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6sense Review: Is It Worth It in 2025? [In-Depth]
6sense Review: Is It Worth It in 2025? [In-Depth]
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Are you trying to figure out if 6sense is the right sales intelligence software for your marketing and sales team?

In this honest 6sense review, I’ll go over the platform's features, usability, data quality, integrations, and even customer support to help you make an informed decision.

TL;DR

  • Range of features: 8/10. 6sense offers a good range of features for sales and marketing teams, most notably their dynamic audience-building and visitor identification software. Despite that, the platform does not provide contact-level data of website visitors and does not have live engagement features.
  • User interface and usability: 5/10. The platform has a steep learning curve that has been confirmed by multiple users of the software. Building automations with the tool’s orchestrator is not easy in the beginning, either.
  • Data quality: 7/10. There are negative reviews regarding intent data inaccuracies and duplication issues, but there are still some customers who are satisfied with the tool’s keyword research intent data and other signals.
  • Integrations: 7/10. 6sense has a good range of native integrations, partnerships, and a whole bunch of other integrations that could already be in your sales stack – but some users have reported difficulties setting up the integrations.
  • Customer support: 8/10. The platform offers best-in-class account management and customer success, but some of the customer support reps have shown poor product knowledge, according to G2 reviews.
  • Pricing model: 5/10. 6sense does not have transparent pricing, and 3rd party data shows that their average cost is higher than alternatives on the market – making it too expensive for SMEs. The tool has a free plan but with only 50 credits to spend monthly.

Average rating for 6sense: 6.6. No pun intended.

6sense Overview

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

The platform can identify the accounts that are most likely to buy so your sales reps can react in time.

The tool has gained recognition for its advertising capabilities, which help you build retargeting campaigns based on its intent data.

I think of 6sense as a platform that is ideal for medium-to-large enterprises looking to Identify surging accounts on their website so their sales team can reach out to them and nurture relationships.

💡 Since this review aims to analyze 6sense in good detail, I’ll be giving my unbiased ratings on the platform’s features, user interface, data quality, integrations, and customer support.

Let’s dive deeper into the software’s sales features: 👇

6sense’s Core Features

1. Get access to in-depth B2B intent data

6sense collects intent signals from multiple sources (the platform claims it analyzes 500B+ intent signals monthly), such as website visits, keyword searches, and engagement patterns of prospects. 

This data helps sales teams better understand what their target accounts are researching, allowing them to pinpoint the ones most likely to convert.

Sales teams can then create relevant and highly personalized campaigns accordingly to capture the demand.

2. Lead prioritization dashboards

6sense’s lead prioritization dashboards provide your sales reps with a personalized, 360-degree view of all their deals, accounts, leads, etc.

As a result, your sales reps can identify opportunities in real-time and gain a deep understanding of which accounts to focus on and how.

Moreover, all the essential information is constantly updated, meaning that you’ll always have the most relevant and accurate data.

3. Dynamic audience building

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

It 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 software dynamically 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, keywords they are researching, etc.

4. Marketing orchestration

6sense’s platform lets you create dynamic, always-on campaigns that react to buyer behavior and automatically update audiences as they move through the buying journey.

Your team can automate data enrichment, contact acquisition, audience building, and regular syncs between your sales platforms to save time and keep lead data up-to-date.

Rating: 8/10.

6sense offers its customers a comprehensive range of features for sales teams, such as its visitor identification software, lead prioritization, and dynamic audience building for advertising.

However, the solution can only identify companies visiting your website and not actual stakeholders (i.e., who exactly is visiting your website).

The platform also does not have real-time engagement features, such as some 6sense alternatives on the market (e.g., an AI chat) and has no integration with LinkedIn for automated outreach (only with LinkedIn Ads).

For example, customers of the platform are struggling to identify who is engaged with their company when dealing with larger accounts.

‘’We also do not have contact level reporting of who is actually engaged with our company, which can be challenging when engaging larger accounts.’’ - G2 Review.

6sense’s User Interface: Is It Easy To Use?

6sense’s platform does have a lot of functionality when it comes to automations, reporting, and marketing automations – and all of that comes with a slight learning curve for even seasoned sales professionals.

The software’s numerous features are packed into a rather clunky interface, which even satisfied customers of the platform are criticizing in their G2 reviews.

‘’What I dislike about 6sense Revenue AI for Marketing is that it can be complex to navigate initially, requiring a learning curve to fully leverage all its features.’’ - G2 Review.

When it comes to the platform’s automations with their orchestrations, customers of the platform also note that it has been more difficult for them than they originally suspected.

‘’Orchestrations and workflows with 6sense data were more difficult to implement than expected.’’ - G2 Review.

Rating: 5/10.

As reviewers have pointed out, you’d need to spend some time learning how the platform works so you can fully utilize its marketing and sales features.

In fact, when I opened their G2 profile, ‘’learning curve’’ and ‘’difficulty’’ were part of the 4 most common complaints of customers.

6sense’s Data Quality

6sense gives you access to buyer intent and engagement data with bonus predictive analytics into which stage of the buying journey your prospects are.

But just how accurate is this data?

I was able to find 6sense customers on G2 who have reported issues with the platform’s predictive analytics and intent data, which is described as ‘’directional, and not a crystal ball.’’

‘’From an intent perspective, it is not the end all be all or the crystal ball. It is directional. Also, I do find that the predictive model is generous. For example, if an account hits one of our campaign landing pages, it is suddenly in the 'purchase stage', and we often find that rarely means that an account is ready to send us a purchase order!’’ - G2 Review.

I also found some customers who complained about the tool’s data duplication issues, which has resulted in them having trouble with data reliability.

‘’Data can be a bit cumbersome, and we've had problems with data reliability and creation of duplicates.’’ - G2 Review.

On the positive side, there are customers of 6sense who have massively improved their sales pipeline by tapping into intent data, such as keywords and categories.

‘’6sense has been great in helping us identify segments based on key intent features such as keywords and categories. As a product marketer, it is really important we can identify the ICP and make sure the revenue org can clearly engage with their target accounts based on the topics and keywords they are searching for.’’ - G2 Review.

Rating: 7/10.

Despite 6sense’s negative reviews regarding their intent data inaccuracies and duplication issues, there are still some users who are satisfied with the tool’s keyword research intent data and other signals.

My problem with 6sense, similar to platforms like ZoomInfo, is that the tool’s visitor identification software reveals only companies and not individuals.

Good luck prospecting accounts like ‘’Microsoft’’ or ‘’Meta’’ landing on your website.

6sense’s Integrations

The platform integrates with various sales, marketing, and productivity platforms to centralize and maximize your existing sales tech stack so you can create more engaging campaigns with deeper insights.

The platform offers native integration with their partners: Outreach, Gong, Salesforce, and Salesloft, on top of their integrations with tools like Bombora for 3rd party intent signals.

You can also expect to sync your data with other productivity platforms, including LeanData for AI-powered insights and Reachdesk for perfectly-timed gifting to prospects.

However, customers of the platform have noted that integrating the tool with their existing systems has been challenging for them.

‘’Additionally, integrating it with existing systems can sometimes be challenging.’’ - G2 Review.

Rating: 7/10.

Despite 6sense’s native integrations, partnerships, and a whole bunch of other integrations that could already be in your sales stack – I gave the platform’s integrations a 7 instead of an 8 due to the difficulty of integrating some of the tools with 6sense.

6sense’s Customer Support

Even though 6sense does not disclose what customer support you can expect on its pricing page, I was able to get a good idea of the tool’s customer support from G2 reviews.

Users of 6sense are generally positive about the platform’s level of customer support, noting that they were assigned a customer success manager who has been helping them and responding quickly to their requests.

‘’Even though the tool can be quite daunting because of its depth, having a CSM that can help support us is so helpful. Definitely helpful to just send a quick note and get a response right away.’’ - G2 Review.

This positive perception has been confirmed by both mid-market and enterprise customers of the platform, claiming that they’ve had a good experience with customer support.

’We have had great customer support and feel like 6sense is always willing to dive in and collaborate to come up with new ideas or solutions we need.’’ - G2 Review.

Despite that, another Enterprise customer of 6sense mentions that the tool’s regular customer support can be a hit or miss with less product knowledge than their customer success team.

‘’Also, while 6Sense's customer success team is top-notch, their customer support is a bit more hit or miss. Some support reps are real product experts and zero in on solutions to issues quickly. Some… not so much.’’ - G2 Review.

Rating: 8/10.

Even though most users are satisfied with the level of customer support that they were provided on 6sense – it seems like some customer support reps do not have the necessary product knowledge to handle more complex issues.

6sense’s Pricing Model: Does It Provide A Good Value For Money?

6sense offers a free plan that provides:

  • 50 credits/month.
  • Buyer Discovery.
  • Contact & Company Data.
  • Alerts.
  • List Management.
  • Chrome Extension.

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

Team: Includes everything in Free plus:

  • Technographics
  • Psychographics
  • Web, CRM, and SEP Apps
  • Add to CRM/SEP
  • Dashboards

Growth: Everything in Team plus:

  • 6sense Intent (Keywords)
  • 3rd Party Intent
  • Corporate Hierarchy
  • Prioritization Dashboards

Enterprise: Everything in Growth plus:

  • Predictive AI Model
  • AI Recommended Actions
  • CRM & MAP Activity

6sense doesn’t disclose prices on its website, so you’ll have to contact its sales for more details.

You can learn more about the platform’s pricing model from our in-depth 6sense pricing guide

However, Vendr also provides some helpful insights into 6sense’s pricing policy:

Customers are required to enter into a 2-year agreement with 6sense, a commitment that yields high retention. 

In addition, it's important to highlight that potential costs may arise due to usage/overages, upgrades, or downgrades.

Finally, according to Vendr’s data, the average 6sense contract value is $56,762/year.

Rating: 5/10.

The tool does not disclose its pricing, but we were able to find that 6sense is on the higher end of the pricing range when compared to other alternatives on the market.

I do like the fact that the platform has a free plan, but you’ll run out of the 50 credit allowance in a matter of days if not hours.

How Does 6sense Compare To Alternatives On The Market?


💡 Check out our in-depth comparison of 6sense vs. ZoomInfo, where we cover the 2 sales intelligence giants in more detail.

What Are Customers Saying About 6sense?

Throughout this 6sense review, I’ve been showing you some of the users’ opinions on the platform – but let’s dive a bit deeper.

TL;DR: 6sense boasts a highly responsive support team, good segmenting accuracy, and a configurable interface. Despite data, customers of the platform report issues with 6sense’s data exports, limited persona targeting and the cost of the software. 

Moreover, its persona targeting is highly limited compared to alternatives on the market. 

What users love about 6sense:

  • Good segmenting accuracy with an interface that can be customized.
  • Ability to view account engagement and gain insights into their current buying stage.
  • Highly responsive customer support team and excellent account management.

There were some restrictions in ways you could filter or parse out data for particular programs, which made it, at times, difficult to pull and analyze data. Though it was nice having an optimization team to help, it would've likely been more convenient if there were tools in the platform to help with optimization ideas so you didn't need to join a call when looking for optimization help. - G2 Review.

The export of segments to platforms such as Google Ads and LinkedIn Ads is limited, and getting lots of them for exporting more segments is really expensive. - G2 Review.

Common complaints about 6sense:

  • Persona targeting is described as limiting with no role or title-based matching.
  • Limited export of segments to platforms like Google Ads and LinkedIn Ads.
  • The platform has been described as expensive and not affordable for smaller businesses.

Considering the high degree of configurability for account and intent attributes, persona targeting is shockingly limiting, with no true role or title-based matching. Targeting enterprise companies based solely on persona makes for a lot of waste. Other tools are doing exact title matching and have been for a few years. We've had to purchase additional tools to help with this layer, which means we can't launch ads through 6sense either. - G2 Review.

Verdict: Is 6sense Really Worth It?

So far, I've rated 6sense:

  • Range of features: 8/10.
  • User interface and usability: 5/10.
  • Data quality: 7/10.
  • Integrations: 7/10.
  • Customer support: 8/10. 
  • Pricing model: 5/10.

Which gives me an average rating of 6.6/10 for 6sense.

To summarize:

6sense is the ideal choice if you:

✅ Are looking for good B2B intent data coverage, especially in the US region.

✅ Need a reliable marketing automation solution.

✅ Want a platform that can integrate with your advertising channels to create highly targeted campaigns. 

6sense isn’t the best option if you:

❌ Are looking for a more budget option, as 6sense is more expensive than some of the other alternatives on the market.

❌ Need more website visitor identification functionality, such as contact-level data.

❌ Need more first-party intent data to identify and reach out to warm prospects.

