The factors to consider when buying an AI sales agent go far beyond surface-level features. 

I’ve seen firsthand how the right AI can completely transform your go-to-market strategy and how the wrong one can create noise, confusion, and extra manual work.

Today, AI sales agents are no longer experimental - they’re fully operational and used by many teams across industries for everything from prospecting to pipeline acceleration. 

But not all AI is created equal. 

Before you plug something new into your sales stack, it’s worth stepping back and asking: 

Will this move the needle? Is it aligned with how my team works? Does it reduce friction, or does it just add another tool to babysit?

In this blog, I’ll discuss the key considerations that matter most when evaluating AI sales agents in today’s landscape based on what’s working across successful revenue teams.

Buckle up, and let’s dive in!

What are the different kinds of AI sales agents?

When weighing the factors to consider when buying an AI sales agent, one of the most important starting points is understanding what types of agents are actually out there. 

Not all AI sales agents are built for the same purpose - some are designed to unearth high-value prospects, while others are built to scale outreach, surface buying signals, or assist reps in real time.

Let’s break down some of the main types of AI sales agents you’ll see in 2025:

1. AI Marketing Ops Agents

Purpose: Lead scoring, enrichment, routing, and hand-off automation

AI Marketing agents live at the intersection of marketing and sales. 

Their job is to capture early buying signals, make sense of the noise, and get the right leads to the right reps fast without relying on manual rules or endless spreadsheets.

They’re especially useful if you’ve got high traffic or lead volume but struggle with routing or prioritizing what’s worth a rep’s time. 

Some AI Marketing Ops agents also help define or refine your ICP, using behavioral data beyond just firmographics to tell you who your best buyers are.

Think of these agents as your eyes and ears, constantly scanning for interest to ensure no opportunity slips through the cracks.

As a result, your team will always engage the right leads at precisely the right time with no gaps or guesswork.

For example, Warmly’s AI Marketing Ops Agent goes deep here. 

It uses real-time data from over 10 enrichment sources to identify when a lead is showing strong buying intent, such as:

• A recurring website visit.
• Competitive research.
• Relevant activity on social channels (e.g., interaction with your posts). 

With built-in traffic de-anonymization, Warmly reveals up to 65% of the companies and 15% of individual contacts browsing your site, which the AI agent then routes to the right sales reps with Slack alerts or CRM updates.

It also helps define your ICP by using AI to identify the actual characteristics of your ideal customers in real-time, leveraging firmographics, behavioral, and contextual data.

This means you’re not just finding more leads - you’re finding better ones.

Use cases: Lead qualification and prioritization, creating a more precise ICP, reducing time-to-lead.

Key features: Intelligent lead routing, real-time notifications, AI-powered ICP building, CRM enrichment.

2. AI Demand Generation Agents

Purpose: Creating and capturing demand through smart outbound and ad targeting.

While Marketing Ops agents work to route and surface leads, AI Demand Gen agents focus on generating them. 

These agents are usually connected to your ad platforms or outbound tools and are built to:

• Identify audiences, 
• Personalize messaging, and 
• Launch touchpoints based on real-time behavior or firmographic triggers.

This type of agent is perfect for scaling pipeline generation without relying on high-volume, low-precision campaigns.

Take Warmly’s AI Demand Gen Agent as an example.

It is designed to create hyper-targeted outbound sequences using live data. 

Instead of relying on static lists, it watches for who’s ready to buy based on real-time behavioral signals and then syncs dynamic audiences with your ad platforms and outbound tools. 

And it doesn’t stop at ads.

The AI can then orchestrate actions, such as sending a LinkedIn message or email, triggering an ad, or alerting an SDR, based on how warm that lead is.

This means the AI agent automates everything from segmentation to execution, allowing your campaigns to stay relevant, timely, and high-converting.

Use cases: Targeted advertising, campaign orchestration, segment-based nurturing.

Key features: Signal-based audience creation, ad sync, multi-channel campaign orchestration.

3. AI SDR Agents

Purpose: Outreach, qualification, and meeting booking

AI SDR agents are built to scale early-stage sales prospecting. 

They can research leads, personalize emails, follow up, and even book meetings, working alongside or instead of your human SDRs. 

However, their true power doesn’t lie in speed alone but also in timing and personalization.

They’re especially valuable for lean sales teams that want to maintain consistent outbound efforts without burning out their people.

So, if your team is stuck in repetitive outreach, overwhelmed, or missing follow-ups, this kind of AI can change the game.

Using Warmly’s AI SDR Agent as an example, here's how a sales workflow might look.

This agent connects directly to your website traffic, monitoring for high-value leads among your website visitors. 

The moment a potential buyer visits your site, AI SDR agent identifies who they are, pulls in personalized context (job title, behavior, etc.), and reaches out automatically. 

These messages can be tailored across channels and optimized to convert warm interest into booked meetings without human intervention.

Say a VP at a target account visits your pricing page. Warmly can identify them (even if they don’t fill out a form), enrich their profile, and trigger an automated but personalized message across channels.

And that lead could end up with a meeting on your calendar before they even hit “contact us.”

However, don’t think that this approach will replace SDRs.

It scales their efforts, allowing them to focus on what matters.

Use cases: 24/7 lead engagement, booking meetings, real-time lead nurturing.

Key features: Website visitor engagement, AI chatbot, seamless CRM sync.

4. AI Copilots for Sales Reps

Purpose: Sales enablement, context surfacing, next-best-actions.

AI Copilots are another type of AI agent that doesn’t replace reps.

Instead, they empower them. 

These tools sit alongside your sellers, giving them helpful nudges, real-time insights, and outreach suggestions based on a lead’s behavior or account status.

You might use a Copilot to prep for a meeting, decide which lead to prioritize today, or quickly personalize a follow-up email without digging through notes. 

They help reps show up sharper, faster, and more relevant in every interaction.

This is exactly what Warmly’s AI Copilots do. 

They act like a personal assistant for every rep by:

• Surfacing the latest activity on an account (like job changes, tech stack shifts, or recent website visits).
• Recommending what to say in outreach.
• Prepping the rep before a call with LinkedIn and CRM data, etc.

So, rather than automating the entire sales conversation, Copilots enable better human-to-human connection, supporting human reps each step of the way.

Use cases: Pre-call prep, personalization at scale, outreach guidance.

Key features: Context surfacing, outreach suggestions, intent-based nudges.

5. AI Revenue Intelligence Agents

Purpose: Forecasting, pipeline analysis, deal health, coaching.

While not always called “sales agents,” AI revenue intelligence tools are increasingly proactive. 

These agents monitor deal activity across calls, emails, CRM updates, and rep behaviors to forecast outcomes, flag risks, and suggest actions.

They’re best for teams that want to improve win rates, get early warnings on stuck deals, or provide better coaching without relying on gut feel.

Platforms like Gong or Clari fall into this category. They’ve evolved from passive analytics tools into active assistants that push suggestions to reps or managers, such as: “This deal hasn’t had activity in 7 days,” or “Competitor X came up in a call - here’s how we’ve won against them before.”

Use cases: Pipeline risk detection, sales forecasting, call coaching.

Key features: Conversation intelligence, forecasting dashboards, coaching analytics.

The 7 factors to consider when evaluating AI sales agents in 2025

Now that we’ve broken down the different types of AI sales agents, the next step is figuring out how to evaluate them. 

Not every agent will be right for your team, and in a crowded market, it's easy to get distracted by shiny features instead of focusing on what truly drives results.

So, here are the seven key factors to consider when buying an AI sales agent in 2025 that apply to all kinds of agents and use cases:

1. Alignment with your sales funnel

Before you look at features, zoom out and ask yourself: What part of your GTM actually needs help?

Are you struggling to create pipeline or close it? Do you need help with prioritizing leads? Or do you want to book more meetings? 

Different agents solve different problems. 

For example, if you already have lead volume but reps are missing follow-ups, an AI SDR agent or AI Copilot might be your best move. 

If you're unsure who's visiting your site, an AI Marketing Ops agent can help surface and route those leads automatically.

Warmly makes this easy by mapping its agents directly to certain parts of the funnel. 

That clarity makes it easier to build a tech stack that actually complements how your team sells.

The point is to match the tool to the problem, not the other way around.

2. Access to real-time buying signals

One of the biggest differentiators between average and high-performing AI sales agents is their ability to act on real-time buying intent - not static lead lists or outdated form submissions.

In fast-moving B2B cycles, timing is everything. 

A VP who just visited your pricing page? That’s someone you want to talk to today, not a week from now when they’re already evaluating a competitor. 

That’s why real-time signal capture and response isn’t just a “nice-to-have”. Instead, it’s the foundation of effective AI-driven sales.

The best AI agents are built to monitor signals like:

• Repeat website visits or time spent on high-intent pages.
• Job title or role changes (especially into a buying position).
• New tech stack adoption or funding announcements.
• Engagement with competitor tools or industry-specific topics.
• Behavioral patterns across multiple touchpoints (email clicks, ad views, LinkedIn activity).

But it’s not just about gathering these signals. It’s about what the agent does with them. 

High-performing agents use intent to trigger personalized workflows automatically: send an alert to an AE, launch a targeted ad, or initiate a smart outbound sequence. 

That’s the real difference between automation and intelligence.

Warmly is built around this real-time responsiveness. 

It pulls in live signals from over ten enrichment and intent data sources, combining first-party website activity with third-party behavioural intel. 

That gives your team a single, dynamic view of lead readiness, so you’re not guessing who’s warm or wasting time on cold accounts.

For example:

• If someone from a high-fit account visits your product or pricing page multiple times in a week, Warmly identifies them (even if they’re anonymous), enriches their contact info, and alerts the right rep in Slack or email.
• If a prospect’s role changes on LinkedIn or they engage with a competitor’s brand, that data can automatically feed into your outbound or advertising audience.

All of this means fewer missed opportunities and more proactive advantage.

3. Integration with your existing tools

The last thing your team needs is another disconnected tool that creates more friction than value. 

A great AI sales agent should fit into your existing tech stack - not force your team to change how they work. 

That means it should integrate cleanly with your CRM, outbound tools (like Outreach or Salesloft), ad platforms (Google Ads, LinkedIn), and internal communication channels like Slack, Microsoft Teams, or email.

When your systems are connected, everything flows: new lead activity gets logged in your CRM, follow-up tasks are triggered automatically, and your reps get notified in real time without toggling between tabs or digging through platforms.

That’s what makes AI truly feel like a teammate, not a task.

Warmly does a great job here. 

It pushes high-intent lead alerts directly into Slack, so your reps can see exactly who’s on your site, what pages they’ve viewed, and what actions they’re taking, all without leaving their daily workflow. 

Warmly also automatically enriches lead and account data in your CRM, helping maintain clean records and reducing manual entry (aka, no more copy-pasting from LinkedIn into Salesforce).

Even better, Warmly’s agents don’t just integrate - they orchestrate entire workflows. For example, the Demand Gen agent can sync dynamic lead segments with ad platforms, while the SDR agent can trigger personalized outbound messages. 

Everything is built to move data and actions across your GTM stack in real time.

4. Strong personalization capabilities

Mass outreach is officially a thing of the past. 

In 2025, buyers expect relevance and can tell instantly when a message is generic. 

That’s why personalization at scale has become one of the most critical capabilities to look for when evaluating an AI sales agent.

But here’s the thing: True personalization goes beyond swapping in a first name or company name. 

That kind of surface-level customization might have worked a few years ago, but today, it’s more likely to be ignored - or worse, marked as spam.

The best AI agents personalize based on context. That means adapting the messaging and timing based on:

• The lead’s job title or seniority level.
• Their company’s industry or size.
• What pages they’ve visited, and how many times.
• Their stage in the buyer’s journey (top, mid, bottom funnel).
• Past engagement history across channels (emails opened, ads clicked, LinkedIn activity, etc.).

This kind of intent-aware personalization creates timely, relevant, and specific messages without the rep needing to write every one by hand.

Warmly’s SDR and Demand Gen agents are built with this philosophy in mind. 

For example, if a VP of Sales visits your demo page twice in a week, the follow-up message can directly reference that behavior and highlight their company’s needs and pain points. 

On the other hand, if a Marketing Manager browses a blog post, the AI might trigger a light-touch nurture email focused on education or helpful content instead of pushing for a meeting.

This level of contextual outreach is both more effective and scalable. 

Warmly’s AI doesn’t rely on rigid templates. 

It analyzes live behavior and intent signals to shape each interaction, making your outbound strategy feel more human and relevant, even when automated.

5. Level of autonomy and control

One of the biggest mindset shifts when adopting AI sales agents is deciding how much control you want to give up. 

Some teams are all-in on automation and want agents that can fully manage outreach, lead routing, and follow-ups without human input. 

Others want AI to act more like a smart assistant, providing suggestions and context but leaving the rep to make the final decisions and send messages.

There’s no “right” approach here.

It all depends on your team’s experience level, deal complexity, and comfort with automation. 

That’s why the best AI sales agents offer a flexible balance between autonomy and human oversight. 

They allow you to automate when it makes sense and stay hands-on when nuance and trust matter.

For example, Warmly provides this balance through its modular agent structure:

1. If you’re looking to scale outbound quickly, the AI SDR agent can automate full-cycle outreach. It identifies warm leads in real time, personalizes messages based on behavior and profile, and initiates contact, freeing human reps to focus on high-value conversations.
2. If you prefer a more human-led approach, the AI Copilot acts as a behind-the-scenes partner. It surfaces timely insights, like who just revisited your pricing page or which accounts are trending based on intent data, but it doesn’t take action for you. Instead, it empowers your team to make smarter, faster decisions without replacing the human touch.

This flexibility is essential in mixed teams, such as a sales hierarchy in which senior reps handle enterprise deals while newer reps focus on mid-market. 

In that case, you might let AI run more of the process for smaller opportunities while keeping a human in the loop for larger, relationship-driven deals.

6. Data enrichment and lead accuracy

No matter how smart your AI sales agent is, it’s only as good as the data it works with. 

Poor or incomplete data can lead to missed opportunities, inaccurate targeting, or awkward outreach that erodes trust before the conversation even starts.

That’s why data enrichment and lead accuracy should be non-negotiable when evaluating AI sales tools.

It’s not just about identifying leads - it’s about knowing who they are, where they work, what they care about, and whether they’re actually a fit.

The best AI sales agents don’t just react to activity. Instead, they improve it by filling in missing details like:

• Full name, job title, and seniority level.
• Company firmographics (size, industry, revenue).
• Tech stack, funding stage, or recent news.
• Buyer persona tags based on role and behavior.
• CRM fields that keep records clean and actionable.

Without this level of enrichment, even a hot lead might fall through the cracks. 

For example, if someone from a high-value account visits your pricing page but doesn’t fill out a form - and your system can’t identify them - you’re flying blind. 

That’s where enrichment becomes a critical differentiator.

Warmly helps solve this with a standout enrichment engine. 

It identifies anonymous website visitors using a blend of on-site tracking and third-party data sources. 

Once identified, Warmly layers in firmographic and behavioral data, ties it to your CRM records, and routes it to the appropriate rep - all done automatically.

So, instead of chasing ghosts or wasting time on incomplete leads, your team can focus on people who are both qualified and active.

7. Time to value

One of the most overlooked - but critical - factors to consider when buying an AI sales agent is how quickly it delivers impact. 

It’s easy to get excited about a feature-packed demo, but if the tool takes weeks of technical setup or months of fine-tuning to show results, it may not be the right fit, especially for fast-moving sales teams.

You want a platform that gets out of the way and starts producing value fast. 

That means:

• Simple onboarding with minimal lift from your team.
• Pre-built workflows or playbooks that are ready to go.
• Immediate visibility into how the tool is performing.
• A clear path to early wins (e.g., more meetings booked, faster response times, cleaner CRM data).

This is especially important in smaller or resource-constrained teams where RevOps support might be limited and new tools must prove themselves quickly.

Warmly is designed with this in mind. 

Because its AI agents are built around real-time intent data and designed to plug directly into your existing workflow (Slack, CRM, outreach tools), many teams start seeing results in just a few days. 

For example:

• Warm leads are automatically surfaced and routed within minutes of hitting your site.
• SDR agents can begin engaging those leads with personalized messages right away.
• Copilots can immediately help reps prioritize their day based on who’s showing intent right now.

So, instead of waiting weeks for something to happen, your team is already moving faster without changing how they work.

Next Steps: Spend more time selling with Warmly

Choosing the right AI sales agent isn’t about chasing hype.

It’s about solving real problems that slow your team down. 

From surfacing warm leads to automating outreach and guiding reps with live intel, the right AI can help your team focus on what matters most: building relationships and closing deals.

Warmly’s AI sales agents are designed to do just that.

Warmly helps your revenue team move faster without sacrificing precision, regardless of whether you need smarter lead routing, dynamic outbound workflows, or rep-level co-pilots that surface the right context at the right time.

And it’s not just about the agents. Warmly also:

• Helps you define your ICP with AI.
• Enriches CRM records automatically.
• Identifies website visitors at both company and individual levels.
• Orchestrates your sales workflows across channels.
• Lets you engage with leads via live video calls.

So, if you’re ready to spend less time chasing leads and more time having the conversations that actually move pipeline, it might be time to see what Warmly can do for your team.

Let us walk you through it - book a quick demo and see what our AI agents are all about.

Read More

• AI for Sales Prospecting: How to Use It? [2025] - Learn how to leverage AI to boost your prospecting efforts.
• AI in Sales and Marketing: How to Get More Sales? - AI can significantly improve every sales & marketing strategy - find out how.
• AI Marketing Agents: Use Cases and Top Tools for 2025 - Find the best AI marketing agent for your use case.
• Best 10 AI Sales Agents In 2025 [Reviewed] - The ultimate list of the 10 best AI sales agents today to help you save time and improve your sales process.
• AI GTM: Top Use Cases, Software, & Examples [2025] - Discover the best ways of implementing AI in your GTM processes.

AI SDR agents are taking over the heavy lifting of sales development, and 2025 is the year they go mainstream.

You're already behind if you're still manually prospecting, following up, and juggling outreach across email and LinkedIn. 

Today’s top B2B sales teams are automating everything - and all that without sacrificing personalization or timing.

But with dozens of tools on the market, which ones are actually worth it?

In this guide, I’ll break down the 10 best AI SDR agents to help you scale outbound, increase reply rates, and close more deals in 2025. 

From all-in-one platforms to niche email or data enrichment tools, we’ve got the shortlist that’ll save you hours (and headaches).

But first, let’s quickly explain what AI SDR agents actually are.

Factors to Consider When Evaluating AI SDR Agents

Choosing the right AI SDR agent isn’t just about flashy features - it’s about finding a platform that fits your sales strategy, goals, and tech stack. 

Here are the key factors to consider before making your decision:

1. Main Outreach Channels

Some AI SDR agents are designed for email-only outreach. 

Others support LinkedIn, SMS, live chat, and even cold calling. 

Evaluate where your prospects are most active and make sure the platform can support those channels effectively.

2. Intent and Trigger Capabilities

AI-powered outreach works best when it’s driven by buyer intent. 

Look for platforms that can act on real-time signals - such as website visits, job changes, or content engagement - so your messages are timely and relevant, not just automated noise.

3. Personalization Quality

The difference between ignored emails and booked meetings often comes down to personalization. 

Your AI SDR should be capable of crafting messages that feel tailored, using dynamic fields, context-based language, and tone adjustments that align with each persona.

4. Sequence Control and Smart Follow-Ups

A good AI SDR agent doesn’t just send one message and move on. 

It should manage multi-step sequences, respond dynamically to opens and clicks, and know when to pause or adapt based on the lead’s behavior.

5. Integrations and Workflow Compatibility

Your AI SDR platform should fit seamlessly into your current stack. Look for integrations with your CRM, calendar, Slack, and enrichment tools. 

The more aligned your systems are, the smoother your workflow will be.

6. Reporting and Optimization

An AI SDR should help you get better over time. 

Choose a platform that offers clear performance insights - like open and reply rates, meeting conversion, and engagement by segment—and ideally provides recommendations to improve your sequences.

What Are the Best AI SDR Agents to Try in 2025?

1. Warmly: Intent-based outbound done for you.
2. Lavender: AI-powered email assistant for better open and reply rates.
3. Regie.ai: AI content generation and sequencing for outbound sales.
4. Drift: Conversational AI that engages prospects in real time.
5. Apollo.io: Prospecting, enrichment, and outreach in one platform.
6. Clay: Hyper-personalized outbound powered by data aggregated from multiple sources.
7. Exceed.ai: AI assistant that qualifies leads and nurtures them via email.
8. Outplay: AI-led engagement at scale.
9. Close: All-in-one CRM and sales engagement with native calling, email, and automation.
10. Reply.io: Multichannel outreach platform with smart automation.

1. Warmly

Best for: Intent-based outbound and automated prospecting across your website, LinkedIn, and email.

Who is it for: Perfect for lean B2B sales teams looking to scale outreach without hiring more SDRs.

Warmly is an AI-powered revenue orchestration platform built for modern sales teams.

Its AI SDR Agent is the newest addition to the platform’s versatile capabilities.

Warmly’s AI SDR agent automates everything from prospecting to outreach, using buyer intent signals to trigger timely, personalized messages across email and LinkedIn so your team can focus on closing, not chasing.

How Does Warmly’s AI SDR Agent Work?

Warmly’s AI SDR Agent is built to act like a full-time outbound rep that tackles prospecting, qualifying, and engaging leads around the clock. 

However, it does more than just send messages.

Thanks to the advanced AI that powers it, Warmly’s AI SDR thinks like a genuine rep, adjusting its timing, tone, and content based on real-time buyer behavior.

Here’s how it works from start to booked meeting:

• Intent detection - Warmly uses a combination of first-party (website visits), second-party (social media activity), and third-party (research intent) data to identify when someone from your target account is actively showing interest.

• Prospecting & lead matching - Warmly scans your ICP across a massive contact database and enriches profiles in real time. The platform identifies key decision-makers, matches them to relevant signals, and prioritizes them based on readiness to buy.
• On-site engagement - Warmly’s AI chatbot instantly engages visitors with personalized conversations relevant to every prospect's level of buying intent.

• Outreach orchestration - The AI SDR Agent also initiates email and LinkedIn outreach with messaging that feels like your best SDR wrote it.
• Smart sequencing & follow-up - The agent adjusts messaging based on behavior, responding to email opens, clicks, or ghosting with relevant follow-ups. 

• Handoff to human reps - Once a prospect engages or books a meeting, the agent loops in your human rep—booking meetings directly into calendars or routing them to the right AE.

All of this runs in the background while your team works on deals. 

And because it’s built to mimic human SDR behavior, the engagement feels natural - not robotic.

Key Features

• Automated multichannel outreach with dynamic triggers.
• Website visitor identification.
• AI Chat for live lead engagement on your website.
• AI Warm Offers to personalize your pitch based on the buyer.
• CRM integration and Slack alerts for seamless lead routing.

Pricing

Warmly offers a free forever plan that allows you to reveal up to 500 monthly visitors, set up ICP filters to quickly identify high-quality leads, and automate basic lead routing.

If you need more, there are three tiers to choose from:

1. Data Only: Starts at $499/mo when billed monthly or $4,000 when billed annually, lets you identify up to 5,000 monthly visitors, first-party intent signals, alerts, and access to Warmly’s B2B prospecting database.
2. Business: Starts at $19,000/year for up to 10,000 visitors or $45,000/year for up to 75,000 visitors, everything in Data Only, plus third and second-party signals, sales orchestration, AI Chat, and lead routing.
3. Enterprise: Custom pricing, custom number of visitors, everything in Business, plus custom signals and warm calling.

