How To Create Sales Cadences in Salesforce

by | Jun 24, 2023

In today’s fast-paced sales environment, having a clear and effective sales strategy is crucial to staying ahead of the game. A well-structured Sales Cadence can be the roadmap your team needs to manage their outreach and ultimately, drive conversions. One powerful tool to help you implement this is Salesforce, a leader in the CRM industry. Salesforce doesn’t just organize your customer relationships; it also offers you the capability to automate and report on your pipelines. The other tool we’ll need is Canon Connect. Canon Connect’s integration with Salesforce adds the ability to build cadences in Salesforce and leverage them to direct reps to the right persona at the right time. Read on to discover how to create sales cadences in salesforce which will revolutionize your approach to sales.

If you’re unsure what a cadence is or how it can benefit you, we have a guide for that topic! Check it out here.

Plan your Strategy

The most important part of the cadence strategy is defining what the steps are, why someone enters it, what product you pitch during the cadence, when automation comes in, and how people are removed. We cover that in detail in What is a Sales Cadence, Why I need One?

If you already read the last article then awesome! We’ll quickly reference the diagram from the previous article because it will be used to create a cadence in the video below. You’ll then be able to reference both, or even copy our cadence! Of course, if you are a Canon Connect customer then this cadence is a stock template that we provide.

Sales Cadences-Low Touch Email Led Lead Sequence

Visual Learning

We get it, this content is easier to follow with a video. So we got you covered! Check out our video on creating cadences in Salesforce using Canon Connect

Next Steps

As we’ve explored in this guide, Salesforce and Canon Connect are powerful allies in your sales efforts, offering you the ability to create personalized Sales Cadences. Implementing these systematic, strategic approaches to customer engagement can significantly enhance your sales process. Remember, the goal is not just to sell, but to build strong, lasting relationships with your customers. By leveraging Salesforce and a robust Sales Cadence, you can achieve this goal while maximizing efficiency and productivity. So, don’t wait – start implementing your own Sales Cadence in Salesforce today with Canon Connect, and unlock a whole new level of sales success.

If you have any questions or need further guidance, feel free to reach out. Let’s embark on this journey to sales excellence together! We’d be happy to help consult on the best strategies for your unique scenarios and how to increase the automation of the process.