How to Migrate from Salesloft to Ceven
Salesloft is an AI revenue-orchestration platform that combines sales engagement, conversation intelligence, and forecasting into one workflow. It helps sales teams manage their outreach, track conversations, and predict future revenue.
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 and host no-code pages/apps. This guide will help you migrate your sales automation and workflows from Salesloft to Ceven.
Migrate from Salesloft to Ceven in 6 steps
Inventory Your Workflows
Start by listing all the workflows and automations you have in Salesloft. Focus on the outcomes they achieve, such as lead nurturing, follow-up emails, or forecasting reports, rather than the specific steps.
Connect Your Apps in Ceven
Re-authorize the same third-party apps and tools in Ceven that you were using in Salesloft. This ensures that your new workflows can interact with the same data sources and systems.
Rebuild Your Workflows
Describe the outcomes you want to achieve in Ceven and build workflows that accomplish these goals. Use Ceven's AI steps and human-approval gates to enhance your processes, making them more flexible and robust.
Add AI and Approval Gates
Identify areas where Salesloft's workflows were brittle or lacked flexibility. Add AI steps and human-approval gates in Ceven to handle these scenarios, ensuring smoother operations.
Validate in Parallel
Run your Salesloft and Ceven workflows in parallel, using real data. This allows you to compare results and ensure that Ceven's workflows are performing as expected before making the switch.
Schedule and Cut Over
Once you are confident in Ceven's workflows, schedule a cutover date. Communicate this change to your team and stakeholders, and ensure a smooth transition.
Why teams switch from Salesloft to Ceven
Teams often switch from Salesloft to Ceven because they need more flexibility and integration capabilities. While Salesloft excels in sales engagement and forecasting, Ceven offers a broader range of AI-driven workflow automation, including the ability to build and host no-code pages/apps. This allows teams to automate not just sales processes but also other business workflows, creating a more cohesive and efficient system.
What moves over and what doesn't
When migrating from Salesloft to Ceven, your workflows and automations will need to be rebuilt from scratch. This includes any sales engagement sequences, conversation intelligence analyses, and forecasting workflows. However, the data itself, such as lead information and conversation logs, will remain in your CRM or other systems of record. Ceven does not replace your CRM but works alongside it to automate and enhance your sales processes.
Avoiding the common pitfalls
One common pitfall is attempting to recreate every single workflow from Salesloft in Ceven. Instead, focus on the outcomes and rebuild workflows that are more efficient and capable. Another pitfall is not validating the new workflows in parallel with the old ones. Running both systems simultaneously ensures that you can catch any issues before fully transitioning to Ceven. Finally, ensure that you have human-approval gates in place for critical actions to prevent any data loss or errors.
Frequently asked
Can Ceven automatically import my workflows from Salesloft?
No, Ceven does not support automatic import of workflows from Salesloft. You will need to rebuild your workflows in Ceven, which often results in more consolidated and capable automations.
Will I lose any data during the migration?
No, you will not lose any data during the migration. Your CRM and other systems of record will remain intact. The migration is focused on rebuilding and enhancing your workflows in Ceven.
How long does the migration process typically take?
The migration process can vary depending on the complexity of your workflows and the number of integrations. On average, it can take a few weeks to a couple of months to fully transition to Ceven.