Pros & Cons

✅ Outreach is triggered by real intent instead of random cold lists.

✅ Covers both email and LinkedIn with natural, human-like messaging.

✅ Eliminates manual sales prospecting and follow-ups.

✅ Identifies who your hottest leads are right now.

✅ Live on-site lead engagement.

✅ Highly customizable and trainable AI.

❌ Access to Warmly’s AI SDR is available only on its paid plans.

2. Lavender

Best for: Enhancing sales email effectiveness through AI-driven coaching and personalization.

Who is it for: SDRs and AEs aiming to improve email response rates and pipeline generation.​

Lavender is an AI-powered email assistant designed to help sales professionals craft more effective emails. 

It aims to boost reply rates and overall engagement by providing real-time feedback and personalization suggestions.

How Does Lavender's AI SDR Agent Work?

Lavender integrates directly into your email platform, analyzing your drafts as you compose them. 

It assigns an email score based on factors like clarity, tone, and length, offering instant AI-driven recommendations to enhance the content. 

Additionally, Lavender provides personalization suggestions by pulling relevant data from your CRM and other sources, enabling you to tailor your messages more effectively. ​

Key Features

• Real-time email scoring and coaching - Evaluates emails and offers suggestions to improve clarity and engagement. ​
• Personalization assistance - Provides data-driven recommendations to customize emails based on recipient information. ​
• Integrations - Seamlessly connects with platforms like Gmail, Outlook, HubSpot, and Salesloft. ​

Pricing

Lavender has a freemium plan designed for the most basic users.

It lets you analyze and personalize up to 5 emails per month and provides access to its essential features.

If you need more, there are three paid plans to choose from:

1. Starter: $29/mo, includes unlimited email personalization and generation in addition to AI email writer, mobile optimization, etc.
2. Individual Pro: $49/mo, everything in Starter, plus dedicated support and more native integrations.
3. Team Plan: $99/user/mo, includes aggregated email analytics, accelerated dynamic scoring, content studio access, and more.

Pros & Cons

✅ Improved reply rates and more meetings booked.

✅ User-friendly interface.

❌ Some users report experiencing glitches and occasional crashes, which impact reliability. ​

3. Regie.ai

Best for: Automating sales prospecting and outreach with AI-driven agents.

Who is it for: Sales teams aiming to scale outbound efforts without increasing headcount.​

Regie.ai is an AI-powered sales engagement platform designed to streamline the prospecting process. 

Its AI SDR agents autonomously handle tasks such as lead sourcing, personalized messaging, and follow-ups, enabling sales representatives to focus on closing deals. ​

How Does Regie.ai's AI SDR Agent Work?

Regie.ai’s AI SDR agents operate fully autonomously, managing the entire sales prospecting workflow from end to end. 

They start by sourcing leads that fit your ICP, eliminating the need for third-party B2B data providers. 

From there, they craft and send personalized outreach messages designed to resonate with each individual contact. 

As prospects engage - or don’t - the agents adjust their follow-up strategy dynamically, tailoring timing and content based on real-time responses. 

Key Features

• AI-powered lead sourcing - Automatically identifies and sources potential leads without relying on external data providers. ​
• Personalized email outreach - Uses AI to create customized email content tailored to each prospect. ​
• Dynamic sequencing - Adjusts follow-up actions based on real-time engagement metrics to enhance prospecting efficiency. ​

Pricing

Regie.ai has three separate product packages:

1. RegieOne Sales Engagement Platform: Pricing is based on the number of prospecting sales reps, starting at $35,000/yr, includes traditional sales engagement workflows alongside Agentic prospecting capabilities, first-party intent, etc.
2. AI Agents + AI Dialer: Pricing is based on the number of prospecting sales reps, starting at $35,000/yr, includes AI Agents and AI Dialer. 
3. AI Agents: Pricing is based on the number of prospecting sales reps, starting at $35,000/yr, includes access to AI Agents alone.

There’s no free trial or plan available.

Pros & Cons

✅ Enables sales teams to expand outreach efforts without additional staffing. ​

✅ Automates time-consuming tasks, allowing sales representatives to focus on high-value activities. ​

❌ Steep learning curve regarding integrating and customizing the platform to fit specific workflows. ​

4. Drift

Best for: Engaging website visitors through real-time conversational marketing to accelerate lead conversion.

Who is it for: Businesses aiming to enhance customer interactions and streamline the sales process via AI-driven chatbots.​

Drift is a conversational marketing platform that leverages AI to facilitate real-time interactions with website visitors. 

Its AI-powered chatbots are designed to qualify leads, answer queries, and schedule meetings, thereby optimizing the sales funnel and enhancing customer engagement. ​

However, Drift has been recently acquired by Salesloft, meaning that new customers can only access it through this platform.

How Does Drift's AI SDR Agent Work?

Drift's AI SDR agent operates by seamlessly integrating with a company's website to initiate and manage conversations with visitors. 

The AI chatbot engages website visitors in real-time, utilizing natural language processing to understand and respond to inquiries effectively.

It can qualify leads by asking relevant questions and, based on the responses, route them to the appropriate sales representative or schedule meetings directly. 

Key Features

• Real-time AI chatbots - Engage visitors instantly, providing timely responses and facilitating immediate interactions. ​
• Lead qualification and routing - Automatically assesses visitor responses to qualify leads and direct them to the appropriate sales personnel. ​
• Meeting scheduling - Streamlines the process by scheduling meetings directly with prospects. ​

Pricing

There’s no pricing information available for Drift ever since Salesloft acquired it.

You’ll have to contact Salesloft’s sales team for more details.

Pros & Cons

✅ User-friendly.

✅ Automates routine tasks such as lead qualification and meeting scheduling, allowing sales teams to focus on closing deals. ​

❌ Since it’s been acquired by Salesloft, there have been no details on its pricing, meaning it’s probably expensive.

5. Apollo.io

Best for: Comprehensive sales intelligence and engagement, integrating AI to enhance prospecting and outreach.​

Who is it for: Sales teams and business development professionals seeking an all-in-one platform for lead generation, enrichment, and multichannel engagement.​

Apollo.io is an AI-powered sales platform that combines a vast B2B contact database with tools for prospecting, engagement, and analytics. 

Its AI Sales Assistant streamlines the sales process by automating tasks such as lead scoring, email personalization, and outreach sequencing, enabling teams to operate more efficiently and effectively. ​

How Does Apollo.io's AI Sales Assistant Work?

Apollo.io’s AI Sales Assistant improves sales workflows by combining smart lead scoring, hyper-personalized messaging, and intelligent outreach sequencing. 

It begins by analyzing your ideal customer profile and historical engagement data to prioritize the prospects most likely to convert. 

From there, it taps into Apollo’s vast contact database to craft personalized emails, pulling in relevant buyer signals to make each message resonate. 

The assistant can also generate entire outreach campaigns, optimizing when and how to engage leads for the best possible results, all while saving your team time and lifting response rates.

Key Features

• Extensive B2B database - Access to over 210 million contacts and 35 million companies for comprehensive prospecting. ​
• AI email assistant - Helps you write engaging and personalized emails using AI-driven recommendations. ​
• Conversation analysis - AI extracts valuable insights by transcribing and analyzing sales calls, improving win rates and helping you refine your strategy.

Pricing

Apollo has a free forever plan that includes 100 email and mobile phone finder credits, basic filters and prospecting, and two sequences.

If you need more, you can upgrade to one of three paid plans:

1. Basic: $59 per user per month.
2. Professional: $99 per user per month.
3. Organization: $149 per user per month.

Pros & Cons

✅ Combines data sourcing, engagement, and analytics in a single interface, reducing the need for multiple tools.​

✅ Automates and personalizes outreach, saving time and enhancing engagement rates.​

❌ Some users have reported issues with outdated or inaccurate contact information, which can impact outreach effectiveness compared to some Apollo alternatives. ​

6. Clay

Best for: Automating lead enrichment and crafting personalized outreach using AI-driven data aggregation.​

Who is it for: GTM teams aiming to improve their enrichment, prospecting efficiency, and personalization at scale.​

Clay is an AI-powered sales intelligence platform designed to streamline the process of lead generation and outreach. 

Clay enables users to build enriched prospect lists and automate personalized communication by integrating over 100 data sources, boosting engagement rates and sales outcomes. ​

How Does Clay's AI SDR Agent Work?

Clay’s AI SDR agent streamlines the entire outbound workflow by automating the most time-consuming parts of prospecting. 

It begins by aggregating data from over 100 premium sources to gather rich, accurate information on each lead - everything from firmographics to contact details and technographics. 

Then, using its built-in AI research agents, Clay enriches each profile by pulling in contextual insights like job changes, funding rounds, or even summaries from documents and job postings. 

With this intelligence, the AI generates highly personalized outreach messages that go beyond surface-level customization. 

Finally, Clay ties it all together with workflow automation, allowing sales and marketing teams to turn those insights into actions at scale without ever touching a spreadsheet.

Key Features

• Waterfall data enrichment - gathers data across 100 premium data sources to provide comprehensive lead information. ​
• AI research agents - They automate manual research tasks, such as summarizing documents and flagging fraudulent domains. ​
• Personalized copywriting - AI-driven assistance in crafting tailored outreach messages.

Pricing 

Clay has a free forever plan that provides 100 monthly search credits and limited access to its features.

If you need more credits and features, you can choose from 4 pricing tiers:

• Starter: Starting at $149/mo
• Explorer: Starting at $349/mo
• Pro: Starting at $800/mo
• Enterprise: Custom pricing

Pros & Cons

✅ Integrates with numerous data providers, which ensures rich and accurate lead information. ​

✅ AI lets you create highly personalized outreach messages, improving engagement rates. ​

❌ Steep learning curve due to the platform's extensive features and capabilities. ​

7. Exceed.ai

Best for: Automating lead engagement, qualification, and nurturing through AI-driven two-way conversations.​

Who is it for: Sales and marketing teams seeking to enhance efficiency by automating repetitive tasks and focusing on high-priority leads.​

Exceed.ai is an AI-powered sales and marketing platform designed to automate lead capturing, qualification, and nurturing. 

By engaging prospects in personalized, two-way conversations via email and chat, Exceed.ai ensures timely follow-ups and seamless handoffs to human representatives when leads are sales-ready. ​

How Does Exceed.ai's AI SDR Agent Work?

Exceed.ai’s AI Sales Development Representative acts as a tireless virtual assistant, running around the clock to manage the earliest stages of lead engagement. 

As soon as a lead enters the system, the AI jumps into action, initiating personalized conversations via email or website chat, responding to questions, and offering relevant information in real time. 

It then qualifies each lead by asking targeted questions based on your custom criteria, ensuring that only high-potential prospects move forward. 

For those not quite ready to buy, the AI continues the conversation through thoughtful, timely follow-ups, nurturing interest until the lead is sales-ready and then hands it off to human SDRs

Key Features

• Conversational AI - Engages leads in human-like, two-way dialogues via email and chat. ​
• Meeting scheduling - Coordinates and books meetings directly into sales representatives' calendars. ​
• Lead qualification - Automatically assesses and qualifies leads based on customizable criteria.

Pricing

Exceed.ai doesn’t publish its pricing.

You’ll have to contact its sales for details. ​

Pros & Cons

✅ Accurate lead qualification via conversational AI in email, SMS, and chat.

✅ Seamless CRM integrations continuously update and enrich your CRM records.

❌ Difficult initial setup.

8. Outplay

Best for: Multichannel outreach with AI assistance across email, LinkedIn, calls, and SMS.

Who is it for: Outbound sales teams looking to automate workflows and scale personalized engagement across channels.

Outplay is a sales engagement platform that equips SDRs with AI-powered tools to streamline prospecting and boost productivity. 

With support for multichannel outreach, smart workflows, and real-time performance insights, Outplay helps sales teams engage more leads while staying laser-focused on pipeline outcomes.

How Does Outplay’s AI SDR Agent Work?

Outplay’s AI-powered SDR functionality is designed to optimize every stage of outbound engagement. 

It starts with multichannel sequencing, allowing reps to automate outreach across email, phone, LinkedIn, and SMS, ensuring consistent, timely touchpoints without the need for manual follow-up. 

Its built-in AI writing assistant helps craft compelling, personalized messages that match each prospect’s tone and context, cutting down the time it takes to write from scratch. 

Outplay also uses AI-driven lead scoring to surface high-priority contacts based on factors like intent, engagement history, and ICP fit. 

Key Features

• AI-assisted email writing and personalization - This allows you to easily craft tailored emails.
• Multichannel outreach across email, phone, LinkedIn, and SMS - As a result, you can handle all your outreach strategies from a single point of control.
• Smart lead scoring and prioritization - Outplay AI SDR leverages advanced algorithms to recognize high-intent leads at a glance.

Pricing

Outplay has four pricing tiers:

1. Starter: Starting at $49/mo for 5000 active prospects and can go up to $159/mo for 50000 prospects.
2. Growth: $99, everything in Starter, plus unlimited prospects and access to more features
3. Growth Plus: $159/mo, everything in Growth plus more advanced security and team management features.
4. Sales Agency: $224/mo, has agency-designated functionality.

Pros & Cons

✅ Powerful multichannel sequencing with strong AI support.

✅ Easy to use with solid integrations and onboarding resources.

❌ Reporting dashboards are less advanced compared to some other tools on the list.

9. Close

Best for: All-in-one sales engagement with built-in calling, emailing, and automation.

Who is it for: Small to mid-sized sales teams that want a CRM and outreach tool in one platform.

Close is a modern CRM and sales engagement platform that helps outbound sales teams move faster. 

With native calling, emailing, and AI-powered workflows, Close eliminates the need for multiple tools and helps SDRs stay focused on selling.

How Does Close’s AI SDR Functionality Work?

Close blends CRM, outreach automation, and AI assistance into one intuitive platform, making it easy for SDRs to manage their entire sales workflow without switching tools.

Reps can import and organize leads directly within Close, gaining complete visibility into each prospect’s status, activity history, and pipeline stage. 

From there, they can launch multichannel outreach sequences that combine emails, calls, and task reminders, which are all automated and personalized to match each lead’s journey. 

The AI suggests the next best actions, streamlines follow-ups, and optimizes messaging with data-backed templates. 

Key Features

• Native calling, emailing, and SMS - Lets you communicate with leads directly from the platform without needing third-party tools.
• Smart sequences and task automation - Automates multichannel outreach and follow-ups with personalized flows.
• AI-powered follow-up suggestions - Provides intelligent recommendations on when and how to engage leads based on activity history.

Pricing

Close has five pricing plans:

1. Base: $29/seat/month.
2. Startup: $59/seat/month, the first plan to include AI features.
3. Professional: $109/seat/month, more advanced AI features and customization options.
4. Enterprise: $149/seat/month, predictive dialer, sales call coaching, and advanced CRM customization.
5. Custom: Custom pricing for teams of 10+ reps with bespoke needs.

Pros & Cons

✅ Eliminates the need for multiple sales tools.

✅ Intuitive interface with strong automation capabilities.

❌ Lacks deep intent data compared to more specialized SDR tools like Warmly.

10. Reply.io

Best for: Automating multichannel sales outreach with AI assistance.​

Who is it for: Sales teams and agencies aiming to streamline prospecting and engagement across multiple channels.​

Reply.io is a sales engagement platform designed to automate and personalize outreach across various channels, including email, calls, LinkedIn, SMS, and WhatsApp. 

Its AI-powered assistant, Jason AI, improves sales by generating tailored messages, handling responses, and scheduling meetings, thereby increasing efficiency and engagement rates. ​

How Does Reply.io's AI SDR Agent Work?

Reply.io’s AI Sales Development Representative, Jason AI, takes over prospecting and outreach so your team can focus on closing. 

It starts by tapping into a vast B2B contact database to identify and prioritize leads that closely match your ideal customer profile. 

From there, Jason AI generates and sends personalized messages tailored to each contact, engaging them across multiple channels like email and LinkedIn. 

As replies come in, the AI steps in to handle responses by addressing objections, answering questions, and nurturing leads with relevant follow-ups. 

Once a lead is ready to talk, Jason AI schedules the meeting directly into your calendar, creating a seamless handoff to your human reps. 

Key Features

• Multichannel sequences - Automates outreach across email, calls, LinkedIn, SMS, and WhatsApp to engage prospects on their preferred platforms. ​
• AI-powered messaging - Jason AI can generate personalized messages and responses, enhancing engagement and conversion rates. ​
• B2B data access - Access to a database of over 140 million verified contacts that fuels prospecting efforts. ​

Pricing

Reply.io has three pricing packages when it comes to its AI SDRs:

1. AI SDR Starter: Starts from $500/mo for 500 active contacts and can go up to $1500 for 3000 active contacts, includes AI personalization, multichannel automation, etc.
2. AI SDR Growth: Starts from $2500/mo for 5000 contacts and goes up to $5000 for 10000 contacts, includes everything in Starter, plus custom playbooks and a dedicated Slack channel.
3. AI SDR Enterprise: Starts from $15000 for 25000 contacts and can go up to $25000 for 50000 contacts, includes everything in Growth, plus custom prompt engineering.

Pros & Cons

✅ Streamlines the sales process by automating tasks across multiple communication channels.​

✅ Improves personalization by leveraging AI, ensuring communications are tailored to individual prospects, boosting engagement.​

❌ Has a steep learning curve.

Why AI SDR Agents Are a Game-Changer for B2B Sales Teams

B2B sales development has always been equal parts hustle and headache. 

But with AI in the mix, the balance is shifting. More teams are abandoning outdated workflows and giving SDRs (and pipeline targets) a major upgrade.

Here are some of the benefits B2B teams experience when they implement AI SDRs:

They Save Time on Tedious Tasks

Digging through LinkedIn, bouncing between tools, and building spreadsheets is a productivity killer. 

AI SDR platforms automate prospecting by pulling fresh data, qualifying leads, and even enriching contact info in real-time. 

This means your reps spend less time researching and more time engaging.

Hyper-Personalization at Scale

Spray-and-pray emails are officially dead. 

Buyers expect relevant, personalized communication, and AI can help you deliver it at scale. 

AI can do anything from tailoring messaging by persona to inserting highly specific offers based on behavior, helping you turn cold outreach into warm conversations.

They Ensure No Opportunities Slip Through the Cracks

It only takes one missed follow-up to lose a deal. 

AI SDR tools manage follow-up sequencing automatically, so your leads never get lost. 

They track opens, clicks, replies, and intent signals and then fire off the right message at precisely the right time.

Human Reps Can’t Work 24/7 (But AI Can)

Even the best reps need sleep. 

AI sales agents don’t. 

They can trigger outreach instantly when a prospect visits your website or engages with your content, making your timing flawless and your pipeline more predictable.

They Help Scale Outbound Effortlessly

Hiring more SDRs used to be the only way to scale. 

Now, AI lets small teams act like big ones. 

With the right tools, one rep can do the work of five without burning out or dropping the ball.

Not bad, right?

Next Steps: Boost Your Sales Efforts with Warmly

AI SDR agents are quickly becoming the backbone of modern outbound sales. 

From automating outreach to detecting real-time intent and booking meetings while your reps sleep, these tools are changing how B2B teams operate in 2025.

But not all AI SDRs are created equal. Some excel at email personalization. Others are built for multichannel campaigns. And a few - like Warmly - do it all.

If you’re serious about scaling outbound without burning out your team, 

Warmly’s AI SDR agent is one of the smartest, most intent-driven options out there. 

It automates outreach across email and LinkedIn, engages leads the moment they land on your site, and hands off warm conversations to your team at just the right time.

Ready to see it in action? Book a demo with Warmly and see how it can help your sales team close more deals faster, smarter, and with less manual work.

Read More

• AI for Sales Prospecting: How to Use It? [2025] - Learn how AI is being used for sales prospecting in 2025 and discover the best AI-powered platforms for it.
• AI Marketing Agents: Use Cases and Top Tools for 2025 - Wondering what AI marketing agents are and how to best implement them? You’ll find all the info you need in this detailed guide.
• AI in Sales and Marketing: How to Get More Sales? - AI can help you close more deals before you know it - learn how.
• Best 10 AI Sales Agents In 2025 [Reviewed] - Need a sales agent that never sleeps? Find the one that best fits your use case in our in-depth review.
• AI Email Marketing: How To Use It In 2025? - Want to improve open, reply, and click-through rates? AI can help you master the art of email marketing - find out how to leverage it for optimal results.
• 10 Best AI Sales Tools for B2B Teams [2025] - Shortlist of the top 10 AI-powered sales tools to help you find more high-quality leads and close more deals.

AI sales prospecting isn’t some futuristic buzzword anymore.

The future has arrived, and AI has become the engine behind some of the most efficient, high-performing sales teams today.

As someone who’s been deep in the world of sales automation for years, I can tell you that if prospecting still feels like throwing darts in the dark, AI can flip the lights on.

In this article, I’ll show you exactly how to use AI for sales prospecting in 2025.

And I’ll go beyond just flashy tools. Instead, I’ll highlight all the practical ways it can help you:

• Spot better leads.
• Craft smarter outreach.
• Spend less time chasing the wrong people. 

Essentially, I’ll teach you how to turn AI into your behind-the-scenes sales assistant - the kind that never sleeps, doesn’t forget follow-ups, and knows what your prospects care about before you even hit send.

Sounds good? Let’s get into it.

How Is AI Used in Sales Prospecting in 2025?

AI is used in sales prospecting to help sales teams identify, qualify, and engage potential customers more efficiently and precisely than traditional methods. 

Today, AI doesn’t just speed things up. It makes prospecting smarter across levels.

Namely, AI analyzes massive amounts of data in real-time and spots buying signals across channels, allowing sales reps to prioritize the leads that are most likely to convert.

Latest-generation AI-powered tools can handle everything – from surfacing high-fit accounts to generating engaging conversation starters by leveraging advanced AI capabilities such as predictive analytics, natural language processing, and more.

Most importantly, AI enables salespeople to focus on what they do best – building relationships – while the repetitive, time-consuming parts of prospecting happen quietly in the background.

Think of it as moving from fishing with a wide net to fishing with sonar.

You’re still casting, but you know exactly where the fish are and what bait they’ll bite.

What Are the Benefits of Using AI for Sales Prospecting?

Using AI for sales prospecting brings several tangible advantages, especially for teams looking to scale without sacrificing personalization or quality. 

Here are a few benefits that stand out the most:

1. Better lead targeting - Instead of letting you rely on gut instincts and manual research, AI analyzes intent signals, firmographic data, and behavioral patterns in seconds to surface accounts that best match your ideal customer profile.
2. Time saved on research and CRM management - Combing through LinkedIn, news alerts, or CRM entries is incredibly time-consuming. AI can gather, enrich, and organize prospect data automatically, giving reps more time to sell.
3. Prioritization and scoring - Not all leads are equal. AI helps score leads based on likelihood to convert, so reps know where to focus their attention first.
4. Smarter personalization at scale - With natural language processing (NLP) and AI-generated insights, it’s easier than ever to tailor outreach messages that resonate without writing every line from scratch.
5. Continuous learning and improvement - AI tools learn from outcomes. If specific outreach methods work better for certain personas or industries, the system adapts and makes smarter suggestions over time.

Top 10 Use Cases of AI in Sales Prospecting

And now, the thing you’ve all been waiting for: the best AI in sales prospecting use cases.

Namely, AI isn’t just one tool. It’s a toolkit. 

Therefore, it appears in various helpful ways in sales prospecting, from behind-the-scenes data crunching to real-time prospect engagement. 

So, let’s look at the ten most powerful use cases where AI is making a real impact.

