+44 203 287 0899 info@solvaa.co.uk
A piece of corrugated card with the text Process Automation on it, alongside a black market pen and some wooden discs with letters printed on them. This is overlaid with text which says : Automate tasks using Zapier : 5 quick wins! Includes a small Solvaa logo in the corner.

Creating a structured sales cadence is vital when prospecting for new business.  If you don’t follow up leads, or adopt a haphazard approach then they are less likely to convert into sales.  A sales cadence is a series of activities where you contact a person or organisation to persuade them to buy your product or service.  The activities can range from phone calls, emails and social media messages to personal video messages and SMS.  It’s a good idea to test what works best, for the method of communication and the timing of each contact point.

This example from Cognism demonstrates how they introduced a rigorous sales cadence workflow for B2B lead generation, starting with a LinkedIn connection but using other contact methods to increase engagement and deliver results.  They tested various approaches and then once they found the most successful cadence they implemented it for all B2B prospecting.

This article from Hubspot reinforces the importance of scalability for sales cadences, and having a documented, structured workflow.  This makes the process much more efficient and effective, leading to an increased success rate.

Using automation to create a seven day sales cadence when a new deal is added to Pipedrive reduces manual effort and limits human error.  You will never send the same email twice by mistake, or forget a step in the process.

 

Our video for automating a sales cadence of activities in Pipedrive

We created a video to show how easy it is to automate a sales cadence of activities in Pipedrive for new deals using Zapier.

These are the steps in the video:

  • The trigger step is the creation of a new deal in Pipedrive.
  • We then add a filter step to map to the sales pipeline.
  • We then create steps for each activity in the sales cadence, the first of which is a phone call after 2 hours.
  • The next activity is an email on day 2.
  • Then we add an SMS on day 3.
  • Then a LinkedIn message on day 5.
  • Finally, we schedule a phone call on day 7.

When this zap is activated the sales cadence will be created for every new deal in Pipeline, saving manual effort and ensuring that the same process is followed every single time. 

Watch the video and subscribe to our YouTube channel

Using Zapier to create sales cadences in other CRMs

Although our example uses Pipedrive, Zapier integrates with a range of CRM systems including Salesforce.   Watch out for a Salesforce automation video that we will be adding soon, but in the meantime here is a list of Zapier integrations for Salesforce.

Save time and grab our pre-built Zap template

Read more about how our certified experts use Zapier workflow automations to simplify processes and increase efficiency.

Solvaa is a process and automation consultancy specialising in improving sales, operations and financial administration workflows. We help you to simplify and streamline existing processes, integrate your business tools to make data transfer more efficient and automate manual tasks to increase productivity. We are Zapier Certified Experts, Pipedrive Certified Experts and Xero Certified Advisors. 

Contact us today to discuss how Solvaa can help you simplify, improve and automate all aspects of your business with Zapier to save you time, reduce costs and keep you agile as you grow.

Related Posts

How-IQ-Glass-saves-45-hours-per-week-with-Zapier-automations : Blue graphic with text “Client Success Story: How IQ Glass saves 45 hours per week with Zapier Automations” over a background of a glass wall with blue/grey frames.

Client Success Story : How IQ Glass saves 45 hours per week with Zapier automations

We love to share our success in helping clients improve their business because it demonstrates how spending a little time on process improvement and automation can deliver massive results. IQ Glass is a great example of this, a business that had put all the right...

How to automate thanking your customers for paying their Xero invoices

Learning how to automate sending an email using Zapier when a Xero invoice is paid is a really simple but useful workflow that saves time and provides great customer service. Xero is a cloud-based accounting system which includes a host of features to reduce...
Image showing a flatlay laptop with bulldog clips on a white background with overlaid text in a blue section which says “Add contacts to your email marketing tool from your CRM”.

How To Automatically Add Contacts To Active Campaign From Pipedrive

It’s never been more important to keep in touch with customers, and if you’ve ever wondered how to automatically add contacts to Active Campaign from Pipedrive then we have a really simple solution. As many CRMs don’t have built-in email marketing modules there are a...
Get our free ebook

Get our free ebook

Learn about how business process automation with Zapier can help you to run your business on autopilot. The ebook is packed with real-life examples, use cases, and success stories. Whatever kind of business you have, you can use automation to help you work smarter, not harder.

Thanks! Your ebook is on the way.

Pin It on Pinterest

Shares