Looking For A 6sense Alternative?

Despite 6sense’s range of features, good range of integrations and a large library of B2B intent data, some customers are still finding faults with the product’s data quality, pricing model, and ease of use.

Enter Warmly (that’s us) – a signal-based revenue orchestration platform that provides a wide range of features designed to:

  • Capture warm leads that visited your website (first-party data).
  • Identify the hottest prospects from those visitors.
  • Automatically engage and nurture them, helping your sales reps to successfully convert them.

Let’s get a closer look at the functionality that makes Warmly an attractive alternative to 6sense for sales teams: 👇

Warmly Features

1. Identify Your Website Visitors

Warmly identifies your website visitors.

Our platform can identify both companies and the individual profiles that are browsing your website.

As a result, your reps can focus their efforts on the right stakeholders from the get-go.

With Warmly, you’ll get another ace up your sleeve.

Once it identifies website visitors, the platform proceeds to enrich each visitor with:

  • B2B data (email address, company name, phone number, industry, size, technographic, etc.).
  • First-party intent data (details of your visitors’ website sessions, such as visited pages, recurring visits, etc.).
  • Third-party intent data (insights into visitors’ entire digital buyer’s journey, including visits to competitors’ websites, job change intent, etc.).

This combination of first- and third-party intent data enables you to identify the leads that are most likely to buy right now as Warmly picks up the buying signals they’ve left throughout the web—on your website and beyond.

Your sales reps will be able to recognize who your hottest leads are right now and design tailored strategies for reaching out to them.

Why Is Intent Data Important?

Trying to sell a water bottle to someone who just walked out of their office isn’t the same as selling a water bottle to a runner who just finished a workout.

Understanding intent signals and recognizing them in time lets you:

  • Qualify and score leads with greater precision and easily identify the hottest leads.
  • Reach out when their interest level is at its peak.
  • Create a hyper-personalized approach for each lead based on the contextual insights you have at hand, like which pages they visited, what they searched for, etc. 

This helped Behavioral Signals shorten its sales cycle by 50-90% and source nearly $7M in its pipeline.

Platforms that omit intent data from their offering slow your lead generation efforts from the get-go, leaving you without one of the most powerful weapons in sales reps’ arsenals.

2. Build Targeted Lead lists With Coldly

We at Warmly have recently included a static B2B database, Coldly, to help users build highly targeted lead lists more efficiently.

Coldly holds data on 200M+ accounts and contacts worldwide, in addition to having more than 25 built-in B2B data filters and the option for creating customized filters to fit specific business needs and industries.

Moreover, since the data is refreshed daily, you can have peace of mind that all your essential B2B data is accurate, relevant, and up-to-date.

You can do anything from building contact lists to automatically enriching your CRM contacts without spending hours on this.

3. Streamline Sales Engagement Processes

Warmly’s automation features are by far one of the things most customers love about the platform.

Warmly uses intent signals it picks up to build complex workflows on top of them, enabling you to reach out to all the right leads at the best possible time.

It provides several automation features, including:

Orchestrator, which lets you automate email and LinkedIn outreach. The Orchestrator is highly configurable, meaning you can set up all the important parameters as you see fit, including:

  • The action that triggers the workflow (lead matching your ICP lands on your website or a website visitor comes back to your pricing page).
  • Filters that define which companies and individuals should be included in the workflow (these include everything from company size and industry to job position and seniority, etc.).
  • The course that the workflow should take (send a contextual email, a personalized LinkedIn DM, or a LinkedIn connection request).

This capability solves for time-to-lead, while SDRs can take over ones that respond and provide a personalized experience.

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


💡Note: You will need to be on one of Warmly’s paid plans to gain access to AI Prospector. For ARC, the ROI was 200% over 6 months. 

AI Chat, which is an AI-driven chatbot that can be trained to:

  • Qualify leads.
  • Answer their questions.
  • Book meetings.
  • Offer relevant collaterals.
  • Engage leads.

Lead routing, which lets you set up real-time Slack notifications that will alert the adequate sales rep whenever a lead matching certain criteria lands on your website or takes a high-intent action.

The combination of these automation features ensures that:

  • Every high-value lead will be engaged.
  • Your sales reps will have more time to focus on things that matter than most rather than act as surveillance guards on your website 24/7.

4. Live Video Chat

Engaging your leads while they’re still hot can make the difference between a successfully closed deal and an opportunity that is forever lost.

With Warmly, you won’t have to worry about that, as its Live Video Chat feature lets you engage leads while they’re still visiting your website.

In the “Warm Calls” section of Warmly’s dashboard, your sales team can see who’s visiting your website right now and monitor their session in real-time.

Once you detect a high-intent lead based on Warmly’s insights or a visitor matching your ICP, you can engage them in a video chat immediately.

Alternatively, you can rely on automated lead routing to notify reps whenever a high-value lead ends on your website. 

This allows you to monitor their website interactions and hop on a call when they assess the time is right.

Try it out here:


Warmly Pricing

Similar to 6sense, Warmly offers a freemium plan.

On it, you can:

  • Reveal up to 500 companies and individuals visiting your website (in addition to essential and accurate data on each lead).
  • Set up ICP filters to quickly identify high-quality leads. 
  • Automate basic lead routing.

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

  1. Micro: Starts at $333/month when billed annually and adds unlimited seats, 5,000 monthly visitors revealed, first-party intent signals, alerts, and access to Warmly’s extensive database of B2B contact data.
  2. Starter: Starts at $12,000/year, everything in Micro, plus 10,000 monthly visitors, third-party signals, AI Chat, and CRM syncs.
  3. Business: Starts at $19,000/year for up to 10,000 visitors or $28,000/year for up to 75,000 visitors, everything in Starter, plus second-party signals, sales orchestration, and lead routing.
  4. Enterprise: Starts at $30,000/year, lets you identify a custom number of visitors, includes everything in Business, plus custom signals and warm calling.


How Does Warmly Compare to 6sense?

6sense is an excellent option for your business if you are looking for predictive analytics, keyword identification and site heatmaps.

Warmly, on the other hand, shines in finding and engaging prospects who are looking to buy and are likely to respond to your outreach.

Our platform might not have predictive analytics into where customers are in their buying journey or intent data from keywords, but we offer:

  • Website de-anonymization signals at the contact level.
  • Automated email retargeting.
  • Automated LinkedIn DMs retargeting.
  • Live session replays.
  • Chat video messaging so you can contact your prospects as they are browsing through your pages (e.g., pricing page).

Find Out Who Your Warmest Leads Are With Warmly

If you’re looking for a purely ABM platform with solid intent data, 6sense might be the way to go for your organization.

The platform’s capabilities of detecting buyer intent on your website are significantly limited compared to Warmly's, as they do not reveal contact-level information.

This limitation also affects 6sense’s marketing automations, which cannot be fine-tuned to engage only the warmest prospects—which your company is mostly interested in.

With Warmly, all that changes.

Our revenue orchestration platform helps you to identify website visitors (to the contact level), detect the hottest leads among them, and engage them via automated outreach sequences perfectly tailored to each lead.

You’ll be able to identify that Joe from Microsoft has been browsing your pricing page and then reach out to him on LinkedIn – or why not right on your pricing page with a chatbot or video chat?

If you want to be able to do that, then you can try Warmly for free to start building a steady, warm pipeline in minutes.

Or, book a demo with our team for a personalized tour of all of Warmly’s capabilities.

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AI Marketing Agents: Use Cases and Top Tools for 2025
AI Marketing Agents: Use Cases and Top Tools for 2025
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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:

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.

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Best 10 UnifyGTM Alternatives & Competitors in 2025
Best 10 UnifyGTM Alternatives & Competitors in 2025
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Are you wondering if UnifyGTM is the right fit for your sales efforts or if you should look for an alternative solution?

We researched dozens of platforms, reviewed verified reviews on G2, and talked to sales and marketing leaders to build a list of the 10 best UnifyGTM alternatives in 2025.

This buyer guide covers each tool’s features, pricing, pros/cons, and use cases to help you make an informed decision.

Why Look For UnifyGTM Alternatives?

The lead generation platform has received praise for its ability to identify potential buyers, personalize outreach in email, and streamline your pipeline development.

Despite that, some users of the platform as well as our in-house experts have expressed concerns about the tool’s pricing model and identification capabilities. ⤵️

#1: The Pricing Model Does Not Fit The Budget Of Small Business Owners

The first drawback of UnifyGTM for us is how expensive it can get for small business owners.

A verified user review on G2 notes that their pricing model does not fit their budget and recommends the platform to include a lower budget option for smaller brands.

‘’The only major downside for me is the pricing. While it may be competitive with similar tools, as a small business owner, their pricing model doesn’t quite fit my budget. I would suggest offering a "small business tier" to make it more accessible for companies like mine.’’ - G2 Review.

#2: Limited Identification Features

The 2nd thing that we wanted to touch on was that UnifyGTM has limited functionality for de-anonymizing some visitors at the company level.

Even though the brand claims to offer personal-level de-anonymization, UnifyGTM can only do that through specially marked links via email. 

Our in-house experts believe that this is both inconsistent and prone to failure.

#3: Limited GTM Plays

Last but not least, UnifyGTM limits the number of Plays you can run within the platform in the Growth plan (2) and the channels you can use.

Unify’s Plays are crucial for prospecting, qualifying and reaching out to prospects so such a limited number of workflows will push some organizations to look for the more expensive plans.

What Are The Best UnifyGTM Alternatives In 2025?

Here are the best UnifyGTM alternatives out of the 30+ platforms that we took into consideration:

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

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

#3: ZoomInfo: End-to-end sales management.

#4: Albacross: Lead enrichment for businesses in Europe.

#5: Koala: Gain insight into product usage paired with intent signals to improve product adoption and upsell existing customers.

#6: Apollo.io: Get access to a large B2B database with emails and phone numbers of your ideal customers.

#7: Demandbase: Identify and target the right customers with the right message to support your account-based marketing.

#8: UpLead: Generate third-party verified B2B emails and mobile phone numbers of prospects in the market for your solution.

#9: Seamless AI: Find the contact information of any prospective buyer.

#10: Lusha: Identify the right decision-makers and then reach out to them.

#1: Warmly

Warmly offers the best alternative to UnifyGTM as it 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.

Disclaimer: Even though Warmly is our platform, we’ll aim to provide an unbiased perspective into why it is the best UnifyGTM alternative on the market in 2025.

Our signal-based revenue orchestration platform enables sales, marketing, and GTM teams to:

  • Capture buyer interest in real-time as they browse through your site.
  • Gain quality insights into prospective customers, allowing your sales reps to tailor their strategies accordingly.
  • Engage them while they’re still hot and successfully convert them.

Here are the features of Warmly that stand out against competitors like UnifyGTM:

Reveal High-Intent Accounts On Your Website

You can use Warmly’s website de-anonymization features for account-based strategies to make your prospecting game laser-precise.

We know that one of the crucial aspects of any ABM or targeted prospecting strategy is finding the accounts that are:

  • The best fit for your ICP.
  • Surging, i.e., showing the most interest in your or similar product or services, indicating they’re ready to buy.

With Warmly, you can easily identify those accounts by capturing them on your website.

Warmly helps you identify individual and company accounts visiting your web pages and proceeds to enrich them with:

  • B2B data, including contact data, firmographic, technographic, CRM data, etc., that lets you figure out whether they’re a match for your ICP and high-performing accounts.
  • First-party intent data, which helps you understand how likely they are to buy based on their interactions with your website (visited pages, time spent on each page, recurring visits, downloaded collaterals, etc.).
  • Second-party data by monitoring your prospects’ LinkedIn and help you find all of the relevant stakeholders of the company.
  • Third-party intent data, which shows you their readiness to buy by providing actionable insights into their entire digital buyer’s journey, including search history, visits to competitors’ websites, job change intent, etc.

Your team can recognize high-intent accounts from the start—both at the company and individual levels – allowing sales development representatives to focus their efforts on them while they’re still surging.

Orchestrate Sales & Marketing Workflows

Warmly helps you put various parts of your sales and marketing operations on autopilot, enabling your sales development representatives to focus on what matters most—making strategic decisions and converting high-value leads.

Our platform’s Orchestrator enables you to automate LinkedIn and email outreach, as well as CRM enrichment.

Setting up automation within the Orchestrator is easy:

Step #1: Define the trigger that’s going to set off the workflow (e.g. a lead that matches your ICP lands on your website or takes a specific high-intent action like visiting the pricing page more than once).

Step #2: Define your ICP and high-value leads so that the Orchestrator knows who to target (filters you can use include company size, industry, location, tech stack, an individual’s job position, and many more).