1. Automated Hyper-Personalized Outreach

Generic outreach doesn’t cut it in 2025. 

This is precisely where AI steps in.

AI can scan a prospect’s online presence - including social posts, company news, job history, and more - and generate personalized messaging that speaks directly to their role, goals, and challenges. 

For example, tools like Warmly combine the power of AI and granular intent data to let you create a 24/7 present SDR that starts hyper-personalized conversations with your hottest leads across channels.

Namely, Warmly leverages sophisticated algorithms to identify your website visitors and detect the ones most likely to convert right now based on the intent signals they left throughout the web, on your owned and third-party channels.

Then you can pair Warmly with 11x’s AI SDR agents that ensure that your hottest leads will be engaged in a way that’s sure to resonate with them.

Here’s how this works.

First, Warmly pulls all the relevant data on each identified website visitor, from intent insights to detailed B2B information.

11x’s AI SDR agents then use that data to craft perfectly tailored emails or LinkedIn messages that stand out, mentioning things like recent company announcements or referencing the pages they visited on your website.

The result? 

Better open rates, more replies, more meetings, and ultimately more conversions.

2. Automated Lead Enrichment

Researching every lead manually is tedious and inconsistent, requiring hours of digging through every relevant and available online source.

AI transforms this process by automatically pulling in key data from reliable public sources, company websites, social profiles, and third-party databases, enriching lead records in your CRM with job titles, industry info, tech stack, and more. 

Moreover, thanks to its ability to analyze large data volumes in seconds, AI ensures your data is validated and accurate.

Warmly, for example, enriches every identified website lead with several different types of data, including:

1. Firmographics data.
2. CRM and sales engagement data.
3. Technographic data.
4. Demographic data.
5. Website and third-party intent data.

Not only does this save hours of grunt work, but it also equips sales teams with rich context that leads to more relevant outreach.

3. Intent Data Monitoring

AI can track digital breadcrumbs that indicate a prospect’s interest in your product or solution even before they’ve visited your website. 

This is something Warmly does.

In addition to tracking your website visitors’ on-site activity, it gathers intent signals they left across the web, such as the content they consumed, keyword searches, review site activity, or competitor page visits.

By doing this, Warmly’s AI algorithms help you identify prospects who are actively researching and comparing solutions similar to yours.

This gives your reps the chance to reach out at precisely the right moment - when your leads’ interest is at its highest and the competition hasn’t yet won them over.

4. Smart Prospect List Building

Building prospect lists manually can feel like searching for needles in haystacks. 

AI tools simplify this by using your ideal customer profile to automatically identify and compile lists of high-fit accounts and contacts. 

They don’t just match based on industry or job title. 

Instead, they consider factors like growth trajectory, hiring trends, recent funding, and digital activity, so you’re targeting companies that actually need what you’re selling.

For example, Warmly’s Orchestrator is designed to make your prospecting smarter by monitoring for leads that both match your ICP and show high intent.

However, it takes it further than just creating detailed prospect lists. Instead, it includes prospects who are a good match for automated outreach sequences.

You can fully configure this feature to make it fit your goals, including setting up parameters like:

• The criteria that make a lead qualified for outreach (high intent, ICP criteria, etc.).
• The action that triggers the outreach sequence (visit to a high-intent page on your website, specific interaction with the chatbot, etc.).
• The number of leads you want to include from a specific account and the frequency at which you want the cadences to be run.
• The specific outreach sequence (LinkedIn or email outreach).

As a result, the Orchestrator will constantly watch out for prospects who are a good fit for your outreach efforts, automatically adding them to hyper-personalized sequences bound to resonate with them.

5. Lead Scoring and Prioritization

AI takes the guesswork out of lead prioritization by analyzing hundreds of data points, such as past engagement, firmographics, CRM activity, and even intent signals, to predict which leads are most likely to convert. 

As I explained in more detail when breaking down how AI-powered hyper-personalized outreach works, using AI for lead prioritization means that sales reps get a precise, ranked list of leads based on actual conversion potential instead of relying on gut instinct or basic filters.

Warmly can give you a hand with lead scoring, too.

The platform monitors both your leads’ research intent (i.e., the topics they research on the web, interactions with competitors’ ads, websites, etc.) and their on-site behavior, using those insights to automatically identify surging and heating accounts. 

The result? More time spent with hot prospects and less time wasted chasing low-fit leads.

6. AI-Powered Chatbots for Pre-Qualification

Modern AI chatbots go way beyond basic scripts. 

They can hold nuanced, real-time conversations with website visitors, ask smart qualifying questions, and determine if someone is a good fit before routing them to a rep or booking a meeting.

These bots learn over time, adapting their responses based on user behavior, so they continuously improve at identifying sales-ready leads. 

Take Warmly’s AI Chat, for example.

It’s powered by a fully trainable and customizable NLP AI model that you can train to:

• Maintain a certain brand tone of voice.
• Engage only high-intent leads or all leads who land on your website.
• Ask qualifying questions (“What brings you here?”, “How can I help?”, etc.).
• Provide relevant, contextual answers to queries.
• Offer collaterals.
• Book meetings.
• Loop in human reps and more.

It's like having a 24/7 sales agent on your site that never needs coffee breaks.

7. Follow-Up Automation

Following up is essential, but doing it manually can get messy fast. 

AI tools can track each lead’s behavior (like email opens, link clicks, or calendar no-shows) and then trigger perfectly-timed follow-up messages based on that activity. 

Some prospecting tools can even adjust tone, content, or urgency depending on how a prospect has interacted previously. 

This means more consistent follow-up, fewer dropped leads, and a smoother handoff from interest to engagement.

Pro Tip: Warmly’s Orchestrator can be used for top-to-bottom outreach sequences, meaning it can handle both initial outreach and follow-ups, which you are free to spread out as you see fit.

Try it yourself 👇or watch it in action. 

8. Voice and Call Analytics

Prospecting calls are full of valuable insights, provided you have time to listen to them all. 

AI can analyze conversations in real time or after the call, flagging key phrases, emotional tone shifts, objections, and competitor mentions. 

Why is this so important?

Reps get feedback on what’s working in their pitch, while managers can spot coaching opportunities or deal with risks early, which can help you refine your prospecting and outreach strategies across levels.

It’s like having a personal conversation analyst who helps sharpen your messaging with every call.

9. CRM Data Clean-Up and Management

Let’s be honest - most CRM systems are a mess. 

Over time, they fill up with duplicate contacts, outdated job titles, missing fields, and records that no one remembers entering. 

And when your data is cluttered or inaccurate, it drags down your entire sales process—outreach becomes misaligned, segmentation breaks down, and forecasting gets fuzzy.

AI helps by automatically identifying duplicate records, merging redundant entries, filling in missing fields, and even suggesting updates when contact info changes, acting like a silent assistant that’s constantly tidying up your digital workspace.

Here’s how it works:

• Duplicate detection and merging: AI identifies duplicate records - even when names or emails are slightly different - and merges them while preserving relevant info.
• Real-time updates - When a lead changes jobs, gets promoted, or their company switches tech stacks, AI tools can detect those changes and update records automatically using third-party sources and public data.
• Field completion and enrichment - Missing fields like job title, industry, company size? AI can auto-fill them by pulling in verified data, so you don’t have to rely on reps to do it manually.
• Data accuracy alerts - Some systems even flag inconsistencies or outdated info, prompting you to verify before taking action.

As a result, you get a clean, well-organized CRM that reflects what’s actually happening in your market without requiring your sales team to babysit the database. 

That means faster segmentation, better targeting, more accurate reporting, and fewer emails sent to inaccurate addresses.

10. Opportunity Prediction and Forecasting

At its core, opportunity prediction is about understanding which deals in your pipeline are most likely to close - and when.

In traditional sales forecasting, reps or managers often rely on gut feelings or basic pipeline metrics (like deal stage or lead source). 

The problem? It’s subjective and often inaccurate.

AI flips the script by using machine learning to analyze patterns across historical sales data, CRM activity, engagement signals, rep performance, and even market conditions. 

It looks at past deals - both wins and losses to spot subtle trends humans might miss. 

For example, AI might discover that:

• Prospects who respond within 24 hours of a first email have a 40% higher close rate.
• Deals involving multiple stakeholders tend to stall at a specific stage.
• Certain reps consistently close more when they follow up within 3 days.

Based on these insights, AI assigns probability scores to open opportunities, helping you forecast not only which deals are likely to close but also how soon, how much, and where risks might lie.

This is hugely valuable because it enables sales leaders to:

• Improve forecast accuracy (great for reporting and planning).
• Focus rep efforts on high-probability deals.
• Spot and address at-risk opportunities earlier.
• Allocate resources more effectively across the pipeline.

So, instead of a static pipeline review or subjective forecast call, you’ve got a dynamic, data-driven view of your entire deal flow.

And that’s a real game-changer for sales and marketing strategy and execution.

The 4 Best AI Tools for Sales Prospecting

There are plenty of AI tools out there, but not all of them are explicitly designed with prospecting in mind. 

I picked four standout tools in 2025 that solve different parts of the sales prospecting puzzle, so let’s take a closer look at each.

1. Warmly - Best for Prioritizing Hot Leads and Engaging Them in Real-Time

Warmly is a revenue orchestration platform that lets you identify website visitors, detect high-intent leads among them, and engage them while their interest is at its peak.

It has several features that enable you to optimize both your prospecting and outreach, such as:

• Tracking intent signals and B2B data to provide sales reps with a 360-degree view of each lead.
• Orchestrator and 11x’s AI SDRs that pick up high-intent leads and include them in personalized outreach sequences.
• AI Chat that automatically engages high-value leads and pushes them down your sales funnel.
• Lead routing and alerts that reduce time to lead, ensuring each lead will be engaged and nurtured promptly.
• Live Video Chat that enables you to hop on video calls while your leads are still on your website.

This combo of features allows you to create a well-oiled sales pipeline of warm leads, ensuring no high-value opportunity falls through the cracks.

Pricing

Warmly offers a free forever plan that allows you to reveal up to 500 monthly visitors, set up ICP filters to quickly identify high-quality leads, and automate basic lead routing.

If you need more, there are three tiers to choose from:

1. Data Only: Starts at $499/mo when billed monthly or $4,000 when billed annually, lets you identify up to 5,000 monthly visitors, first-party intent signals, alerts, and access to Warmly’s B2B prospecting database.
2. Business: Starts at $19,000/year for up to 10,000 visitors or $45,000/year for up to 75,000 visitors, everything in Data Only, plus third and second-party signals, sales orchestration, AI Chat, and lead routing.
3. Enterprise: Custom pricing, custom number of visitors, everything in Business, plus custom signals and warm calling.

2. Clay - Waterfall Lead Enrichment

Clay is a flexible, no-code prospecting tool that lets sales teams build custom lead workflows using dozens of enrichment sources - all in one place. 

What makes Clay unique is its ability to run waterfall enrichment sequences, meaning it can automatically pull data from multiple providers in a prioritized order until all necessary lead details are filled in.

You start by importing or generating a list of leads (from LinkedIn, job boards, domains, etc.), and then configure Clay to enrich that data using a “waterfall” method: if the first source doesn’t have an email or phone number, Clay automatically checks the next source, and so on. 

This eliminates the need to manually cross-check different tools, as Clay handles it behind the scenes and keeps everything centralized in a single, clean interface.

Some of its best features include:

• Waterfall enrichment - Set up prioritized enrichment sequences using sources like Clearbit, Dropcontact, Hunter, and more, and Clay will go down the list until it finds the missing data.
• Custom prospecting workflows - Visual workflow builder lets you create logic-based workflows to identify, filter, and score leads with conditional rules, tags, and triggers.
• Seamless integrations with various CRM and outreach tools - This lets you create all kinds of data and outreach workflows to boost your team’s productivity.

Pricing

Clay has a free forever plan that provides 100 monthly search credits and limited access to its essential features.

If you need more, you can choose from 4 paid plans:

1. Starter: $149-$229/mo.
2. Explorer: $349-$699/mo.
3. Pro: $800-$2,000/mo.
4. Enterprise: Custom pricing.

You can try its Pro plan for free for 14 days.

3. Bombora – For Buyer Intent Monitoring and Early-Stage Prospect Discovery

Bombora is a B2B intent data platform that helps sales and marketing teams identify which companies are actively researching topics related to their product or service, even before those companies reach out or fill out a form.

Namely, Bombora tracks content consumption behavior across a cooperative network of 5,000+ B2B content publishers.

When a company shows a spike in research activity around specific topics (called a "surge"), Bombora flags that account and assigns it an intent score. 

These surges signal increased interest in your category or a competitor's solution, giving you a clear heads-up on where to direct your prospecting efforts.

This is incredibly powerful in sales prospecting because you’re not just guessing who might be a fit - you’re targeting buyers who are already in-market. 

Bombora integrates with CRMs and platforms like Salesforce, HubSpot, and LinkedIn, so reps can see real-time intent data layered on top of existing accounts or net-new prospects.

Pro Tip: Warmly has an integration with Bombora, meaning you’ll get access to in-depth third-party intent data simply by subscribing to Warmly.

Some of its best features include:

• Company Surge Intent Scoring - Detect which companies are “surging” in interest around your solution based on content consumption patterns across the web.
• Topic clusters & customization - Choose from thousands of B2B-relevant topics or create your own clusters based on your unique product category.
• CRM & ABM platform integrations - Push intent data directly into your CRM, MAP, or ABM platform to dynamically trigger outreach or prioritize accounts.

Pricing

Bombora chose not to publish prices or details about its packages.

You can request a demo or contact its sales for more details.

4. Clari – For Opportunity Forecasting and Pipeline Visibility

Clari is an AI-powered revenue platform that provides deep visibility into your sales pipeline and uses predictive analytics to accurately forecast deal outcomes. 

Sales leaders widely use it to guide decision-making, but it’s also incredibly useful for reps during prospecting.

Clari syncs with your CRM, email, calendar, call data, and engagement platforms to continuously analyze deal activity and engagement signals.

When it comes to sales prospecting, Clari shines by highlighting which accounts are warming up, where there's momentum, and where deals are likely to stall based on actual behaviors, not just pipeline stage.

It can surface overlooked or under-engaged accounts that show early buying signs, giving reps a signal to re-engage or prioritize. 

Meanwhile, at the management level, it improves forecast accuracy and removes the guesswork from pipeline reviews.

Its key features include:

• AI-powered forecasting - Accurately predicts revenue outcomes using machine learning models trained on your historical sales data.
• Deal inspection & health scoring - Lets you see which deals are progressing, which are stuck, and why, using engagement signals like emails, calls, and meeting frequency.
• Revenue leak detection - Identifies where deals (or prospects) are falling through the cracks so teams can intervene early and rescue pipeline opportunities.

Pricing

Clari doesn’t disclose its price or information about any distinct product packages.

You have to contact their team for a quote.

Next Steps: Master Sales Prospecting With Warmly

AI sales prospecting in 2025 isn’t just about efficiency. It’s about precision, timing, and relevance. 

Throughout this article, we’ve explored how AI helps uncover the right leads, craft meaningful outreach, and automate all the tedious tasks that slow reps down. 

From lead enrichment to intent tracking and hyper-personalized engagement, one thing is clear: AI is no longer optional - it’s foundational.

That’s exactly where Warmly comes in. 

Whether you’re looking to instantly identify high-intent website visitors, automate real-time follow-ups, or orchestrate entire outreach sequences with AI SDRs, Warmly gives you everything you need to run a smarter, faster, and more personalized prospecting engine.

Ready to stop chasing cold leads and start closing warm ones?

Sign up for Warmly’s free plan to start identifying and engaging high-intent leads today.

Or book a demo to see it in action.

Read More

• AI Marketing Strategy: Top Use Cases and Tools - Learn how to use AI to refine and optimize your marketing strategies.
• AI for Sales: Best Tools & Tips [2025] - AI can significantly improve your sales efforts. Find out how in this in-depth guide.
• 10 Best AI Lead Generation Tools for B2B Teams [2025] - Find the best AI tool to boost your lead generation tactics in no time.
• 10 Best AI Marketing Tools for B2B Teams [2025] - Need an AI-driven tool for your marketing team? Check out this hand-picked list of the top 10 platforms for various use cases.
• B2B Prospecting: Ultimate Guide for 2025 - All you need to know to master the art of B2B prospecting.
• AI Lead Generation: How to Use AI to Get More Leads - The title says it all - learn how to leverage AI to create a solid warm sales pipeline.

When people ask me what warm outbound is, I usually start by saying: 

It’s the middle ground between the spray-and-pray cold outreach that nobody likes and the magical world of inbound leads that come knocking on your door. 

Warm outbound is all about reaching out to prospects who already have some awareness of your brand, your content, or maybe even your product, but just haven’t taken that next step yet.

And if there's one thing I've learned in years of tackling various outreach strategies, it’s that warm outbound is one of the most underrated weapons in the B2B sales and marketing toolkit. 

It’s not magic. It’s not spam. It’s thoughtful, timely, and - when done right - surprisingly effective.

In this article, I’m going to break down:

• What warm outbound actually is (because trust me, there’s a lot of confusion out there).
• Why it works better than traditional cold outreach?
• How you can build a warm outbound system that actually gets replies, not just opens. 

No fluff, no generic tips, just practical strategies, real examples, and a few things I’ve learned the hard way so you don’t have to.

Ready? Let’s go!

What is Warm Outbound?

Warm outbound is a targeted outreach strategy where you engage leads who are already familiar to an extent with your brand, product, or content. 

These leads aren’t strangers - maybe they’ve visited your site, downloaded a lead magnet, liked a LinkedIn post, subscribed to your newsletter, or interacted with your team at an event. 

The key difference is that you're not reaching out cold; you’re reaching out in context.

Think of it this way: warm outbound is like walking up to someone at a party who’s been nodding to your conversation from across the room. 

They may not be in your inner circle yet, but they’re already tuned in, and that makes all the difference.

In practice, warm outbound might look like:

• Following up with someone who downloaded your case study last week.
• Reaching out to a LinkedIn connection who’s been engaging with your posts.
• Emailing someone who started a free trial but never activated it.
• Sending a personalized message to a webinar attendee you haven’t heard from since.

So, simply put, warm outbound means you’re not starting from scratch. 

You’re picking up a thread that already exists, which makes the outreach feel more relevant, personal, and less intrusive.

Warm Outbound vs. Cold Outbound: What Are the Differences?

Let’s clear this up because the terms often get tossed around like they’re interchangeable when they’re actually completely different.

Cold outbound is when you reach out to someone who has no clue who you are. 

They haven’t engaged with your brand, didn’t ask for your email, and were not expecting to hear from you. 

That’s why cold outreach needs to be ultra-targeted and creative while often having lower response rates - it’s a much tougher crowd you’re trying to win over.

Warm outbound, on the other hand, involves people who are already in your orbit. Maybe not ready to buy yet, but aware of you. 

Your name rings a bell. You’re not a complete stranger. That tiny shift in awareness can drastically change how your message is received.

To put it bluntly:

1. Cold outbound feels like knocking on a stranger’s door.
2. Warm outbound feels like following up with someone who waved at you last week.

Which one would you be more likely to respond to?

What Are the Benefits of Warm Outbound?

Warm outbound isn’t just a “nicer” way to do outreach. It’s a smarter one. 

Here are a couple of reasons why:

1. Higher response rates - When people already recognize your name or company, they’re more likely to open, read, and respond. It’s simple psychology.
2. Better personalization opportunities - Because you have context (what your leads read, clicked, watched), you can tailor your message to meet them where they are.
3. Shorter sales cycles - These leads are usually further along the buyer’s journey than a cold lead. You’re not educating them from scratch, just nudging them forward.
4. Stronger brand perception - Warm outreach shows that you’re paying attention. It feels more helpful than pushy, which builds trust even if they don’t convert right away.
5. More efficient use of sales time - Your reps are spending less time explaining who you are and more time focusing on value-driven conversations.

How Can You Implement Warm Outbound in Your Sales Process?

Now that we’ve defined what warm outbound is and why it works, let’s get into the good stuff: how to actually do it.

Implementing warm outbound in your sales process isn’t about adding a random email here and there.

It’s about building a repeatable system that turns passive interest into meaningful conversations without coming across like a sales robot.

Below is the step-by-step playbook I’ve used (and refined) over the years to make warm outbound work in real-world sales teams.

1. Start with the right signals: Identify warm leads

The first step is figuring out who your warm leads actually are. 

Not all contacts are equal, and not every action is a buying signal. You're looking for intent + engagement.

Examples of warm signals to look for:

• Downloaded gated content (ebooks, case studies, whitepapers).
• Attended a webinar or event.
• Visited your pricing or product pages multiple times.
• Opened and clicked through your marketing emails.
• Engaged with your social content (especially comments or shares).
• Signed up for a free trial or demo but didn’t convert.
• Asked a question via chatbot or live chat.
• Added items to a cart (for product-led companies) but didn’t complete checkout.
• Replied to or forwarded marketing emails.

Tools like Warmly can help you track these intent signals easily.

Warmly identifies your website visitors - both individual stakeholders and company accounts - and enriches each with detailed B2B and intent data.

This means the platform unearths all the relevant buying signals your website visitors left on-site, including everything I mentioned above, from recurring visits to pricing pages to interacting with your chatbot.

Warmly takes it one step further by picking up intent signals your leads left beyond your owned channels, including:

• Web searches that include keywords relevant to your product.
• Visits to competitors’ websites.
• Social signals (i.e., pulling top industry conversations, lists of accounts posting ot interacting with content relevant to your product, etc.).

As a result, you’ll get a 360-degree view of each lead’s intent, including both first- and third-party warm signals, meaning you’ll be able to discern more precisely which leads are most interested right now.

2. Segment and prioritize based on intent

Warm leads exist on a spectrum. 

Someone who downloaded your ebook two months ago is not as hot as someone who just looked at your pricing page twice today. 

You want to prioritize based on recency and behavioral intent.

I like to use a basic framework here:

• High intent – Free trial signups, pricing page views, demo requests that dropped off, recurring visits, researching competitors, etc..
• Medium intent – Webinar attendees, case study downloads, high email engagement, visits to case studies/feature pages.
• Low intent – Light engagement, older content downloads, social interactions.

With Warmly, you can segment leads with more precision, as the platform lets you take into account both intent data and ICP criteria, allowing you to score leads based on:

1. How well they fit your ICP profile.
2. Their engagement intent levels.

Remember - focus your outbound effort first on high- and medium-intent leads. 

You’ll get more traction faster, and it gives your reps the confidence that they’re not chasing dead ends.

3. Personalize your outreach (but don’t overdo it)

This is where a lot of folks either phone it in or spend 30 minutes writing a single email. 

Neither approach scales. The trick is lightweight personalization with meaningful relevance.

The best way to ensure you’ll hit that sweet spot is to use cutting-edge technology to help - AI.

Warmly’s Orchestrator is an AI-driven feature that lets you put warm outbound outreach on autopilot.

The Orchestrator picks up hot leads based on the criteria you define (high intent + good ICP match) and includes them in hyper-personalized outreach sequences.

It leverages the data Warmly has on each lead - both intent insights and B2B information - to craft messaging that will resonate with every recipient.

You can choose between LinkedIn or email outreach sequences - whichever you opt for will be tailored to every lead’s past engagement and interactions with your website and their overall intent.

Try it yourself 👇or watch it in action. 

For example, if they visited your pricing page, the Orchestrator may shoot an email that looks like this:

Subject: Ideas after your visit to [Product]’s pricing page

Hey [First Name],

Noticed you were checking out our pricing page yesterday, so I figured I’d reach out directly.

