Sales managers and reps can start using cadences right away without building their
own. Included cadences cover common sales scenarios and provide examples for sales managers
to learn from and expand. Example call scripts and email templates for each cadence are also
included.
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.
Managers can use the included cadences as is or as inspiration for more customized sales
sequences.
The Cadences from Salesforce folder contains these cadences:
Initiate Contact with New Prospects—Reach out to new leads to gauge their level of
interest. 14 days.
Recover a Lost Opportunity—Reach out occasionally to contacts on lost opportunities to
see if they may be open to reengaging. 18 days.
Reengage Dormant Prospects—Reach out to reengage prospects you haven't heard from in a
while. 13 days.
Follow Up on Interested Prospects—Respond to prospects who have expressed interest. 10
days.
Set Up a Meeting—Step through scheduling a meeting. Includes initial outreach,
negotiating timing, sending materials for review, conducting the meeting, and follow up. 2
days.
Nurture Existing Customers—Let existing accounts know you're thinking about them and
available to address their needs. 6 months.
Follow Up with Prospects from Event—Engage with prospects that expressed interest at
an event. 8 days.
Onboard New Customers—Handhold new customers to make sure they're engaged with your
product and assist with any questions. 90 days.
Nurture Accounts Through Sales Rep Transition—Ensure existing customers feel
comfortable during the transition to a new account representative. 16 days.
Nurture Accounts Through Renewal—Handhold existing customers through the renewal
process to address any obstacles or concerns. 80 days.
To start using an included cadence, activate it and then begin adding targets.
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