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.

More Youtube tutorials

We have other Youtube video tutorials which will help you work smarter, not harder.

• How to use Zapier to send a simple drip email sequence
• How to create and send a bespoke sales proposal PDF from your CRM
• How to automatically add contacts to ActiveCampaign from Pipedrive
• How to calculate lead to customer conversion time
• How to automatically save contact form submissions in a spreadsheet
• How to automate the creation of a Trello checklist for handling Twitter engagements
  

Our other resources

We also have plenty of free resources:

• Our free e-book is the perfect introduction to business automation.
• Our Zapier functions cheat sheet delves into the powerful inbuilt helper apps which can supercharge your automations.
• A free checklist to help you justify an automation budget.
• Use this link for a 30-day free trial instead of 14 days with Pipedrive.

And finally, our founder / chief problem solver / chief automator Kelly Goss’ new book, Automate It with Zapier, is out now and is the most comprehensive Zapier guide on the market. It will get you up and running and to the stage where you can build and debug advanced automations. Buy your own copy today directly from publisher Packt using this link.  Or here are links to Amazon (.co.uk) and Amazon (.com) if you prefer.

Solvaa: Strategy, Solutions, Support, Education

UK-based Solvaa® is a systems, process and automation consultancy specialising in improving business workflows. Solvaa® works with SMEs worldwide to implement digital tools, better processes, use business process automation and generative AI to boost productivity, enhance lead management, and remove unnecessary time, costs and hassles from stretched business owners’ days.

We help you simplify and streamline existing processes, integrate your business tools to make data transfer more efficient, and automate manual tasks. Our business process automation specialists have extensive experience using multiple cloud-based business tools, including Zapier, Pipedrive CRM, SmartSuite, Xero, Google Suite, ClickUp, Asana, Airtable, Hubspot, Active Campaign, Salesforce, Mailchimp, Quickbooks and many more. We are Zapier Certified Experts, SmartSuite Certified Partners, Pipedrive Certified Partners and Xero Certified Advisors. We also educate teams about using AI in their daily roles, mindset, governance and strategy in our Solvaa AI Academy.

Solvaa® was founded in 2016 by Kelly Goss, a no-code solutions architect, business process automation specialist and author of Automate It with Zapier (first edition) and Automate It with Zapier and Generative AI (second edition).

A thought leader on business process automation and digital adoption, Kelly attended an invite-only Roundtable on Artificial Intelligence (AI) with the UK government at No.10 Downing Street, providing insights and recommendations on how SMEs can benefit from productivity gains by using digital technologies, automation and AI. She has also been invited to speak at the House of Lords and at many other events.

Contact us today to find out how Solvaa can help your business make big savings on operational costs and time, and significantly increase productivity.