How to Migrate from ZoomInfo to Ceven
Migrating from ZoomInfo to Ceven involves rebuilding your workflows and re-authorizing the same connected apps. Ceven offers AI workflow automation and human-approval gates, providing a robust alternative to ZoomInfo's B2B contact and company data platform.
This guide walks you through the process, from inventorying your current workflows to validating them in parallel and scheduling the final cutover. We'll also cover why teams switch, what moves over, and common pitfalls to avoid.
Migrate from ZoomInfo to Ceven in 6 steps
Inventory your workflows by outcome
List all the workflows you have built in ZoomInfo, focusing on the outcomes they achieve. Identify the key data points and actions that drive these outcomes, so you can rebuild them in Ceven to achieve the same or better results.
Connect the same apps in Ceven
Ceven supports 1,000+ tools, so you can connect the same apps you used with ZoomInfo. This ensures that your data flows seamlessly into Ceven and that your team can continue to work with familiar tools.
Describe the outcome to rebuild
Instead of recreating each workflow one-for-one, describe the desired outcome in Ceven. This allows you to build more efficient and effective workflows that leverage Ceven's AI capabilities and human-approval gates.
Add AI steps and approval gates
Identify areas where ZoomInfo workflows were brittle or manual. In Ceven, add AI steps to automate decision-making and approval gates to ensure data accuracy and compliance. This enhances the robustness of your workflows and reduces the need for manual intervention.
Validate in parallel
Run both ZoomInfo and Ceven workflows in parallel using real data. This allows you to compare results and ensure that Ceven is delivering the expected outcomes before fully switching over. Use human-approval gates on writes to systems of record to minimize risk.
Schedule and cut over
Once you have validated that Ceven is working as expected, schedule the final cutover. Communicate the change to your team and stakeholders, and provide any necessary training or support to ensure a smooth transition.
Why teams switch from ZoomInfo to Ceven
Teams switch from ZoomInfo to Ceven for several reasons. Ceven offers AI workflow automation, which can significantly enhance the efficiency and accuracy of data-driven processes. Additionally, Ceven's human-approval gates provide an extra layer of control and compliance, ensuring that critical data is handled with care.
Ceven also supports a wide range of tools, allowing teams to consolidate their workflows and reduce the complexity of their tech stack. This can lead to cost savings and improved operational efficiency. Furthermore, Ceven's no-code capabilities enable teams to build and host custom pages and apps, expanding their operational capabilities beyond what ZoomInfo offers.
What moves over and what doesn't
When migrating from ZoomInfo to Ceven, the data and connections you've established in ZoomInfo do not automatically transfer. You will need to rebuild your workflows in Ceven from scratch, connecting the same apps and re-authorizing them. This process allows you to optimize your workflows and take advantage of Ceven's advanced features.
What does move over is your knowledge and experience with your data and processes. By carefully inventorying your workflows and describing the desired outcomes, you can rebuild them in Ceven to achieve the same or better results. Additionally, any custom integrations or scripts you've developed will need to be recreated in Ceven, but this can be an opportunity to streamline and improve them.
Avoiding the common pitfalls
One common pitfall is attempting to recreate each ZoomInfo workflow one-for-one in Ceven. Instead, focus on the outcomes you want to achieve and build workflows in Ceven that leverage its unique capabilities. This approach allows you to consolidate and optimize your workflows, reducing complexity and improving efficiency.
Another pitfall is rushing the validation process. Running both ZoomInfo and Ceven workflows in parallel using real data is crucial for ensuring a smooth transition. Take the time to thoroughly test and validate your Ceven workflows before fully switching over. Use human-approval gates on writes to systems of record to minimize risk and ensure data accuracy.
Frequently asked
Does Ceven offer an automatic import from ZoomInfo?
No, Ceven does not offer an automatic import from ZoomInfo. Migrating involves rebuilding your workflows in Ceven, which allows you to optimize and enhance them. This process usually results in fewer, more capable workflows that leverage Ceven's AI and approval gate features.
How long does the migration process take?
The duration of the migration process depends on the complexity and number of workflows you have in ZoomInfo. It typically involves inventorying your workflows, connecting the same apps in Ceven, rebuilding the workflows, validating them in parallel, and scheduling the final cutover. Plan for several weeks to a few months, depending on your specific needs.
What support does Ceven offer during the migration process?
Ceven provides comprehensive support during the migration process. This includes documentation, tutorials, and access to their support team. They can help you understand Ceven's features, guide you through the migration process, and ensure a smooth transition from ZoomInfo to Ceven. Additionally, Ceven's community and forums can be valuable resources for sharing best practices and troubleshooting issues.