Step #3: Specify an action it should take, which can include:

  • Sending a LinkedIn request and/or personalized DM.
  • Sending a contextual email.
  • Syncing relevant data to your CRM to keep your records fresh and relevant.

💡 Unlike UnifyGTM, Warmly offers lead routing functionality that ensures each company and individual account is handled by the appropriate sales rep while their interest is at its peak.

For example, you can set up Slack notifications to alert the right rep when:

  • An ICP-matching account lands on your website.
  • Asks a high-intent question in the chatbot.
  • Takes other relevant action.

As a result, no quality lead will fall through the cracks ever again.

Finally, you can also leverage Warmly’s AI Chat which helps you automatically engage and qualify leads. The chatbot will make sure to:

  • Ask contextual, relevant questions.
  • Give correct answers and offer collateral based on the account’s interests and preferences.
  • Book meetings, and more.

Engage High-Ticket Accounts Live

Being able to detect surging accounts in real-time is good, but it won't do you much good unless you can pounce on them at the right time.

Warmly solves this issue by including a feature that lets you engage leads live – while they’re still browsing your website.

Reps can choose between two options:

  • Text chat, meaning they’ll replace the chatbot and talk to prospects themselves.
  • Video chat that lets you hop on a video call straight from Warmly.

This way, instead of booking meetings for who knows when and risking missing the opportunity to convert high-intent leads, you can chat them up while they’re still hot and close more deals effortlessly.

A Daily-Updated B2B Prospect Database: Coldly

Warmly lets you get access to Coldly, a database with 200M+ accounts and contacts that 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.

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

Lastly, 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.

This way, your team will have both accurate contact data at their fingertips and the right tools to pick up buyer intent signals and set up workflows on top of them.

Warmly’s Integrations

Currently, 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 and sales 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 & UnifyGTM?

The biggest difference between Warmly and UnifyGTM comes down to data quality:

  • Warmly does person-level de-anonymization from any source. Our platform also quality checks all of our data and signals using 10+ data providers. 
  • UnifyGTM claims to offer personal-level de-anonymization but can only do that through specially marked links via email. As we already mentioned, we believe this to be both inconsistent and prone to failure.

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

In fact, we invest over $1M per year on data providers and pass the return on that investment directly to our customers.

When comparing UnifyGTM directly versus Warmly, we can see that UnifyGTM lacks the following features:

  • Access to different intent signals, such as contact level website de-anonymization, third-party research, and LinkedIn monitoring intent signals.
  • Access to different retargeting automations other than email, including LinkedIn DM retargeting, AI-powered customizable chatbots and Ad retargeting automations.
  • The ability to send leads to the right salesperson automatically and automatically notify them via Slack with a high-intent lead is active on your website.
  • A way to instantly engage with your highest intent leads with Warmly’s AI chat, as well as the ability to create a human-to-human connection through video chat on your site.
  • Access to a cold contact database, including emails, LinkedIn profiles, and phone numbers.
  • Access to live session replays.
  • 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.
  • Access to advanced lead routing and round robin.

Pricing

Unlike UnifyGTM, Warmly has a free forever plan that lets you:

  • Identify up to 500 people and companies visiting your website per month.
  • Pinpoint leads that fit your ICP.
  • Set up automated lead routing via Slack notifications.

To access Warmly’s advanced features, you’d need to be on one of the 4 paid plans:

  • Micro: Starts at $4,000/year for 5,000 warm leads per month, and gives you access to 1st party person level web visitor de-anonymization, real-time alerts and exports, and unlimited access to Coldly’s contact data.
  • Starter: Starts at $12,000/year for 10,000 warm leads per month, and adds access to 3rd party intent signals (Bombora), AI chat, CRM sync & integrations, and dedicated onboarding.
  • Business: Starts at $22,000 for 25,000 warm leads per month, and adds access to 2nd party intent signals (LinkedIn monitoring), lead routing, and access to the platform’s full-funnel orchestration (AI-powered outreach via Email, LinkedIn, Chatbot, and Ads).
  • Enterprise: Starts at $30,000 for custom warm leads per month, and adds access to custom intent signals, and warm calling.

➡️ Warmly offers unlimited seats at every plan, making it ideal for larger sales teams.

Pros & Cons

✅ Accurate website visitor identification at both company and individual levels.

✅ Reveals who your hottest leads are right now.

✅ Personalized lead generation and outreach workflows.

✅ Real-time monitoring of visitors’ web sessions with options to engage them via an AI chat or video call.

✅ Transparent pricing model – even at the Enterprise level.

✅ Good range of integrations.

❌ The platform offers annual plans only, unlike UnifyGTM which has a monthly plan.

#2: 6sense

Best for: Identifying surging accounts on your website that you can reach out to.

Similar to: ZoomInfo.

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

The platform makes a good alternative to UnifyGTM with its ability to identify the accounts that are most likely to buy so your sales reps can react in time.

Features

  • The platform tracks 65M+ companies, 600M+ buyer profiles, and 35K+ technologies.
  • 6sense detects website intent and connects it with the rest of the prospect’s customer journey online so you can recognize leads most likely to convert based on their level of intent.
  • AI-powered predictive analytics helps you predict customers’ future behavior so your sales team can prioritize high-intent leads in advance.

Standout Feature: Dynamic Audience Building

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

The software 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.

6sense then dynamically 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 has 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 3 paid plans:

  • Team: Custom pricing, which adds technographics, psychographics, access to Web, CRM, and SEP Apps, 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.

6sense doesn’t disclose prices on its website, so you’ll have to contact its sales for more details.

Even though 6sense does not disclose its pricing on the website, Vendr claims that the average 6sense contract value is $123,711 per year out of the 65 deals they have handled for them.

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

Pros & Cons

✅ Has advertising capabilities, letting you build targeting and retargeting campaigns based on its intent data.

✅ Insightful and actionable data.

✅ Dynamic audience building with 80+ segmentation filters.

❌ Doesn’t identify individual accounts.

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

#3: ZoomInfo

Best for: End-to-end sales management.

Similar to: 6sense.

Zoominfo offers an all-in-one sales platform that is known for its massive B2B database paired with a wide range of sales and marketing-oriented features.

As such, it’s a good UnifyGTM alternative for businesses looking for a static B2B database first and foremost that gives access to automated multichannel sales workflows.

Features

  • Massive B2B database with over 260M professional and 100M company profiles and 135M verified phone numbers.
  • Automated multichannel sales workflows (such as cold email or cold calling campaigns) triggered by specific buying signals from your prospects.
  • Predictive modelling lets you define and update your ICP, keeping it fresh and relevant based on past won and lost deals and other critical data.

Standout Feature: Ad Targeting

ZoomInfo’s Ad targeting lets you create automated ad campaigns using more than 300 intent signals and company attributes, including ideal accounts and prospects with buying intent signals.

The platform helps you ensure that your ads are displayed to all the right accounts across all relevant channels.

Pricing 

ZoomInfo has separate plans for sales, marketing, and talent teams.

Even though no prices are disclosed, we tried to dig as much information in our ZoomInfo pricing guide to help you figure out if the tool’s pricing model works for you.

To summarize, ZoomInfo’s pricing model depends on the:

  • Features and functionality you need.
  • Number of licenses.
  • Credit usage.

Pros & Cons

✅ Excellent B2B data coverage, especially regarding US-based phone numbers.

✅ Wide range of features for handling various sales operations.

✅ Ad targeting functionality that helps you remarket to high-intent leads who visit your website.

❌ The platform can get expensive.

❌ Limited website visitor identification functionality, which is why some brands have been looking for ZoomInfo alternatives.

#4: Albacross

Best for: Lead enrichment for businesses in Europe.

Similar to: Warmly.

Albacross is a data enrichment platform that reveals companies visiting your EU website and enriches them with B2B and first-party intent data.

The platform is a viable alternative to UnifyGTM if you’re looking for a more affordable (yet not as powerful) lead enrichment solution geared toward EU-based prospecting.

Features

  • Identifies company-level website visitors and enriches them with first-party intent data.
  • Intent-data-driven ad retargeting helps you display the right ads to the right audience. 
  • Real-time alerts on Slack, Microsoft Teams, CRM, or email when customers who fit your ICP visit your website.

Standout Feature: Auto-Engage

Albacross lets you automatically engage your high-intent leads on LinkedIn or email.

The platform’s AI-powered segmentation looks at behavior, engagement, and offsite activity to automatically group prospects based on how likely they are to convert.

Pricing 

Albacross has two paid plans:

  • Self-service: €79 per month when billed annually, which includes up to 100 identified companies, visitor activity, and LinkedIn Ads integration.
  • Growth: Custom price to identify unlimited companies, which adds API integrations, and dedicated customer success.

Pros & Cons

✅ Intent-data-driven ad retargeting on LinkedIn Ads.

✅ Customers of the platform agree that the platform is user-friendly.

✅ Auto-engage functionality on LinkedIn and email.

❌ Reveals only company visitors.

❌ Poor CRM integrations.

#5: Koala

Best for: Gaining insight into product usage paired with intent signals to improve product adoption and up-sell existing customers.

Similar to: Warmly, 6sense.

Koala is a website visitor identification tool that makes it suitable for boosting product engagement and driving cross- and up-selling opportunities rather than traditional lead generation.

The platform makes a viable alternative to UnifyGTM if you’re more interested in cross-selling and up-selling your existing customers.

Features

  • Reveals website visitors and enriches them with first-party intent data.
  • Automated ICP scoring enables you to identify and prioritize heating accounts that best fit your ICP. 
  • Tracks product usage data and translates it to actionable insights so you can monitor your customers’ product journeys and detect important milestones in real-time.

Standout Feature: Intent Analytics

Koala’s intent analytics helps you learn what intent converts best on your website – whether it’s your case studies, pricing page, or feature pages.

The platform’s AI-powered Content Reports analyze intent and conversion, and will automatically suggest new signals for you as the tool classifies the content that leads to conversion.

Pricing 

Koala offers a free plan for up to 3 seats that lets you reveal up to 250 accounts and get access to the tool’s standard integrations.

To access the platform’s advanced features, you’d need to be on one of their 2 paid plans:

  • Growth: $750/month when billed annually, which adds 10k Clearbit reveals per month, custom AI agents, 1 CRM connection, and unlimited accounts.
  • Business: Custom pricing, which adds custom licenses, custom Clearbit limits, lead scoring, and content reports.

Pros & Cons

✅ You can track product usage and translate it into actionable insights.

✅ Automated lead scoring.

✅ You can integrate with multiple CRMs.

❌ No third-party intent data, which is why some brands have been looking for Koala alternatives.

❌ No live engagement features.

#6: Apollo.io

Best for: Getting access to a large B2B database with emails and phone numbers of your ideal customers.

Similar to: Warmly, 6sense.

Apollo.io is a sales intelligence platform that helps businesses uncover leads quickly and access their verified email addresses. 

The platform is a good alternative to UnifyGTM with its accurate B2B database of over 275 million contacts and 73 million companies.

Features

  • Living Data Network that uses AI to provide intelligent recommendations on high-value leads based on past prospecting activities. 
  • Signal-based prospecting combines demographic and behavioral signals to find leads actively researching products or services. 
  • Conduct precise searches for leads and companies using over 65 filters, including contact title, job function, and industry.

Standout Feature: Sales Engagement

Apollo.io helps you automate your outbound by creating multi-step sequences with the power of AI.

The platform also helps you create and test AI-generated emails in your sequences with data from its database.

Pricing

Apollo io offers a free plan with 10,000 monthly credits, two active sequences, five mobile credits, and 10 export credits per month. 

You can also select from the three paid plans: 

  • Basic plan: $49 per user per month, which adds job change notifications, buying intent over 6 topics, and intent filters.
  • Professional plan: $79 per user per month, which adds 120,000 credits per year, no sequence limits, and uncapped sending limits with SendGrid.
  • Organization plan: $119 per user per month, which adds buying intent over 12 intent topics, AI-assisted email writing, and call transcriptions.

Pros & Cons

✅ The buyer intent feature identifies companies actively searching for similar services. 

✅ The free tier lets you find a significant number of valid emails per month, making it accessible for small businesses. 

✅ Sequence automations that help you engage prospects.

❌ Sometimes, errors occur when pushing contacts to CRM, according to G2 reviews. 

❌ The platform can get expensive for larger teams.

#7: Demandbase

Best for: Identifying and targeting the right customers with the right message to support your account-based marketing.

Similar to: Warmly, 6sense.

Demandbase is a solution for ABM teams, boasting a wide range of features designed for sales, marketing, and advertising departments.

