salesloft-cadences
SalesLoft cadence and sales engagement integration
What this skill does
# SalesLoft Cadences ## Overview The SalesLoft Cadences skill provides integration with SalesLoft for cadence management, email template performance tracking, call recording access, and meeting scheduling automation. This skill enables systematic, multi-touch sales engagement with performance insights. ## Capabilities ### Cadence Management - Create and modify cadences - Enroll and manage people in cadences - Track cadence step completion - Handle cadence branching logic ### Email Template Performance - Access email template analytics - Track open, click, and reply rates - Identify top-performing templates - A/B test template variations ### Call Recording Access - Retrieve call recordings and transcripts - Access call disposition data - Track call outcomes and durations - Analyze call performance patterns ### Meeting Automation - Schedule meetings via SalesLoft - Track meeting booking rates - Manage calendar integrations - Automate meeting reminders ## Usage ### Cadence Optimization ``` Analyze cadence performance metrics to identify bottlenecks and optimize step timing. ``` ### Template Analysis ``` Review email template performance to surface best practices and update underperforming content. ``` ### Call Review ``` Access call recordings for coaching opportunities and quality assurance review. ``` ## Enhances Processes - lead-routing-assignment - sales-methodology-training ## Dependencies - SalesLoft subscription - Email and calendar integrations - Phone system integration for calls
Related in Sales & CRM
process-mapper
IncludedUse when a BizOps lead, COO, or process-improvement owner needs to document an end-to-end business process (procurement, employee onboarding, incident handoff, customer-onboarding, claims adjudication) in BPMN-style notation, measure cycle times by stage, surface where work spends most of its time waiting vs. being worked, and quantify the gap between processing time and total elapsed time. Pairs Lean / Six Sigma / Theory-of-Constraints canon with deterministic stdlib-only Python tools to produce a process map, a ranked bottleneck list (with severity + root-cause hypothesis), and a cycle-time analysis (P50, P90, value-add ratio, Little's-Law throughput). Distinct from sales-pipeline, system-reliability (SLO), and strategic-OKR work — this is tactical process documentation for internal operations.
payment-integration
IncludedIntegrate payments with SePay (VietQR), Polar, Stripe, Paddle (MoR subscriptions), Creem.io (licensing). Checkout, webhooks, subscriptions, QR codes, multi-provider orders.
customer-success-manager
IncludedMonitors customer health, predicts churn risk, and identifies expansion opportunities using weighted scoring models for SaaS customer success
sales-engineer
IncludedAnalyzes RFP/RFI responses for coverage gaps, builds competitive feature comparison matrices, and plans proof-of-concept (POC) engagements for pre-sales engineering. Use when responding to RFPs, bids, or proposal requests; comparing product features against competitors; planning or scoring a customer POC or sales demo; preparing a technical proposal; or performing win/loss competitor analysis. Handles tasks described as 'RFP response', 'bid response', 'proposal response', 'competitor comparison', 'feature matrix', 'POC planning', 'sales demo prep', or 'pre-sales engineering'.
customer-success-manager
IncludedMonitors customer health, predicts churn risk, and identifies expansion opportunities using weighted scoring models for SaaS customer success
sales-engineer
IncludedAnalyzes RFP/RFI responses for coverage gaps, builds competitive feature comparison matrices, and plans proof-of-concept (POC) engagements for pre-sales engineering. Use when responding to RFPs, bids, or proposal requests; comparing product features against competitors; planning or scoring a customer POC or sales demo; preparing a technical proposal; or performing win/loss competitor analysis. Handles tasks described as 'RFP response', 'bid response', 'proposal response', 'competitor comparison', 'feature matrix', 'POC planning', 'sales demo prep', or 'pre-sales engineering'.