Salesforce-native managed package
WinCadence scores every lead, builds a cadence for that specific person, drafts each touch for your rep to approve, sends and tracks it, and reads the reply to decide what happens next. On your objects, your permissions, your reports — nothing to export, nothing to reconcile.
The gap
Bolting a separate sequencing tool onto Salesforce fixes none of that — it just moves the activity somewhere your reports can't see it.
How it works
From a raw lead list to a logged, measurable cadence — without a rep opening a second tool.
One click on a Lead or Contact runs enrichment: the profile is found and identity-verified against the person and their company, then scored 0–10 with the reasoning, the positive signals, the missing context and a recommended next move.
Enrolling a prospect generates a sequence built for that person — channels, number of touchpoints and pacing come from your campaign, the angle comes from their profile. Each step arrives with a subject line and a draft.
Sends are tracked to delivered, opened, clicked or bounced. Replies come back into Salesforce, attach to the step that caused them, and are read for intent.
72 seconds
What you actually get
A number on its own gets ignored. Every score ships with the evidence: what the model found, what it couldn't find, how confident it is, and the one action it would take next.
You set the guardrails — channels, touchpoints, duration, tone, objective, language. The sequence is then generated for the person in front of you, and stays inside the window you defined.
Send from the timeline through Salesforce itself or your own email provider. What happens to that message then updates the same step — and the reply decides the next move.
One home page answers the two questions that matter: is the cadence being run, and is it producing pipeline. Every number is clickable down to the rows behind it.
Typical business impact
The mechanism is simple: reps spend their hours on the leads worth the hour, and no conversation dies because nobody remembered to send touch four.
Your assumptions, your arithmetic — nothing is sent anywhere.
Modelled at a 30% relative lift in lead-to-opportunity conversion, 13 working weeks per quarter. It is an illustration, not a forecast.
Reported ranges depend on industry, lead quality, list hygiene and how consistently the team runs the cadence. We would rather show you the mechanism than promise you a number.
Industries
The cadence engine is the same everywhere. What changes is the buying committee, the compliance bar, and the timing that makes follow-up land.
Trial signups and product-qualified leads arrive faster than any rep can triage. Usage and firmographic signals are scored together, so only the accounts worth a human touch enter a cadence — and expansion stops competing with new business for the same rep hour.
Outreach here has to survive an audit. Cadences run on approved messaging, every touch is written back with a timestamp, and drafts stay in review before anything reaches a client — advisers keep the relationship, compliance keeps the record.
Quotes go quiet for months while engineering, plant operations and procurement argue internally. A multi-contact cadence stays alive across the whole committee, paced for a long cycle, so the deal is still warm when the budget finally unlocks.
Pipeline is relationships, and relationships go cold quietly. Scoring surfaces the dormant accounts most likely to buy again, and outreach is drafted in the partner's own tone — presence without the mass-email feel that damages a referral network.
Clinical buyers, procurement and value-analysis committees all move on different clocks. Pacing respects contact rules and quiet periods, follow-up is documented, and reps see which stakeholder went silent before the evaluation stalls.
Rate requests are won on speed. Inbound leads are scored on lane fit and volume the moment they land, the first touch goes out while the shipper is still comparing, and monitoring flags every quote that hasn't had a reply worth chasing.
Deals are driven by dates, not moods — bid deadlines, permits, lease expiries, project phases. Cadences are timed against those milestones, so follow-up arrives when the decision is open instead of three weeks after the award.
Two pipelines, one team, constant risk of double-messaging. Client and candidate cadences run in parallel with shared visibility, so a hiring manager and the people you're placing never get conflicting outreach from the same desk on the same day.
Security & control
WinCadence is a managed package running in your Salesforce. Prospect records, cadence steps, emails and replies are your data, in your org, under your retention policy.
Prompts are editable in Setup and the model is configurable. You decide what context is sent for scoring or drafting, and you can change it without a redeploy.
Cadence steps follow the prospect's owner. A rep sees their own prospects in reports, search and the API — not just on the page. Scoping is applied server-side, so nothing a browser sends can widen it.
Backend calls are authenticated per client. Inbound delivery webhooks are verified by HMAC signature with a freshness window — an unsigned or stale call is rejected.
Admin, campaign manager and sales user permission sets ship with the package. Campaign setup, bulk enrollment and org-wide numbers stay with the people who should have them.
AI usage is metered and visible in Setup: balance, estimated consumption and a history of external calls. No surprise bill at the end of the quarter.
Before you book
The package installs in minutes. A working setup — settings, permission sets, the components on your Lead and Contact pages, email sending and reply capture — is a guided checklist in Setup, and most teams complete it in an afternoon with an admin in the room. We usually do the first campaign with you.
It covers the same ground for most teams — sequences, tracked sends, task queues — and adds the part those tools leave to you: deciding who deserves the touch and what to actually say to them. It runs on your standard objects, so you are not choosing a parallel activity model.
No. Steps arrive as drafts on the timeline. A rep reads, edits and sends — or skips. The AI is generating and triaging, not autonomously mailing your market.
It comes back into Salesforce, attaches to the step that triggered it and is read for intent. Interested creates a task for the record owner and stands the cadence down. Not interested closes the enrollment. "Not now" pushes the next touch out instead of sending on top of them.
Yes. Send natively through Salesforce, or through your own provider when you need higher volume and richer delivery events. Either way, delivery states and replies land on the same cadence step.
Both, including in the same campaign. Enrollment, scoring, the timeline and bulk adding by field criteria all work against Leads and Contacts.
Per org, with AI usage metered as credits so you can see exactly what scoring and drafting consume. We will size it against your seat count and lead volume on the call rather than guess at it here.
Yes — that is the normal path. Install in a sandbox or developer org, run one campaign end to end with real-shaped data, then decide about production.
Next step
No deck. We open a Salesforce org, score a lead that looks like yours, generate the cadence and show you what a reply does to it.
You will speak to someone who has implemented this, not an SDR reading a script.
