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Sales

8

min read

How to Create a Cadence that Improves Sales Engagement

Headshot of Brandon Bornancin
Brandon Bornancin
March 28, 2023
A sales rep talking about their sales engagement cadence

One of the funniest SNL skits of all-time has always been the one with Chris Farley as the motivational speaker living in the van by the river.

He's trying to sell kids on a specific topic, but does it so outrageously that he ends up breaking tables and running into walls and shouting in their faces, but the point is that he is engaging with them and getting their attention. The kids listened.

Engagement is a hot topic in sales this year. How and when to reach potential customers is the key to unlocked big sales.

What if I told you that one of the best ways to improve sales engagement is to create a cadence that is clear and efficient.

Learning how to create a sales cadence is essential to improve engagement and have success on a sales team.

Here are just a few benefits that improves engagement:

  • Helps sales teams understand their sales process
  • Uncover opportunities for improvements and training
  • Increase visibility into what works and what doesn't work
  • Identifies gaps or laps in communication

The more effective a sales cadence is at identifying problems, showcasing success, and uncovering opportunities, the more efficient your organization will become at turning leads into customers.

What is Sales Cadence and How it Applies to Engagement?

A sales cadence is a structured and strategic sequence of touchpoints or interactions that a salesperson or sales team uses to engage with potential customers or leads. The primary goal of a sales cadence is to guide a lead through the sales process, nurturing them with engagement and ultimately converting them into a paying customer.

Sales cadences are designed to be systematic and well-organized, ensuring that no potential lead falls through the cracks and that each lead receives the appropriate level of attention and communication.

These touchpoints can include a variety of communication channels, such as emails, phone calls, social media messages, and in-person meetings.

Sales cadences can vary depending on the industry, product or service being sold, and the preferences of the potential customers. They are commonly used in outbound sales efforts, such as cold calling or cold emailing, but can also be applied to inbound sales and lead nurturing.

Related: Ultimate cold calling guide

Following a well-structured sales cadence, sales teams can streamline their efforts, improve conversion rates, and maintain a consistent and professional approach to engaging with leads. However, it's important for sales teams to continually evaluate and adjust their cadences based on feedback and performance data to optimize their effectiveness.

Sales Cadence Process

A good sales cadence should help you understand what works and what doesn't in your sales process. It can help you learn how many follow ups are needed during sales engagement to close a deal.

It's also great for knowing which communication channel helps close the deal. Folks might assume phone, but could find that it's email or even text.

A sales cadence is a set of steps that your sales team follows to convert leads into customers. As with any process, it's important that everyone has a clear understanding of the steps involved so they can work together effectively.

For example, if someone on your team is struggling to qualify leads consistently or following up with prospects regularly enough, having a written guideline will help drive performance improvements by providing clarity around expectations across the board.

If one person follows the steps while others don't, there could be miscommunication about what's expected from each role in order for them all to achieve their quotas. This could also cause confusion to potential and existing customers who got different experiences.

Sales Cadence Software

Sales cadence software and tools offer significant advantages for sales teams and organizations to improve engagement. They streamline operations by automating repetitive tasks like certain follow-ups, ensuring consistency in communication, and increasing overall productivity.

These sales tools enable personalization of outreach efforts and provide valuable analytics and reporting insights for data-driven decision-making. They are essential for effective lead nurturing, helping build and maintain relationships with potential customers over time.

Sales cadence software aids in efficient time management, supports multi-channel sales engagement, and allows for A/B testing of strategies. Integration with other systems and scalability accommodate growth, while also ensuring compliance with regulations and monitoring adherence to company policies.

Overall, these tools optimize sales efforts, leading to increased conversions and revenue.

Social Sales Cadence

Social selling cadence refers to a structured and strategic approach that sales professionals use to engage with potential customers or leads through social media platforms. It is a specialized subset of the broader concept of sales cadence, which focuses specifically on leveraging social media channels for sales and relationship-building purposes.

