating the new workflows thoroughly before cutting over. Running both systems in parallel and using real data ensures that Ceven's version is reliable and accurate before fully transitioning. Adding human-approval gates on writes to systems of record can also prevent errors and ensure data integrity.
Frequently asked
Can Ceven automatically import my workflows from Qualified?
No, Ceven does not support automatic import of workflows from Qualified. You will need to rebuild your workflows in Ceven, which often results in fewer, more capable workflows that can be enhanced with AI steps and approval gates.
How long does it typically take to migrate from Qualified to Ceven?
The time it takes to migrate depends on the complexity of your workflows and the number of integrations involved. On average, it can take a few weeks to a couple of months to fully transition, including validation and testing.
Can I run Qualified and Ceven in parallel during the migration?
Yes, it is highly recommended to run both systems in parallel during the migration. This allows you to validate the new workflows in Ceven using real data and ensures a smooth transition with minimal disruption.