How to Migrate from Twain to Ceven
Twain builds GTM agents that research accounts in real time, qualify contacts, and write personalized multichannel outreach, automating the sales and outreach process. Ceven, on the other hand, 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 your automations from Twain to Ceven, ensuring a smooth transition and enhanced capabilities.
Remember, migrating from Twain to Ceven involves rebuilding your workflows and re-authorizing the same connected apps. It is recommended to run both systems in parallel on real data and switch over only once the Ceven version is proven. This ensures that your sales and outreach processes remain uninterrupted and effective.
Migrate from Twain to Ceven in 6 steps
Inventory Your Workflows
Begin by documenting all the outcomes your Twain workflows produce. List the specific tasks, such as account research, contact qualification, and personalized outreach, that your Twain agents perform. This will help you understand what needs to be rebuilt in Ceven.
Connect the Same Apps in Ceven
Ceven connects to 1,000+ tools, so you can easily replicate the integrations you have in Twain. Start by connecting the same apps and services in Ceven, ensuring that all necessary data flows are in place.
Describe the Outcome to Rebuild
Instead of recreating your Twain workflows one-for-one, focus on the outcomes you want to achieve in Ceven. This approach allows you to leverage Ceven's advanced features, such as AI steps and human-approval gates, to build more robust and efficient workflows.
Add AI Steps and Approval Gates
Where Twain was brittle or lacking, add AI steps and human-approval gates in Ceven. For example, use AI to enrich data before qualification, or add approval gates for critical outreach steps to ensure accuracy and compliance.
Validate in Parallel
Run both Twain and Ceven in parallel for a period, using real data to ensure that your Ceven workflows produce the desired outcomes. This step is crucial for validating the effectiveness of your new workflows and making any necessary adjustments.
Schedule and Cut Over
Once you are confident in the performance of your Ceven workflows, schedule a cutover date. Communicate this change to your team and ensure a smooth transition. Monitor the new workflows closely after the cutover to address any issues that may arise.
Why teams switch from Twain to Ceven
Teams often switch from Twain to Ceven to leverage a more comprehensive and flexible automation platform. Ceven's ability to connect to 1,000+ tools allows for more integrated and streamlined workflows, reducing the need for multiple specialized tools. Additionally, Ceven's advanced features, such as AI steps and human-approval gates, provide greater control and reliability in automating sales and outreach processes. Ceven can be used alongside your CRM, making it an ideal solution for teams looking to automate the busywork around their CRM, such as enrichment, follow-ups, syncing, and reporting.
What moves over and what doesn't
When migrating from Twain to Ceven, the actual data and CRM database do not move over. Instead, the focus is on migrating the automation and workflows. This means you will be rebuilding your workflows in Ceven, ensuring that all necessary data flows and integrations are in place. Workflows that involve AI-driven research, contact qualification, and personalized outreach can be rebuilt in Ceven, leveraging its advanced features for enhanced capabilities. However, specific AI models and training data used in Twain will not be automatically transferred and will need to be re-implemented in Ceven.
Avoiding the common pitfalls
One common pitfall is attempting to recreate workflows one-for-one from Twain in Ceven. Instead, focus on the outcomes you want to achieve and leverage Ceven's advanced features to build more efficient and robust workflows. Another pitfall is not validating the new workflows in parallel with Twain. Running both systems simultaneously ensures that your sales and outreach processes remain uninterrupted and effective during the transition. Finally, ensure that all necessary data flows and integrations are in place before cutting over to Ceven to avoid any disruptions in your workflows.
Frequently asked
Does Ceven offer an automatic import feature from Twain?
No, Ceven does not offer an automatic import feature from Twain. Migrating involves rebuilding your workflows in Ceven, which often results in consolidating into fewer, more capable workflows. This process allows you to leverage Ceven's advanced features and ensure a smooth transition.
Can I run Ceven alongside my existing CRM?
Yes, Ceven is designed to run alongside your existing CRM, automating the busywork around it. This includes tasks such as data enrichment, follow-ups, syncing, and reporting, enhancing your overall sales and outreach processes.
How do I handle data privacy and security during the migration?
During the migration process, it is crucial to ensure that all data flows and integrations are secure. Use Ceven's robust security features and follow best practices for data privacy. Additionally, consider using human-approval gates for critical steps to ensure compliance and accuracy.