Copy a Salesloft Cadence: A Step-by-Step 2024 Guide

Jason Gong
LAST UPDATED
July 1, 2024
TL;DR

Click the dropdown next to a cadence name and select Copy Cadence.

By the way, we're Bardeen, we build a free AI Agent for doing repetitive tasks.

If you're copying Salesloft cadences, you might love Bardeen's sales automation tools. They help automate prospecting and lead generation, saving you valuable time.

Efficiently managing and organizing your sales cadences in Salesloft is crucial for streamlining your sales process and maximizing productivity. Did you know that sales reps spend an average of 64.8% of their time on non-revenue-generating activities? Copying and customizing cadences can help you save valuable time and focus on what matters most: closing deals.

In this comprehensive, step-by-step guide, you'll learn how to copy a cadence in Salesloft like a pro. We'll cover everything from accessing and locating cadences to duplicating and modifying them to fit your needs. Plus, we'll introduce you to a game-changing tool that can automate the process and save you even more time.

Imagine being able to clone your top-performing cadences with just a few clicks. How much more productive would you be if you could easily customize your cadences without starting from scratch? By mastering the art of copying cadences in Salesloft, you'll be able to create targeted, personalized sales sequences that drive results.

Ready to take your Salesloft skills to the next level and close more deals in less time? Let's dive in and discover the secrets to copying cadences like a sales rockstar!

3 Steps to Access and Locate Cadences in Salesloft

To copy a cadence in Salesloft, you first need to know how to find the cadences you want to duplicate. Here's a quick overview of how to access and locate cadences in Salesloft so you can easily copy them.

1. Navigate to the Cadences Section

From your Salesloft dashboard, click on the "Cadences" option in the left sidebar menu. This will take you to the main Cadences page where you can view, create, and manage your sales cadences.

For example, let's say you want to copy a cadence that your top sales rep uses to consistently book meetings. You would start by going to the Cadences area to access the list of existing cadences.

2. Use Filters and Keywords to Search Cadences

Once on the Cadences page, you can use the search bar and filters to quickly locate specific cadences. Enter keywords from the cadence name or description to narrow down the results.

You can also use the filter options to search by cadence owner, tags, status, and more. This makes it easy to find cadences created by certain reps or teams.

3. Check Cadence Permissions and Visibility

Before copying a cadence, double check that you have permission to view and duplicate it. Some cadences may be private or restricted to certain users.

Look for any lock icons or permission settings on the cadence. If you don't see the option to copy it, reach out to the cadence owner or an admin for access.

By navigating to your cadences, searching with filters, and checking permissions, you can quickly access and locate the cadences you want to copy in Salesloft. This sets you up for success in duplicating top-performing cadences to use in your own sales outreach. For more insights on streamlining sales processes, check out AI and Automation in Sales Prospecting.

With these basics down, you're ready to dive into actually copying and customizing cadences, which we'll cover in the next section on how to duplicate and tailor cadences in Salesloft for your specific needs and workflows.

3 Simple Steps to Duplicate and Customize Cadences in Salesloft

Copying a cadence in Salesloft is a straightforward process that allows you to duplicate successful cadences and tailor them to your needs. Here's an overview of the steps to copy a cadence, modify its settings, and best practices for organizing copied cadences to keep your Salesloft account clean and efficient.

1. Follow the Step-by-Step Cadence Copying Process

To copy a cadence in Salesloft, start by finding the cadence you want to duplicate. Click the dropdown arrow next to the cadence name and select "Copy Cadence." Choose a name for your copied cadence and optionally assign an owner if you have admin permissions.

For example, let's say you want to copy your top rep's prospecting cadence for a new product launch. Find their cadence, click copy, name it something like "New Product Launch Cadence - Copy," and assign yourself as the owner. Then click "Save Copy" to create the duplicated cadence in your account.

2. Modify Cadence Settings and Steps After Copying

After copying a cadence, review and modify its settings and steps to fit your specific needs. You can change the cadence name, description, tags, and more in the settings tab. Check that the cadence schedule and priority level align with your goals.

Next, go through each step of the copied cadence and update the email templates, call scripts, and social touches as needed. Personalize the messaging to match your voice while keeping the overall proven structure and flow of the original cadence.

3. Use Best Practices to Rename and Organize Copied Cadences

As you copy and create more cadences, it's crucial to have a clear naming convention and organizational system. Rename copied cadences with descriptive titles that include key details like persona, goal, and version number.

Use Salesloft's tagging and filtering options to keep your master list of cadences clean and easy to navigate. Consider creating a tagging system for copied cadences, such as "Copied," "Template," or "Personal" to quickly find and manage them.

By following the cadence copying steps, modifying key settings and steps, and organizing copied cadences effectively, you can efficiently duplicate successful cadences in Salesloft. This allows you to get up and running with proven cadences faster while still customizing them to your unique needs and audience.

Mastering the art of copying cadences in Salesloft will save you time and help you launch more effective outreach campaigns. In the final section, we'll recap the key points you learned in this guide to copying a cadence in Salesloft step-by-step.

Save time with Bardeen’s sales prospecting automation to build your prospect lists automatically.

Conclusions

Knowing how to copy a cadence in Salesloft is crucial for efficiently replicating successful outreach strategies and customizing them to your needs.

This guide covered:

  • Finding and accessing cadences, using filters and understanding permissions
  • The step-by-step process to duplicate a cadence and modify its settings and steps
  • Best practices for renaming and organizing copied cadences to keep your Salesloft account tidy

By mastering the art of copying cadences in Salesloft, you'll save time and launch more effective campaigns. Don't let disorganized cadences slow you down - put these tips into action today! For more efficiency, consider using automation tools to streamline your sales prospecting tasks.

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