It’s a viable UnifyGTM alternative for enterprise companies looking to retarget prospects at scale with relevant messages and provide leads with a tailored website experience.

Features

  • Account-based marketing orchestration enables you to create customizable workflows aimed at specific accounts/audience segments.
  • Ad targeting options help sales and marketing teams display personalized ads to high-value accounts.
  • Real-time website personalization leverages 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: Actionable Sales Insights

Demandbase helps you close more deals by knowing who is ready to buy and when to reach out with deep account insights.

The platform helps you prioritize accounts in your territory using insights from weekly email snapshots that highlight engaged prospects and account activity.

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 platform has a steep learning curve, according to G2 reviews.

❌ On the higher end in terms of pricing.

#8: UpLead

Best for: Generating third-party verified B2B emails and mobile phone numbers of prospects in the market for your solution.

Similar to: Apollo.ai.

UpLead is a B2B lead generation platform built for sales and marketing professionals looking for a reliable and efficient way to connect with high-quality prospects. 

The platform makes up to be a viable UnifyGTM alternative, as it guarantees a 95% accuracy rate, ensuring the leads are legitimate and reliable.

Features

  • Provides access to a comprehensive database of over 160 million business leads from a wide range of industries and company sizes.    
  • The prospect accuracy level is supported by continuous data updates and verification processes. 
  • Uses over 50 customizable filters, like company size, industry, location, job title, and more, to refine your search and identify qualified leads that match your ideal buyer persona. 

Standout Feature: Control Your Expenses

As budgeting issues have been a concern with UnifyGTM’s customer base, we decided to include the fact that UpLead allows you to control your expenses by choosing which emails to download.

The way it works is that accept-all and catch-all emails are flagged, and if emails are downloaded, no charges are incurred. 

Pricing

UpLead lets you start with a 7-day free trial and grab five credits to evaluate the platform’s capabilities. 

After that, you’d need to be on one of the tool’s three paid plans: 

  • Essentials: $99 per month for 170 credits, which adds a CRM integration. 
  • Plus: $199 per month for 400 credits, which adds data enrichment, email pattern intel, technographic, and advanced filters.
  • Professional: Custom pricing, which adds buyer intent data, access to all search filters, and advanced CRM integrations with full API access.

Pros & Cons

✅ Smooth integration with CRM systems, like HubSpot, allows for efficient data management and follow-up. 

✅ Credits are not used when an email is found to be invalid. 

✅ Pricing is not based on user seats and you can control your spending of credits.

❌ The difficulty of amending queries midway through the search process requires you to recreate searches from scratch, according to G2 reviews.

❌ Data enrichment and buyer intent data are reserved for the more expensive plans of the platform.

#9: Seamless AI

Best for: Finding the contact information of any prospective buyer.

Similar to: UpLead, Apollo.ai.

Seamless AI offers an AI-powered B2B data provider with an extensive database of 1.3 million contacts and 120+ million companies. 

The tool is a viable alternative to UnifyGTM for marketing and sales teams looking for accurate, verified contact data and integrates with their existing B2B sales workflows.

Features

  • Uses AI to research and verify millions of B2B phone numbers, emails, and direct dials of people and companies in real-time.
  • Identify and engage with read-to-buy leads at the right time and channel – with 12,000+ topics and industries to choose from.
  • Track key contacts' job transitions for timely outreach and relationship building with the platform’s Job Changes feature.

Standout Feature: Seamless AI Autopilot

Seamless AI’s Autopilot feature automatically curates a list of prospects based on your ideal customer persona (ICP) and selected criteria within minutes.

The platform lets you build and filter lists of prospects based on specific criteria for targeting the most relevant contacts.

Pricing

Seamless.AI offers a free plan with 50 credits that lets you test out the platform at no cost.

The platform then offers 2 paid plans: Pro and Enterprise with custom pricing, which adds a free admin seat, and more premium integrations.

Pros & Cons

✅ The search feature is fast and accurate.

✅ Cost-effective solution for small and medium-sized businesses, according to G2 reviews.

✅ Seamless AI Autopilot that helps you find contacts that fit your ICP in minutes.

❌ Lack of customization options to narrow down specific leads. 

❌ Too many of the core functionalities of the platform are required to be paid for separately as an add-on (e.g., data enrichment, autopilot, job change notifications, etc.)

#10: Lusha

Best for: Identifying the right decision-makers and then reaching out to them.

Similar to: Warmly, ZoomInfo.

Lusha offers a sales solution for B2B teams looking to improve their prospecting efforts by providing them with accurate and up-to-date company and contact data. 

The platform adheres to GDPR and CCPA privacy standards, which means that user data is handled securely. It also facilitates data privacy with certifications like ISO 27701.

Features

  • Analyzes behavioral signals to identify prospects most likely to buy your products or services, so your outreach can be targeted to their needs.
  • Real-time alerts about job changes within target companies so your team can stay informed about potential decision-makers who are open to engaging with new vendors. 
  • Sophisticated search filters that include industry, revenue, employee count, and more, that let you build highly targeted contact lists quickly. You can then export these lists directly to your CRM.

Standout Feature: Personalized AI Recommendations

With Lusha, your team will automatically receive daily AI-generated prospect lists to help you prioritize and streamline your outreach efforts.

For example, the platform will recommend prospective companies that have recently raised funding and might be looking for a solution like yours.

Pricing

Lusha offers a free plan that lets you try out the tool by getting 50 emails and five phone numbers per month.

Apart from this, the platform offers three paid plans: 

  • Pro plan: Starts from $37.45/month when billed annually for 3 seats with 1,920 emails and 480 phone numbers per year with team management features and intent signals (up to 5 topics). 
  • Premium plan: Starts from $59.95/month when billed annually for 5 seats with 3,840 emails and 960 phone numbers, which adds more advanced team management features and a 20% discount on phone credits. 
  • Scale plan: Custom pricing, which adds a free manager seat, SSO, and more intent signals.

Pros & Cons

✅ Intent targeting enhances the prospecting experiences and improves lead acquisition success rates.

✅ You can create separate contact lists and export data simplifying the sharing of information across the teams. 

✅ Personalized AI recommendations so you can stay on top of the latest hot prospects to look out for.

❌ Lack of a mobile app, unlike some of its competitors.

❌ Some users report some of the data to be outdated and incorrect – and can greatly vary from industry or region.

Next Steps: Find out who is on your website and engage them in real-time with Warmly

With UnifyGTM and its alternatives, organizations will often have problems like limited identification functionalities, an expensive pricing model, and limited free usage.

But what if we tell you there’s a platform that can minimize these drawbacks to a minimum while providing you with fast ROI?

Warmly gives you information about all the prospects that come to your website and helps you nurture and convert them into paying customers.

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


But Warmly is not a platform that just reveals anonymous website visitors or provides access to leads to go after. 

Our revenue orchestration platform does much more:

  • Website Intent Signals: 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.
  • Coldly Contact Database: Access a wide range of accurate prospect contact details directly from the Coldly database, helping you reach out to the right people.
  • Meeting Scheduling: Simplify your meeting process with automatic scheduling that removes the back-and-forth, ensuring a frictionless booking experience.
  • Inbound Chat: Engage website visitors in real-time with intelligent chat features designed to convert inbound traffic into meaningful leads.
  • 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 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.
  • AI Prospector: Automate the search for high-potential prospects using AI-driven technology, ensuring your sales team focuses on the right opportunities.

You can sign up for Warmly’s free plan and discover first-hand how it can fill your pipeline with qualified leads, or book a live demo to see it in action first.

AI GTM: Top Use Cases, Software, & Examples
AI GTM: Top Use Cases, Software, & Examples
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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. 

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Best 8 Clearbit Alternatives & Competitors in 2025 [Updated March]
Best 8 Clearbit Alternatives & Competitors in 2025 [Updated March]
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Looking for Clearbit alternatives?

Clearbit used to be one of the biggest and most respected names out there when it comes to quality B2B data - until they got acquired by HubSpot and became Breeze Intelligence.

If you’re on HubSpot, this is great news.

If you’re not, and you’re using some other CRM (Salesforce, for example), then you’re likely to find that Clearbit isn’t your ideal solution going forward, and it's time to start looking for an alternative.

This article will help you through that exact process. We’re going to dive into eight powerful Clearbit competitors that you can use to fuel your omnichannel sales and marketing playbook.

Why Consider An Alternative to Clearbit? 

Clearbit has long been one of the best data providers in the game.

But data has been commoditized, and there are now many solutions with better data (6sense, for example) that also offer sales engagement functionality.

Clearbit has never pursued this area, meaning you’ve always had to connect it to an existing tech stack, making it more of a developer-focused tool.

Recently, they were acquired by HubSpot, which is a double-edged sword.

For HubSpot users, this is great. It means you get your CRM enriched (once the integration process is through) and connect Clearbits data to a software tool that can actually execute playbooks.

For anyone using any other CRM (95% of the market), this essentially means Clearbit is no longer a viable solution. 

While, right now, Clearbit still integrates with CRMs like Salesforce, logic dictates that they’ll neglect such connections in favor of improving the Clearbit > HubSpot link.

What are the Top Clearbit Alternatives & Competitors?

The best Clearbit alternatives are: Warmly, Zoominfo and Demandbase.

1. Warmly

Warmly offers the best alternative to Clearbit (now Breeze Intelligence) in 2025 with our signal-based revenue orchestration platform that provides a wide range of features designed to:

  • Capture warm leads that visited your website (first-party data).
  • Identify the hottest prospects from those visitors.
  • Automatically engage and nurture them, helping your sales reps to successfully convert them.

Let’s get a closer look at the functionality that makes Warmly an attractive option for sales teams: 👇

Feature #1: Identify Your Website Visitors

Similarly to Clearbit, Warmly identifies companies and individuals visiting your website in real-time.

Since your website is one of the most important parts of your lead generation funnel, capturing and engaging all leads it generates is of pivotal importance if you’re looking to build a steady pipeline of warm leads.

All it takes is adding a snippet of Warmly’s code to your website to start revealing warm leads visiting it.

You can monitor your leads’ web sessions in real-time to see exactly how they interact with your website.

➡️ This can help you pinpoint whether your website is optimized for conversions or if it needs improvements.

But that’s not everything.

Every identified visitor will be enriched with granular B2B data, providing your sales team with all the information they need to:

  • Pinpoint leads that best fit your ICP.
  • Tailor their outreach to each lead for optimal results.

The B2B prospect data Warmly reveals includes:

  • Company data (company name, location, size, etc.).
  • Technographics (software tools and technology the company predominantly uses).
  • Demographics (individual names, email addresses, phone numbers, social media profiles, job roles, etc.).
  • CRM data (past interactions with your reps, former champions within that account, etc.). 

Feature #2: Reveal Buyer Intent 

While knowing who visits your website and gaining insight into relevant B2B information gives you a nice competitive advantage, I believe that it’s still not enough to ensure the best possible results from your sales efforts.

This is why Warmly tracks and captures buyer intent data, in addition to basic B2B data, enabling your sales reps to find which of your leads is most likely to convert now.

Warmly collects several types of intent signals:

  1. First-party intent: This includes intent signals leads left in your owned channels, 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 changes and openings, 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.

Warmly provides a granular and comprehensive view of your leads’ buyer intent, enabling you to:

  • Score and qualify leads with greater precision.
  • Identify the highest-value leads among them.
  • Engage leads precisely when they’re most likely to convert, boosting your chances of success.

Feature #3: Automate Your Sales Process

In addition to helping your SDRs identify high-quality leads from the get-go, Warmly lets you leverage the intent signals it picks up to create comprehensive sales workflows.

It has several automation tools that let you set things like LinkedIn and email outreach or lead routing on autopilot.

Firstly, there’s the Orchestrator, which enables you to streamline LinkedIn and email outreach.

Here’s how it works:

  • Set up the action that triggers the automated sequence (e.g., a visitor matching your ICP lands on your website).
  • Define the criteria the prospects need to meet to be targeted (e.g., company size, industry, individual job role).
  • Specify 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).

The Orchestrator will then ensure that all the leads matching the criteria you defined are adequately engaged, taking notice that every email or message is personalized and contextual.

Learn more about how it works:

Secondly, there’s the AI Chat, Warmly’s AI-powered chatbot that engages with your prospects in real-time.

Warmly’s AI Chat can handle a wide range of actions, including:

  • Automatically engaging and qualifying leads.
  • Offering relevant collaterals.
  • Answering questions.
  • Booking meetings, etc.

The chatbot is powered by our tool’s generative AI, which can be trained to maintain a consistent brand tone across chats while ensuring that every interaction with each lead is contextual, relevant, and human-like. 