We’ve worked with a few companies like [Their Company] to [insert relevant benefit or outcome], and I’d be happy to share what we’ve learned.

Would it make sense to connect for 10–15 minutes this week?

Best,

[Your Name]

Short, to the point, respectful, and, most importantly, personalized to the smallest details.

The best part about the Orchestrator is that it is fully customizable, meaning you can configure everything that matters, including:

• The trigger, i.e., the action that sets the sequence in motion (e.g., visit to your pricing page).
• The visitors it engages with (only those who meet the criteria you specify, such as high intent and good ICP match).
• The maximum number of leads included from each account.
• The frequency at which it runs its campaigns.

As a result, you get a 24/7 present SDR that reaches out to high-intent leads via channels they’re most likely to respond to, when they’re most likely to respond.

4. Use automation - but only where it makes sense

As I explained above, warm outbound can (and should) be partially automated, but don’t turn it into a mindless sequence machine. 

The key is scaling thoughtfully, not blasting blindly.

Where automation works well:

• Triggered follow-ups based on behavior (e.g., “3 days after webinar, send this email”).
• Lead scoring and alerts when someone hits a key milestone.
• Reminders to reps when a warm lead is ready for outreach.

With Warmly, you can set up automated lead routing and alerts in addition to Orchestrator’s workflows.

For example, you can set up Slack and/or email alerts that notify your reps when a lead takes an action you qualify as high-intent (e.g., a lead that matches your ICP lands on your pricing page or interacts with a chatbot in a relevant way).

This significantly reduces time to lead, allowing reps to tune into leads’ web sessions in real-time and monitor how they interact with your website.

Moreover, you can set up auto lead routing, meaning that every high-intent lead will be automatically assigned to the most fitting SDR.

Remember, automation works best when you leave room for reps to jump in manually if needed, and Warmly lets you do exactly that.

5. Leverage face-to-face communication when possible

Although chatbots and AI-driven automation can achieve a lot on their own, sometimes your leads need human interaction to make that final step.

That’s why Warmly includes a Live Video Chat option in its offering, as it allows you to hop on a video call with leads while they’re still on your website.

When you go to the “Warm Calls” section of Warmly’s dashboard, you’ll see all the accounts visiting your website right now.

There, you can see all the data Warmly pulls on them and monitor how they interact with your website in real-time.

Once you detect high-intent leads based on your personal scoring system (like the one I gave as an example above), you can initiate a video call straight from Warmly’s dashboard.

This allows you to put a face to your brand, further engage and nurture leads, and, ultimately, close more deals.

Try it out here:

6. Sync your sales and marketing teams

This part often gets overlooked, but it’s essential. Your warm outbound strategy only works if marketing and sales are aligned around:

1. What counts as a qualified warm lead
2. When a lead is ready for sales outreach
3. What messaging is appropriate based on the funnel stage

This is where shared definitions and regular feedback loops come in. 

Sales should be telling marketing, “Hey, these MQLs are solid,” or “We need more context in the CRM.” 

Marketing, on the other hand, should be surfacing intent data regularly so reps can strike while the lead is warm.

The result?

A well-oiled lead generation machine.

Next Steps: Identify and Convert More Warm Leads with Warmly

Warm outbound is the sweet spot between cold outreach and inbound—a space where timing, context, and intent collide. 

Throughout this article, we covered what warm outbound is, why it works, and how to build a strategy that drives conversations and closes deals.

But here’s the thing: to really make it work, you need visibility. You need to know who is showing interest, what they’re engaging with, and when to reach out. That’s where Warmly comes in.

From identifying high-intent leads and prioritizing them based on real-time signals to triggering hyper-personalized outreach with the Orchestrator and hopping on a Live Video Chat while prospects are still on your site, Warmly gives you the complete toolkit to turn passive interest into booked meetings.

Ready to make your outbound smarter?

Sign up for Warmly’s free plan or book a demo and find out what Warmly can do for your pipeline first-hand. 

Read More

• Outbound Lead Generation: Top Strategies from Experts: In-depth guide into the art of outbound lead generation.
• Inbound Lead Generation: Top 10 Strategies from Experts: Master inbound lead generation with our top 10 tactics.
• What is Demand Generation - A Comprehensive Guide: Heard the term demand generation but aren’t sure what it means? This article guides you through all the nuances of this marketing strategy.
• Targeted Lead Generation: What Is It and How to Do It?: Better targeted lead generation efforts result in more quality leads. Find out how to create your own killer strategy.
• AI Marketing Strategy: Top Use Cases and Tools: Learn how to optimize your marketing strategies by leveraging the latest-gen AI tools.
• AI for Sales: Best Tools & Tips [2025]: Detailed guide on how to best implement AI into your sales tactics.

We researched dozens of sales intelligence tools, reviewed verified reviews on G2, and talked to sales reps to build a complete list of the 10 best HockeyStack alternatives in 2025.

In this guide, we will cover each tool’s features, pricing, pros/cons, and use cases to help you make an informed decision.

Why Look For HockeyStack Alternatives?

HockeyStack has received praise for its advanced attribution modelling, cross-platform reporting, and best-in-class customer support.

Despite that, some users and our in-house experts have noted some drawbacks of the platform: ⤵️

#1: Limited Integrations

One of the downsides of HockeyStack for users has been its limited integrations.

Some teams had to wait for the platform to be built for them so they could use the platform alongside their existing software.

‘’If there is no specific integration built for a tool, it might take a couple of days for them to build it. However, they don't charge you for it.’’ – G2 Review.

#2: Limited out-of-the-box features and customization

While HockeyStack is praised for its flexibility and customizability, this comes at the cost of readily available out-of-the-box features.

Users of the platform have mentioned that the platform requires significant manual configuration and customization to align with their needs.

‘’The problem of being a super flexible and customisable tool is that there aren't a lot of out-of-the-box features. Everything needs to be built from the ground up, including segmentations, goal definitions, touchpoints, etc.’’ – G2 Review.

#3: Time-consuming deployment with a steep learning curve

One of the most frequently cited drawbacks of HockeyStack is its steep learning curve, especially during the initial setup and deployment.

Several user reviews on G2 highlight the time-consuming nature of setting up the platform and the effort required to understand its logic for reports, filters, and segments.

‘’Set up is a huge learning curve. Lily was amazing in helping us! But even if you get a great CSM, it took weeks for things to work to "click". If you are the one setting up the tool, be prepared to block off your calendar for at least a week to fully dive in.’’ – G2 Review.

What are the best HockeyStack alternatives on the market in 2025?

Here are the best HockeyStack alternatives in 2025 that make up for the platform’s weaknesses:

 #1: Warmly: A signal-based revenue orchestration platform that combines several capabilities into one powerful lead-capturing and converting mechanism.

 #2: 6sense: Identify accounts on your website that your sales team can reach out to.

 #3: Demandbase: Identify and target the right prospects with the right message to support ABM campaigns.

 #4: Factors AI: Get detailed marketing attribution.

 #5: Attribution: Track marketing metrics on a granular level from multiple sources.

 #6: Visitor Queue: Identify website visitors and personalize your website to them in real-time.

 #7: UnifyGTM: Access multiple intent data sources and combine them with AI agents.

 #8: Marketo Measure: Optimize your marketing budget and measure campaign impact on revenue.

 #9: Salespanel: Ideal for sales and marketing teams looking to put lead scoring on autopilot.

 #10: Dreamdata: Automatically collect, model, and activate B2B GTM data to get a 360 view of every customer journey.

#1: Warmly

Warmly offers the best HockeyStack alternative as it provides you with the most accurate, real-time, person-level de-anonymization data and signal tracking.

Our platform helps you identify your warmest leads and reach out to them immediately with our engagement features.

Disclosure: Even though Warmly is our sales intelligence software, I’ll aim to provide an unbiased perspective on why Warmly offers the best HockeyStack alternative in 2025.

Warmly is a signal-based revenue orchestration platform that lets you:

• Identify website visitors.
• Reveal which visitors are most likely to convert right now.
• Gain quality insights into prospective customers, allowing your sales reps to tailor their strategies accordingly.
• Automate essential sales processes on top of buying intent signals.

Let’s look at some features that make Warmly so popular among GTM teams worldwide:

Feature #1: Identifies website visitors and reveals their buyer intent

Similar to HockeyStack, Warmly identifies both companies and individuals visiting your website.

Every identified lead is enriched with granular B2B data that helps your sales reps determine which of them fit your ICP profile and tailor their approach accordingly, including:

• Contact details (company and personal names, email addresses, LinkedIn profiles, phone numbers, etc.).
• Firmographics (location, industry, size, etc.).
• Technographics (the technology and software a company primarily uses).
• Demographics (individual job roles, seniority, etc.).
• CRM data (past interactions with your reps, won and lost deals, former champions, etc.).

However, that’s not all. 

Warmly also tracks intent data, translating it into actionable insights your sales team can leverage to detect leads most likely to convert right now.

Warmly detects several types of intent data, such as:

1. First-party intent: This includes intent signals that the leads left in your channels (website, app, etc.), such as website visits, the specific pages they visited, time spent on high-intent pages, recurring visits, etc.
2. Second-party signals: These come from monitoring LinkedIn for things like job change intent, new funding rounds, etc.
3. Third-party intent: This includes the intent signals your leads left across the web, such as web searches that include keywords relevant to your product, visits to competitors’ websites or interactions with their ads, etc.

But why is this so important?

With intent data, your SDRs can identify and prioritize your hottest leads from the start instead of wasting their efforts on cold or low-value leads.

As a result, you’ll experience more conversions and ROI before you know it.

Check out our product walkthrough to learn more about Warmly’s features in use:

‎

Feature #2: Sales automation

Warmly has several automation features to help you put essential sales operations on autopilot and ensure that no high-value lead is missed again.

Firstly, the Orchestrator lets you streamline LinkedIn and email outreach by automatically adding high-intent leads to specific sequences.

Our platform allows you to set up all the essential parameters, enabling you to completely customize it to fit your needs, goals, and target market, including letting you:

• Specify the trigger that sets the sequence in motion (e.g., a visitor goes to a high-intent page, such as pricing).
• Define the criteria the visitor needs to meet to be targeted (e.g., company size, industry, job role).
• Set up the frequency at which you want the workflows to run and the maximum number of people targeted in a single account.
• Decide what action you want the Orchestrator to take (e.g., sending a contextual email, personalized LinkedIn DM, or connection request).

Try it yourself 👇or watch it in action. 

Then there’s the AI Chat that leverages the power of AI to engage high-intent leads on your website by:

1. Asking them qualifying questions.
2. Answering their queries.
3. Booking meetings.
4. Offering relevant collaterals, etc.

The AI that powers AI Chat is fully trainable, meaning you can tailor it to your specific brand tone of voice and other requirements.

Finally, Warmly’s automated alerts notify sales reps via Slack whenever a high-intent lead lands on your website or takes a high-intent action. This significantly shortens the time to lead, increasing your chances of getting more conversions.

Note: On Warmly’s Business plan and above, you can also automate lead routing using the round-robin method or set up any other criteria by which you want leads to be distributed.

Feature #3: Live lead engagement

Warmly has another trick up its sleeve against HockeyStack for users who want to make the most of the traction gained by the intent insights the platform uncovers.

Namely, Warmly lets you engage your leads in a live video call while they’re still on your website.

When you go to the “Warm Calls” section of Warmly’s dashboard, you can see who’s visiting your website and monitor their sessions in real-time.

Once your reps assess the time is right, they can hop on a video call straight from Warmly’s dashboard.

As any sales rep knows, nothing can help you close more deals than one-on-one meetings, so make sure to make the most of them.

Note: The Live Video Chat feature is available only on Warmly’s Enterprise plan.

Try it out here:

Feature #4: A B2B Prospect Database: Coldly

Warmly’s Coldly, a database with 200M+ accounts and contacts, gives your sales team an excellent starting point for prospecting.

Coldly includes all the B2B data your sales reps need to make initial contact, including:

• Validated emails.
• Phone numbers.
• LinkedIn profiles.

Our database also provides 25+ B2B filters and customizable data filters that you can set up, enabling your sales team to build highly targeted prospect lists in a few seconds.

Coldly also has a browser extension that lets you scrape essential B2B contact data from any source on the web, including LinkedIn profiles, company websites, etc.

Your team will have both accurate contact data and the right tools to pick up buyer intent signals and set up workflows on top of them.

Warmly’s Integrations

Unlike HockeyStack, Warmly integrates with a wide range of platforms, including:

• OpenAI.
• Slack.
• Apollo.
• Outreach.
• Demandbase.
• 6sense.
• Clearbit.
• People Data Labs.
• And more.

In addition to deep integrations with several lead intelligence platforms, Warmly provides a Warm Bundle—partner discounts for over 25 sales, marketing, and GTM tools.

This way, you can access many relevant tools and combine them with Warmly at a fraction of their usual price.

What Is The Difference Between Warmly & HockeyStack?

The biggest differences between Warmly and HockeyStack come down to data quality and sales automation features.

Warmly does person-level de-anonymization from any source. Our platform also quality checks all of our data and signals using 10+ data providers. 

Our platform sets the standard for the de-anonymization of data quality for the industry.

We invest over $1m per year in data providers and pass the return on that investment directly to our customers.

Moreover, Warmly offers real-time engagement features, such as our contextually-aware AI Chat that helps you automatically engage and qualify leads, instead of identifying them and reaching out to them at a later time.

Pricing

Unlike HockeyStack, Warmly offers a free forever plan that allows you to identify up to 500 companies and individuals visiting your website per month.

In addition to that, you can set up ICP filters to quickly identify high-quality leads and automate basic lead routing.

However, you wouldn’t get access to the AI sales agent capability with 11x on the free tier.

There are three paid tiers to choose from to access the AI sales agent:

1. Data Only: Starts at $333/mo when billed annually or $499/month when billed monthly, and includes unlimited seats, 5,000 monthly visitors revealed, first-party intent signals, alerts, and access to Warmly’s prospecting database.
2. Business: Starts at $19,000/year for up to 10,000 visitors or $45,000/year for up to 75,000 visitors, which includes second-party signals, sales orchestration, and lead routing.
3. Enterprise: Custom pricing, which lets you identify a custom number of visitors, includes everything in Business, plus custom signals and warm calling.

Pros & Cons

✅ Identifies companies and individuals visiting your website.

✅ Enriches each identified lead with detailed B2B intelligence and reveals intent data.

✅ Versatile sales orchestration options.

✅ Live sales engagement capabilities.

✅ Reveals who your hottest leads are right now.

❌ Warm calling feature is available only on the Enterprise plan.

#2: 6sense

Best for: Identifying accounts on your website that your sales team can reach out to.

Similar to: ZoomInfo, Warmly.

6sense offers an AI-powered ABM platform that combines B2B data with intent signals to automate your ABM workflows.

The solution is a good alternative to HockeyStack with its ability to identify surging accounts that are most likely to buy, so your reps can react in time.

Features

• The platform tracks and gives you exposure to 65M+ companies, 600M+ buyer profiles, and 35K+ industries.
• Detects buyer intent and connects it with the rest of the lead’s customer journey online so you can recognize leads most likely to convert based on their level of intent.
• AI-powered predictive analytics: The software can predict prospects to prioritize in advance.

Standout Feature: Dynamic Audience Building

6sense provides you with 80+ segmentation filters that let you define your ICP and identify the accounts that best fit it.

The platform combines proprietary data with your CRM data and the intent signals it picked up to create detailed account lists that enable you to prioritize high-value accounts.

The tool then adjusts account lists by moving accounts to different audience segments based on relevant real-time factors such as changes in their buying stage, annual revenue, and the keywords they are researching.

Pricing

6sense offers a free plan that provides access to 50 credits/month, Buyer Discovery features, access to contact and company data, alerts, and list management functionality with a Chrome extension.

To get more out of the platform, you’d need to be on one of their three paid tiers:

• Team: Custom pricing, which gives you access to technographics, psychographics, access to Web, CRM, and SEP Apps, and the ability to add to CRM/SEP, and dashboards.
• Growth: Custom pricing, which adds 6sense intent (keywords), 3rd party intent, corporate hierarchy, and the tool’s prioritization dashboards.
• Enterprise: Custom pricing, which adds the platform’s predictive AI model, AI-recommended actions, and CRM & MAP activity.

Even though 6sense does not disclose its pricing on the website, I found 3rd-party data from Vendr that claims that the average 6sense contract value is $123,711 per year.

💡You can check out our comprehensive 6sense pricing guide, which covers the tool’s pricing structure in more detail and aims to answer whether the tool is worth the cost.

Pros & Cons

✅ Advertising capabilities that help you build targeting and retargeting campaigns based on buyer intent data.

✅ The platform has a vast data base consisting of 65M+ companies, 600M+ buyer profiles, and 35K+ industries.

✅ Dynamic audience building with 80+ segmentation filters.

❌ 6sense doesn’t identify individual accounts.

❌ The platform can get pricey, which is why some sales teams have been looking for 6sense alternatives.

#3: Demandbase

Best for: Identifying and targeting the right prospects with the right message to support ABM campaigns.

Similar to: Warmly, 6sense.

Demandbase is a sales intelligence platform built for ABM teams, which has a wide range of features designed for sales, marketing, and even advertising departments, similar to HockeyStack.

It’s a viable HockeyStack alternative for larger companies looking to retarget prospects at scale with relevant messages and provide leads with a personalized website experience.

Features

• Account-based marketing orchestration: Your team can create customizable workflows aimed at specific accounts/audience segments.
• Ad targeting options: You can display personalized ads to high-value accounts.
• Real-time website personalization: Leverage buying intent and B2B data to provide each target account with a tailored web experience, including everything from messaging and images to offers and CTAs.

Standout Feature: Agentbase

Agentbase is Demandbase’s system of connected AI agents for total GTM alignment.

The AI agents work together and are powered by the same data, helping you deliver a better and faster pipeline.

Pricing

Demandbase does not include its pricing, so you’d have to contact their team to get a quote.

➡️ The only thing revealed on its website is that its pricing model includes a platform fee that covers all the essential services and a flat user fee that scales according to your needs.

Pros & Cons

✅ Targeted B2B advertising and retargeting.

✅ Full suite of ABM tools, including account insights, intent data, and personalized campaign orchestration.

✅ Sales insights that your team can use to prioritize accounts.

❌ The software has a steep learning curve, according to G2 reviews.

❌ Described as expensive when compared to other options on the market.

#4: Factors AI

Best for: Detailed marketing attribution.

Similar to: Attribution.

Factors AI is an AI-powered marketing analytics platform that empowers businesses to enhance their sales pipelines by capturing and analyzing cross-channel intent signals.

It’s a good HockeyStack alternative if you are looking to identify website visitors and track their engagement with your marketing efforts.

Features

• Multi-touch attribution, including LinkedIn ad campaign attribution and retargeting, content attribution, and even offline event analytics, provides users with a complete picture of their marketing campaigns’ performance and directs them toward warm leads.
• Funnel analysis that maps out the entire customer journey and lets you track how leads progress through the pipeline, identify touchpoints, and detect bottlenecks.
• The platform also provides tools for segmenting, scoring, and analyzing high-intent accounts.

Standout Feature: LinkedIn Adpilot

Factors AI helps sales teams improve LinkedIn targeting and messaging with refined audiences, intent-based campaigns, automated optimizations, and measuring ROI.

Pricing 

Factors AI has a free forever plan that lets you identify up to 200 companies visiting your website per month.

It also provides customer journey timelines, starter GTM dashboards, up to 5 segments and 20 custom reports.

If you need access to more versatile features, there are three paid plans to choose from:

1. Basic: $549/mo, which includes 5 seats, 3000 identified companies, advanced GTM dashboards, advanced website analytics, custom metrics and KPIs, and more.
2. Growth: $1,299/mo, includes up to 10 seats, 8000 identified companies, LinkedIn attribution, ABM analytics, account scoring, etc.
3. Enterprise: Custom pricing, up to 25 seats, custom number of identified companies, multi-touch attribution (campaigns, content, offline events & more), up to 15 alerts on Slack / MS Teams, etc.

Pros & Cons

✅ Automatic lead scoring and qualification.

✅ Robust integrations, unlike HockeyStack.

✅ Intuitive interface, according to customers of the tool.

❌ Issues with capturing and accurately identifying website leads, which is why some people have been looking for Factors AI alternatives.

❌ Multi-touch attribution is available only on its top pricing tier.

#5: Attribution

Best for: Tracking marketing metrics on a granular level from multiple sources.

Similar to: Factors AI.

Attribution is a marketing analytics platform that helps marketing teams track multi-touch attribution.

The platform is a viable alternative to HockeyStack for tracking spending, visitors on your website, revenue, CAC, and LTV.

Features

• Traditional and custom attribution models: The platform offers multi-touch attribution that helps you track which channels are driving revenue for your brand.
• Measure the revenue impact of affiliates and partnerships.
• Built-in integrations with various tools, unlike HockeyStack, such as Segment and Stripe.

Standout Feature: Audit Funnels From Every Source

Attribution helps you track customer journeys from the first touchpoint to long-term retention with lifetime insights.

The way the platform does it is by tagging every visitor and connecting the dots for LTV: CAC analysis.

Pricing

Attribution does not disclose its pricing, so you’d have to book a demo.

Pros & Cons

✅ Comprehensive multi-touch attribution modeling for precise marketing analytics.

✅ Customizable dashboards and reports for detailed insights into marketing channels.

✅ Ability to evaluate ad spend based on various attribution models and time windows

❌ The initial data integration process may require technical coordination.

❌ Dashboard and data loading times can be slow, according to customers of the platform.

#6: Visitor Queue

Best for: Identifying website visitors and personalizing your website to them in real-time.

Similar to: Lusha, Warmly.

Visitor Queue is a website visitor identification tool that helps you tailor your website for specific leads and segments.

The tool is an interesting alternative to HockeyStack if you rely on your website design for conversions, making it ideal for teams looking to optimize their website for conversions based on visitor data.

Features

• Customizable filters that you can use to create lead segments or exclude website visitors who don’t match your ICP from showing up in your dashboard.
• Auto-Assignment: Automatically assign prospects who fall into a specific category to the sales rep in charge of managing them.
• Send emails to warm leads directly from the platform.

Standout Feature: Personalize Your Website To Your Prospects

Visitor Queue helps you customize your website on an individual basis for your prospects that fall within your ICP, personalizing their view of your website.

For example, you can make it so your ICP sees only the most relevant case studies on your website.

Pricing

Visitor Queue offers as many as 11 pricing plans based on the number of unique companies captured per month:

▶️ 100 companies - $31/mo for unlimited users and websites (only available as an annual contract).

▶️ 300 companies - $89/mo.

▶️ 500 companies - $109/mo.

▶️ 1,000 companies - $189/mo.

▶️ 2,000 companies - $299/mo.

▶️ 5,000 companies - $469/mo.

▶️ 10,000 companies - $749/mo.

▶️ 15,000 companies - $989/mo.

▶️ 20,000 companies - $1,249/mo.

▶️ 30,000 companies - $1,799/mo.

▶️ 40,000 companies - $2,299/mo.

Pros & Cons

✅ Unlimited users and websites on each plan.

✅ Lets you deliver personalized content for leads on your website.

✅ Generally more affordable than other alternatives on the market.

❌ Limited visitor data with only basic contact details.

❌ There are integration issues, according to G2 reviews.

#7: UnifyGTM

Best for: Accessing multiple intent data sources and combining them with AI agents.

Similar to: Warmly, ZoomInfo.

