Team Cadences Overview

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It is important that team managers and admins can create controlled “best practice” content and messaging for their team not just at a template level, but also at a cadence level. This allows leaders to control and qualify sales messaging, quickly align with marketing needs and messaging, and seamlessly initiate team-wide campaigns. It also streamlines the process of training and onboarding new reps, and reduces the stress for new reps to create their own messaging

Now, with Team Cadences, admins get the ability to control and disperse an entire multi-step communication process to all users, through one central cadence. Any changes made to the cadence will be reflected for all users putting people through that cadence.

How it works: The Basics

The user interface for Team Cadences is similar to that of Team Templates: Two tabs, one for "My Cadences" and one for "Team Cadences."

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To change a cadence to/from a Team Cadence, admins with permission can select "Cadence Type" from the dropdown and select either "Personal" or "Team." This can be done during cadence creation, or changed on an existing cadence.

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When users are in a Cadence, it will indicate if it’s a Team Cadence at the top of the screen, in orange. Otherwise, the Cadence will look and run just as before in most ways.

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Depending on the permissions, users will see various parts of the Team Cadence. Admins with “Manage Team Cadence” permissions can see all tabs (Overview, People, Calls, Emails, Settings).

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On the People list view, People in that Cadence can be sorted by owner:

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Adding People to a Cadence

When adding People to a Cadence or importing people to SalesLoft, users will now have the option to add to “My Cadences” or “Team Cadences,” and if there are variants on that Cadence, those will be shown as well. 

We also show the concept of an "assigned to" user, which is different from a Person Owner. The "assigned to" user is the rep accountable for running the email, call or other steps associated to those People in the Cadence -- i.e., what's due on a Cadence would be assigned to that rep. We default the "assigned to" checkbox to true and default to the user adding to a Cadence, though that can be changed in the dropdown. 

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Gmail Connect & Salesforce Connect:

When using “Add to Cadence” buttons in either Gmail Connect or Salesforce Connect, Team Cadences are now available to select. (Currently, they are not sorted into two tabs as inside the app, but that feature will be coming soon. It is thus recommended that a naming convention be applied to indicate if a Cadence is a Team Cadence for easier selection.)

 

Gmail Connect:

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Automation Rules

Similarly, Team Cadences are also available for selection in Automation Rules in the “Add to Cadence” action:

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Things to know:

  • The stats for a Team Cadence include all stats for the entire cadence for the entire team, not the stats of individual reps using that Cadence. However, people “Due” will reflect only steps assigned to that particular rep viewing and running the Cadence.
  • Assigning steps upon adding People to a Cadence is important, as that's the way we delineate who should be doing what. Please note, this is not the Person Owner but the user assigned to a step. 
  • Team Cadences have the concept of ownership (unlike Team Templates), which is separate from the concept of accessibility. This allows adherence to visibility settings in Groups. Team Cadences can be owned by any member of the team, though only admins with the permissions can actually edit or manage them. So users can still filter to those owned by a specific user, and a team admin could change ownership of a Team Cadence to a user, who can then see and own a Team Cadence but cannot edit or manage it.



Note: For more information on permissions, please refer to the Team Cadences permissions article.

 

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