Finally, Warmly lets you automate lead routing, as your sales reps will be notified in Slack the second a high-intent lead or visitor matching your ICP lands on your website.

This significantly reduces the time to lead, improving your chances of converting them.

Feature #4: Live Engagement With Warm Video Chatting

Having the option to engage leads while their interest in your product is at its highest could be the make or break between converting them and losing them for good.

Warmly’s live video chat option was designed with this in mind, allowing sales reps to engage leads in live, one-to-one meetings while they’re still on your website.

When you go to the “Warm Call” section of Warmly’s dashboard, you’ll see a detailed overview of all your website visitors right now, with the option of monitoring each prospect’s website session and uncovering intent insights simply by clicking on their name.

Once your sales reps assess that the time is right based on website session insights and other intent signals, they can easily initiate a call and do what they do best.

Feature #5: A Daily-Updated B2B Prospect Database: Coldly

Warmly lets you access Coldly, which is a database with 200M+ accounts and contacts that 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.

This way, your team will have both accurate contact data at their fingertips and the right tools to pick up buyer intent signals and set up workflows on top of them.

Warmly Pricing

Similar to Clearbit, Warmly offers a freemium plan.

On it, you can:

  • Reveal up to 500 companies and individuals visiting your website (in addition to essential and accurate data on each lead).
  • Set up ICP filters to quickly identify high-quality leads. 
  • Automate basic lead routing.

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

  1. Micro: Starts at $333/month when billed annually and adds unlimited seats, 5,000 monthly visitors revealed, first-party intent signals, alerts, and access to Warmly’s extensive database of B2B contact data.
  2. Starter: Starts at $12,000/year, everything in Micro, plus 10,000 monthly visitors, third-party signals, AI Chat, and CRM syncs.
  3. Business: Starts at $19,000/year for up to 10,000 visitors or $28,000/year for up to 75,000 visitors, everything in Starter, plus second-party signals, sales orchestration, and lead routing.
  4. Enterprise: Starts at $30,000/year, lets you identify a custom number of visitors, includes everything in Business, plus custom signals and warm calling.

Pros & Cons

✅ Accurate website visitor identification at both company and individual levels.

✅ Reveals who your hottest leads are right now.

✅ Personalized lead generation and outreach workflows.

✅ Real-time monitoring of visitors’ web sessions with options to engage them via an AI chat or video call.

✅ Transparent pricing model – even at the Business plan level.

✅ Good range of integrations.

❌ You'd have to be on Warmly's Enterprise plan to access Warm Calling.


2. ZoomInfo 

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ZoomInfo is one of the most widely used and all-encompassing GTM software solutions.

Not only do they compete with Clearbit in terms of contact data and sales intelligence, but they also have advertising, lead routing, and website chat functionality.

Why Choose ZoomInfo Over Clearbit?

The main reason to choose ZoomInfo is its breadth.

Of all of the Clearbit alternatives covered here, ZoomInfo does the most.

For example, if you’re already using ZoomInfo’s MarketingOS for account-based ads or web form enrichment, it makes sense to add on their contact data module.

This limits the number of vendors you’re paying but also means there is no need to sort any integrations since everything comes from the same supplier.

Main Drawbacks of ZoomInfo

ZoomInfo’s breadth is also its biggest weakness.

First, solutions that offer such scale are almost always expensive, and ZoomInfo is no exception. You’ll be paying six figures for a full ABM stack.

The other major drawback is a lack of focus.

ZoomInfo has primarily expanded its service offering through acquisitions. They aren’t really focused on building a best-in-class product. 

Rather, their goal appears to be to continue increasing ACV through the acquisition of new bolt-on features that they can then upsell to existing customers.

ZoomInfo Pricing 

ZoomInfo doesn’t advertise pricing, but we know from conversations with customers who’ve moved over to Warmly that you’ll pay at least $40k annually for workflows and $100k+ for a full GTM tech stack.


3. Demandbase 

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Demandbase is the grandfather of the ABM space. They, like ZoomInfo, have a broad offering.

Why Choose Demandbase Over Clearbit?

Demandbase’s big strength is buying committee identification. 

In the world of B2B sales, you’re often dealing with more than one stakeholder and decision maker.

The person interacting with your content may or may not be one of them. Demandbase helps you uncover the rest and enriches your existing data with a solid contact database.

Compared to Clearbit, it's a more robust tool with much more workflow functionality, making it more suitable for account-based marketing and sales sequences.

Main Drawbacks of Demandbase

Demandbase, like the other full-stack ABM solutions, is expensive. 

It’s a little cheaper than ZoomInfo but more expensive than Clearbit. Then again, you’re getting more products for your money.

Advertising functionality isn’t as strong with Demandbase. 

They came up on account intelligence and bolted on advertising through an acquisition later. Their ad offering is fine, but there are better solutions for this, such as 6sense.

They also rely heavily on bidstream data for buying intent signals, which is generally not as reliable as other sources (Warmly uses Bombora’s intent data, for example).

Demandbase Pricing

Pricing for Demandbase is built on a per-customer basis.

Anecdotally, however, we can say that Demandbase is generally cheaper (but less robust and user-friendly) than 6sense and ZoomInfo, though you’ll still be paying into the high five figures.


4. Apollo.io 

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Apollo.io is another big name in the contact data category.

They came up on best-in-class data and have been growing quickly while expanding their offering toward an all-in-one solution.

In my opinion, they’re a seriously good contender, at least for email data.

Why Choose Apollo.io Over Clearbit?

Apollo.io has a lot of functionality to offer.

They’ve got best-in-class data, have some prospecting and engagement functionality, and website intent enrichment.

A few years back, Apollo.io was just a data solution—and one of the best in the field. Recently, they’ve grown super quickly and have become somewhat of a ZoomInfo (but more user-friendly).

A unique feature for Apollo.io is AI email writing, which you can use to respond to more basic prospect communications. This can significantly increase your response speed, helping your reps resolve objections while improving your speed to lead.

Main Drawbacks of Apollo.io

While Apollo.io has moved beyond just data and into sequencing, their sequencing functionality isn’t as good as, say, Outreach or SalesLoft (best-in-class tools for sales engagement).

Intent data isn’t as good as 6sense or Bombora, and B2B phone data is better from ZoomInfo or Seamless.AI.

B2B email contact data is where Apollo.io excels.

Apollo.io Pricing

Apollo.io is refreshingly upfront with its pricing model (which is probably a big part of why they’ve grown so quickly).

You’ll pay $49 per user per month for their Basic plan, or up that to $79 a month for the Professional plan with higher credit limits.

They also have a usable free plan, and you can get started without talking to a sales rep (another growth lever).


5. 6sense 

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6sense is another ABM platform with a seriously strong data offering.

In fact, they’re one of the data sources we use here at Warmly to power our account-based orchestration platform.

Why Choose 6sense Over Clearbit?

6sense runs the gamut from account intelligence to B2B advertising, helping ABM teams reap the full benefits of an account-based marketing motion.

Account intelligence, though, is 6sense’s biggest strength.

The idea here is that 6sense provides insights into how prospects interact with competitor websites to give a better idea of the level of intent shown and where they are in the buying funnel.

They also have one of the best advertising offerings in the market, with their own demand-side platform (DSP) empowering personalized ads for an omnichannel approach.

Main Drawbacks of 6sense

You’ve probably already gathered that 6sense is expensive. For end-to-end orchestration, you’re looking at $120k+.

As such, 6sense is more focused on the enterprise market, meaning it's not really a suitable solution for SMEs or startup sales.

It also requires a lot of time and resources at the implementation stage. Again, fine for larger organizations; not so much for the small business.

6sense Pricing

6sense builds custom packages based on your specific needs, but budget for at least $100k a year for a full ABM setup.


6. Lusha 

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Lusha was a big name in the B2B data space a few years back, though they seem to have fallen off the map a little bit since they raised their Series B back in 2021 and started moving upmarket.

Why Choose Lusha Over Clearbit?

Reports are that, compared to Clearbit, Lusha is a lot easier to use and much easier to set up. 

They, too, have been expanding their offering outside of data and now have some prospecting, enrichment, and intelligence functionality.

One cool feature that Lusha offers—and Warmly does, too—is job change alerts. If a stakeholder at a current customer jumps ship, you’ll be notified and can use that relationship as a warm lead of sorts and open up a conversation.

Main Drawbacks of Lusha

Like Clearbit, Lusha is more about the data side of the equation than actual sales execution. 

If your problem with Clearbit is that it doesn’t give you any playbooks to actually do anything with the data, then Lusha probably isn’t your solution.

Lusha Pricing

Lusha has a free plan, but it's seriously limited and best thought of as a trial.

From there, you’ll pay $29 per user per month and upward.

7. Seamless.AI 

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Seamless.AI is one of the best sales tools and data providers out there.

We use it ourselves. The data is some of the best around, and pricing is pretty reasonable.

Why Choose Seamless.AI Over Clearbit?

Seamless.AI has been around since 2014, and just about everyone in the space reports that their data is incredibly accurate.

For phone numbers, they’re unbeatable and certainly a great alternative to Apollo.io.

Their standout feature, though, is Autopilot. It’s an automated list-building solution to help feed an outbound sales pipeline.

Main Drawbacks of Seamless.AI

The biggest drawback of Seamless.AI is that they don’t have an API. They’re kind of behind on the “integrate with everyone” thing that is becoming an industry standard.

This makes them quite limited for anyone looking to create their own bespoke tech stack.

For example, you can’t integrate Seamless.AI with Clay, Warmly, or Coupler to unify data sources and automate sales workflows off of.

Seamless.AI Pricing

Seamless.AI doesn’t outwardly advertise pricing, but we know as customers that they are seriously affordable.

They also offer a (limited) free plan for those who want to give it a spin first.


8. Cognism 

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Cognism is another solid solution for phone numbers, particularly B2B numbers.

Why Choose Cognism Over Clearbit?

Cognism is kind of like Apollo.io, except they’re based in Europe.

So, if you’re looking for an all-in-one solution as an alternative to Clearbit, but Apollo.io doesn’t work for you because you’re targeting European companies, Cognism is probably a good option.

Main Drawbacks of Cognism

Some customers report minor usability issues with Cognism, along with a few complaints about data accuracy.

They also don’t offer a free plan or even appear to provide a free trial.

Cognism Pricing

No pricing information at all is available for Cognism. You have to fill in a form and speak to a sales rep.

Find Out Who Your Warmest Leads Are With Warmly & Engage Them

While Clearbit (now Breeze Intelligence) provides a solid range of features for sales teams using HubSpot, especially those looking for a good B2B prospecting platform, the platform’s data reliability is still under question and lacks integrations with non-HubSpot products.

The platform’s capabilities of detecting buyer intent on your website at the contact level are also significantly limited compared to Warmly's.

With Warmly, all that changes.

Our revenue orchestration solution enables you to identify website visitors, detect the hottest leads among them, and engage them via automated outreach sequences perfectly tailored to each lead.

Want to know for sure if Warmly is a good match for your sales team?

Try Warmly for free and start building a steady, warm pipeline in minutes.

Or, book a demo with our team for a personalized tour of all of Warmly’s capabilities.

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Empowering Sales with Warmly: Revolutionizing Engagement for SDR Managers

Empowering Sales with Warmly: Revolutionizing Engagement for SDR Managers

Time to read

Alan Zhao

Sales Development Representatives (SDRs) are no strangers to the challenges of email marketing. Often, they find themselves dealing with an 8% click rate and a discouraging 0.5% response rate. As AI and security bots increase, these percentages become even less reliable. Security bots are now preemptively clicking on links to check for viruses, and it turns out that around 50% of clicks are made by anti-scam detections.

If you're relying on traditional email marketing platforms like Outreach or HubSpot to measure your success, you're not getting the full picture. These statistics don't differentiate between legitimate prospect engagement and bot interference. It's crucial to de-anonymize your website traffic to understand which clicks are genuine.

At Warmly, we offer a solution that helps you identify the companies that are genuinely engaging with your website. We don’t just want to boost your numbers, we aim to make them meaningful by telling you who and what companies are on your website. We're advocating for the use of intent data providers such as ourselves to give you a realistic and actionable understanding of who is genuinely interested in your content.

The power of this strategy is magnified when you incorporate a proxy relay. When prospective clients click your link, they are first directed to a relay endpoint that gathers crucial intent data. This is like having an insightful detective working for you, helping differentiate between a bot and genuine human engagement. This practice enhances the value of your click data significantly. As an SDR, understanding which companies are visiting your site provides you with a more targeted, efficient, and effective approach to lead generation and engagement. It allows you to prioritize your efforts toward prospects that are already demonstrating interest, enhancing your ability to convert leads into sales.

