Cadences and Workflows, while interrelated, serve distinct purposes within the business process.
In essence, Cadences are structured communication sequences typically employed in outreach activities. They encompass a pre-planned series of touchpoints – including emails, phone calls, voicemail drops, and text messages – which are initiated once a lead or customer form is submitted. This strategic sequence is specially crafted to assist sales or marketing teams in managing and automating their engagement strategies.
Conversely, Workflows possess a broader mandate. Their role extends beyond communications to incorporate tasks such as data management - updating contact information or transitioning a contact through different stages within a CRM system. Unlike cadences that primarily aid sales or marketing teams, workflows have cross-departmental relevance extending into sales, marketing, customer service and more. This provides an organized framework for managing various business processes; an example being moving a contact to the follow-up stage.