A social selling cadence typically involves a series of planned interactions and content sharing activities on platforms like LinkedIn, Twitter, Facebook, or Instagram. The primary goal is to establish and nurture relationships with prospects, showcase expertise, and eventually convert them into customers. Here are some key components and benefits of a social selling cadence:

Related: Unleash Social Selling Potential

6-Step Checklist for Creating Sales Cadence

Creating a sales cadence is a structured and organized approach to engage with potential customers or leads over a period of time. It involves a series of touchpoints or interactions designed to nurture leads, build relationships, and ultimately convert them into customers. Here's a step-by-step guide on how to create a sales cadence:

The following example shows how to create a basic sales cadence:

  • Start with an assessment
  • Create an initial contact (e-mail, call or meeting)
  • Follow up and nurturing prospects
  • Set up a demo or meeting
  • Close the deal

1. Define Your Target Audience:

  • Identify your ideal customer profiles (ICPs) and buyer personas.
  • Understand their pain points, needs, and preferences.

Defining your target market is an important step in creating a sales cadence. To define your target market, you need to know who you want to sell to and what they need.

For example, if you're selling software that helps businesses manage staff productivity, then the types of businesses that may be interested in this product would be HR managers or business owners with employees. If you're selling a new kind of earbuds then college students might be more likely than middle-aged professionals or retirees.

If it's not clear who your customers are, go back through their emails or calls with them until it becomes clear who they are and what they're looking for from their interactions with you. Once that's done, think about how they might describe themselves (for example "mid-career professional"). Then write down some keywords that represent those characteristics—these will help when developing marketing messages later on!

2. Set Clear Objectives:

  • Determine the primary goals of your sales cadence (e.g., lead conversion, appointment scheduling, relationship-building).

3. Select Communication Channels:

  • Decide which communication channels you'll use (e.g., email, phone, social media, in-person meetings).
  • Consider the preferences of your target audience.

4. Determine the Cadence Structure:

  • Decide on the frequency and timing of your outreach. This can vary depending on your industry and audience.
  • Create a timeline or schedule for each touchpoint.

5. Train Your Sales Team:

  • Ensure that your sales team is well-trained on the sales cadence, messaging, and best practices.
  • Provide coaching and support to help them succeed.

6. Test and Experiment:

  • Don't be afraid to A/B test different elements of your sales cadence to optimize its effectiveness.
  • Experiment with new channels or tactics as the market evolves.

Remember that a successful sales cadence is a dynamic and adaptable strategy. What works for one audience or product may not work for another. Regularly assess and adjust your sales cadence to stay relevant and achieve your sales goals.

Deliver Quality Leads to Your Sales Team

When it comes to generating leads and delivering them to your sales team, it’s important to create a system that works. A CRM (customer relationship management) system is a good way to organize your prospects and make sure they are accessible for everyone in the company.

It’s also critical that you keep your sales team happy. Salespeople are busy—and if they don’t have all of the information they need about their prospects at their fingertips, it can slow down their progress considerably. By creating an effective pipeline management strategy like this one from Salesforce or any other CRM software provider, you can deliver quality leads with ease.

Related: How to generate quality leads

Make Cold Calling More Effective

Cold calling is one of the most daunting tasks on any salesperson's to-do list. It can be a time-consuming, frustrating experience and many companies have turned to technology as a way to improve their cold call strategies.

But what does this mean for you and your sales team? How can you make cold calling more effective and productive?

  • Use a Script: A script is an important tool in your cold calling arsenal because it spells out exactly what you will say when making calls. Using a script ensures that you stay focused on the task at hand, rather than getting off topic or talking over each other.
  • Use a Call Sheet: Call sheets contain all relevant information about your prospect (industry, address, phone number) so that when you are in front of them face-to-face during an appointment setting meeting or trade show booth presentation - everything will run smoothly!

Related: What is cold calling

Summary

A sales cadence can help you improve sales engagement. Understand what works and what doesn't in your sales process. If a prospect isn't progressing through the pipeline at the right speed, then it's probably time to reassess how your salespeople are engaging with them—or even consider hiring someone who can do it better!

Related: Guide to Pipeline Generation

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