Now, you might be asking, "How can I ensure my emails aren't flagged by bot detection systems?" One significant factor is personalization. Cookie-cutter emails are more likely to get flagged by these systems. In contrast, personalized emails are often rewarded and allowed through as they're perceived as more genuine.

Warmly can empower your sales team to craft personalized emails based on a user’s intent. Our system gives you insights into what users show interest in on your website. For instance, if a user spends time on the pricing page, we give you the tools to tailor your communication to their demonstrated interest.

What does this look like in practice? Avoid cookie cutter language and make it personal to your recipient. If you’re writing about someone’s pricing page, try adopting the language: “Hey [Name], we saw that you were checking out our pricing page. Is [company name] in the market for a chat?” Imagine being able to send a timely, personalized follow-up email immediately after a prospect leaves your site. This is exactly what Warmly offers. We've moved beyond the outdated model of simply maximizing email volume and instead focus on maximizing engagement.

We're reinventing the way sales teams connect with prospects by using intent signals to create customized emails. We've even tested adding personalized postscripts (P.S.) to make your emails feel more authentic and human.

The reality of sales today requires a smarter approach. Mass email blasts might reach more people, but they often fail to make meaningful connections. Instead, Warmly opens the door for intelligent engagement. With our intent-driven insights, you can craft personalized messages that not only reach your prospects but resonate with them too.

Warmly is not just a tool; it's a strategy for a more effective, personalized sales approach. It's time to step into the future of sales with Warmly, where every click counts, and engagement is king.

Why Business Development Representatives Should Report to Marketing

Why Business Development Representatives Should Report to Marketing

Time to read

Alan Zhao

In the world of demand-generation marketing, the primary goal is clear: generate inbound leads for the sales team. However, a persistent challenge continues to loom large in many organizations: should the Business Development Representative (BDR) team report to marketing or to sales?

This question has sparked numerous debates, with compelling arguments for both sides. Ultimately, the decision hinges on a BDR's core responsibilities, which typically include booking meetings, engaging in sales-related activities such as calls and conferences, and liaising with both the marketing and sales teams.

In many organizations, the primary point of friction arises with inbound lead forms. When a visitor lands on your website and fills out a “Contact Sales” or “Book a Demo” form, it's clear that a BDR should be responsible for booking the meeting. But, who should be managing the BDR's activities? Should it be marketing or sales?

Traditionally, BDRs have often been housed under sales. However, with marketing's increasing influence over the website and its related activities, an argument can be made for shifting the BDR function under marketing. In this setup, BDRs would report to demand-gen marketers, who spend significant time optimizing the website and ensuring leads are booked.

This isn't a move to undermine the value of sales. Rather, it's about optimizing the use of website data and taking swift action based on that information. In the past, marketing teams would drive leads to the website, get them to sign up for a demo, and then throw those leads over the proverbial fence to the sales team. However, this approach often doesn't tie marketing directly to outcomes.

By placing the BDR team under marketing, the marketing department is tied to a more impactful goal: ensuring prospects show up for meetings. This benefits the sales team as well, as they receive better-qualified leads who are more likely to attend the meetings arranged by the BDRs.

The future of website engagement is evolving. Rather than waiting for someone to fill out a form, BDRs can get involved the moment someone lands on the website. Whether a prospect is browsing case studies or checking out pricing options, the BDR can engage them with messaging tailored to their activity. As the marketing team usually handles website optimization, it's logical for them to guide the BDRs in these interactions.

In conclusion, Warmly recommends moving the BDR function under marketing. This allows for more seamless integration between the marketing activities on the website and the critical sales-related tasks of the BDRs. Ultimately, this aligns with the incentives of marketing, sales, and BDRs, ensuring more effective conversions and business growth.

Rethinking Campaign Effectiveness: The Power of Intent Data

Rethinking Campaign Effectiveness: The Power of Intent Data

Time to read

Alan Zhao

In the realm of marketing, campaign effectiveness is a constant topic of conversation. Marketers spend significant resources on ads, successfully driving high traffic to their websites, and often take pride in these impressive numbers. However, this triumph can be short-lived when sales teams express their frustration - you've driven thousands of visitors to the site, but only a handful have left their contact details or signed up for a demo.

In response, marketers may invest heavily in revamping the website copy, hoping that a change in messaging might increase conversions. But despite these efforts, the situation often remains unchanged, leaving many marketers confused and wondering where they went wrong. The truth is, it’s not necessarily about the quantity of website traffic or the copy - it’s about driving the right kind of visitors to your site.

Imagine running an ad campaign where Facebook, Google, or LinkedIn assures you that they're driving a specific demographic to your site - say, lawyers for your legal services website. However, on closer inspection, you find that these visitors are lawyers from industries you don't cater to. This is where the power of intent data comes into play, offering the ability to de-anonymize web traffic and determine whether your campaigns are effective in attracting the right audience that matches your ideal customer profile (ICP).

Consider this hypothetical scenario: What's better? Having a thousand visitors on your website, of which only 20 are from companies that align with your target market, or having 500 visitors, with 70 of them belonging to your desired companies? The logical answer leans towards the latter. It’s not just about attracting more people to your website, but about attracting the right people - the ones who are most likely to convert into customers.

But how can marketers make sure their campaigns are driving the right audiences? Warmly’s solution offers a robust intent data tool, enabling businesses to de-anonymize their website traffic and analyze the companies visiting their site. By integrating with your CRM, Warmly can feed this data back into your marketing system, offering valuable insights to refine your strategies and enhance your campaign effectiveness.

The real measure of campaign effectiveness isn’t just about the sheer volume of web traffic. It's about driving the right people to your site and converting them into leads. Leveraging intent data can provide the insight necessary to achieve this, transforming how we perceive and measure campaign effectiveness. With tools like Warmly, you can make data-driven decisions, ensuring your marketing efforts are targeted toward the most relevant and valuable audiences.

Decode Data and Transform Intent Into Actionable Insights

Decode Data and Transform Intent Into Actionable Insights

Time to read

Maximus Greenwald

Understanding Intent Data

Intent data offers insights into the online activities and preferences of individuals or businesses. Companies can harness this information to predict customer needs, fine-tune marketing strategies, and engage more effectively with potential clients.

B2B marketers use intent signals to monitor the online actions of potential clients, enabling them to deliver personalized marketing efforts. By recognizing buyer interests, they can target promising leads, present relevant content, and elevate conversion rates.

Similarly, B2B sales teams utilize intent data to identify prospective buyers showing purchase intent. This allows them to prioritize leads, customize outreach, and streamline the sales process, ultimately enhancing lead quality and boosting conversions.

Benefits of Utilizing Intent Data

Improving Customer Engagement

Intent data enhances customer engagement across B2B scenarios. For B2B buyers, it ensures tailored interactions by understanding their interests, resulting in more relevant solutions and a smoother buying process. B2B marketers leverage intent data by delivering personalized content, which captivates prospects and nurtures relationships. In B2B marketing, Intent data contributes to the improvement of marketing strategies by identifying prospects actively seeking solutions, enabling marketers to target possible high value accounts with precision outreach efforts and boost marketing campaign effectiveness. Overall, intent data deepens engagement by aligning offerings with customer needs and behaviors, fostering meaningful connections in B2B landscapes.

Targeting the Right Audience

By analyzing online behaviors and actions, intent data helps businesses identify individuals or companies actively researching specific products or services. This insight enables marketers to focus their efforts on those most likely to convert, saving time and resources. With a clearer understanding of buyer intent, businesses can tailor their messaging, content, and offers to resonate with the audience's needs, increasing the effectiveness of their marketing campaigns. This ultimately leads to higher engagement, conversion rates, and a more efficient allocation of marketing resources.

Data-Driven Efforts and Decision-Making

Intent data allows you to identify prospects who are actively expressing interest in products or services similar to what you offer. These prospects are more likely to convert because they have already initiated their buying journey. By focusing your outreach efforts on these individuals or businesses, you avoid wasting time and resources on uninterested or cold leads. Wasting resources on uninterested prospects can be costly. It consumes marketing budgets, manpower, and time that could be better allocated elsewhere. By reducing the pursuit of leads with low or no intent, you can make more efficient use of your marketing budget, which can result in significant cost savings. The insights derived from intent data can be used to continually optimize your marketing and sales strategies. By analyzing which campaigns and messages resonate best with high-intent prospects, you can fine-tune your approach and improve your overall efficiency over time.

Shortened Sales Cycles

Intent data provides a window into the behaviors and preferences of potential business clients. By understanding their online activities, B2B SaaS companies can craft messages and campaigns that resonate more deeply with their audience. This personalized approach ensures that marketing and sales communications are not only relevant but also timely, fostering a stronger connection with potential clients. When customers feel understood and valued, they are more likely to engage, leading to increased loyalty and trust.

Ways to Effectively Take Action on Intent Data

Lead Prioritization

Implement a lead scoring system to assign values to leads based on their level of intent. High-scoring leads can be prioritized for immediate outreach, while lower-scoring leads can be nurtured over time. Segment leads based on their intent signals. Create separate marketing campaigns or sales approaches tailored to each segment's specific interests and needs.

Personalized Marketing

Use intent data to tailor content and messaging for different audience segments. Craft personalized email campaigns, product recommendations, or website experiences based on user intent. Display dynamic website content that adapts based on the visitor's intent signals, showcasing relevant products or services. Identify topics and formats that align with your audience's interests and create content that addresses their needs. Optimize your website and content for relevant keywords and phrases that align with the intent signals of your target audience.

Real-time Engagement

Set up automated triggered campaigns that respond in real-time to intent signals. For example, if a prospect demonstrates high intent by visiting a pricing page, trigger a follow-up email or chat message offering assistance. Implement live chat on your website to engage with visitors who exhibit strong intent, offering immediate assistance or information. Set up real-time alerts to notify your sales team when high-intent prospects visit your website or take specific actions.

In today's data-driven world, sales managers and sales development representatives (SDRs) often find themselves battling several challenges. There might be too much data to sift through, inaccuracies to deal with, untimely intent data, or disappointing results from actions based on the intent data. These obstacles can seem insurmountable, but the right tools and strategy can bring relief.

Automation is a key solution to these issues. It simplifies the process of managing intent data and provides lead qualification, ensuring that you receive crucial information precisely when it's most actionable. This way, guesswork is eliminated and opportunities are seized at the right moment.

Even if you don't have a finely tuned Ideal Customer Profile (ICP) list, there's no need for concern. You can easily categorize website visitors based on any firmographic factors, directing them to the most suitable team to cater to their needs. This ability to navigate and filter through your audience ensures that every market segment gets the attention it deserves.

Staying updated in real-time as your target accounts interact with your site is pivotal. It allows you to monitor and engage with buying committees from ICP companies directly in your CRM as events unfold. Every interaction is turned into an opportunity for meaningful engagement, giving you an edge in building authentic relationships.

Knowing the right people to engage with is also crucial. This means identifying the key decision-makers across all your target accounts and tracking their specific activities. This understanding provides a clear picture of the optimal times to connect, ensuring that your outreach is timely and effective.

Converting data into direct engagement is the final step. This process involves creating an email list from captured website emails and rolling them into a targeted email campaign. With personalized chatbot messages designed for your ICP, you can engage with key buyers in real time as soon as they land on your site. And when these buyers return to your site, intelligent routing directs them straight to your sales reps, ensuring continuous engagement and fostering a stronger relationship.

It’s important to remember that most marketing automation tools only capture a small fraction of users visiting your site because users need to identify themselves. However, enhancing this capture rate helps you recognize the users that traditional tools miss, providing a more comprehensive view of your audience. In this complex landscape of intent data, navigating and making it actionable might seem daunting. But with the right support, you can make this process timely, efficient, and highly beneficial. This way, you can focus on building meaningful relationships and connections, and say goodbye to reaching out to unresponsive prospects.

Nabil's Journey as an SDR: Lessons in Overcoming Challenges and Embracing Growth

Nabil's Journey as an SDR: Lessons in Overcoming Challenges and Embracing Growth

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Alan Zhao

Hey there, fellow sales enthusiasts!

In my early days as an SDR, the journey was filled with relentless rejection and challenges. Every phone call seemed to end in disappointment, with hang-ups and dismissive responses becoming all too familiar. It was a tough experience, but it taught me the importance of developing a thick skin and persevering. I remember one particular incident vividly when someone, in a moment of frustration, made a hurtful comment. It was a shocking moment, but I didn't let it deter me. Instead, I used it as motivation to push forward and find a game-changing solution to improve my sales efforts.

