Playbooks
Proven strategies and plays for your revenue team to create & close pipeline using Warmly
🗓 LEad to meeting
Engaging Prospects using Outbound Chat
Outbound chat, or ‘pouncing,’ is a sales strategy to engage and connect with prospects that visit your website real-time. While inbound chat is an important...
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✅ New Leads
Site Visit Targeting: Warm Accounts
Sales teams can use Warmly to identify companies that have visited their website. Take action on this data by enriching key personas, adding them to sequences...
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✅ New Leads
Using UTMs to Monitor Email Traffic Sessions
By using UTMs in email outreach, your sales and marketing teams will be able to utilize Warmly to track and organize individuals and companies that have hit your website to...
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✅ New Leads
Using Query Parameters to Identify Prospects
Being able to identify the companies that hit your website is great, but what’s even better is being able to identify the exact individual from a certain company that visited your website...
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🗓 LEad to meeting
Boost Lead Conversion with Slack Channels
Slack channels are successful if the members of each channel i) understand the segmenting behind the notifications (what the notifications are) and ii) understand how to...
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✅ New LEads
Site Visit Targeting: Using Segments for Success
Utilizing Warmly’s Segments feature will enable your team to slice and dice your data exactly how you want it, so that you can take action more efficiently and effectively...
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🗓 LEAD TO MEETING
Engaging Prospects with Inbound Chat
As an alternative to pouncing (utilizing outbound chat) to engage with prospects that visit your website, inbound chat enables your prospects to be able to raise their hand...
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