After Warmly has identified key ICP accounts that have visited your website (and exhibited high intent behavior on your website, where relevant), it’s time to make sure these accounts are added to your CRM.
If your sales team uses Salesforce or Hubspot as its CRM, we would recommend integrating with Warmly so that Warmly can write data (including accounts) automatically back into your CRM. If your sales team does not use a CRM system for which Warmly has an available integration, it’s still simple to add companies to your CRM! Simply select the ‘Export as CSV’ button within the Warm Accounts tab once you’ve filtered your data properly to receive a CSV file that is easily upload-able to your CRM platform.
From here, utilize your sales teams’ enrichment tool (ZoomInfo, Seamless, Apollo, etc.) to find the key personas at each account that you would like to target. Add these individuals as leads or contacts within your CRM, and add them to outbound email sequences or send them personalized emails (and if you’re sending personalized emails, be sure to leverage Warmly’s data in your communication!).