UnifyGTM is a visitor identification platform that helps sales reps drive pipeline by giving them access to multiple intent data sources, AI, and automations.

The platform is a good alternative to HockeyStack for brands looking for an all-in-one solution for warm outbound.

Features

• Get access to 10+ data sources to identify when prospects are ready to buy from you, featuring 1st and 3rd party signals.
• Automated Plays that help you craft custom prospecting, enrichment, AI research, and sequencing workflows that run on autopilot for your sales team.
• Multi-touch Sequences that let you reach buyers where they are by sending them personalized messages directly through UnifyGTM with managed deliverability.

Standout Feature: AI Agents

Your team can leverage UnifyGTM’s AI Agent to scale account research and personalized messaging on your website.

The platform uses artificial intelligence to scrape websites, Google and CRM data to engage with your prospects.

Pricing

UnifyGTM has a tiered subscription pricing as well as a credit-based system for using the platform’s features to reveal companies, phone numbers, and email addresses:

• Growth: $700/month when billed annually, which gives you access to 30,000 credits, 2 Active Plays, 3 platform users, 1 email-sending user, and 5 Unify managed inboxes.
• Pro: Custom pricing, which gives you access to 100,000 credits, unlimited Plays, 5 platform users, 2 email-sending users, and a white glove onboarding experience.
• Enterprise: Custom pricing, which gives you access to 200,000 credits, 10 platform users, 5 email-sending users, and SSO.

You can purchase credits separately if you run out of credits in your existing paid plan.

UnifyGTM’s credit-based system charges you:

• 0.1 credit for each revealed company per month.
• 2 credits for each B2B email you reveal per month.
• 4 credits for each mobile phone number you reveal per month.
• 1 credit per B2B champion tracked per month.
• 5 credits per new hire per month.

➡️ Check out our comprehensive UnifyGTM pricing guide to figure out if the tool is the right option for you.

Pros & Cons

✅ Get access to intent signals from 10+ sources, covering first-party and third-party data.

✅ Automated Plays and Sequences.

✅ AI Agents that engage with your readers in real-time.

❌ Limited visitor identification features, which is why some brands have been looking for UnifyGTM alternatives.

❌ The pricing model does not fit the budgets of smaller companies and start-ups, similar to HockeyStack.

#8: Marketo Measure

Best for: B2B marketers looking to optimize their marketing budget and measure campaign impact on revenue.

Similar to: Dreamdata.

Adobe Marketo Measure, previously Bizible, is an industry-leading B2B marketing attribution tool that enables marketers to measure the impact of campaigns, channels, and content on pipeline, revenue, and ROI. 

The platform is a viable alternative to HockeyStack as it provides complete B2B marketing attribution.

Features

• Every-touch data aggregation: Aggregates and accounts for every trackable buyer touchpoint across marketing and sales, including first touch, closed/won, and online and offline interactions.
• Advanced attribution modeling: Provides sophisticated modeling to determine which touchpoints matter most in long B2B buying cycles with multiple touchpoints.
• Pre-built and custom modeling: Includes pre-built attribution models as well as the ability to create custom models.

Standout Feature: Attribution AI

Marketo Measure leverages AI to power its advanced attribution capabilities, helping you to separate signal from noise in complex B2B buying journeys and optimize its marketing mix at every stage.

Pricing

Adobe’s Marketo Measure does not disclose its pricing, so you’d have to contact them to get a personalized quote.

Pros & Cons

✅ Offers a wide range of capabilities for marketing automation, including advanced segmentation and campaign personalization.

✅ Unlike HockeyStack, the platform seamlessly integrates with other Adobe tools and CRMs like Salesforce, streamlining workflows.

✅ Marketo makes it easy to set up full campaigns and track their success.

❌ New users, especially those new to marketing automation, may find the platform daunting and time-consuming to learn.

❌ Reporting options could be improved, according to G2 reviews.

#9: Salespanel

Best for: Sales and marketing teams looking to put lead scoring on autopilot.

Similar to: Warmly.

Salespanel is a website visitor identification platform that identifies, tracks, and scores the high-intent prospects visiting your website.

The tool is a good alternative to HockeyStack for enterprises looking to run data-driven marketing strategies, account-based campaigns, and more.

Features

• Real-time lead scoring and qualification: Leverage first-party intent data and your ICP attributes to score every lead identified on your website.
• Comprehensive buyer intent data: You can collect and use first-party buyer intent data with minimal configuration.
• Detailed analytics dashboards: Your team would be able to visualize lead generation metrics to detect bottlenecks, improve attribution, and understand what yields the best results.

Standout Feature: Deep Tracking

Salespanel lets you track website visitors by assigning each a unique ID (not cookies), similar to HockeyStack, providing enhanced customer journey tracking and cross-domain tracking.

Pricing

Salespanel offers three plans, two of which have the same starting price:

• Salespanel Customer Data Platform: Starting at $99/mo, includes up to 10,000 monthly visitors with up to 10% deanonymized traffic. You’ll be charged $10/mo for every additional 1,000 visitors.
• Salespanel Account Reveal: Starting at $99/mo, includes up to 2,000 monthly visitors with up to 60% deanonymized traffic. You’ll be charged $40/mo for every additional 1,000 visitors.
• Custom Pricing: Custom traffic volume with up to 60% deanonymized traffic. Includes everything in Account Reveal plus advanced customization options.

➡️ The difference between the first two tiers lies in the number of website visitors you can identify and in essential features like Deep Tracking and real-time lead scoring, which are available only on the Account Reveal plan.

Pros & Cons

✅ Comprehensive analytics tools.

✅ Easy setup and user-friendly interface, unlike HockeyStack.

✅ Deep tracking functionality that prepares you for a cookie-less world.

❌ The costs can easily add up, given the caps and limitations in the essential packages.

❌ Annual billing only with no free plan.

#10: Dreamdata

Best for: Automatically collecting, modeling, and activating B2B GTM data so you can get a 360 view of every customer journey.

Similar to:

Dreamdata is a platform that automatically collects, models, and activates B2B go-to-market data. 

The platform offers a comprehensive suite of tools for marketers looking for a HockeyStack alternative to analyze customer journeys, measure performance, and optimize campaigns.

Features

• Customer journey visualization: Access interactive customer journey timelines to reveal every detail behind every account.
• Performance attribution: Analyze the revenue-generating performance of every channel, campaign, and content with data-driven attribution.
• Buying signal identification: Use high-intent signals from various sources to prioritize Sales outreach and ABM towards sales-ready accounts.

Standout Feature: Single Source of Truth for Marketing Ops

Marketing Ops teams can benefit from Dreamdata’s single source of truth that doesn't require manual maintenance, with single-click integrations.

Pricing

Dreamdata offers a free plan for up to 5 seats that lets you get unlimited prospect reveal, B2B web analytics, and the ability to connect your CRM.

• Team: From $999/month (billed annually), includes 2 years of user activity history, up to 10 seats, 30,000 monthly tracked users (MTUs), and 5 active syncs.
• Business: From $2,499/month (billed annually), includes 3 years of user activity history, unlimited seats, 60,000 MTUs, and 10 active syncs.
• Enterprise: Custom price. Includes 3 years of user activity history, unlimited seats, custom MTUs, and custom active syncs.

Pros & Cons

✅ Provides invaluable insights into the customer journey.

✅ Good integrations between channels, attribution, and CRM.

✅ Excellent at tying marketing efforts to actual revenue, according to G2 reviews.

❌ Audience syncing can be expensive, especially with detailed targeting.

❌ Onboarding assistance could be better, according to reviews.

Next Step: De-Anonymize Your Visitors & Reach Out To Them With Warmly

With HockeyStack and its alternatives, organizations will often have problems like issues with data accuracy, an expensive pricing model that’s gated behind a sales call, and a steep learning curve.

But what if we tell you there’s a solution that can minimize these drawbacks to a minimum while providing you with fast ROI (and an open pricing structure)?

Warmly (that’s us) gives you information about all the leads that come to your website and helps you nurture and convert them into paying customers.

When the data comes from your website, the possibility of it being wrong is comparatively less.

But Warmly is not a tool that just reveals anonymous website visitors or provides access to leads to go after, like some of the tools we went over.

Our revenue orchestration platform does much more:

• You can identify potential buyers by tracking their interactions with your website and get insights into their interest level, allowing for timely and targeted outreach.
• Access a wide range of accurate prospect contact details directly from the Coldly database, helping you reach out to the right people.
• Simplify your meeting process with automatic meeting scheduling that removes the back-and-forth, ensuring a frictionless booking experience.
• Engage website visitors in real-time with intelligent chat features designed to convert inbound traffic into meaningful leads.
• Send leads to the right salesperson automatically and notify them via Slack if a high-intent lead is active on your website.
• A Bombora integration that helps you proactively reach out to your warm leads and track who’s researching terms relevant to your product and brand, and get in front of them before your competitors do.
• Automate the search for high-potential prospects using AI technology, ensuring your sales team focuses on the right opportunities.

You can sign up for Warmly’s free plan and find out how it can fill your pipeline with qualified leads (the setup takes a few minutes), or book a live demo to see it in action first.

Read More

• ZoomInfo Review: Learn more about one of Warmly’s top competitors, ZoomInfo, and what functionality it offers.
• Cognism Review: Check out our review of Cognism, which is a direct competitor of platforms like Clay and Apollo.
• Leadfeeder Review: Learn more about Leadfeeder’s pricing structure, features, customer support, and data quality.
• 6sense Review: Check out our review of 6sense, going over its features, data quality, and integrations.
• Best B2B Data Providers: Find the optimal B2B data platform for your use case.
• Best Lead Intelligence Software: Find the best platform for gaining critical insight into your leads.
• Best Sales Intelligence Tools: Look beyond popular options like Apollo and Zoominfo to find the optimal solution for your use case.
• AI Sales Agents: A list of the 10 best AI sales agents on the market in 2025 to help you save time and improve your sales process.

What you are thinking right now is true – GTM teams have been leveraging the latest AI tools and strategies to level up their sales motion.

Sales, marketing, and GTM teams use AI to book more meetings, identify opportunities they did not know existed before and do what was thought impossible before – personalization at scale.

In this article, I’ll show you how GTM teams are using AI in 2025, going over the 10 most popular use cases I’ve seen work in the industry, as well as 5 examples of real companies getting real results.

But first, let’s start with the basics: 👇

How is AI being used in GTM in 2025?

Artificial intelligence is being used by GTM teams to save time and boost productivity by automating tasks (such as reaching out to prospects), personalizing outreach or the website altogether, and identifying revenue opportunities.

The technology enables businesses to make more data-driven decisions and helps you prioritize the leads and opportunities that matter – with targeted outreach and personalized experiences.

➡️ The way our GTM team has structured our sales workflow at Warmly is that we use AI for cold and lukewarm leads so our humans can focus on the ‘’hot’’ leads.

How is AI transforming GTM?

AI is revolutionizing GTM operations by introducing a concept that was believed to be fiction just a few years ago: automation and personalization at scale.

GTM teams can better optimize their resource allocation, such as enabling their human sales team to work on the high-intent leads, instead of spending hours on manual cold outreach.

What are the advantages of using AI in your GTM strategy?

The main benefits of using AI in your GTM strategy include:

• Saving time from manual work so your GTM team would have done themselves, either way, such as researching prospects or preparing for calls.
• Working non-stop for you, instead of 9-5, such as AI chatbots, which we will discuss later. This will allow you to capture the right timing as well.

• Getting data-driven insights, such as internal information from your CRM, to predict lead behavior.
• Saving money from having to hire more sales reps to reach out to more prospects or do more manual work.
• Personalization at scale: AI technology enables personalized outreach and customer experiences (e.g., seeing a tailored version of your website) at scale.

Top 10 use cases of AI in GTM with the best tool for each

Now that we’ve got the fundamentals out of the window, I’d like to walk you through the top AI use cases for GTM teams that I’ve seen work best in the industry:

#1: Reach out to prospects who visit your website automatically

Your team can use AI-powered GTM software to reach out to your warm prospects who visit your website on autopilot.

Here’s a workflow that we have been working on with 11x’s AI sales agents to create:

Instead of your GTM team manually reaching out to prospects after identifying them with visitor identification software like Warmly, 11x’s AI SDR uses Warmly’s warm prospect data to prioritise contacts based on intent signals, such as:

• Website activity (e.g., visited your pricing page).
• Chatbot interactions.
• Research intent.
• Email engagement.
• Recorded activity in your sales CRM.

And then automatically reach out to them on your behalf.

Here’s how the process looks with our partnership with 11x:

• Warmly de-anonymizes your website visitors (both organizations and specific people within that company so the outreach can be more targeted).
• Our software filters leads based on intent signals and any existing segmentation rules that you’ve set up in your account.
• The prospects are then funnelled to the best-fit outreach path based on their intent.

➡️ We prefer using this workflow for the warm leads, not cold or hot leads.

Warm leads are showing some intent signals, but they are not ready to buy yet, which is why we prefer using 11x’s sales agents to do automatic LinkedIn and email outreach in high volumes.

This workflow can also be customized. You can use segments to narrow down your leads to people who’ve fulfilled specific intent signals.

For example, you can create an AI SDR campaign for leads who have researched your competitors or prospects who have already interacted with your website’s AI chat.

Our partnership with 11x does not aim to create a spammy AI sales agent that would just bombard your prospects with emails.

➡️ Our AI sales agent has built-in quality checks to ensure that every message you send out is effective, compliant, and aligned with your brand voice.

Your GTM team will be able to focus on nurturing high-priority leads by leaving the legwork to 11x’s AI SDRs.

Book a demo to find out more about this sales workflow that can book you meetings with qualified leads on autopilot using intent data.

#2: Set up an AI chat on your website to engage with visitors

Another AI use case for GTM teams is to set up an AI-powered sales chat that can engage with high-intent and target accounts visiting your website.

The good thing about these AI-powered chatbots is that you can customize (no-code) how you want them to interact and in what scenarios they should engage with visitors.

For example, Warmly’s AI chat for GTM teams can be customized to run:

• For specific target audiences (e.g., company size <1,000).
• With a condition, such as prospects being on the Pricing page.
• The specific message you want it to start with, and then the routing rules.

The goal of the AI-powered sales chat is to answer commonly asked questions and to either try to book meetings or route to a human sales agent.

But our AI sales chat is not just another chatbot from the dozens of chatbots in the market that you hear about.

It can automatically scrape the website information of your accounts and combine that with metadata across your systems to construct personalized chat messages to your prospects.

#3: Go after leads that aren’t visiting your site but are showing research intent

One of my personal favourite AI use cases for GTM is its ability to automatically go after leads that aren’t visiting your site but are showing research intent.

Here’s how you can do that with Warmly’s Bombora integration:

1️⃣ Specify up to 10 research topics you want to target, such as product keywords, pain points, competitors, etc.

2️⃣ Filter by audience (ICP), such as sales directors, demand gen leaders, etc.

3️⃣ Based on your filters, Warmly finds your leads and pushes those leads to your CRM

4️⃣ Connect those segmented leads to LinkedIn Ad Retargeting Tools: Build 1:1 ads that target these leads showing interest (i.e., research intent).

This will help you max out your sales opportunities by targeting lukewarm leads who are shopping around for solutions like yours, but are not aware of your product.

➡️ We also like to combine that workflow with Warmly’s automatic email outreach.

Warmly makes it easy to get your product in front of people who are actively researching topics related to your brand. 

In 2025, it’s important to start warming up those leads and jump in with stronger messaging when they’re showing even warmer signals.

You can check out the LinkedIn post for this GTM workflow, where we showcased how to do that in video format.

#4: Get up to speed on opportunities with sales forecasting

AI-powered sales forecasting utilizes machine learning (ML) algorithms to analyze large sets of data to identify patterns and trends that can help your sales team predict future sales performance. 

Sales tools like Gong AI leverage a variety of signals to help your sales team predict which customers are likely to convert.

The way it works is that the platform uses 300+ unique signals within your CRM data and customer interactions to help you create accurate deal and sales forecasts.

These tools can also alert your GTM team when a deal is close to being lost and highlight potential causes to help your human sales team address them on time.

Gong also provides you with an AI-powered sales projection based on the probability of the leads closing, so you can keep track of your target for the quarter.

#5: Researching prospects before reaching out to them

Another AI use case for GTM teams is the ability to scale account research for your team so they can send relevant messages.

There are tools like UnifyGTM that have an AI sales agent, which can scrape your prospects’ websites, browse the Internet, and pull CRM data to help you learn more about your leads.

The sales tool automatically triggers research when a buyer or company meets specific criteria that your sales team has set.

It then goes on to scrape their website, search the web, and analyze data to learn more about the prospect.

The sales agent then combines contact, LinkedIn, and CRM data to help your team personalize the messaging to each prospect.

Alternatively, there are AI tools like Clay that research each prospect in-depth and then let you ask the AI agent questions about the prospects, such as whether they are hiring at the moment.

For example, something I’m always keen on knowing is whether my prospects are hiring at the moment, which signals to me that they have a budget to spend.

#6: Personalizing outreach

Another AI use case for GTM teams is personalizing your outreach, on either email or LinkedIn.

For example, a tool like 6sense combines its 6sense Signalverse data, 6AI, and your organization’s content library to automate and tailor email workflows at scale.

The software lets your GTM team personalize cold or warm emails being sent out with information, such as:

• The lead’ company, industry, or job.
• Insights from the prospect’s LinkedIn account.
• Specific keywords that the tool has figured out that the prospect is interested in (e.g., visitor identification software).

6sense’s AI sales agent helps your GTM team generate and then sends emails that are personalized to your leads using the tool's out-of-the-box agent playbooks.

➡️ What stands out to me about 6sense is that it also improves your email deliverability by utilizing custom sending domains and contact validation rules.

#7: Send personalized video messages to your prospects

Seasoned GTM leaders know the effectiveness of video messages, especially when you’re trying to show your prospects how they can level up their game with your solution.

With the introduction of AI-powered tools like Vidyard, your GTM team can scale personalized video outreach to boost both productivity and reply rates from prospects.

Vidyard lets your GTM team create and send AI-generated video messages to leads even when they're not available to record in person.

The way it works is that your human team creates a custom AI Avatar by recording a 90-second training video or selecting from a library of stock Avatars.

The platform then generates a script, which can be written manually or created using Vidyard's AI-powered script generator.

The AI Avatar records the video, which can be personalized with your lead data.

Videos can then be created and shared with your prospects directly from browser extensions or integrated sales tools, such as Apollo, Salesloft, and Outreach.

#8: Personalize your website to your leads

AI is now capable of personalizing your prospect’s website experiences in real-time by displaying dynamic content and customized landing pages based on user behavior. 

This kind of personalization can improve user experience, increase time spent on-site, and generate more pipeline by making every visitor see a different version of your website.

The technology achieves this by analyzing your website visitors’ buying intent and engagement levels on your website, so every visitor sees content that aligns with their interests.

➡️ For GTM teams, this can mean dynamically adjusting case studies and offers to match industry-specific use cases.

A software I know that can do this is Demandbase, which leverages buying intent and B2B data to provide each target account with a tailored web experience, including messaging, images, offers and CTAs.

The platform provides you with a no-code landing page editor, where you can select how you want to customize your website.

#9: Generate landing pages for different B2B ICPs

One overlooked AI use case in 2025 for GTM teams is using AI to generate landing pages for different ICPs and product use cases.

Instead of constantly requesting developer resources for generating landing pages for the different target personas and use cases, you can speed up the process with a tool like Landingi.

Landingi offers an AI Landing Page builder that lets you design and optimize landing pages.

The platform enables GTM leaders to create professional landing pages without coding skills.

Landingi also has built-in analytics and A/B testing tools, which can track your visitors’ behavior and optimize the effectiveness of your ABM campaigns.

#10: Analyzing sales conversations

Lastly, your GTM team can leverage a tool like Fireflies to analyze sales conversations that your sales team was a part of.

Note-taking apps are usually utilized to take meeting notes and to come back to them with questions about how the meeting went.

I’ve noticed that they can also be used to:

• Transcribe and summarize sales meetings across Zoom, Google Meet, and Teams.
• Create notes that highlight key moments (e.g., pain points of your customers).
• Generate meeting summaries with analysis on next steps, tasks, and questions asked by the leads.
• Detect buyer sentiment, identify talk-to-listen ratio, recognize critical topics, and measure your sales team’s performance during sales conversations.

Fireflies AI also comes with an out-of-the-box analytics platform where your GTM team can see questions asked and get access to topic insights.

5 examples of companies (successfully) utilizing AI in their GTM campaigns

Here are examples of 5 GTM teams that successfully utilized AI to improve their bottom line and/or operations: 👇

#1: Kandji booked 2 qualified meetings in 8 minutes of setting up Warmly’s AI Chat

Kandji, a device management platform for Apple devices, decided to give Warmly’s AI chat a chance so it can detect ICP-fit visitors on their website and engage with them.

The AI Chat accurately identified prospects' companies and generated personalized messages, and then initiated conversations that led to meeting bookings.

Our system then notified their sales team on Slack when the prospects engaged with the AI chatbot so they could take over the conversation in real-time.

The results: Kandji started booking qualified sales meetings within 8 minutes of setting up our AI-powered sales chat for website visitors.

Here’s how the chat transcript looked before the human sales reps took over:

#2: Composing personalized emails at scale: Gong x Verse

Verse AI’s GTM team used Gong Engage to compose personalized emails at scale to improve sales velocity and shorten sales cycles.

Before using the platform, Verse was relying on tools that provided them with limited visibility into their sales pipeline and customer engagement.

Their GTM team leveraged Gong's insights to refine their content and campaigns, basing their strategies on accurate customer interaction data rather than intuition.

Results: After Verse decided to give Gong a chance, they achieved better alignment and collaboration among sales, marketing, and customer success teams.

The platform achieved a 76% increase in revenue from closed-won deals and experienced 25% greater forecast accuracy due to improved visibility into its pipeline and customer interactions.

#3: Prospect prioritization and engagement - Premikati x Warmly

Premikati was facing an issue that a lot of GTM teams can relate to: It was generating website traffic, but was not able to efficiently capture and nurture the prospects.

The company was struggling with accurate attribution, meaning its GTM team couldn’t figure out which of their efforts and strategies were driving value.

After Premikati deployed Warmly, they were able to tackle several issues at once:

• Identify its website visitors, providing the GTM team with a rich pool of potential leads.
• Automatically recognize the visitors most likely to convert based on on-site signals, like pages visited, and off-site signals, like research intent.
• Orchestrate the entire outreach process using Warmly’s Orchestrator, which automatically adds leads with the highest scores in adequate sequences based on the criteria that Premikati’s team sets up.

Results: Premikati was able to maximize its ROI by building a steady pipeline of warm leads with Warmly’s AI-driven functionality.

The AI-powered prospector prevents quality leads from falling through the cracks simply because you didn’t have a sales rep on hand.

Try it yourself 👇or watch it in action. 

The company also utilized Warmly’s AI Chat, which allowed their team to auto-book meetings with qualified prospects.

Listen to the full interview here:

"If Warmly goes away, we quit." - Michael Buczynski, VP of Marketing at Premikati

#4: Inbound lead enrichment: OpenAI x Clay

OpenAI’s GTM team implemented Clay to scale their sales motion, particularly for inbound lead enrichment and sales team support.

Clay helped OpenAI, which needs no introduction, to more than double their enrichment coverage from a low 40% to a high 80%, enabling better lead scoring, routing, and response.

The AI giant used Clay's AI research agent to automate and scale custom GTM research, mimicking the process of their best sales representatives.

Clay's Salesforce package allowed OpenAI's GTM staff to perform on-demand data enrichment directly within their sales CRM to maintain consistent adoption across teams.

