A Salesforce Cadence is a feature in Sales Engagement (formerly High Velocity Sales) that helps Sales teams follow a structured process to reach out to leads and customers.
It acts like a guided sales to-do list, ensuring reps know exactly what to do next – whether it’s making a call, sending an email, or following up on LinkedIn.
How does a Salesforce Cadence work?
Sales managers set up a Cadence, which is a series of scheduled sales activities. These could include calls, emails or social media touchpoints that happen over a set period.
Once a rep starts a lead on a Cadence, Salesforce automatically reminds them when and how to engage, so no opportunity is missed.
Salesforce Cadence: Real-World Use Cases
Following up on website leads
When a visitor fills out a contact form on your website, Salesforce Cadence assigns the lead to a rep and schedules a welcome email immediately.
If the lead doesn’t reply, the system prompts the rep to call them the next day. And if there’s still no response, it schedules a LinkedIn message three days later.
Reaching out to stalled opportunities
How about when your sales rep sends a proposal to a prospect, but they go silent?
Cadence automatically schedules a follow-up email after three days. If there’s no response, a call reminder is triggered for the rep. Then, after a week, Cadence suggests a final check-in email before closing the opportunity.
Cold outreach for new prospects
If your sales rep has been to an industry event and got a list of potential customers, Cadence sends a personalised introduction email.
If there’s no response, a call task is scheduled for two days later. If the prospect doesn’t pick up that call, a LinkedIn connection request is suggested. After a week, Cadence reminds the rep to send a final follow-up email.
Onboarding new customers
When a new customer signs up for one of your services, Cadence sends a welcome email with setup instructions.
A few days later, your sales rep is reminded to check in with a call, answer any questions and offer help. After a week, an email with additional tips is sent automatically. Then, after a month, Cadence suggests a feedback survey to improve onboarding.
Sales & CX made easy
With no missed follow-ups, time savings, increased sales and easy reporting, Salesforce Cadence is perfect for sales and customer success teams that handle a large number of leads or customers and need a structured way to follow up.
It’s especially useful for inside sales, SDRs and account managers who want to improve engagement and close more deals.
So, if you’d like to find out more about how a Salesforce Cadence can transform your sales process, get in touch with the Cloud Orca team.
