With cadences, inside sales reps can work through their prospects at top speed. Inside
sales managers use Sales Engagement Cadence Builder to create consistent, scheduled cadences of
outreach activities to help reps nurture their prospects with maximum efficiency. A cadence can
include activities like sending emails, making calls, arranging meetings, and sending text
messages. Sales managers and reps can add leads, contacts, and person accounts to each cadence.
Sales reps act on the cadence activities from a prioritized work queue that shows them at
a glance which prospects are ready for each outreach.
Required Editions
| Available in: Lightning Experience |
| Available with Sales Engagement, which is included with Sales in
Performance, Einstein 1, and Unlimited Editions, and
available for an extra cost in Professional and Enterprise Editions.
Sales Engagement is also available for an extra cost in Service and Lightning
Platform.
|
- Build Cadences with Cadence Builder 2.0
Cadence Builder 2.0 lets cadence creators build standard cadences sensitive to target engagement with much less effort and complexity. Creators use only three tracks—neutral, positive, and negative—to hold cadence steps appropriate to different target responses. Entry rules for each track let targets move to the appropriate track based on their responses, whenever they occur.
- Build Cadences with Cadence Builder Classic
The original tool for building cadences, Cadence Builder Classic, lets you create sales programs with email, call, LinkedIn, custom, screen flow, and branch steps. Branch steps let you send targets through different steps depending on their response to a previous step.
- Create Call Scripts and Email Templates
Use the Navigation Menu to create call scripts and email templates for your cadences.
- Test Different Email Templates or Call Scripts on a Single Cadence Step
Use cadence steps to test different versions of an email template or a call script to see which is most effective with target prospects. The cadence sends each email or displays each call script according to the proportions that you choose when you build the cadence.
- Edit an Active Cadence
When you want to improve a cadence, you can update an active cadence without interrupting sales outreach. Add and remove steps, update step names and descriptions, email template and call script variants, cadence rules, and more.
- View Cadence Details
View cadence details on the record home page. View cadence steps in Cadence Builder.
- Deactivate a Sales Engagement Cadence
When you’re ready to update your sales outreach patterns, you can replace older cadences with new ones. Deactivating a cadence prevents further use, preserves cadence data, and avoids confusion with newer cadences. Existing targets in a deactivated cadence continue until completion.
- Delete a Sales Engagement Cadence
When you’re finished using a cadence and its data, you can delete it. However, after you delete a cadence, you can’t report on it. To continue reporting on a cadence you don’t use, deactivate it rather than deleting it. Before deleting a cadence, you must remove all existing targets.
- Use Cadences for a Commerce Reorder Portal
A Commerce reorder portal provides a streamlined way to sell to repeat customers. After you create the reorder portal, you can configure a cadence with a preconfigured screen flow so that your reps can start inviting their contacts to place self-service reorders. You can use a standard cadence or a quick cadence.
- Sales Engagement Cadence Examples
Cadences make it easy to stay on schedule and ensure that prospects aren’t forgotten. Review examples of cadences for various types of customer outreach. Then modify them to fit your own business requirements.