Results: Clay’s flexibility enabled OpenAI to rapidly iterate on enrichment strategies, support various use cases across different teams, and maintain a strong data foundation for growth.

#5: ZoomInfo x Seismic

Seismic, a sales enablement platform, was looking to enhance its GTM’s productivity and personalization efforts using AI.

The platform implemented ZoomInfo Copilot to leverage its AI-driven prospecting insights and integrated it into its existing tech stack.

Copilot's AI chatbot and access to ZoomInfo's data helped Seismic craft specific, personalized messages that led to quicker responses from prospects.

Results: Seismic's GTM team attributed 39% of active pipelines to opportunities identified or influenced by signals from ZoomInfo, and they also reported a 54% increase in productivity and saved 11.5 hours per week.

Next Steps: Set Up Powerful GTM Workflows Inside of Warmly

AI use in GTM, sales, and marketing isn’t just the future like it used to be a few years ago—it’s the present.

I believe that the GTM teams that will be thriving in the ABM 2.0 era would be the ones best using artificial intelligence to identify opportunities, engage leads while they are hot, and answer questions as they arise.

The organizations shown above have already proven that AI-powered strategies lead to higher engagement, better lead conversions, and return on investment.

With Warmly, you can automate lead identification, engagement, and outreach, ensuring no high-value prospect falls through the cracks.

From intent-based lead scoring that helps prioritize the most promising accounts to automated personalized outreach and AI-powered chatbots that engage visitors in real-time, Warmly equips your Go-To-Market team with AI capabilities to streamline operations and maximize ROI.

If you’re looking for a revenue orchestration platform that offers:

• A way to instantly engage with your highest intent prospects with Warmly’s AI chat.
• A platform that works in real-time and can automatically notify the right salesperson as soon as an ICP lead shows buying intent, so they can act immediately.
• The ability to create a human-to-human connection with any high-intent web visitor through video chat right on your site.
• A free email and LinkedIn database that comes with a <1% bounce rate.
• A Bombora integration that lets you proactively reach out to your warm leads and track who’s researching terms relevant to your product and brand, and get in front of them before your competitors do.

Then you can sign up for Warmly’s free plan or book a demo today and see how Warmly can transform your sales workflows with AI. 

Read More

• AI Marketing Strategy: Learn about how to leverage AI in your marketing strategy in 2025.
• 8 Examples of AI Marketing Automation: Here are examples of companies successfully using AI for marketing automation.
• AI Email Marketing: Find out how you can use AI in your email marketing.
• Best B2B Data Providers: Find the optimal B2B data platform for your use case.
• Best Lead Intelligence Software: Find the best platform for gaining critical insight into your leads.
• Best Sales Intelligence Tools: Look beyond popular options like Apollo and ZoomInfo to find the optimal solution for your use case.

It’s true – marketers worldwide are using AI to save time, be more efficient, and generate leads for their businesses.

In this article, I’ll go over how you can leverage AI in B2B marketing in 2025, going over the top use cases and 5 examples of B2B companies who successfully utilized the technology to their benefit.

How is AI being used in B2B marketing?

AI is being used in B2B marketing to personalize campaigns, automate content generation and optimisation, improve ad targeting, and automate social media management – to name a few.

More and more marketing teams have started investing in artificial intelligence. According to HubSpot’s State of AI, 62% of business leaders mention that their company has already invested in AI and automation tools for their workers to use.

These AI marketing tools can be used to generate content (e.g., articles, emails, and social media posts) as well as to set up an AI-powered chatbot to engage with high-intent prospects.

How is AI transforming B2B marketing in 2025?

AI is transforming B2B marketing by automating repetitive tasks, providing deeper insights into campaign performance and customer behavior, and enabling marketers like us to make data-driven decisions.

Additionally, AI is revolutionizing the digital marketing landscape by enabling hyper-personalization at scale – something that was considered fiction a decade ago.

I’ve noticed that, over the past few years, AI has evolved from a niche technology that only a few people talked about (and could afford) to a fundamental part of digital marketing transformation that is getting more affordable by the day.

AI is slowly becoming the core of digital marketing transformation, powering advanced tools like AI-driven content generators, predictive customer segmentation, and hyper-personalized ad campaigns.

Brands of all sizes (I’ve prepared some examples for you later) have started using AI-powered B2B marketing tools for a wide range of use cases, such as enhancing customer journeys, predicting purchasing behavior, and fine-tuning their messaging for maximum impact.

What are the benefits of using AI for B2B marketing?

Integrating AI into your B2B marketing workflows isn’t just about keeping up with trends and what your competitors are doing – it’s about getting things faster than your competition and standing out from the clutter.

Here are the biggest advantages of using AI in B2B marketing:

• Hyper-personalization: AI is capable of analyzing real-time behavior, past interactions, and preferences to deliver highly targeted content on scale on your website or during advertising campaigns.
• Working 24/7: Some of AI’s use cases, such as AI chatbots, can work for you while you’re away to help you generate leads, answer questions and capture contact information.
• Time-savings: The technology can take over time-demanding tasks, such as content creation, customer segmentation, and campaign optimization, so your team can focus on creativity and strategy. 

According to HubSpot’s 75% of marketers mention that AI has helped them save time on manual tasks.

• Anticipating customer needs before they arise: You can take your B2B marketing from reactive to proactive. Instead of reacting to trends after they happen, AI can help you analyze patterns in customer behavior to predict which leads are likely to convert or when a customer might churn.
• Brainstorm, write, and refine copy at scale: AI tools can help brainstorm, write, and refine content at scale, whether it’s ad copy, blog posts, product descriptions, or video scripts.
• Eliminating the trial and error phase: Instead of manually A/B testing campaigns over weeks or months, AI can run thousands of variations simultaneously, instantly identifying what works best.

Top 8 use cases of AI in B2B marketing

Now that we've got the definitions and benefits right, it’s time to walk you through the 8 best use cases of AI that I’ve seen work best in B2B marketing:

1. Setting Up Hyper-Personalized Campaigns

My #1 use case of AI in B2B marketing is its ability to create hyper-personalized automated workflows that:

• Let you identify leads most likely to convert.
• And then include them in outreach sequences perfectly personalized to their intent levels, personal data, preferred communication channels, etc.

For example, marketing automation tools like Warmly (that’s us) help you to put your whole outreach on autopilot (in both LinkedIn and email), leveraging sophisticated AI and website traffic tracking capabilities.

Warmly identifies your website visitors, providing your team with a 360-degree view of potential leads.

The platform then recognizes which website visitors are most likely to convert right now based on on-site and off-site intent signals (visits to high-intent pages on your website, research intent, job change, etc.) and your ICP criteria.

And this is where Warmly’s AI-driven marketing Orchestrator steps in: an AI-powered functionality for marketing and sales teams that adds high-value leads to automated email or LinkedIn outreach workflows.

Here’s how it works:

Step #1: Define the trigger.

This is the action that sets the Orchestrator’s sequence in motion. This could be any action that indicates high intent based on your specific criteria, such as:

• Landing on your pricing page.
• Engaging with the chatbot.
• Lead matching your ICP profile landing on your website, etc.

Step #2: Filter the companies and individuals you want the Orchestrator to target.

Have the Orchestrator focus only on leads who are a good fit for your product by setting filters matching your ICP criteria, such as industry and geographic location, job roles, seniority, and more.

Step #3: Decide on the number of prospects you want to be added from each account and the campaign running frequency.

You don’t want to come across as too aggressive, so it’s essential to limit the number of stakeholders you reach out to within a single company and space out your outreach over time.

Step #4: Specify the outreach sequence you want them added to.

Warmly’s Orchestrator engages leads through personalized emails or LinkedIn messages and connection requests. Its AI model adapts messaging based on buyer intent, preferences, and past interactions, increasing open rates, engagement, and conversions at every stage.

This capability improves time-to-lead, while marketing and sales teams can take over the prospects that respond and provide a personalized experience.

Try it yourself 👇or watch it in action. 

2. AI-Powered Chatbots

AI chatbots are capable of providing instant, 24/7 customer support on your website to answer questions from your existing customers and prospects.

This can help you guide prospects through their buying journey and help them decide if your product is the right fit for their needs.

Unlike traditional chatbots that follow pre-determined scripts, AI-powered bots in B2B learn from interactions and adapt responses to improve accuracy and relevance in the long term.

More advanced virtual AI chatbots, such as Warmly’s AI Chat, can integrate with your CRM to pull in customer data to deliver more context-aware and personalized conversations.

Warmly’s AI Chat is one such chatbot powered by sophisticated conversational AI that can be trained and customized from top to bottom thanks to its advanced ML algorithms.

Similar to the Orchestrator, AI Chat also automates lead engagement and qualification, but in a different way.

The AI Chat engages leads while they’re still on your website by:

• Asking qualifying questions (“What brings you here?”, “What can I help you with?”).
• Providing personalized, contextual answers to leads’ inquiries.
• Offering relevant collateral.
• Booking meetings, etc.

➡️ The Orchestrator/AI combo provides you with an omnipresent B2B marketer that streamlines every part of the outreach process, ensuring that each high-value lead is properly engaged and nurtured.

You can also provide custom rules for when it should interact and for what kind of accounts, such as industry size and revenue.

3. AI-Driven Website Personalization

AI is capable of personalizing website experiences in real-time, displaying dynamic content and customized landing pages (I’ll cover that one in more detail later) based on user behavior. 

The technology achieves this by analyzing browsing history, intent, and engagement levels on your website so every visitor sees the content that aligns with their interests the most.

➡️ For B2B brands, this involves dynamically adjusting case studies and blog recommendations to match industry-specific needs. 

This kind of super-advanced personalization can significantly improve user experience, increase time spent on-site, and generate more leads by making every prospect see a different version of your website.

A software that can do this is Demandbase, which leverages buying intent and B2B data to provide each target account with a personalized web experience, including messaging, images, offers and CTAs.

4. Content Creation

An article about AI in B2B marketing would not be complete without mentioning that it can be used to create content.

AI tools for marketing, such as ChatGPT and Copy AI, are capable of generating and humanizing blog posts, social media captions, ad copy, and email content in seconds. 

The way it works is that the tools leverage natural language processing to create content that’s not only grammatically correct but also contextually relevant, engaging, and SEO-optimized.

B2B marketers can generate educational as well as revenue-driven article content to boost organic traffic and generate more leads.

Moreover, these generative AI tools can assist with content ideation by analyzing trends, audience preferences, and competitor activity to suggest high-performing topics. 

➡️ Human oversight would still be needed to refine tone, brand voice, and originality to make sure that the content is both unique and on-brand.

5. Predictive Analytics To Identify Higher-Quality Prospects

B2B marketing teams can leverage AI’s predictive analytics to forecast customer behavior, segment audiences, and refine advertising targeting on platforms like LinkedIn Ads.

The way it works is that AI analyzes historical customer data, engagement patterns, and market trends in your industry to forecast future behaviors so you can determine the best times, channels, and content for reaching potential customers.

For example, AI-powered predictive analytics can analyze vast amounts of data to assign scores to potential leads, prioritizing those most likely to convert. 

This process involves:

• Evaluating past interactions, customer behaviors, and other variables.
• Assigning lead scores based on the analysis.
• Helping your sales teams focus on higher-value leads.

There are AI tools like Salesforce’s Einstein that can analyze website visits, content interactions, and social media engagement to create a comprehensive score for each prospect. 

6. Social Media Management (& Social Monitoring)

B2B marketers can use AI-powered tools like Sprout Social, Hootsuite, and Lately to take the guesswork out of content scheduling, engagement tracking, and trend analysis. 

The beauty of these tools is that they help you analyze audience behavior and then recommend the optimal times to post.

AI can also help you with idea generation, content generation (as we mentioned earlier), analyzing past performance, and brand voice. 

Some tools can even auto-generate social media captions, hashtags, or transform blog posts into bite-sized social content optimized for different platforms.

What else stood out to me when I was doing my research on the topic was the AI tools’ sentiment analysis: These tools can help you monitor social media mentions and analyze the sentiment behind customer conversations. 

For example, if your B2B brand is receiving negative feedback, alerts will notify your marketing team in real-time so they can respond proactively and protect your brand’s reputation.

7. Optimizing your content for SEO

One of my favourite AI use cases in B2B marketing is its ability to recommend changes that you can make to your article content to rank it better on Google.

There are tools like SurferSEO that offer content audit capabilities, which analyze your website content by connecting to Google Search Console and extracting valuable metrics such as CTR, position, and traffic.

The tool uses artificial intelligence to evaluate your content against top-ranking pages to find opportunities for improvement.

The platform will suggest the best opportunities that will positively impact your article content, such as improving your title tags and adding more long-tail keywords.

Surfer also offers an Auto-Optimize functionality that can automatically optimize and update your content. 

The tool will then continue to monitor its performance and provide you with daily updates on it.

8. Generate landing pages for different B2B ICPs

Last but not least, B2B marketing teams can use AI to generate landing pages for different ICPs and product use cases.

Instead of constantly requesting developer resources for generating different landing pages, you can speed up the process with AI tools like Landingi.

Landingi offers an AI Landing Page builder that helps you design and optimize landing pages.

The tool enables users to create professional landing pages without coding skills.

Landingi also has built-in analytics and A/B testing tools, which can track visitors’ behavior and optimize the effectiveness of the campaigns.

5 examples of B2B companies using AI to transform their operations

All of the previously mentioned use cases of AI in B2B marketing sound good in theory, but are they moving the needle for organizations?

Here are 5 examples of real companies using AI to transform their marketing operations:

1. Lead Prioritization and Engagement - Premikati x Warmly

Premikati had the story of a lot of B2B companies today: It was generating website traffic, but was not able to efficiently capture and nurture the leads.

When they came to us, the company was struggling with accurate marketing attribution, meaning its B2B marketing team couldn’t figure out which of their efforts and strategies yielded the best results.

Premikati then deployed Warmly, which helped them tackle several issues at once:

• The brand was able to identify its website visitors, providing the marketing team with a rich pool of potential leads.
• Warmly helped them to automatically recognize the visitors most likely to convert based on on-site signals, like pages visited, and off-site signals, like research intent.
• Our platform then let them orchestrate the entire outreach process using the Orchestrator, which automatically added leads with the highest scores in adequate sequences based on the criteria that Premikati’s team set up.

As a result, the brand was able to maximize its marketing ROI by building a steady pipeline of warm leads with Warmly’s AI-driven functionality.

The company also utilized Warmly’s AI Chat, which allowed their marketing team to auto-book meetings with qualified prospects.

Listen to the full interview here:

"If Warmly goes away, we quit." - Michael Buczynski, VP of Marketing at Premikati

2. Social Media Management - Plaid x Sprout Social

Plaid, a FinTech company that provides various payment and compliance solutions, was having issues with establishing its brand presence on social media.

This is why Plaid tuned to SproutSocial – a social media marketing solution that leverages AI to efficiently automate social media management from top to bottom – to boost its LinkedIn growth.

Plaid leveraged various AI-driven functionality, including:

• Scheduling posts to be published at times optimal for engagement.
• Automated responding to comments in a contextual and personalized way.
• Social listening to gauge its audience’s sentiment and uncover trends.
• Granular analytics to figure out which posts are performing the best.

Results: Plaid experienced an amazing +62,000 YoY increase in followers, with a 73% YoY rise in engagement rate per impression.

3. Data Insights & Alignment: Smartsheet x ZoomInfo

Smartsheet, a project management solution, partnered with ZoomInfo to leverage its data and insights for audience segmentation and personalized marketing.

The platform became Smartsheet’s ‘’one source of truth’’ for account and contact data, providing detailed information for better personalization and relevance in their B2B marketing campaigns.

By leveraging ZoomInfo’s data solutions, Smartsheet was able to maintain a sharp focus and keep its efforts tightly aligned with its customers’ needs.

Results: Smartsheet saw a 40% increase in form fills using ZoomInfo's FormComplete. This resulted in an 84% increase in Marketing Qualified Leads (MQLs) sent to sales, a 26% increase in opportunity rate, and a 59% increase in win rate on their highest-volume demo form.

4. AI-Powered Chatbot - Kandji x Warmly

I believe that chatbots are one of the best ways to ensure that high-value website leads will be engaged whenever they land on your website (or crucial parts of your site, such as the pricing page).

Kandji, a leading Apple device management platform, was well aware of the need for a 24/7 available marketer and salesperson on their site, as they regularly generated a lot of traffic.

The company implemented Warmly, with a particular focus on its AI Chat functionality, training the AI model to maintain its brand tone of voice while answering questions, booking meetings, and engaging potential leads.

Thanks to the combination of AI Chat and Warmly’s Alerts that notified Kandji’s team whenever a high-intent lead engaged with the chatbot, the marketing team was able to book two qualified meetings in just 8 minutes of setting up the chatbot. 🤯

5. Integrating sales intelligence with ABM: 6sense x ExtensisHR

ExtensisHR was facing challenges with outdated data, poor lead quality, and disconnected systems, making it difficult to identify the right contacts and measure their marketing team’s impact.

By implementing 6sense’s software, ExtensisHR integrated sales intelligence with their ABM efforts, which helped them enable list enrichment and more personalized customer interactions.

6sense allowed ExtensisHR to automate and refine its MQL criteria, create detailed segments, and provide personalized website experiences through integrations with Mutiny and Drift.

Results: ExtensisHR achieved a 25% increase in marketing-sourced pipeline and closed 23 marketing-influenced deals in 2023.

Next Steps: Set Up Powerful B2B Marketing Workflows Inside of Warmly

AI use in B2B marketing isn’t just the future like it used to be a few years ago—it’s the present.

The brands shown above have already proven that AI-driven strategies lead to higher engagement, better lead conversions, and return on investment.

Now, it’s your turn to put these use cases and insights into action.

With Warmly, you can automate lead identification, engagement, and outreach, ensuring no high-value prospect falls through the cracks. 

From intent-based lead scoring that helps prioritize the most promising accounts to automated personalized outreach and AI-powered chatbots that engage visitors in real-time, Warmly equips your marketing team with cutting-edge AI tools to streamline operations and maximize ROI.

If you’re looking for a revenue orchestration platform that offers:

• A way to instantly engage with your highest intent leads with Warmly’s AI chat.
• A platform that works in real-time and can automatically notify the right salesperson as soon as an ICP lead shows buying intent, so they can act immediately.
• The ability to create a human-to-human connection with any high-intent web visitor through video chat right on your site.
• The ability to send leads to the right salesperson automatically and notify them via Slack with a high-intent lead is active on your website.
• A free email and LinkedIn database that comes with a <1% bounce rate.
• A Bombora integration that lets you proactively reach out to your warm leads and track who’s researching terms relevant to your product and brand, and get in front of them before your competitors do.

Then you can sign up for Warmly’s free plan or book a demo today and see how Warmly can transform your marketing workflows with AI. 

Read More

• ZoomInfo Review: Learn more about one of Warmly’s top competitors, ZoomInfo, and what functionality it offers.
• Cognism Review: Check out our review of Cognism, which is a direct competitor of platforms like Clay and Apollo.
• Leadfeeder Review: Learn more about Leadfeeder’s pricing structure, features, customer support, and data quality.
• 6sense Review: Check out our review of 6sense, going over its features, data quality, and integrations.
• Best B2B Data Providers: Find the optimal B2B data platform for your use case.
• Best Lead Intelligence Software: Find the best platform for gaining critical insight into your leads.
• Best GTM Tools: Optimize your GTM strategy with some of the best GTM software on the market today.
• Best Sales Intelligence Tools: Look beyond popular options like Apollo and ZoomInfo to find the optimal solution for your use case.

AI marketing agents are quickly becoming the secret weapon behind some of the smartest campaigns out there. 

When it comes to marketing agents, we're not just talking about tools that help.

We’re talking about AI that acts - analyzing data, building strategies, generating content, and making decisions in real time.

If that sounds futuristic, well… it kind of is. But the wild part? It’s already happening. 

Teams everywhere - from scrappy start-ups to enterprise giants - are starting to rely on AI agents to handle tasks that used to eat up hours. 

The kind of work that used to take a full team, such as automated campaign creation, real-time audience segmentation, and instant performance insights, is now being handled by intelligent, always-on digital assistants.

In this article, I’ll walk you through what AI marketing agents actually do, the most powerful ways they’re being used, and which tools are leading the charge. 

Let’s begin!

What Are AI Marketing Agents?

AI marketing agents are intelligent, task-oriented digital assistants powered by AI, designed to perform specific marketing functions autonomously or semi-autonomously. 

Unlike traditional marketing tools that require constant manual input, these agents can take action, make decisions, and even adapt their behavior based on real-time data and feedback.

Think of them as mini marketers built with code. 

They can write email sequences, A/B test landing pages, launch and optimize ad campaigns, track user behavior, and personalize customer experiences across channels. 

Some are designed for one specific job (like optimizing subject lines), while others operate as full-blown strategists, capable of managing entire workflows with minimal oversight.

What sets AI marketing agents apart from traditional marketing tools is their ability to learn and improve over time. 

They’re built on machine learning, large language models, and other smart tech, so they’re not just following a script. They’re constantly evolving based on what works and what doesn’t.

Today, they’ve already become more than just an isolated experiment. They’re mainstream. Marketing teams everywhere are treating them as an extension of their workforce.

How Are AI Marketing Agents Revolutionizing Marketing in 2025?

In 2025, AI marketing agents aren’t just helping marketers work faster. They’re actually changing the very nature of marketing.

We’re seeing a shift from reactive marketing to proactive, always-on engagement. 

AI agents can detect patterns, predict outcomes, and respond in real time - something no human team could do at scale. 

They enable hyper-personalization without burning out your content team. They reduce the guesswork in campaign planning. And they’re making it possible for smaller teams to compete with the big players.

From generating data-driven insights in seconds to running personalized ad campaigns across multiple platforms simultaneously, these agents are giving marketers superpowers. 

They’re freeing up human brains for strategy, creativity, and connection - the stuff that really moves the needle.

What Are the Different Types of AI Marketing Agents?

AI marketing agents come in different shapes and specialties. Here are a few of the most common types:

• Content generation agents - These tools write blogs, ad copy, emails, social posts, and more. Some can even match brand voice and tone on the fly.
• Email marketing agents - Think AI that manages your list, crafts personalized emails, optimizes subject lines, and analyzes open and click-through rates—all without constant oversight.
• Ad optimization agents - These handle everything from bidding strategy to A/B testing creatives, using real-time performance data to boost ROI.
• SEO agents - Tools that research keywords, optimize content, track rankings, and suggest on-page improvements automatically.
• Analytics & insights agents - These turn raw data into meaningful insights, surfacing what’s working, what’s not, and what to do next.
• Chat & customer support agents - AI-powered chatbots that go beyond scripted responses, delivering helpful, natural-sounding interactions across touchpoints.

Some platforms even offer multi-agent systems - basically a team of AI agents working together across tasks, communicating and sharing data to make smarter decisions as a unit.

Now that we have that covered, let’s look at the most common use cases for AI marketing agents today.

Top 9 Use Cases of AI Marketing Agents

AI marketing agents are being used across nearly every area of modern marketing, but some use cases really stand out in terms of impact, efficiency, and scalability. 

Let’s break down some of the most powerful applications today - the ones teams of all sizes are actively benefiting from.

1. AI Agents for Conversational Marketing & Customer Support 

Customer support used to mean live agents and long wait times. 

Now, AI marketing agents are powering conversational experiences that feel instant, human, and helpful, whether it's through chatbots, email responses, or voice interactions.