Part 1: Finding My Footing

Imagine this: fresh out of college, eager to make my mark in the business world, and armed with a burning desire to succeed. That's when I came across Vendition, a program designed to train aspiring sales professionals like myself who had zero experience in the field. From my perspective, choosing sales as my career path was driven by my heartfelt desire to provide for my family and create a better future for them. I felt a strong sense of responsibility toward their well-being, and sales offered the potential for financial stability and growth. This emotional connection fueled my determination to excel. After joining Vendition, little did I know that this program would open doors to sales. I decided to embark on my sales journey with Warmly, a rapidly growing company that offered a supportive environment for learning and growth. However, I quickly realized that the road ahead wouldn't be easy.

Part 2: Conquering the Early Days of Rejection

As an SDR, I faced countless rejections and obstacles in the early days. Each call brought the potential for disappointment, but I knew that rejection was part of the game. It taught me the importance of resilience and the need to develop a thick skin. Rather than dwelling on the setbacks, I focused on improving my skills and finding ways to increase my chances of success. That's when I discovered the power of a parallel dialer.

A parallel dialer became a game-changer for me. It allowed me to reach multiple prospects simultaneously, boosting my efficiency and productivity. No longer did I have to manually dial numbers one by one. With the parallel dialer, I engaged in more conversations and maximized my opportunities. This shift in my workflow gave me the confidence to persevere and push through the sea of "no's."

Part 3: A Shift in Focus to Book 50 Meetings

As fate would have it, Warmly underwent a remarkable transformation, shifting its focus to launch Real Time Insights—an innovative product that revolutionized the sales landscape. This automated intent data solution became an asset for me as an SDR facing constant rejection on the phone.

Real Time Insights empowered me with real-time data and valuable insights into prospects' needs and pain points. Armed with this knowledge, I could engage with prospects on a deeper level, addressing their concerns effectively. The impact was tangible. I booked an impressive 50 meetings in a single month, thanks to the value proposition of Real Time Insights.

Part 4: Maintain a Positive Mindset

Beyond the numbers and conversions, my journey as an SDR taught me the art of adaptive communication and handling objections with grace. Treating prospects as individuals with unique needs became second nature. Perhaps the most significant lesson I learned was the power of resilience and a positive mindset. In the sales landscape, there are ups and downs, moments of rejection, and days when things don't go as planned. But by staying committed, seeking guidance from colleagues, and adapting strategies, I found the strength to push through and emerge stronger.

Don’t Give Up

To all aspiring SDRs out there, remember that rejection is a common part of the journey. It's not a reflection of your worth, but an opportunity for personal and professional growth. Develop a thick skin, stay true to your goals, and embrace the challenges. With perseverance and resilience, you'll find your way to success. Keep pushing forward

Rethink Sales Engagement and the Limits of Click-Counting

Rethink Sales Engagement and the Limits of Click-Counting

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Alan Zhao

Rethink Sales Engagement and the Limits of Click-Counting

The mantra "clicks are dead" has echoed across the digital sales and marketing realm, leading many to wonder, "If clicks are dead, what's alive?" Traditional metrics like click-through rates have been dethroned by a more nuanced understanding of customer engagement, driven by the relentless rise of AI and advanced analytics. Yet, knowing the problem is one thing - fixing it is another. Here's where Warmly steps in, to inject value into your customer engagement and bring the focus back to what truly matters.

The Clicks Conundrum

It's become glaringly clear that not all clicks are created equal. It's common to run an email campaign or ads, witness a spike in clicks, and feel a sense of achievement. But pause for a second. How many of these clicks are from valuable prospects? Who really made it to your website, and more importantly, who among them matters for your business?

In an age where we have an ocean of data, it's easy to drown in it. Without a lifeline to help you navigate these data currents, you may drift towards irrelevant traffic that contributes little to your bottom line. This is the "clicks conundrum" - a quantity-focused metric that often falls short in delivering quality results.

Warmly's Approach: Quality over Quantity

Here's a concrete example to illustrate the value of quality over quantity. We initiated a YouTube ad campaign that generated a high volume of clicks. At first glance, it would seem like we were making a considerable profit from YouTube. However, upon further investigation, a different picture began to emerge. Many of the companies that visited were not in our target market. Thus, despite the high click rate, these visits were not translating into valuable leads.

To clarify, we would prefer if a Sales Director from a B2B SAAS company viewed our ad and expressed interest, rather than a restaurant owner. It's not that the latter is unwelcome, but they are not our ideal customers. This specific example underscores our discovery: a high number of clicks doesn't necessarily mean increased value to us.

This is where Warmly comes to the rescue. Our approach focuses on qualifying and quantifying visitor data, which means we help you identify not just who visited your site but also gauge their relevance to your business. With Warmly, we can filter for our YouTube ad, view the visitors it attracted, and discern the value it brought. This way, we obtain actionable insights that help us optimize our strategy and focus on attracting the right audience.

Navigating the Future of Sales with Warmly

By moving away from traditional click-based metrics, Warmly helps you identify valuable leads and tailor your engagement strategy accordingly. Our advanced analytics go beyond the surface to provide a more granular view of your traffic. This empowers you to make data-driven decisions and invest your resources wisely.

Warmly is more than just a platform; it's your sales co-pilot in the digital realm. With us, you get the clarity and control you need to steer your sales engagement in the right direction. Because at the end of the day, it's not just about who clicked on your ad or email - it's about who found value in your offering and is likely to convert into a loyal customer.

Clicks may be dead, but with Warmly, your sales strategy will be more alive than ever. Are you ready to revolutionize the way you approach sales engagement? Let's dive in together!

Striking the Balance: Smaller SDR Teams, Higher Targets, and the Warmly Solution

Striking the Balance: Smaller SDR Teams, Higher Targets, and the Warmly Solution

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Maximus Greenwald

Life in sales development these days feels a bit like walking a tightrope. SDR teams are shrinking, but on the flip side, the performance bar is soaring higher than ever. It’s like juggling on a unicycle. However, there's a solution on the horizon to help keep everything balanced. Enter: Warmly.

The Challenge: Achieving More with Less

Our team member Nabil, who transitioned into the sales field after a career in law and policy, was initially baffled by the challenges and demands of his new role as an SDR. The mantra of the modern sales environment seemed to be "achieve more with less." Reduced budgets, smaller teams, and paradoxically, sky-high performance goals. Nabil found himself expected to push boundaries despite dwindling resources.

If Nabil's story has you thinking, "That can't be sustainable!" you’re absolutely right! It's nonsensical to expect lean SDR teams to reach higher without altering their strategy. That's why we built Warmly. We exist to arm the innovators of tomorrow, helping them break through the noise and secure clients without the need for substantial advertising budgets. Our tool is designed to make every interaction as valuable as possible, helping you compete effectively and realize your ambitions. It's time we shake things up a bit, just like Nabil did.

The Warmly Solution: Maximizing Efficiency

Welcome to Warmly, a platform dedicated to maximizing every opportunity, no matter the size of your team. We recognize that a smaller team size does not equate to smaller ambitions. In fact, smaller teams often face daunting challenges, pitted against the massive resources of larger competitors, and the need to outperform on efficiency can seem like an insurmountable problem.

This is where we come in. Warmly exists to empower the trailblazers of tomorrow, enabling them to cut through the noise and secure clients without the necessity of vast advertising budgets. We've designed our tool to make every interaction as valuable as possible, helping you compete effectively and achieve your ambitions.

Boost Performance with Warmly

Say goodbye to haphazard guesswork, hoping for the best outcomes. Warmly equips you with precise, data-backed insights, eliminating the reliance on uncertain assumptions and opening a well-defined path to success. It pinpoints your most prospective leads, ensuring your efforts target those with the highest conversion potential. This not only results in your streamlined SDR team achieving superior outcomes but also fosters a sense of satisfaction as they witness their hard work translating into tangible results - more conversions, increased sales, and broader growth. Just imagine the thrill when your lean SDR team starts hitting higher numbers, and the satisfaction as they see their efforts translating into more conversions, more sales, and more growth. All of this, with lesser resources.

Smart Work Over Hard Work

In the end, achieving more with less doesn't mean pushing harder, it means planning better. Warmly is the tool that equips your SDR team to do just that. With a blend of AI tech, insightful analytics, and personalized engagement, your sales efforts are bound to be more effective.

So, if your SDR team is feeling the pinch, Warmly is here to help. We're all about helping you achieve top-notch sales performance, no matter your team size. With Warmly, you're not just surviving the high targets - you're smashing them!

Ready to take things up a notch? Let’s chalk out your sales success story with Warmly!

Bridging the Digital Divide: Why Isn't the Internet Like a Shopping Mall?

Bridging the Digital Divide: Why Isn't the Internet Like a Shopping Mall?

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Alan Zhao

Picture this: You're walking through your favorite shopping mall. There's a lively energy around, enticing storefronts, vibrant music, and in every store you enter, there's a helpful assistant ready to answer your questions and guide you to what you need. It's a world designed around you, the customer.

Now, transition to the digital shopping experience. You land on a website, and it feels different. Despite the colorful banners and array of products, there's a certain lack of personal touch. It's a bit like walking into a mall that's well-stocked, but oddly deserted. No shop assistants, no fellow shoppers, just you and a bunch of products. It's left you wondering, "Why isn’t the internet like a shopping mall?"

The Challenge: Bridging the Personal Touch Gap

The major challenge for businesses online is bridging this personal touch gap. In a physical store, you're able to gauge customer interest through facial expressions and body language. Online, those cues are absent. In the absence of an intuitive, human assistant on your website, potential customers can feel lost or unengaged.

The Warmly Solution: Personalized Engagement

This is where Warmly steps in. Warmly serves as your 'always-on' assistant sitting on your website, observing, engaging, and most importantly, personalizing the customer's experience.

With Warmly, we bring back the essence of the shopping mall experience to your website. We ensure that visitors to your site are not just figures in web traffic analytics, but valued individuals whose needs and preferences matter.

How Does Warmly Work?

Warmly monitors and understands your web traffic, distinguishing the casual browsers from serious buyers. It then aids your sales team by providing insights about who is visiting your site and what they're looking for.

This means that your team can target their efforts on the visitors who matter the most, offering them a personalized service just like that helpful shop assistant in the mall. Imagine a world where every visitor to your site feels seen, heard, and valued - that's what Warmly aims to deliver.

Let's Bring the Mall to the Internet!

It's time to make your website feel less like a static catalog and more like a dynamic, lively mall. A place where customers are recognized, engaged, and valued. That's what Warmly brings to your digital storefront.

By enabling personalized customer engagement and delivering a superior shopping experience, Warmly ensures your online space is as welcoming and engaging as any shopping mall. Let's embrace the challenge and make the internet feel more like our favorite shopping places!

Ready to revolutionize your website? Let Warmly guide your way to a more personalized digital shopping experience.

Unveiling the World of Chatbots

Unveiling the World of Chatbots

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Alan Zhao

Meet your digital conversationalist, a.k.a, the chatbot. It's a nifty piece of software that imitates human interaction and enables us to engage with our tech gadgets like we're chit-chatting with a fellow human. Essentially, these chat-driven programs transform online conversations between humans and their programmed counterparts.

The allure of chatbots is rapidly growing due to their easy creation, low maintenance cost, and immense potential to enhance business performance. They not only offer tech-savvy customers more accessible service options, but they also contribute to higher revenue streams. As we move forward, anticipate a greater proliferation of chatbots on both mobile and PC platforms.

Chatbots in Action

Right now, you'll primarily encounter chatbots on desktop and mobile sites, facilitating conversations similar to those with human beings. Unacquainted individuals might even mistake their digital exchanges for those with an actual person.

These impressive bots are designed and sometimes supervised by software developers. They're engineered to carry out a wide range of tasks such as answering customer queries, providing product details, scheduling medical appointments, and even organizing deliveries. Many of these bots can seamlessly integrate with various messaging systems.

Mobile apps, particularly, are a popular medium for chatbot deployment. If a user has a question while using a messaging app, a chatbot can provide instant answers. Social media platforms have also embraced chatbots, integrating them into their help pages.

Versatile and Integrated Chatbots

Imagine a user who needs assistance navigating a social media site; they can simply consult a chatbot without ever needing to interact with a human. Even banking apps are employing chatbots to handle general, frequently asked questions more efficiently than human representatives.

Chatbots are making waves in other online sectors too. They guide potential customers to desired web pages and assist students with research, significantly enhancing online user experiences. They're built using various programming languages and tools and are deployable across multiple platforms like desktops, smartphones, and tablets.

