How to Migrate from Salesloft to Ceven
Salesloft is an AI revenue-orchestration platform that combines sales engagement, conversation intelligence, and forecasting in one workflow. Ceven is an AI workflow automation platform that connects to over 1,000 tools, runs end-to-end workflows with AI steps and human-approval gates, and can build and host no-code pages/apps. This guide will help you migrate your sales engagement workflows from Salesloft to Ceven.
Migrating from Salesloft to Ceven means rebuilding your workflows and re-authorizing the same connected apps. There is no automatic import, so it's important to plan and execute the migration carefully. This guide will walk you through the steps to ensure a smooth transition.
Migrate from Salesloft to Ceven in 6 steps
Inventory Your Workflows
Start by listing all your Salesloft workflows and their outcomes. Focus on the results they achieve rather than the steps they take. This will help you rebuild them in Ceven more efficiently.
Connect Your Apps in Ceven
Re-authorize all the apps and services you used in Salesloft within Ceven. This ensures that your workflows can interact with the same tools and data sources.
Rebuild Workflows in Ceven
Describe the outcomes you want to achieve in Ceven and rebuild your workflows to match. Use Ceven's AI steps and human-approval gates to make your workflows more robust and adaptable.
Add AI Steps and Approval Gates
Identify areas in your Salesloft workflows where AI steps and human-approval gates can improve reliability and decision-making. Implement these in your Ceven workflows.
Validate in Parallel
Run your Salesloft and Ceven workflows in parallel, using real data, to ensure that Ceven's workflows produce the same or better outcomes. Monitor performance and make adjustments as needed.
Schedule and Cut Over
Once you are confident in your Ceven workflows, schedule a time to cut over completely. Ensure all stakeholders are aware of the transition and ready to support the new workflows.
Why teams switch from Salesloft to Ceven
Teams often switch from Salesloft to Ceven because they need a more flexible and powerful workflow automation platform. Salesloft excels in sales engagement, conversation intelligence, and forecasting, but it may lack the versatility and connectivity that Ceven offers. Ceven's ability to connect to over 1,000 tools and its support for AI steps and human-approval gates make it a compelling choice for teams looking to streamline their workflows and improve decision-making.
What moves over and what doesn't
When migrating from Salesloft to Ceven, your workflows and the outcomes they achieve are what move over. However, the specific steps and configurations of your Salesloft workflows will need to be rebuilt in Ceven. Data and app connections will also need to be re-authorized. Ceven's AI capabilities and human-approval gates can enhance your workflows, making them more robust and adaptable. On the other hand, any custom integrations or unique features specific to Salesloft will not transfer directly and will need to be rebuilt or replaced with Ceven's equivalents.
Avoiding the common pitfalls
One common pitfall when migrating from Salesloft to Ceven is attempting to recreate your workflows exactly as they were in Salesloft. Instead, focus on the outcomes you want to achieve and rebuild your workflows in Ceven to match those outcomes. Another pitfall is not validating your workflows in parallel. Running both Salesloft and Ceven workflows simultaneously with real data ensures that your Ceven workflows are producing the desired results before you cut over completely. Finally, be sure to add AI steps and human-approval gates where your Salesloft workflows were brittle or prone to errors. This will make your Ceven workflows more reliable and adaptable.
Frequently asked
Can Ceven automatically import my Salesloft workflows?
No, Ceven does not support automatic import of Salesloft workflows. You will need to rebuild your workflows in Ceven, which usually results in fewer, more capable workflows.
How do I ensure a smooth transition from Salesloft to Ceven?
To ensure a smooth transition, inventory your workflows by outcome, connect the same apps in Ceven, rebuild your workflows focusing on outcomes, add AI steps and approval gates, validate in parallel, and schedule a cutover once you are confident in your Ceven workflows.
What are the benefits of using Ceven over Salesloft?
Ceven offers greater flexibility and connectivity with over 1,000 tools, support for AI steps and human-approval gates, and the ability to build and host no-code pages/apps. These features make Ceven a powerful choice for teams looking to streamline their workflows and improve decision-making.