#SalesEngagement0 discussing

There is the ability to report on Cadences with Monthly metrics (seen below), but the business folks at the org I'm supporting want to see Daily or Weekly cadence metrics. Is this possible? I haven't seen a way to accomplish this via custom Report Types.

Also, is this a normal/reasonable request? I don't see anyone else questioning these missing metric intervals in the community at all which leads me to believe that standard sales orgs are fine with monthly cadence reporting without getting more granular. Daily/Weekly reporting all seems to be done at the User/Rep level.

#SalesEngagement #Sales Cadences #HVS Sales Cadences #Reporting

I have been trying to create\find a report that shows when the next steps will come due in a cadence.  You can see this information at the Contact\Lead record on the Sales Engagement tab.  I have tried to use the Leads and Cadence Trackers and added the Current Step and the Due Date Time field, but I am looking for more so our Account Managers can plan ahead, but all I see is the Current Cadence Step and the Last Completed Cadence Step.  And I cannot get a Due Date for the Wait Step and I am thinking because all of these steps have the same label.  Would be nice if we could rename these (and some of the other Elements we cannot rename) so we see them broken out in reporting.

Hi there,

We don't use Sales Engagement at the moment. We work from opportunities and currently when an opportunity meets a certain Stage, automated emails are sent to the primary contact associated to that opportunity. 

We are looking at moving to use Sales Engagement, so I'd like to clarify, is there a way to use cadences to achieve this automation. Ideally we'd like to say:

1. When Opportunity reaches XXX stage, add the primary contact (related to that opp) to  specific Cadence 1, and send them automated emails (via the cadence).
2. When the Opportunity moves to YYYY stage, exit the primary contact from Cadence 1, add them to Cadence 2, and send them automated emails (via the cadence).
3. etc etc as they move through opportunity stages and we want them to get different emails. (or can you send them different emails via the same cadence if they have progressed to a different opportunity stage)

So, can you use opportunity stages as the criteria for putting the contact related to that opportunity onto a cadence?

If so, could you tell me how?

Many thanks,

Naomi

#High Velocity Sales #SalesEngagement

I've cloned ' Leads and Cadence Trackers' report type and created a new report type by adding  'Current cadence step: due date time'. But as user I couldn't able to see due dates, it's showing as null. (attached screenshot) Currently user is assigned with 'Sales engagement cadence Creator Included' permission set.

Does the 'Current cadence step: due date time' dates will be visible to all users who are using the report or it'll display only user's due dates?

How can we display all user's 'Current cadence step: due date time' to their manager? Is there any permission set needs to be assigned to make due date field visible in report.

Any help is appreciated.

@* Salesforce Sales Engagement *

#SalesEngagement

#High Velocity Sales

We are using Sales Engagement application in our project.

Currently in Work Queue Tab under cadence section Sorted By : Last Modified Date. Here is there any provision to sort by Activity Type using Email or Call ??

Please let us know your feedback.

Any help is appreciated.

@* Salesforce Sales Engagement *

#SalesEngagement

#High Velocity Sales