These agents can answer product questions, recommend solutions, upsell based on user history, and even troubleshoot basic issues 24/7. 

They’re not replacing your support team but enhancing it, handling the repetitive stuff so your human agents can focus on high-impact conversations.

These chatbots are even more handy when it comes to marketing.

Namely, for marketers, this is a goldmine. 

Every interaction is an opportunity to engage, delight, or convert. 

With AI agents integrated into your website, CRM, and messaging tools, you can turn support into a proactive channel that drives loyalty and sales.

Take Warmly’s AI Chat, for instance.

This chatbot agent is powered by an advanced NLP AI model that can be trained to perfectly fit your brand voice, business objectives, and its designated purpose.

You can train it on your relevant data to make sure it will maintain a consistent tone of voice while tackling a wide range of tasks, such as:

• Engaging high-intent leads (e.g., leads that visit your pricing page and stay there more than 10s).
• Qualifying leads by asking qualificatory questions (e.g., “What brings you here?”).
• Offering relevant collaterals (e.g., a whitepaper on the impact of AI tools on marketing to leads who have visited the feature page of an AI-powered tool).
• Answering their queries regarding pricing, features, or other relevant matters.
• Booking meetings.
• Looping in human SDRs when necessary.

Because it is powered by sophisticated AI, Warmly’s AI Chat can handle a much broader spectrum of actions than regular chatbots while ensuring that each lead interaction is contextual, relevant, and personalized.

The result?

Higher engagement, more booked meetings, and more closed deals.

2. AI Agents for Customer Journey Orchestration

This is where things start to feel like magic. 

AI agents can now orchestrate entire customer journeys - from the first touchpoint to post-sale engagement - automatically adapting to individual behavior at every step. 

It's like having a hyper-attentive and intelligent conductor directing each customer’s unique path through your funnel.

For example, if someone interacts with your website or engages with your content on LinkedIn, the agent might follow up with a retargeted email or LinkedIn DM.

Moreover, the agent personalizes each touchpoint based on every lead’s unique data and preferences, ensuring that the messaging will resonate with them.

Warmly and 11x’s AI SDR agents do exactly that.

These AI agents pick up the high-intent leads Warmly detects on your website and add them to hyper-personalized outreach campaigns via SMS, email, or LinkedIn.

They leverage the intent and B2B data Warmly has on each lead to personalize every message, going far beyond the usual first names and company names.

Instead, AI SDRs use more nuanced information, such as leads’ interactions with your website, research of competitors’ websites, etc., to craft compelling and engaging messaging.

This right here is next-level marketing automation. 

Rather than rigid funnels, you get fluid, intelligent experiences that guide leads forward based on real-time behavior. 

It’s a huge win for both marketers and customers - less friction, more value, higher open and response rates, and more qualified meetings.

3. AI Agents for Content Creation

One of the most popular and practical uses of AI marketing agents is content creation. 

These agents can research, draft, and optimize content across formats, including blog posts, newsletters, social captions, product descriptions, and more. 

They save marketers a massive amount of time while helping brands maintain a consistent voice and publishing rhythm.

But they’re not just spitting out generic text. 

Today’s content agents understand tone, structure, and audience intent. 

You can ask one to write a persuasive product intro for Gen Z buyers, and it will tailor the message accordingly. 

Some can even perform SEO research, integrating relevant keywords and optimizing content for search rankings without requiring input from multiple tools.

What makes this use case especially game-changing is how it shifts content from a bottleneck to a growth lever. 

Small teams no longer need to outsource or delay publishing schedules. 

AI agents can produce first drafts in literal minutes, freeing up human writers to refine, strategize, and focus on higher-level storytelling.

4. AI Agents for Campaign Personalization

Honestly speaking, real personalization at scale used to be a dream. 

Now, with AI marketing agents, it’s the default. 

These agents can segment audiences in real time, customize messaging based on user behavior, and adapt campaigns as customer data evolves. 

It’s like having a personal marketer for every contact in your database.

Warmly’s Orchestrator functions on that principle.

It monitors your website for high-intent leads that match your ICP criteria and includes them in tailored email and LinkedIn campaigns.

Let’s say someone visits your pricing page twice but doesn’t sign up. 

Warmly’s Orchestrator agent can recognize this intent and trigger a personalized email with a special offer, a case study, or an icebreaker message without you lifting a finger.

Learn how the Orchestrator helped a LinkedIn marketing agency, Straightin, get $10,000 in revenue in just 2 weeks.

It’s not just automated. It’s contextual and relevant, increasing the likelihood of conversion.

The beauty of this use case is in the blend of automation and intelligence. 

We’re moving beyond static drip sequences toward dynamic journeys that adapt to each user. 

That’s a massive leap forward for customer experience, and it's why companies using AI for personalization are seeing higher engagement and retention.

5. AI Agents for Ad Campaign Management

Running paid campaigns across Google, Meta, LinkedIn, and TikTok? 

That’s a full-time job unless you’ve got an AI ad agent doing the heavy lifting. 

These agents can create ad copy, select visuals, test variations, optimize bidding strategies, and monitor performance in real time.

Rather than reacting to ad fatigue or overspending days later, AI agents spot trends and pivot fast. 

They might pause underperforming ads automatically or shift budget toward top-performing creatives, all while keeping costs in check and ROI on the rise. 

Some even suggest new campaign angles based on historical performance and competitor data.

This use case is especially powerful for performance marketers juggling multiple platforms. 

AI agents act like your 24/7 campaign managers, always learning and optimizing. That means more wins, fewer wasted dollars, and a lot less stress.

6. AI Agents for Email Marketing Automation

Email has been around forever, but with AI agents running the show, it feels brand new. 

These agents don’t just schedule blasts; they tailor content, adjust send times, craft subject lines, and segment lists based on behavior, engagement, and lifecycle stage.

Imagine having an agent that knows exactly when to send a re-engagement email to a dormant lead or one that notices someone clicked your demo link but didn’t book, then follows up with a persuasive nudge. 

AI makes this kind of logic-driven engagement effortless and consistent.

What makes this use case stand out is its compounding effect. 

As agents collect more data over time, they get better at timing, tone, and targeting. 

That leads to higher open rates, more clicks, and better conversions. 

For marketers who rely on email to nurture leads or onboard customers, this is a no-brainer upgrade.

7. AI Agents for SEO Optimization

SEO is one of those marketing pillars that demands a million little tasks, such as keyword research, on-page optimization, internal linking, meta descriptions, content updates… the list goes on. 

AI SEO agents streamline all of it. They can audit your site, surface ranking opportunities, suggest improvements, and even generate optimized content based on search intent.

Some go even further by automatically analyzing your competitors, identifying keyword gaps, and recommending backlink strategies. 

The best ones even integrate with your CMS to push updates directly, turning what used to be a painstaking process into a near hands-free experience.

The real power here? These agents never stop. 

SEO isn't something you do once and walk away from—it’s ongoing. AI agents monitor fluctuations in rankings, adapt to algorithm updates, and fine-tune your marketing strategy in real time. 

That’s a level of consistency and speed that’s hard to match without a dedicated (and expensive) SEO team.

8. AI Agents for Social Media Management

Managing social media can feel like shouting into the void, and keeping up with trends, platforms, and algorithms is a job in itself. 

AI social agents help take back control. They can create post variations, suggest hashtags, schedule content at optimal times, and analyze performance across multiple channels.

But they’re more than just schedulers and auto-content generators. 

Many are now trained on specific tones and voices, so they can write on-brand captions and adapt messaging based on the platform (e.g., casual on TikTok, polished on LinkedIn). 

Some even monitor comments and DMs, surfacing the most important ones for human follow-up or responding instantly with helpful info.

This use case is especially great for lean teams that don’t have a dedicated social strategist. 

With the right AI agent, you can stay active, relevant, and responsive without burning hours every week. 

Plus, it gives you real-time insights into what your audience actually cares about.

9. AI Agents for Lead Scoring and Qualification

Your pipeline is only as good as your leads. And AI agents can now qualify, score, and prioritize them better than most humans. 

These agents analyze behavioral data, firmographics, engagement history, and more to determine which leads are sales-ready and which need nurturing.

No more wasting time chasing cold leads. 

AI agents can flag high-intent prospects the moment they hit key triggers like visiting your pricing page, downloading a whitepaper, or opening multiple emails in a short time. 

They can also automatically assign leads to the right rep or segment, keeping your CRM squeaky clean and action-ready.

The best part? 

These agents aren’t just rule-based - they’re predictive. 

Over time, they learn what behaviors typically lead to a sale and get sharper at spotting them early. 

That means your sales team spends more time closing and less time guessing.

The 4 Best AI Marketing Agents on the Market in 2025

There’s no shortage of AI marketing tools out there, but not all of them function like true agents. 

The ones below don’t just give you data or spit out content - they take action, make decisions, and deliver results. 

So, let’s look at the four best AI marketing agents in 2025, each serving a unique use case.

1. Warmly – For AI-Powered B2B Lead Qualification & Customer Journey Orchestration

Warmly acts as your outbound SDR but smarter and faster. 

It identifies high-intent website visitors, qualifies them using detailed B2B and intent data, and instantly personalizes outreach - via email, LinkedIn, or AI Chat. 

It’s ideal for B2B teams looking to scale personalized sales outreach without scaling headcount.

In addition to its website traffic deanonymization,  AI-driven chatbot, SDR agents, and the Orchestrator, Warmly also offers:

• Automated lead routing and alerts.
• Live Video Chat.
• Static B2B database with daily refreshed and validated data.
• Social signal monitoring, and more.

Pricing

Warmly offers a free forever plan that allows you to reveal up to 500 monthly visitors, set up ICP filters to quickly identify high-quality leads, and automate basic lead routing.

If you need more, there are three tiers to choose from:

1. Data Only: Starts at $499/mo when billed monthly or $4,000 when billed annually, lets you identify up to 5,000 monthly visitors, first-party intent signals, alerts, and access to Warmly’s B2B prospecting database.
2. Business: Starts at $19,000/year for up to 10,000 visitors or $45,000/year for up to 75,000 visitors, everything in Data Only, plus third and second-party signals, sales orchestration, AI Chat, and lead routing.
3. Enterprise: Custom pricing, custom number of visitors, everything in Business, plus custom signals and warm calling.

2. Jasper – For AI-Driven Content Creation

Jasper is your go-to AI agent for content production at scale. 

Whether you’re creating blog posts, product descriptions, or email copy, Jasper can generate on-brand content fast. 

Its workflows and brand voice memory make it perfect for marketers who want consistent messaging across multiple formats and channels.

Its key features include:

• Brand Voice - Jasper lets you lock in your brand’s tone, style, and messaging guidelines so every piece of content it generates stays on-brand. 
• SEO & Performance Mode - Integrated with tools like Surfer SEO and Grammarly, Jasper helps you create content that ranks and reads well. Its “Performance Mode” offers real-time suggestions to improve clarity, tone, SEO score, and conversion potential as you write.
• AI image generation - Jasper includes options for creating compelling visuals to go with your content.

Pricing

Jasper.ai has 3 pricing plans:

1. Creator: $49 month/seat (1 user only).
2. Pro: $69 month/seat (up to 5 users).
3. Business: Custom pricing.

Its Creator and Pro plans have 7-day trials, so you can try them on for size before subscribing.

3. Mutiny – For Website Personalization & CRO

Mutiny is a conversion-focused AI agent that personalizes your website content based on visitor segments. 

It automatically adjusts headlines, CTAs, and messaging depending on industry, size, or funnel stage. 

It’s perfect for SaaS and B2B companies trying to boost conversion rates without hand-coding every variation.

Some of its best features include:

• No-code website personalization - Mutiny allows marketers to personalize website content (e.g., headlines, CTAs, and copy) based on firmographics, behavior, or campaign source for different visitor segments without touching code. 
• Dynamic audience segmentation - Mutiny can identify who’s visiting your site and automatically group them into actionable segments like enterprise prospects, returning visitors, or high-intent leads. 
• A/B testing & predictive analytics - Mutiny’s A/B testing engine lets you experiment with different variations and then uses AI-powered insights to predict which version will drive better results. 

Pricing

Mutiny doesn’t disclose prices.

You’ll have to book a demo or contact its team to get more details.

4. AdCreative.ai – For Automated Ad Creative Generation

AdCreative.ai is built for performance marketers who want high-converting ads without creative burnout. 

The AI generates ready-to-launch ad creatives and copy for Google, Meta, and other platforms, then refines them based on campaign performance. 

It’s a great choice for agencies or teams managing multiple paid campaigns.

Its key features are:

• Generates ads at scale - AdCreative.ai automatically produces high-converting ad visuals and copy for platforms like Google, Facebook, Instagram, and LinkedIn. Just input your product or campaign details, and the AI generates dozens of ready-to-launch ad variations in minutes—great for testing at scale without designer delays.
• Performance-based scoring system - Each creative comes with a predictive performance score powered by AI, so you can prioritize the versions most likely to convert. 
• Seamless integrations with ad platforms & CRMs - AdCreative.ai connects with tools like Google Ads, Meta Ads Manager, Zapier, and HubSpot, allowing you to push creatives directly to your campaigns or workflows. 

Pricing

AdCreative.ai has four pricing plans:

1. Starter: Starting at $39 and going up to $189 depending on the number of ad downloads you want, includes 2 users and 1 brand, in addition to access to all the platform’s AI features.
2. Professional: Starting at $249/mo and going up to $499/mo, includes 20 users, 3 brands, and access to Pro feature toolkit.
3. Ultimate: Starting at $599/mo and going up to $1099/mo, includes 50 users and 10 brands.
4. Enterprise: Custom pricing, has custom limits and advanced security features.

Next Steps: Automatically Engage with High-Intent Prospects on Your Website with Warmly’s AI Agents

By now, it’s clear that AI marketing agents aren’t just helpful assistants.

They’re proactive, intelligent operators that are reshaping how modern teams work, tackling everything from content creation and ad management to email automation and customer journey orchestration.

And when it comes to putting this power to work right now, Warmly is the tool that stands out. 

Its AI agents and chatbots are built to identify, qualify, and engage high-intent leads the moment they land on your site, keeping your pipeline moving while letting your team focus on closing deals.

So, if you’re ready to let your website work smarter - as your next ideal customer might already be there - you’ve got two easy next steps:

1. Book a demo to see exactly how Warmly’s AI agents work in your flow, or
2. Sign up for its free plan to start capturing high-value leads today with no strings attached.

Read More

• 10 Best AI Marketing Tools for B2B Teams [2025]: Pick the best AI-driven tool for your unique use case.
• 8 Examples of AI Marketing Automation in 2025: Make your automation smarter and more efficient than ever before with the power of AI.
• AI Marketing Strategy: Top Use Cases and Tools: Turn AI into your secret marketing weapon that helps you generate and convert more quality leads.
• AI for Sales: Best Tools & Tips [2025]: Learn how to implement AI in your sales operations to maximize efficiency and revenue.
• Best 10 AI Sales Agents In 2025 [Reviewed]: AI can become your most efficient SDR - find the best one for your use case and goals.

In this guide, I’ll go over the 9 best ways to use AI, as well as the 5 best AI tools for sales and marketing that some of the biggest brands use today.

How is AI being used in sales and marketing in 2025?

AI is used in sales and marketing to automate tasks, customise customer messaging, analyse data to better understand customers, identify valuable leads, and more. 

With the help of artificial intelligence, both sales and marketing teams can benefit from the automation of tasks like research or outreach.

Also, AI can help you predict lead behavior on social media channels or what kind of content your prospects are engaging with on your website.

What are the benefits of using AI in your sales and marketing strategy?

Some of the main benefits of using AI for sales and marketing include its ability to analyze data and save time from doing manual tasks, such as researching prospects.

Here is what sales and marketing teams can achieve with AI:

• Automating labor-intensive tasks which your teams would have had to spend time doing on their own, whereas now, they can work on more critical issues. 
• Saves you money instead of hiring more employees and spending time training them.
• Scalability, which can lead to reaching out to more prospects.
• Analyzing data like internal information from your CRM to predict lead behavior.
• Personalizing content or outreach by analyzing data, such as first-party data from website visitors.
• Generating content like social media posts, blog posts, and even marketing campaigns.

9 ways that AI can be used in sales and marketing in 2025

Here are the 9 best use cases of AI for sales and marketing that you can use based on what I have seen work best in the industry:

#1: Automate sending emails to high-intent visitors who visited your website

Warmly (that’s us) offers an Auto Email feature, which is a powerful tool for automated prospecting.

The AI SDR handles the whole process by sending personalized emails to prospects based on their activity and intent signals.

This tool provides your team with a scalable solution to increase their prospecting efforts. There is no need to expand your team because AI can automate hundreds of sequences daily.

By automating the initial outreach and follow-up, your sales team can focus on more critical issues at hand.

Warmly’s automated email sending function ensures continuous outreach to highly-intent prospects and contacts them.

The automation will engage with your target accounts on your sales team’s behalf.

➡️ Your sales team is also capable of customizing how they want the emails to be sent and to whom they should be sent.

#2: Automatically reach out to prospects 

Your sales team can automate the outreach to your business’s warmest prospects.

Thanks to the partnership with 11x’s sales agents, Warmly developed a workflow that uses data to identify leads and prioritize them based on intent signals.

Some of these signals include:

• Interactions with chatbot: Conversations with initiated interest.
• Engagement on websites: Visits to critical pages.
• Research behavior: Downloading resources or viewing case studies.

11x’s AI SDR automatically initiates target client outreach. 

This ensures timely engagement with leads who are already showing signs of interest and increases the potential for conversation.

Warmly’s sales agent has built-in quality check functions that will ensure the efficiency of every message you send and the level to which it aligns with the brand voice.

You can book a demo with Warmly’s sales team to learn more about the sales workflow that would book meetings for you using intent data.

#3: Lead prioritization

Another way to use AI in marketing and sales is to prioritize leads and score them based on their potential to become your clients.

For example, Warmly’s lead prioritization considers several points when prioritizing leads:

• How do they fit into your ICP?
• Which topics are they searching for?
• Their buying intent and what they are looking for.
• Which pages on your website do they actively look at?

Warmly will provide your sales team with information on prioritized potential clients, including their intent signals and search trends.

#4: Researching

AI can also be used for research purposes, which will help you scale account research for your sales team so they can easily send customized messages to each lead.

You can use a tool like UnifyGTM, which has an AI sales agent for scraping the potential clients’ websites and what they browse on the internet.

The tool can also pull CRM data to help you learn more about your prospects.

The way this agent works is that it triggers research when it notices that a company or individual meets the criteria that your sales team has set.

Afterward, the agent scans their website and searches the web for data from which to learn more about your prospects.

A tool like Clay is also a suitable tool to use for this kind of task. 

The platform researches the potential leads and allows you to ask questions about the potential clients. 

#5: Building prospect lists

Your sales team can leverage AI by asking it to build targeted prospect lists based on your ICP.

I would recommend using an AI tool for sales prospecting, like Happysales, that can build highly targeted lead lists for your specific preferences.

The tool would do so by accessing proprietary data sources with its machine learning algorithm, ensuring that the prospect at hand is a good fit for your ICP and, if they are worth further looking into.

#6: Content optimization (for SEO)

Another use case of AI in marketing and sales is its ability to recommend changes that you can make to your content to rank it better on Google.

For example, SurferSEO offers a content audit, which analyzes your website content by connecting to Google Search Console, where it can extract valuable metrics such as CTR, position, and traffic.

The tool uses AI to evaluate your content against top-ranking pages and finds opportunities for improvement. 

The software will suggest the best opportunities that will positively impact your article content, such as better optimizing your content for natural language processing (NLP).

Surfer also offers an Auto-Optimize feature that can automatically optimize and update your content. 

After it has initially improved your content, it will continue to monitor its performance and provide you with daily updates on it.

➡️ SurferSEO also gives you the ability to edit your work directly in the platform, accessing a range of different tools to improve your copy.

#7: Set up an AI chatbot to interact with ICP-fit prospects on your website

Warmly AI chat is a sales chatbot which engages with high-intent accounts visiting your website on behalf of your sales team.

It creates a feeling as if interacting with a real person because of its contextual awareness capabilities. 

The AI chat provides prospects with personalized messages based on the pages that they’re visiting on your website.

What’s more, you can provide custom instructions for when it should interact and for what kind of accounts, such as industry size and revenue.

#8: Optimize advertising spending

You can optimize your advertising spending by using a tool like AdScale’s AI Optimizer that uses historical data, prediction models, and marketing trends.

You can define a specific advertising goal and target return on ad spend, and then AI automatically optimizes budget and bids to meet the objectives.

The tool works well with Meta and Google by using AI algorithms to predict campaign behavior and adjust budgets in real-time.

AdScale then optimizes bids based on historical performance and trends. 

In the end, the platform provides you with actionable recommendations for your campaigns, such as removing certain interests to reach more potential customers.

#9: Generate landing pages

You can use AI to design and optimize landing pages using a tool like Landingi’s AI Landing Page builder.

The tool is allowing users to create professional landing pages without previous coding know-how with its no-code platform.

Landingi also provides built-in analytics and A/B testing tools, which can track visitors’ behavior and optimize the effectiveness of the campaigns.

The tool offers automated translations and can integrate with more than 170 marketing tools.

5 best AI tools for sales and marketing teams

Here are some of the best AI tools for sales and marketing on the market in 2025:

#1: Warmly

Warmly offers the best AI tool for sales and marketing teams looking to automatically engage with high-value accounts in 2025.

Our platform provides you with the most accurate, real-time, person-level de-anonymization data and signal tracking to help you identify your warmest leads and reach out to them immediately.

I believe that the actual golden opportunities lie in intent data—the ability of your systems to tell you when prospects are interested in your company and why.‎

Our signal-based revenue orchestration platform enables sales, marketing, and GTM teams to:

• Capture buyer interest in real-time.
• Gain quality insights into prospective customers, allowing reps to tailor their strategies accordingly.
• Engage them while they’re still hot and successfully convert them.

It’s the best option for companies looking to combine intent and action data to drive sales.

Let’s take a look at Warmly’s features that make it the best AI tool for sales and marketing teams on the market: ⤵️

Feature #1: Automate sending emails

Warmly automates email sending that improve deliverability and inbox placement. 

By using this function of the platform, you can benefit from increasing open and click rates, as well as avoiding spam folders.

Warmly acts as an AI-powered sales assistant that can help you identify high-intent accounts and trigger personalized email sequences based on intent signals.

Feature #2: AI SDR Agent 

Warmly can tell you which customers visit your website and deliver you a list of the most promising prospects.

The platform can also pair 11x’s AI agents to create a personalized sales assistant. This agent will improve and automate your initial conversations with prospects.

Your sales and marketing team will have the ability to send personalized emails with the help of 11x’s AI and Warmly’s data.

Feature #3: Personalized AI Chat

Warmly’s personalized chatbot will reach out to prospects whenever they have a question or simply initiate a conversation with them.

The chatbot will also scrape the website information of your account to construct personalized chat messages.

What is more, with the “Infinity Mode”, prospects can automatically book meetings.

Pricing

Warmly offers a free forever plan that allows you to identify up to 500 companies and individuals visiting your website per month.

In addition to that, you can set up ICP filters to quickly identify high-quality leads and automate basic lead routing.

There are three paid tiers to choose from to access the AI sales agent:

1. Data Only: Starts at $333/mo when billed annually or $499/month when billed monthly, and includes unlimited seats, 5,000 monthly visitors revealed, first-party intent signals, alerts, and access to Warmly’s prospecting database.
2. Business: Starts at $19,000/year for up to 10,000 visitors or $45,000/year for up to 75,000 visitors, which includes second-party signals, sales orchestration, and lead routing.
3. Enterprise: Custom pricing, which lets you identify a custom number of visitors, includes everything in Business, plus custom signals and warm calling.