The automation aspect of chatbots is gaining traction, although some still require human intervention, especially when dealing with complex issues. Ongoing advancements are why an increasing number of industries are jumping on the chatbot bandwagon.

Snapshot of the Chatbot Landscape

  1. E-commerce: Chatbots in e-commerce help decrease inquiry handling costs and workload, speeding up customer purchases and potentially increasing profits.
  2. Customer Service: Chatbots are common in banking apps, government agencies, healthcare institutions, search engines, and gaming websites, offering customer service support.
  3. Healthcare: In the healthcare sector, chatbots are seen as a private means for individuals to express health concerns.
  4. Finance: Financial organizations, including those involved with stocks and cryptocurrencies, use chatbots to handle some customer service tasks, reducing costs.

Given the smartphone boom, chatbots on these devices are gaining popularity. They've become integral to popular apps like WhatsApp, WeChat, and Line. These chatbots have been programmed to provide relevant responses to questions, even follow-ups. Their primary advantage is their 24/7 availability to smartphone users, enabling them to complete tasks efficiently without human aid.

Chatbots for mobile devices can also offer personalized recommendations based on a user's browsing history and previous interactions. They're usually built using the same programming languages as PC-based chatbots and have become a lifeline for many businesses.

So, why were chatbots created? The answer lies in their ability to scale up with the growth of a business, their cost-effectiveness, their availability around the clock, their automation of routine tasks, and the advancements in technology that allow them to handle repetitive routines efficiently. In a nutshell, chatbots were designed to enhance efficiency in areas where humans may fall short or where costs can be significantly reduced.

Customer Experiences on Smartphones

Chatbots play a vital role in improving customer experiences, saving costs, and scalability. They offer businesses invaluable data insights, which can redefine how organizations conduct surveys or gather feedback. Their multi-lingual capabilities further boost their importance, especially in the travel industry, where language barriers can be a hurdle.

The rise in smartphone usage has also boosted the demand for chatbots. Mobile phones are now the go-to device for internet access, email checking, and even business communication. In many parts of the world, the majority of chatbot interactions occur via smartphones and tablets.

These digital conversationalists are designed to provide information as casually as a friend would, making them a preferred alternative to live chats. As chatbots continue to replace live chat, fewer call centers will be needed, contributing to their soaring popularity.

Maximize AI in Sales

Maximize AI in Sales

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Maximus Greenwald

Welcome to the AI Revolution!

The chatter around artificial intelligence (AI) is ubiquitous, leading some to question: "Is AI overrated?" The concise answer: Not at all. As per McKinsey, by the close of 2030, AI is forecasted to inject a whopping $13 trillion worth of value into global businesses.

Breakthroughs like ChatGPT are already a testament to the efficiency-boosting potential of AI. However, the sales arena seems slow on the uptake. Salesforce reports reveal only 33% of sales organizations today leverage some form of AI, with many others unclear on its application in sales. What's the roadmap for sales teams to harness AI and maximize its benefits?

Maximizing AI for Sales Teams

Since ChatGPT's introduction, public interest in AI has rocketed, and innovations in the field have followed suit. Sales teams need to understand how evolving and established AI solutions can enhance their web experience, analytics, and processes. But remember, AI isn't a magic wand. It’s a tool enabling you to address specific challenges.

Implementing AI for the sake of it won't be fruitful. Begin by pinpointing a problem. Choose a specific conversion point or bottleneck in the buying journey, then explore which AI could solve that issue. The objective of any sales technology is to drive high-quality sales activities in large volumes. Incorporating AI solutions that mitigate your team's challenges can enhance efficiency, freeing you to do what you do best — sell.

Practical AI Applications for Sales Teams

Although your AI use will be dictated by your business needs, it's helpful to know where to start. Here are three potential AI applications for sales teams:

  1. Deflecting Unwanted Traffic from Sales Reps:Most visitors landing on your website are not looking for sales talk. AI chatbots auto-filter irrelevant traffic, freeing your team to engage with accounts that are genuinely interested, while ensuring all visitors have an authentic experience. Unlike rule-bound chatbots, AI ones let visitors ask questions in their own words, providing an accurate answer instantly, and continuing the conversation to qualify the visitor, provide personalized resources, or, if ready, connect them with sales.
  2. Boosting Personalization:Buyers are all unique, even from the same account. How can you tailor your interactions to each one? AI can scrutinize your conversational data to detect what a fruitful conversation looks like at each buying stage. AI identifies frequently asked questions, common objections, etc. and can inform your sales team to proactively address these issues. AI-powered engagement scores help reps identify high-intent accounts, prioritizing your outreach.
  3. Enhancing Sales Knowledge in Real Time:With easy access to information, buyers are increasingly well-informed, leaving sellers at a disadvantage. Generative AI solutions like Warmly help by instantly generating accurate, on-brand responses to important buyer questions, keeping humans in the loop.

Wrapping up, diving into the world of AI for sales doesn't have to be a head-scratcher. With the right understanding and smart application, AI can be your secret weapon, supercharging your sales team's productivity and making interactions more personal. Whether it's waving goodbye to unqualified traffic, making every chat count, or staying one step ahead with real-time knowledge, friendly AI solutions like Warmly are here to shake things up. So here's to the future of sales, where AI brings a fresh wave of smarts and a warm touch to every interaction. Ready to ride the wave?

What You Need to Know about AI

What You Need to Know about AI

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Alan Zhao

Some time ago, my friend, a sales development representative, was exploring a new AI tool for her team. The representative at the demo from the software company explained, “We decipher customer intent using AI.”

In a subsequent meeting with her boss, she recited these words verbatim — the software deciphers customer intent with AI. But when probed to explain what this entailed, she was left speechless. The conversation soon veered off course.

We believe this situation isn't uncommon. Often, those searching for breakthrough solutions may not fully understand how they function, thus failing to recognize their actual potential or the potential risks.

Artificial intelligence (AI) has experienced such a swift rise to prominence that many have not had the chance to truly understand it. Consequently, AI discussions often lead to hurried judgments, decision-making paralysis, or a fear of asking questions to avoid looking uninformed.

If you've ever felt like this, know you're not alone. And that's why we're here.

Welcome to our AI roundtable, where we unpack AI. Our aim is to equip you with a robust understanding of AI so you can confidently spearhead your next AI-centric conversation.

Here's What We’ll Explore

  • GPT and Generative AI
  • Intent AI
  • AI Safety & Concerns
  • AI Personalization
  • Key AI Questions to Ponder

GPT and Generative AI

AI is predominantly in the spotlight due to a tool known as ChatGPT. It's not an AI category in itself but can be considered the generic term for GPT, akin to Kleenex is for tissues.

What is GPT?

It stands for Generative Pretrained Transformer.

  • Generative means the AI creates new text based on input.
  • Pretrained indicates the AI has been trained on a vast text data corpus (sourced from the internet).
  • Transformer points to the AI's use of a transformer-based neural network architecture to process input text and generate output text.

GPT is one type of generative AI, but there are many others. Generative AI covers a broad range of AI solutions that generate things like social media text, website code, images, and more. For instance, ChatGPT is often used for content generation such as emails, blogs, and summaries.

Generative adversarial networks (GANs) are another form of generative AI used for image creation. In these networks, two models compete with each other. Initially, the generator creates apparently false data, which progressively looks more like real data through feedback loops with the discriminator. GANs are currently used in Hollywood to generate a youthful version of Harrison Ford for the upcoming Indiana Jones film.

Intent AI

Generative AI isn't the only form of AI. Intent AI has been around for a while, and we at Warmly have been fine-tuning it continuously.

Unlike generative AI, Intent AI concentrates on outcomes – the final goal a user seeks to achieve by interacting with the AI. This could range from identifying leads to streamlining sales processes or initiating conversations.

If you're familiar with Amazon's Alexa, Intent AI operates similarly.

Intent AI employs natural language processing (NLP) and machine learning to transform inputs like text or audio into actionable data. Once the user's intent is discerned, the data is directed through a dialogue manager, which selects the appropriate response. The response is then articulated via a natural language generator (NLG) in a human-like fashion.

Through machine learning, the AI continuously assesses these conversations to better comprehend context and customer needs over time.

AI Personalization

Data collected by AI can help craft personalized experiences for your customers. But how do you achieve this without seeming invasive?

The answer is transparency. Especially in sales and marketing, it's essential for customers to know when they're interacting with AI and have the option to end the interaction if they choose. However, if they opt for the AI experience, every subsequent conversation allows you to create increasingly personalized interactions.

AI Questions to Consider

The rise of ChatGPT has democratized AI, and both tech professionals and companies are closely watching its potential benefits.

As leaders in Intent AI, we believe ChatGPT exemplifies the power of AI in assimilating vast amounts of information and automating certain content creation. It also demonstrates how generative AI can boost efficiency and generate valuable insights for personalized customer experiences.

However, new technologies always come with risks, so understanding how the technology works before implementing it is key. If you're thinking about incorporating AI into your organization, here are five questions you should prioritize:

  • How will AI integrate with my existing technology stack?
  • What will the learning curve look like for successful AI adoption?
  • What type of data does the company's AI use and store?
  • How will data security be ensured?
  • Can the AI solution be customized to fit my business needs and objectives?

Final Thought

AI is certainly trending – and for good reason. When properly implemented, it can significantly enhance your efficiency. However, determining the right implementation for your business can be complex. With some clarity on AI's complexities, you'll be ready to explore AI in a way that optimally benefits your business. If you're ready to start that discussion, reach out to us.

Engage Prospects with Videos in Sales

Engage Prospects with Videos in Sales

Time to read

Maximus Greenwald

In today's competitive sales landscape, personalization is key to capturing the attention and interest of prospects. While personalized emails have been a popular approach, it's no longer enough to stand out from the crowd. Enter video—the rising star in sales outreach. Video adds a dynamic and personalized touch to your communication, allowing you to showcase your product, connect on a more human level, and make a lasting impression.

Tools for Video-based Sales

Personalizing emails is no longer limited to inserting a prospect's name. With video tools like Sendspark, Vidyard, and OneMob, you can take personalization to the next level.

  • Sendspark: Empowers you to take personalization to the next level. It allows you to create personalized videos to address your prospect's pain points, demonstrate your product, and establish a genuine connection.
  • Vidyard: Enhances personalization in your sales outreach. It enables you to create and send personalized videos that captivate your prospects, showcase your product features, and make a lasting impression.
  • OneMob: Takes personalization to new heights. It provides a platform to create personalized videos that engage your prospects, communicate your value proposition effectively, and stand out from the competition.

These platforms enable you to create and send personalized videos that address your prospect's pain points, demonstrate your product, and establish a genuine connection. By leveraging these tools, you can personalize your outreach at scale and capture the attention of your prospects in a memorable way.

Your LinkedIn Presence: Video Takes Center Stage

LinkedIn has become a powerful platform for professional networking and lead generation. To make your outreach on LinkedIn more impactful, incorporate video into your strategy. Instead of relying solely on text-based messages, create and share short videos that introduce yourself, highlight your expertise, or address specific challenges your prospects may be facing. Video content on LinkedIn stands out in the feed, increases engagement, and helps you build stronger connections with your target audience.

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Our CEO Max Greenwald posted a video on Warmly’s LinkedIn of him rapping.
         

Personalized and Interactive: Video Calls on Zoom

As virtual meetings and video calls have become the norm, leveraging video in your sales conversations on platforms like Zoom can significantly enhance your communication. Rather than relying solely on slide decks or static presentations, use video to bring your product or solution to life. Showcasing your product features, sharing customer success stories, or providing live demonstrations through video calls allows you to create a more interactive and engaging experience for your prospects.

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Warmly’s Zoom Nametag builder allows you to customize your Zoom.
         

Video Warm Calling: The Power of Visual Engagement on Your Website

Cold calling has long been standard practice in sales, but it can be challenging to capture and maintain a prospect's attention over the phone. Enter video warm calling—an innovative approach to connect with your website visitors. By embedding personalized videos on your website's landing pages or using video chat tools, you can engage prospects in a more personal and visually compelling way. Video warm calling humanizes your outreach, boosts engagement, and increases the likelihood of conversion.

Video in sales has revolutionized how we engage with prospects at every touchpoint. Whether through personalized videos in emails, LinkedIn outreach, video calls on Zoom, or video warm calling on your website, leveraging video allows you to deliver a more personalized and impactful sales experience. Embrace the power of video in your sales strategy and stand out from the competition by creating engaging and memorable interactions that resonate with your prospects.

Warmly 101

Warmly 101

Case Studies

Case Studies

Testimonials

Testimonials

The Changelog

The Changelog