#2: Breeze Intelligence 

You can save time on researching prospects by using HubSpot’s Breeze Prospecting Agent, which identifies potential customers for you within your CRM based on your ideal customer persona.

The agent then researches each company to find out if they are the right kind of prospect for your preferences. 

After that, the gathered information is used to write a personalized email and automatically send it to the chosen prospects. 

Breeze Prospecting Agent will look for signals of intent and interest, and then personalize emails to prospects.

You can look at our in-depth Breeze Intelligence review to learn more about the tool and its features..

Pricing

Apart from paying for HubSpot’s subscription tier, you will be able to use Breeze Intelligence with a credit-based system.

➡️ The pricing of the credits will depend on your HubSpot subscription tier.

For example, if you are on the Starter plan of HubSpot, you’ll have to pay around $50/month for 100 Breeze Intelligence credits.

As for customers on the most expensive plans, they’ll be charged $30/month for 100 credits.

In the context of credits, 1 credit equals 1 enriched CRM record inside HubSpot. 

#3: Bluebird

Bluebird’s AI sales agent is an AI sales prospecting tool that helps you scale your outbound efforts.

The agent’s goal is to research and engage with the best leads, allowing your sales team to focus on more critical tasks.

Bluebird’s agent analyzes 7+ million accounts to give insights about their firmographics and technographics. 

The platform automates buyer circle contact data from 15+ data vendors and prioritizes accounts by combining signals from public data sources.

Pricing

Bluebird doesn’t publicly disclose its pricing plans, so you will have to contact their team to book a demo and learn more about their pricing.

#4: Clay

With the help of Clay’s AI Research Agent, you will be able to automate the process of gathering information on your prospects.

By using this AI agent, you will further eliminate manual research so your sales team can focus on more critical issues.

Clay’s Research Agent answers questions about potential clients and gathers all the necessary information about them.

What is more, the agent can enrich the company and people's data by searching for it from various sources on the Internet.

Pricing

Clay offers a forever freemium plan, which includes 100 monthly search credits and limited access to some features.

If you are looking for more advanced features, Clay offers 4 paid plans:

• Starter: Starting at $134/month when billed annually. Includes 24,000 credits per year and access to phone number enrichment.
• Explorer: Starting at $314/month when billed annually. Includes 120,000 credits per year and email sequencing integrations.
• Pro: Starting at $720/month when billed annually. Includes 600,000 credits per year and access to CRM integrations.
• Enterprise: Custom pricing for a custom number of credits per year and AI prompting support.

#5: UnifyGTM

To scale research on your business’s potential clients, your sales and marketing team can benefit from UnifyGTM’s AI Agent to scale account research and personalize messages to them.

The agent scrapes information from the Internet and helps you learn more about your prospects.

The platform gives you full visibility into the AI research by double-checking the prospect's information and real-time activation based on the buyer’s triggers.

Pricing

UnifyGTM’s pricing offers a credit-based system of pricing with 3 paid tiers for unlocking more advanced features:

• Growth: Starting at $700/month when billed annually. Includes access to 30,000 credits and 5 Unify-managed inboxes.
• Pro: Custom pricing. Includes 100,000 credits and a white glove onboarding experience.
• Enterprise: Custom pricing. Includes 200,000 credits and SSO.

Next Steps: Set Up Powerful AI Sales & Marketing Workflows Inside of Warmly

The best marketing and sales teams will be the ones who can utilize AI to save time and better engage leads with more personalized and targeted outreach.

To help sales and marketing teams prosper in the new ABM 2.0 era, Warmly offers:

• A strategic partnership with 11x that combines their AI sales agent technology with Warmly’s data-led warm lead strategy to revolutionize your entire sales motion.
• AI Chat can converse with your website’s visitors based on pre-determined criteria and either book meetings for you or route to your human sales team.
• Automate the search for high-potential prospects using AI technology, ensuring your sales team focuses on the right opportunities.

By signing up to Warmly, your sales team will also get access to:

• The ability to identify potential buyers by tracking their interactions with your website and getting insights into their interest level.
• A wide range of accurate prospect contact details directly from the Coldly database, helping you reach out to the right people.
• Simplify your meeting process with automatic meeting scheduling that removes the back-and-forth, ensuring a frictionless booking experience.
• A Bombora integration that helps you proactively reach out to your warm leads, track who’s researching terms relevant to your product and brand, and get in front of them before your competitors do.

You can sign up for Warmly’s free plan and find out how it can fill your pipeline with qualified leads (the setup takes a few minutes), or book a live demo to see it in action first.

As someone who’s been in the lead generation and outreach software space for quite some time, I’ve seen firsthand how AI can transform email campaigns - from smarter segmentation to hyper-personalized content that actually gets clicks. 

And let me tell you, the days of blasting generic emails and hoping for the best are long gone.

In this guide, I’ll walk you through how to use AI email marketing effectively, including the best practices to follow and real-world examples that prove AI is more than just a buzzword.

The best part?

Whether you want to automate workflows, boost engagement, or optimize send times down to the second, AI can do the heavy lifting for all these use cases and more.

Ready? Let’s dive in!

How Is AI Being Used In Email Marketing In 2025?

AI is being used in email marketing in various ways, making all kinds of email-related operations faster and smarter than ever before. 

It’s fair to say that AI has become the backbone of high-performing email campaigns, with more than 50% of marketers believing that AI-driven email marketing outperforms traditional tactics.

There are several reasons why AI has turned into a must-have for email marketing.

First, AI-driven personalization has levelled up. 

And I’m not just talking about adding a first name to the subject line. 

AI now analyzes customer behavior, predicts preferences, and delivers hyper-relevant content tailored to each recipient. Think of it as having a personal email assistant for every subscriber.

Then, there’s AI-powered segmentation. 

Forget about broad audience groups—AI clusters your email list into micro-segments based on browsing habits, past purchases, and even predicted intent. 

That means higher open rates, more engagement, and, ultimately, more revenue.

AI also takes the guesswork out of email copy - traditionally the most challenging part of crafting engaging email campaigns. 

Advanced natural language processing (NLP) tools generate compelling subject lines and email bodies, A/B test variations in real-time, and even tweak the tone of your message to match audience sentiment. 

The result? Emails that feel more human, convert better, and require way less manual effort.

Then, of course, when talking about AI, we cannot forget automation, as AI-powered workflows go beyond simple autoresponders. 

Now, your email campaigns can be triggered dynamically based on user interactions, ensuring that the right message hits the inbox at the perfect moment. Abandoned cart reminders, personalized upsell offers, re-engagement emails - AI makes it all seamless and ridiculously effective.

Finally, AI is optimizing send times like never before. 

Instead of relying on general best practices, AI predicts when each recipient is most likely to open and engage with an email. 

No more one-size-fits-all send times, as AI provides you with precision timing that drives actual results.

What are the benefits of using AI in email marketing?

Here are some of the most notable advantages of using AI in email marketing:

• Hyper-personalization at scale - AI analyzes customer data to craft highly personalized email content, ensuring each recipient gets messages tailored to their interests, behaviors, and purchase history. This leads to stronger engagement and higher conversion rates.
• Smarter audience segmentation - Instead of broad, manual segmentation, AI automatically groups subscribers into micro-segments based on real-time behaviors, demographics, and predicted intent. This means more relevant messaging and better campaign performance.
• Optimized subject lines and content - AI-powered tools generate, test, and refine subject lines, email copy, and CTAs based on what resonates best with your audience. As a result, you’ll get a significant increase in open and click-through rates.
• Enhancing automated email workflows - AI enables advanced automation, triggering emails at precisely the right moments based on user actions, such as product interest or inactivity, allowing you to keep leads warm and customers engaged without constant manual effort.
• Predictive send time optimization - AI determines the best time to send emails for each subscriber, increasing the chances of your message landing at the top of their inbox when they’re most likely to engage. 
• Improved deliverability and reduced spam rates - AI monitors email performance and adjusts sending patterns, content, and frequency to avoid spam filters and maintain high deliverability. This ensures your emails actually reach the inbox instead of getting lost in the void.
• Advanced performance insights - AI continuously tracks and analyzes campaign performance, providing actionable insights on what’s working and what’s not. This allows you to refine your strategy in real-time and maximize ROI.
• Less time spent on manual tasks - With AI handling segmentation, content optimization, and marketing automation, marketers can focus more on strategy and creativity rather than repetitive tasks. 

10 Use Cases of AI in Email Marketing

Although AI can be implemented in email marketing in various ways, some use cases yield better results than others.

Here, we’ll get a closer look at the most successful and impactful AI use cases in email marketing to give you inspiration for your own use.

1. Automated Personalized Email Sequences

There are two key reasons why cold email campaigns don’t really work:

1. Most of them are not aimed toward the right audience - While including leads who fit your ICP in email cadences is a solid starting point, the fact is that many of those might simply not be interested in your product right now. This means that a good part of your email marketing efforts will be wasted on accounts that were never a match to begin with.
2. Not enough personalization - Although many outreach tools included some personalization options even before the rise of AI, the fact is that most of these options were not that sophisticated, as they pretty much boiled down to including your lead’s first name and job role. This “generic” personalization can be pretty off-putting to both B2B and B2C leads.

AI-driven platforms like Warmly transformed the entire outreach process for the better, enabling you to create detailed workflows that engage hot, high-intent leads.

Here’s how Warmly does it:

Step #1: The platform identifies your website visitors, including both companies and individual stakeholders.

Step #2: It analyzes their on-site behavior and third-party intent signals (like their LinkedIn activity and topics they're researching).

Step #3: Based on those insights and your ICP criteria, Warmly identifies the leads most likely to convert right now.

Step #4: Its AI-driven Orchestrator feature takes it from there, adding those leads to automated email sequences you can customize (sending frequency, number of leads you want to include from a single company, etc.). Think of the Orchestrator as a 24/7 present SDR that does all the heavy lifting for you.

Step #5: The Orchestrator uses the granular insights Warmly revealed on each lead to craft hyper-personalized emails that cut through the noise, going far beyond just first names and job roles.

For example, you can mention the exact page the lead was on, the solutions they researched on the web, the form they didn’t fill out completely, etc. With AI, customization options are virtually endless.

Psst… You can give Warmly’s AI-powered auto-email feature a go here.

2. AI-Generated Subject Lines and Copywriting

The success of an email campaign often hinges on the subject line and message quality.

AI copywriting tools, powered by natural language processing (NLP), can analyze past email performance, audience sentiment, and engagement trends to craft compelling subject lines and body copy that are more likely to resonate. 

Some AI tools even generate multiple variations and A/B test them in real-time, automatically selecting the best-performing version. 

The result? Higher open rates, better click-through rates, and less time spent brainstorming copy.

3. Predictive Email Send Time Optimization

Not all subscribers check their inboxes at the same time, and sending emails at the wrong moment can mean getting lost in the noise. 

AI leverages machine learning to analyze past engagement data and predict the optimal time to send emails to each subscriber. 

Instead of sending at a standard "best practice" time (e.g., Tuesday at 10 AM), AI ensures your emails land in inboxes when each recipient is most likely to open and engage. 

This level of precision increases open rates and improves overall campaign performance.

4. Advanced Audience Segmentation

Traditional segmentation relies on marketers manually sorting email lists based on demographics, purchase history, or engagement levels. 

AI takes this a step further by continuously analyzing subscriber behavior, detecting patterns, and creating micro-segments that evolve over time. 

For example, instead of a broad category like "frequent buyers," AI might create segments like "customers who purchase every 45 days and respond well to discount codes" or "new subscribers who have browsed product pages but haven’t made a purchase yet." 

This allows for far more targeted messaging that drives results.

5. Hyper-Personalized Product Recommendations

AI enables hyper-personalized email marketing by tracking user interactions, browsing history, and purchase behavior to send highly relevant product recommendations.

Imagine a subscriber visits your website and views a product but doesn’t buy it. 

AI can trigger an email featuring that product, along with related recommendations, customer reviews, or even a limited-time discount. 

This strategy mirrors what platforms like Amazon have mastered—keeping potential buyers engaged and nudging them toward a purchase without feeling intrusive.

6. Abandoned Cart Recovery Campaigns

Cart abandonment is a major challenge for e-commerce and SaaS businesses alike. AI-driven abandoned cart emails go beyond simple reminders. 

They use behavioral data to personalize messages based on why the customer might have left. If price sensitivity is a factor, AI can include a discount. 

If the customer viewed similar products, AI can suggest alternatives. If urgency works better, the email might mention that the stock is running low. 

These dynamic, intelligent follow-ups significantly increase cart recovery rates.

7. Dynamic Content Adaptation

One-size-fits-all email content no longer works. 

AI-powered email marketing platforms can customize emails in real time based on individual user attributes. 

For example, a single email campaign can display different product recommendations, images, or call-to-action buttons depending on the recipient’s past behavior, location, or even time zone. 

A user in New York might receive an email featuring winter jackets, while someone in Miami sees swimwear - all from the same email. 

This level of personalization enhances engagement and drives conversions.

8. Re-Engagement and Win-Back Campaigns

Not all subscribers stay active, and customer churn is inevitable. 

AI helps re-engage dormant subscribers by analyzing inactivity patterns and delivering targeted win-back campaigns. 

Instead of sending a generic "We miss you" email, AI can determine whether a subscriber responds better to discounts, product recommendations, or exclusive content. 

If someone hasn't opened an email in months but previously engaged with educational content, AI might send a high-value blog post rather than a promotional email, increasing the likelihood of re-engagement.

9. AI-Powered Email Performance Analysis

AI doesn’t just optimize emails before they’re sent—it continuously monitors and analyzes campaign performance. 

AI can provide actionable insights in real-time by tracking metrics like open rates, click-through rates, and conversions. 

For example, if engagement starts dropping, AI can suggest changes to subject lines, email frequency, and content tone. 

Some platforms even offer automated recommendations, ensuring email strategies stay optimized without requiring constant manual analysis.

10. Spam Score Prediction and Deliverability Optimization

Email deliverability is a major challenge - if your emails land in spam, they’re as good as useless. 

AI helps predict whether an email is likely to trigger spam filters and suggests adjustments before sending. 

It can tweak subject lines, remove spammy words, and optimize email formatting to improve inbox placement. 

AI also monitors sender reputation and adjusts sending strategies to avoid blacklists, ensuring your emails actually reach your audience.

5 Successful Examples of Companies Using AI For Email Marketing

And now, let’s explore some businesses that have already implemented AI in their email marketing strategies and break down the results they got.

1. Automated Email Campaigns - StraightIn x Warmly

StraightIn is a LinkedIn marketing agency that was looking to enhance its demand generation but struggled with creating targeted campaigns because it had no visibility into potential high-value leads.

StraightIn then started using Warmly to gain a better understanding of who their prospective customers are.

Warmly helped them identify website visitors and detect the ones showing the highest levels of intent. 

At the same time, the Orchestrator feature allowed StraightIn’s team to reach out to lead segments that demonstrate the highest intent with hyper-personalized emails.

The result of this targeted campaign was $10,000 in revenue in just two weeks, as StraightIn’s team was able to reach its most engaged leads from the start instead of wasting time on cold leads.

$10K Revenue in 2 Weeks With Warmly’s AI Prospector - Tom Watson, Head of Demand Generation, StraightIn

2. Personalized Recommendations - Ulta Beauty x Movable Ink 

Ulta Beauty, one of the United States’ top beauty retailers, was looking for a way to provide its potential and existing customers with a more advanced level of personalization in its email campaigns than ever before.

However, doing that manually would be too massive of a task, given its customer and prospect base.

This is why Ulta Beauty teamed up with Movable Ink to create dynamic, automated email campaigns that deliver unique and engaging messaging.

Movable Ink leveraged various factors to create optimized email campaigns, such as previous purchases, recent behavior, time of day, and recently browsed items, to provide each email recipient with a fully personalized offer bound to resonate with them.

This approach resulted in a 34.1% increase in total conversion rates and a 317% increase in click-through rates.

3. Improved Deliverability - Vivino x Twilio

Vivino is an e-commerce brand specializing in selling and recommending wine.

As such, it relied primarily on email to grow its customer base, upsell products, and drive customer loyalty.

However, as Vivino’s email campaigns scaled, its team started facing various deliverability issues and turned to Twilio SendGrid for help.

Twilio combines the power of AI with human experts to deliver excellence, ensuring every email reaches its recipient and maintaining Vivino’s domain quality.

This helped the startup scale effortlessly, experiencing higher open and click-through rates.

4. Crafting Personalized Email Copy - Hypernova x Smartwriter

Hypernova is a cold email lead generation agency that provides its clients with top-to-bottom email campaign management and optimization.

As such, it needed help to create personalized and engaging email content on scale.

Its team opted for Smartwriter, an AI-powered email copy generation tool, which allowed them to generate perfectly tailored content for all their clients’ leads in seconds.

Using Smartwriter not only helped speed up the entire email writing process but also doubled Hypernova’s reply rates, resulting in higher client retention and revenue. 

5. Optimizing Email Send Time - HEMA x Selligent

HEMA, a Dutch variety retailer, was looking to optimize sending times for its promotional emails and newsletters, as it realized that sending them at random times wasn’t yielding any real results.

That's when HEMA implemented Send Time Optimization in Selligent, using A/B testing with a control group as a benchmark. 

Immediately, the combination of customer data from Universal Profiles and AI-driven timing began delivering noticeable results - a +2.44% open rate and a €1 million revenue boost.

Next Steps: Auto Email Prospects That Show Intent

AI-powered email marketing is only as effective as the quality of leads you engage with. 

That’s why Warmly goes beyond just auto-emailing prospects - it helps you identify and connect with high-intent leads before your competitors do.

With Warmly, you get real-time visibility into your website visitors, uncovering both company-level and individual stakeholder insights. 

It tracks third-party intent signals, LinkedIn activity, and research patterns to surface prospects who are actively looking for solutions like yours. 

Then, its AI-driven Orchestrator crafts hyper-personalized emails that land in inboxes exactly when prospects are most engaged.

But that’s not all. Warmly also enables:

• AI Chat, an AI-driven chatbot with versatile use cases.
• Live Video Chat that lets you hop on a call with leads while they’re still on your website.
• Access to its massive B2B database, Coldly.
• Real-time alerts and lead routing to let you pounce on high-value leads while they’re still hot.

Ready to stop guessing and start closing? 

Get started with Warmly today - try Warmly’s free plan or book a demo!

Read More

• 8 Examples of AI Marketing Automation: Learn how AI can help you better streamline your workflows.
• AI for Sales: Best Tools & Tips: Discover the best ways to use AI to optimize sales efforts across levels.
• 10 Best AI Marketing Tools for B2B Teams: Need an AI-driven tool to run marketing operations more efficiently? This in-depth guide reviews the top 10 platforms for various use cases.
• How to Track Email Opens in Gmail: Best tips for finding out if your emails are reaching your leads and how they engage with them.
• AI Lead Generation: AI can help you generate more leads in less time - learn how.

If you’re not using an AI marketing strategy yet, you’re in trouble. 

Let’s be honest - traditional marketing methods alone just don’t cut it anymore. 

The landscape has changed, and AI-powered marketing is the game-changer that’s making businesses more efficient, data-driven, and, most importantly, more profitable.

As someone who’s built a SaaS business from the ground up, I’ve seen firsthand how digital marketing transformation has shifted the playing field.

Whether you’re looking to fine-tune your content strategy, optimize paid ads, or engage your audience in a more meaningful way, AI has the potential to supercharge your results. 

However, the true key to success is knowing which tools and tactics actually move the needle. 

So, let’s dive into the best AI use cases and tools that can take your marketing to the next level.

What is an AI Marketing Strategy?

An AI marketing strategy is all about using AI to make your marketing efforts smarter, faster, and more effective. 

AI helps businesses analyze massive amounts of data, automate repetitive tasks, and personalize customer experiences at scale, eliminating all the guesswork from your operations and reducing manual tasks to a minimum. 

The result? More personalized customer experiences, better decision-making, and marketing campaigns that practically run themselves.

Let’s explore some of the common questions and key notes regarding the growing role of AI in marketing.

How Is AI Marketing Different From Traditional Digital Marketing?

When it comes to the difference between AI marketing and traditional digital marketing, the most significant one is the way decisions are made. 

Traditional digital marketing relies heavily on predefined rules, human-led decision-making, and historical data. 

While effective, it often struggles with real-time adaptation and personalization at scale. 

AI marketing, on the other hand, continuously learns and evolves, analyzing vast amounts of data in seconds to detect patterns, predict trends, and optimize campaigns dynamically.

This means AI can optimize ad spend automatically, generate hyper-personalized content, and even predict which leads are most likely to convert without marketers having to micromanage every step.

For example, while traditional marketers A/B test email subject lines manually, AI-powered marketing tools can run hundreds of tests simultaneously, automatically selecting the version with the highest engagement. 

It’s marketing, but faster, smarter, and more efficient.

The Evolution of AI in Marketing

Over the past few years, AI has evolved from a niche technology to a fundamental part of digital marketing transformation.

Looking back to just a decade ago, automation was limited to basic email sequences and rule-based chatbots. 

Fast forward to today, and AI is at the core of digital marketing transformation, powering advanced tools like AI-driven content generators, predictive customer segmentation, and hyper-personalized ad campaigns.

Big tech companies like Google and Meta have already built AI into their advertising platforms, making automated bidding, real-time audience insights, and smart content recommendations the norm. 

Meanwhile, brands of all sizes have also started using AI for a wide range of use cases, such as enhancing customer journeys, predicting purchasing behavior, and fine-tuning their messaging for maximum impact.

Core Components of a Successful AI Marketing Strategy

A well-executed AI marketing strategy isn’t just about plugging in the latest tools and hoping for the best. 

It requires a structured approach built on top of several key pillars:

• High-quality data - AI’s output depends almost entirely on the quality of data you feed it. The better the data you provide it with, the better it can predict customer behavior and optimize campaigns.
• Marketing automation - From chatbots to email workflows, AI automates repetitive tasks, freeing up time for strategic decision-making.
• Personalization at scale - AI enables brands to deliver hyper-relevant content, product recommendations, and messaging tailored to individual customers, dynamically adjusting content and messaging based on changes in relevant factors.
• Predictive analytics – AI helps forecast trends, customer needs, and potential churn, allowing businesses to act proactively rather than reactively.
• Content creation – From blog posts to ad copy, AI tools can help create high-quality, data-driven content in seconds.

Common Misconceptions About AI in Marketing

Despite all the hype, there are still plenty of misconceptions about AI marketing. 

Some people worry that AI will replace human creativity, but in reality, it only enhances it, acting as a powerful assistant rather than a replacement. 

Others think AI is only for massive companies with deep pockets, which is also wrong, as there are now plenty of affordable AI marketing tools for businesses of all sizes.

And one of the biggest myths is surely that AI is a "set-it-and-forget-it" solution. 

While AI can automate and optimize a lot, it still needs human oversight to guide strategy, fine-tune messaging, and ensure campaigns align with a brand’s goals.

At the end of the day, AI isn’t here to take over marketing - it’s here to make it better. 

The key is knowing how to leverage it effectively, which allows AI to become a powerful assistant that amplifies your marketing efforts across levels.

What Are the Benefits of Incorporating AI into Your Marketing Strategy?

Integrating AI into your marketing strategy isn’t just about keeping up with trends - it’s about gaining a competitive edge. 

Let’s look at some of the biggest advantages of using AI in marketing: