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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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Why Name Pronunciation Matters in Sales

Why Name Pronunciation Matters in Sales

Time to read

Maximus Greenwald

How often does a prospect mispronounce your name and you bite your tongue? Maybe you’re on the other side, wondering how to address a customer without offending them. With virtual calls making the world smaller, it’s more important than ever than to be inclusive. That means saying people’s names, and hearing our own, with the right pronunciation.

You might think name pronunciation is a small thing. After all, nobody is hurt when Joey from Friends says “moo” instead of “moot.” Except our brains literally light up in MRIs when we hear our own name.

“When my wife and I chose names for our children, we intentionally thought about how it would be pronounced in the Western world,” says DeathtoFluff founder Belal Batrawy (that’s pronounced “bee-lal”). “We wanted to spare our children the same experience my wife and I had growing up. We picked names that would be easy for English speakers, carry importance in our religion and culture, and also can teach someone who’s never met a Muslim something about us just by hearing the name.”

"We wanted to spare our children the same experience my wife and I had growing up."

In a survey of 1,060 people by name pronunciation start-up NameCoach, 10% said they’ve messed up a sale because they mispronounced a customer’s name. The study also found that emotions from hearing your name mispronounced ranged from alienated, self-conscious, to discriminated against. Names are central to our identities just as much as pronouns. It isn’t just awkward when you get someone’s name wrong, it can be downright hurtful.

That’s why we added a feature to the Warmly Zoom App for people to enter how they want their name pronounced. It also pulls in a suggested pronunciation recording from NameCoach. Yet the best way to find out how a person wants their name said is still just to ask, “Hey, is your name pronounced X?” Warmly could have already told you what ‘X’ is, but asking anyway shows the prospect that you really care about getting it right.

Instead of brushing past their name, or saying it fast and hoping they don’t notice, make it a starting point of the conversation. If you have an unusual name, this might even make it less awkward for the customer to ask you how you say yours.

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People with rare names are usually aware of it. They might have had it mispronounced by teachers, colleagues, and friends their entire lives. They’ve stopped looking in the “personalized” gift section. They’re probably used to having their names butchered, and maybe told themselves it doesn’t matter. But everyone, whether customers or salespeople, want to feel seen and heard.

Name pronunciation is a powerful sales tool when you get it right. Not only does it show respect, actually using names, and hearing them aloud, helps you form a deeper connection.

Being able to hear, “Thanks for the demo, Max” and saying, “Thank you, Jonahs” is an easy way to reinforce your connection at the end of the call. Having Warmly helps too, by making sure both your names, along with the pronunciations, are on-screen during virtual calls.

4 Ways Zoom Can Make You Sell Better Virtually

4 Ways Zoom Can Make You Sell Better Virtually

Time to read

Maximus Greenwald

There’s no question that the pandemic has changed how companies sell. Presentations in boardrooms are now meetings in Zoom Rooms. Conferences are now Zoom Webinars. Schmoozing over dinner is now… well, another Zoom call, even as the world is opening back up.

One thing hasn’t changed. Even with so much communication moved virtually, building relationships is still foundational to landing new deals.

A GLG survey in 2020 found that while 44% thought the “lack of face time with clients” was negative, most were neutral or even positive about it. That’s because sales folks are finding ways to connect differently, from using breakout rooms to showing vulnerability by sharing more of their home life.

Here are 4 ways that Zoom can make you virtually sell better.

1. Find your client’s pain points.

Sales teams used to be able to fly in-person to conferences and to meet with business leaders in order to figure out what pain points they have. Now these conversations have to happen over a video connection with (literally!) a limited window into the client’s life. How can you make the most of networking over Zoom?

The best way has always been through conversation. Ask smart questions that either demonstrate your expertise or explore the client’s day-to-day. Our Warmly add-on for Zoom can also help you represent your company (and generate valuable brand impressions!) whether you’re in a conference with one person or hundreds. You can share not only your company’s logo, but your title, credentials, certifications, or even fun facts about yourself.

2. Keep the relationship going.

After you receive a potential customer’s information at a networking event, how do you maintain the relationship? You’ve already made a great impression and secured the first call, but there will be another call after this one. That means the stakes are high to look professional and build relationships.

The key is building genuine connections over things that you and the client genuinely care about. Our Warmly add-on lets you add personal touches to your Zoom window, such as personal photos, ice breakers, or even company news that you can use as a jumping off point for conversation.

3. Team up fast.

If you work in a growing sales department, new teams are spun up all the time, which means you are always getting to know new teammates. On large sales pitches, the stakes are even higher. Connecting well with your teammates as you’re forming a new pitch is vital.

Maximize the time you spend in virtual meetings getting to know each other by using icebreakers. Having a tool like Warmly’s Zoom app lets you add background information about yourself to increase the chances of hitting it off. In an internal meeting, you can add hobbies, your recent projects, or even something weird about yourself that you’d like to share with your coworkers.

Make sure to have your own name pronunciation and pronouns on-screen to make it easy to reach out. You never know who might be nervous to speak up because they’re nervous about mispronouncing or misgendering someone.

4. Be on even when your video is off.

Sometimes the customer will meet you on Zoom but keep their cameras off. This is especially common in older, sleepier industries. You want to conform to the client’s level of comfort, but what’s the point of one person on video reading off slides when everyone else is a black box? You might as well be on a conference call. Try using Warmly’s add-on for Zoom to put up a Video-Off Nametag. Your clients will be able to see pictures and information about everyone on the call, and your whole team looks more professional in the process.

Everything That Can Go Wrong While Virtual Team Selling

Everything That Can Go Wrong While Virtual Team Selling

Time to read

Maximus Greenwald

What’s the most embarrassing moment you’ve ever had as a virtual sales team? If it hasn’t happened yet, it will soon. Research by McKinsey recently found that 71% of revenue at the average B2B company is now driven by virtual activities, and it’s not going away. Buyers are increasingly choosing digital or remote purchasing options.

Here are five common #virtualsalesteamproblems—and how to prevent them:

1. Name (Mis)Pronunciation

Have you ever pulled in your VP of sales to help close the deal, but they made it worse by completely butchering the prospect’s name? Mispronouncing someone’s moniker can be as offensive as using the wrong pronoun. Virtual calls have opened up the sales pipeline globally in both directions. Your coworkers, prospects, and even other sellers may be coming from anywhere in the world. Nothing can turn a prospect from hot to cold faster than feeling disrespected. That’s why we added autogenerated name pronunciations from Namecoach to the Warmly Zoom App, so you can instantly learn how to say it right—before or during your meeting.

2. A Forever Silent Prospect

Your sales team logs into a meeting. You have 30 minutes to impress the buyer, but first you have to go through a round of introductions. Everyone says their name, title, how long they’ve worked at the company, and basically gives a one-minute diatribe to prove that they’re a professional. At this point, you’re six minutes into a 30-minute meeting, and the prospect hasn’t even said a word.

You’ve just wasted a third of the customer’s time on something that isn’t meaningful! With Warmly, you can start the meeting with a suggested icebreaker to help you immediately connect on a warm note. You can also just say “Hey, my name is so-and-so, and you can learn more about my teammates in their Zoom backgrounds.” Goal: save time and get down to business.

3. Sorry, Wrong Zoom Chat

Have you ever tried to send an in-meeting Zoom Chat to your coworker, then realize three seconds later that the message was sent to everyone? Maybe it was a funny joke, or even something you thought your coworker should know about the customer to help seal the deal. Don’t risk it - stick to text or Slack for internal communication to coworkers.

4. “Where r u?”

Picture this: Your teammate is running late to the virtual meeting. You need to ping them, but also want the prospect to think they have your undivided attention. Most of the time when you head to Slack to say “WTF,” you just end up seeming distracted. Not a great look for a sales call. Thankfully, Warmly has a fix for this, too. With one click in the Zoom app, you can send a “Where are you?” message to your teammate, freeing you to focus on the customer while your teammate gets it together.

5. Cat Behind Ya

Have you ever showed up to a call and realized your background is still the meme you put on to make your friends laugh? Maybe you’re trying to talk to a prospect, but your coworker’s cat is running around behind them. The last thing you want is what’s happening in the back to distract from what—or who—is in front of you. This problem is easily solved by Warmly’s matching background feature. One person can upload an image, and it will automatically populate the backgrounds of everyone on your team. Bonus: your crew instantly looks unified and more professional.

How Your Sales Team Can Build Trust With Minimal Effort

How Your Sales Team Can Build Trust With Minimal Effort

Time to read

Maximus Greenwald

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Sales managers know that the best way to get a prospect to a ‘Yes’ is by building trust. Studies show that trustworthiness is essential to building strong relationships. There are three main ways that salespeople can build trust with prospects over Zoom:

  1. Establish Credibility – That means not only the credibility of your company or your product, but also the credibility of the salesperson.
  2. Forge Authenticity – Deeply understanding a person’s problems and reflecting it back to them is a powerful driver of an authentic connection. It also comes from a salesperson that is open, honest, and connects on a human-level with the prospect.
  3. Finding Commonality – Your company may have worked with their competitors, and therefore understand their problems possibly better than they do. This principle is also about the people in the rooms finding commonalities around hobbies, location, weather, kids, and things of that nature.

In 2022, the sales email sequence is still the most effective way to generate leads and lay the foundation of trust for your brand. How effective is it? Even in 2019, before every corporate employee in the world was plugged in 24/7, the ROI on email marketing was 4,200%.

Your sales development representatives have worked hard to send the email sequences. Those email sequences work, whether it’s the fifth attempt or the 10th. At some point, one of your value propositions resonates with the prospect and brings them to the table.

Once the prospect is logged in, however, most sales team stop the slow drip of showing them all the different things your company can do. Instead, many sales teams word vomit everything the product can do in a hard-hitting sales pitch—to the point that it drives them away. Or they hyperfocus on the one thing the prospect responded to in the marketing process, ignoring all the other aspects that would actually help make the sale.

What if there was a way to keep up the automated email sequences—without the automated email sequences?

Top sellers today continue building trust beyond the email sequence and into the first meeting with a new concept we call “Automated Ambient Messaging.”

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Automated Ambient Messaging

Say the company just completed its Series C. This is a huge vote of confidence from investors, and would tell prospective clients that your business has a track record of success. You could randomly throw it out during a sales meeting. Or you can have creative assets advertising this news automatically pop up in ordinary communication your sales team is already having with prospects in the buying cycle.

Warmly is a customer experience platform that helps VPs of Sales continue ambient messaging through previous touch points with prospects and clients: their email signatures, calendar invites, and Zoom backgrounds.

These messages will also appear alongside the individual touches of the salesperson like hobbies, location, and fun facts. All of a sudden, it’s not an ad, but a bonus of the relationship they’re building with the salesperson.

The outcome is that your sales team is building trust with prospects faster and more organically. That means shorter buying cycles, and increased sales because you are effectively conveying to prospects all the value that you can bring, one bite-sized chunk at a time.

Excited to see how? Here are just a few ideas to get you started.

1. Case Study – Do you know from experience that certain verticals respond strongly to case studies? An easy way to establish credibility with prospects is ending that follow-up email prospect with a QR code to the case study. Check out this QR code of a Case Study Gainsight did with Warmly!

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2. Credentials – A great way to establish credibility is by sharing credentials on your Zoom background. Maybe your company has been rated great place to work, or your flagship software is rated highly on G2 Crowd. You can also use employee’s credentials, such as their school, degrees, years of experience in industry, or related certifications.

3. List Actual Benefits – For every industry you’re targeting, identify how you are solving problems for companies in those arenas. You can even have this information.

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4. Title-based Value Props – Think about what value proposition would most resonate with the person you’re targeting. A Chief Data Officer would have different business priorities and pain points than, say, a Head of Digital.

5. Corporate Social Responsibility – If you’re meeting with a prospect or company known for being charitable, you can ambiently highlight things your own firm is doing. Maybe have the bio line in your Zoom background include that “We’re raising $8 million for Feeding America this year.”

6. Location – Having employees put their current location and local weather is an easy, no-effort way to both find commonality and forge authenticity. If you want to go even more granular, have employees list the places they have been and auto-match those with where the prospects are located. Now your entire sales team will have an immediate warm starting point for conversation.

7. Company Commonality – Imagine sticking an overlap of your company’s logo with the prospect company’s logo in every email, Calendar link, and Zoom meeting. Warmly is working on a ‘History of Partnership’ page that catalogues all the times your mutual companies have interacted including a log of meetings, and other shared similarities.

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How Top Customer Success Managers Use Warmly to Drive Relationships

How Top Customer Success Managers Use Warmly to Drive Relationships

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Ryan Beyer

Over the last 20 years, software-as-a-service has all but eliminated companies buying software outright. No more slimy salesperson duping businesses into an expensive (and sticky!) installation, only to disappear when the check clears. These days, products have to complete a repeat sale cycle every time the customer is sent a bill for their subscription.

For a customer success manager at a SAAS company, relationships are currency. If a client is unhappy with the product, you want them to come to you early so you can fix it. The last thing you want is to hop on a regular business review with your boss and hear that the client is calling it quits. The more you get to know the stakeholders, and the deeper your relationship with them, the more likely they are to come to you with grievances in advance.

Before the pandemic, a customer success manager could ‘wine and dine’ clients to help build that bond. Now you have to build that relationship screen-to-screen instead of face-to-face. “Connecting to a Zoom call has never been easier, but connecting to a person has never been harder,” says Chief Customer Officer for AppsFlyer, Ziv Peled.

Some of the world’s best customer success managers have told us they’ve been using our Warmly Zoom app to turbocharge their meetings.

“Warmly is a superpower for CSMs on Zoom because it allows them to build deeper relationships,” says Gainsight CEO Nick Mehta. “Every customer success manager here uses it because we know it works.” Gainsight has currently partnered with Warmly to give all their subscribers free access to our enterprise software.

Here are a few ways top CSMs have told us how they use Warmly to build better relationships over Zoom.

Look omniscient.

Say you’re in a Quarterly Business Review on Zoom and the director ropes in a VP that you’ve never met before. All of a sudden, you’re dealing with a different stakeholder who may not share the same values, objectives, or even veto power as the person you originally planned to meet. Warmly can make a Customer Success Manager seem all-knowing by pulling up information on everybody in the meeting without even leaving Zoom. You’ll never scramble to secretly Google someone while talking to them—and risk looking distracted or disengaged.

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Take note.

When you’re in back-to-back meetings handling dozens of clients, it can be hard to keep track of what you know about every single person. Customer success managers love that Warmly lets you take notes on your contacts and pops that information back up every time you meet with that person. You can use it for account-based notes, like feature requests, or to help you remember details specific to the stakeholder—think beloved pets or a touchpoint you share.

Show you’re on their team.

In a survey of 1,000 business professionals in April 2021, 73% said they are more likely to skip a second meeting with someone who wasn’t prepared for the first one. Among C-suite executives, it was 90%. You want to make sure clients know you’ve done your homework. As a CSM, you can look extra professional by having the customer’s logo over your shoulder in every meeting. For extra credit, use their company’s headquarters as your virtual background. Your job as a Customer Success Manager is aligning the client’s outcomes with your company’s. What better way to show them that their success is your success than by visually repping their team?

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Save time on introductions.

The customer has an issue, and you smartly rope in the Solutions Engineer to solve it for them. Next thing you know, there’s five people on the sales side, and another five on the customer side. Introducing ten people in a meeting easily eats up time you could instead spend fixing the customer’s problem. Our CSM users have told us that using a Warmly Nametag helped them eliminate formal introductions because everyone’s names, roles, experience, and even pronouns are right there in the Zoom window as they’re talking.

Write a biography.

CSMs that use Warmly to share personal information often tell us that it makes conversations go more fluidly.

“It ends the awkward beginning of every call,” one customer success manager told us. Warmly’s “Bio” section lets you add a few lines under your name.

You could list your hobbies (“Amateur surfer” or “Chipotle enthusiast”), professional credentials (“CCSM-certified”), or by sharing a fun fact about yourself.

Keep Things Fresh

Meetings can get stale when you’re seeing the same people, in the same office, on the same screen over and over. Many customer success managers have told us they use Warmly’s “Conversation Starters” to help keep things fresh. It’s extra important when it’s been a long day and they don’t have the energy to come up with that conversation spark themselves. A pre-written question to break the ice helps everyone get to know each other better, so you can focus on building a durable and more successful relationship.

Read our case study with Gainsights here.

An expert on meeting remotely, all the way from South Africa

An expert on meeting remotely, all the way from South Africa

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Maximus Greenwald

Can you give a brief overview of yourself?

I live in South Africa. I grew up here. For my whole career, I’ve been in sales. My wife and I started working remotely at the beginning of 2020 - just before the pandemic actually hit.

I worked for Crossover for a while. Then, I started working at OneMob, and it was an immediate fit! We clicked really nicely.

On a personal level, my wife and I like hiking and wine tasting. I lived in Cape Town for 17 years before moving back to Port Elizabeth. There, I got into wine tasting and took some wine tasting courses. It's more than just appreciation at this point!

How did you find Warmly and what drew you to Warmly?

I first got to learn about Warmly when I connected with Max Greenwald on LinkedIn. Warmly is effectively a video tool, and OneMob is a video sales enablement platform. The two kind of went together.

I used Warmly to help me stand out – it was different. OneMob and Warmly worked very nicely together. Later on, I started using it on my Zoom calls.

You can always create something in Google slides, but Warmly was just really easy to use. I created my virtual business cards on Warmly and downloaded them. I have a couple different versions.

You're an account executive. How do your clients typically react to your virtual business card?

Oh, they love it! Half of the people I talk to ask me about it. Usually their responses are, “That's really cool! Did you make that yourself?”.

It serves as an interesting talking point and ice breaker. My card shows that I'm from South Africa and that I like wine tasting. Since it gives you something to talk about, the first thirty seconds of the call feels so much smoother.

What Zoom best practices can you share?

I want to be very present in my meetings. I have four monitors, but during my calls I only keep one or two on.

I also record all of my Zoom meetings so I can really concentrate on the call rather than taking notes. I find this allows me to focus on understanding the client. I used to do the same trick with lectures in school.

Another tip is to engage the person by looking them in the eyes. There’s an immediate disconnect when you’re looking at their image instead of looking into the camera.

I also use Krisp. for noise cancellation. I make sure that my Krisp is on because then I know I can focus. I don't have to worry about dog barks or the neighbors mowing the lawn. No matter what is happening around me, I know that my customer can't hear the noise – only the sound of my voice.

How else have you gotten the most out of Warmly? How has it impacted your pre-meeting prep?

I do use [Calendar Signatures] quite a bit. If I go to my calendar, I can see a link or URL to their LinkedIn. I can just quickly pop in there, have a look at what the person has done, and get a little bit of background. It definitely saves on that preparation time.

Sometimes I have back-to-back meetings, and I've only got three minutes before the next one. I don't have to worry because I know the info that I need will be there.

It’s been great chatting with you; Any final thoughts?

In the last two years, we had this huge push to all work from home, and we only used Zoom. And now, it’s kind of a hybrid where a lot of people are required to still go into the office some days and work from home other days. Remote work had a steep growth and may be slightly down now, but I think it will just start going up again from here on out.

It is really important to be confident in your Zoom meetings, and Warmly just gives you that warmth – knowing that you are standing out and that you are a step ahead of the rest. That is a skill – not everybody can do Zoom meetings effectively.

How to Crush Your First Sales Meeting as an SDR

How to Crush Your First Sales Meeting as an SDR

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Maximus Greenwald

Congrats! You’re a SDR that just landed a huge qualified lead for your AE. In fact, the Account Executive is so impressed that you have been invited to the closing table.

You know the turnover rate for your position is high—34% a year on average, and most people only last a few years. Do well in this meeting, and you could be on your way to an AE position of your own. No more endless days scrolling for outbound leads. The stakes are high.

So how can you prepare yourself to crush this first meeting?

1. Know the Company

Being prepared is an absolute no-brainer. You want to do your research on what the target company does, but also the area where your software can help. For example, if you’re selling an HR tool, you should know what the prospect company’s culture is like. Are they competitive or compassionate? Ping pong tables in the office, or company off-sites at Disney World?

Pick one or two nuggets to show that you’ve done your research and that you understand them. This is also crucial for identifying the specific problem your target company has and that your software solves. Nobody buys software just because. You want the client to believe you care about their company, their goals, and will work with them to figure out the solution.

2. Know the Person

Anything you can find in common with the person you’re meeting will help you start off on the right foot. If your sales meeting is over Zoom, our Warmly Zoom app will do the research for you automatically. One powerful thing you can do is open up the other person’s company org chart and figure out where the person is in the chain of command. If the person you’re meeting isn’t a decision maker, at the ready you’ll know who to ask for introductions to someone more senior. Instead of straight-up asking “Who is your boss?” you’ll be more successful—and look more professional— by asking, “Hey, do you know so-and-so? I was wondering if they might be a good person to talk to next.” Boom.

3. Make Yourself Known

Having shared reality is a powerful way to build relationships. When you find something in common with a new person, you start on a strong foundation on which to build a bond. Pre-meeting prep is a great way to find out things about the other person, but what if you also want them to know things about you?

A really great way to subtly share information about yourself is by using a Warmly Nametag. Add a few personal details in your bio to give you a few extra points to make a connection. Are you a NASCAR fan, or a competitive duck herder?

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Make your Nametag even more powerful by combining it with your pre-meeting prep. If your prospect just posted a picture of their new puppy on Twitter, drop a line in your bio about how you can talk for hours about Terriers, or your weekly volunteering gig at the ASPCA.

Using your Nametag to display your name pronunciation is another crucial trick to starting off on the right foot. Connections are made deeper by being able to say somebody’s name aloud. Even if you think your name is common, it may not be in the region where your customer is calling from. Putting your own name also helps the other person feel more comfortable both in pronouncing your name, and sharing their own.

4. Make an Agenda

We recently released a feature for the Warmly Zoom App called Video Widgets—which are beautiful one-click tools that you can hover over your shoulder during Zoom meetings. One of our most popular Video Widgets is Meeting Agendas.

A common mistake that junior SDRs make is blindly asking questions they were told to ask in a meeting with the prospect. You come off as a robot instead of a person—the opposite of what you want for building rapport. Instead, you can use a meeting agenda to ask the questions for you.

Having a schedule to reference also allows you to let the conversation flow more naturally. You know having the agenda will keep things on track and pull the conversation back if you get too distracted. Crossing items off over your shoulder as you go also helps everyone in the meeting feel like you are collectively making progress and trending toward success.

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5. Social Proof Yourself and Your Company

Social proof has been shown over and over to be a powerful driver of buyer behavior for everything from e-books to million dollar enterprise deals. If you know somebody who works (or worked!) at the prospect’s company, try asking that mutual friend to send the prospect a quick note of support for you. Even a, “I’ve worked with so-and-so before and they’re great. Enjoy the meeting,” can make the person you’re meeting feel extra confident in speaking with you. If you don’t have someone in common then how about social proof of your company? Consider adding an image in the Images & Gifs Video Widget with logos of companies you’ve sold to in the past.

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6. Pre-Meeting Confirmation

Lots of software buyers might agree to a sales meeting, but either don’t show up or cancel last minute because the problem your software solves is not as urgent as other things on their plate.

People get busy, it happens. To protect your time, make sure you send the prospect a quick text or email before the call to say you look forward to speaking with them. Confirming that they’re still interested will save you time waiting for a no-show, but it can also lower the chance that you’ll be stood up!

Reaching out reaffirms the social obligation. The buyer agreed to this meeting and you, the salesperson, have blocked out this time to talk to them. If you want to make interactions even warmer, use an app like OneMob to record a quick (just 30 seconds!) video of yourself saying hi and reiterating some of the reasons they agreed to take your call.

7. Show Partnership

Another Warmly for Zoom feature you want to consider using is the Company Partnerships widget. It’s a super fast one-click step to hang the prospect company’s logo in the upper corner of your own Zoom window. Now every meeting you have will feel personalized to the prospect. It also shows that you’re on top of your game and well-prepped for the call.

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8. Take Better Notes

Taking notes in Salesforce is clunky and almost impossible to do efficiently during a live meeting. You could take notes on your phone or desktop, but you’ll still have to deal with transferring those details to Salesforce after the call. Try a speedier note-taking tool Dooly or Scratchpad during calls to jot down details about the client you want to remember. Both of those apps will also automatically sync your notes to Salesforce, saving you time, headache, and an extra step.

9. Get Your Sh!t Together

While you’re installing the fancy notetaking apps, don’t sleep on the basics of making sure you have a good meeting. Make sure you’re taking the meeting in a quiet place, not a local coffee shop during its daily 2 o’clock rush. Test your wi-fi connection and make sure the lighting isn’t jarring. Invest in a quality microphone to make sure you’re heard clearly. Remember that your prospect is likely in back-to-back meetings with salespeople all day. The best way to stand out at the end of the day is to be different and blow people away with a strong first impression.

How does Warmly help remote teams? Ask Daniel Trujillo from Cience.

How does Warmly help remote teams? Ask Daniel Trujillo from Cience.

Time to read

Maximus Greenwald

Can you please introduce yourself and take me through your day-to-day?

Absolutely. I’m Daniel from Cience. My main role is the director of backlinks, SEO, and marketing.

My day-to-day at Cience is one of my most fun adventures: I just put my hands on a little bit of everything. We have a YouTube channel right now where we are creating some really good content. We have been focusing a lot, in the past few weeks, on blogs and SEO content optimization. I also manage the backlink team, which is in charge of all of the collaborations we have with great companies – we nurture those relationships daily.

One of the things I enjoy the most is having one-on-ones with my team members to see how they are doing, what they might need, and what's their emotional stage during the day. For example, sometimes the end of the month can be a little bit stressful. Some of them might be struggling with something in the outside world that you might not know about. Sometimes they just need to be heard. You have to take all of that into consideration to run a successful team career and company.

So, that's how I break down my daily agenda.

How do you typically manage your schedule with all those meetings remotely?

Nowadays, all these new tools, software, and systems make our lives a lot easier. At Cience, we are an international company, and some of my team members are in Ukraine, Brazil, and Mexico.

We have to be very organized when it comes to this western time schedule as most of our clients are US based. All of our planning is according to their time zones.

Has Warmly helped with your remote culture?

I met with Warmly’s CEO, Max, who showed backgrounds that can tell a little about yourself to break the ice.

It’s necessary because sometimes you have these interactions with clients where it is a little bit more intense. There is not much time for a quick chat. Warmly helps us have something on the Zoom background and be more personalized.

My team members add tags on their [virtual Warmly] background. Sometimes they can ask questions or leave something they might not [want to] forget about or how they feel. I can read it to understand and see what's going on. It helps take the conversation to a deeper level.

Many people might not feel as comfortable speaking in public. Warmly gives you another platform to express yourself and to let people know how you feel, whether you have any questions, or maybe something about you that others might not know.

That’s the personalized touch that Warmly brings to the table.

How have your external stakeholders and clients reacted to Warmly? How has Warmly changed building rapport with your clients?

It's really fun, to be honest with you!

I put general info in my bio, and clients say – “Oh, you have a marketing job. You like coffee! You enjoy jazz music.”

“Where are you located” is another great topic. That's a great icebreaker. You can start with a little bit of personalization.

We deal with many people from different backgrounds, but most of our clients are CEOs for medium and large corporations. It can be strange sometimes in a call because we might not have regular personal human interaction with each other, and everything might be business. When you have Warmly, you can take your mind off your KPIs, goals, day-to-day, and agenda, and you can have a great time talking. We can have those five minutes that make a huge impact.

We start finding more and more common subjects that we look forward to having another meeting. We might even have a whole meeting without even talking about business. And [it] takes you to the next level that creates loyalty with your customers.

This type of rapport just takes you to a different level they might not have before. I take advantage of all these other platforms and tools that can help make remote work easier.

Screensharing on Zoom: Before and After

Screensharing on Zoom: Before and After

Time to read

Maximus Greenwald

Selling online is hard. You used to be able to walk into a meeting, plug in your laptop to show the presentation, and just hang out with the prospect. It’s hard to feel like you can be successful at selling virtually when you’re juggling a million things at once.

One thing we’ve heard over and over from users of our Warmly add-on for Zoom is that having a professional background makes them feel like a newscaster. Presentations become more like the salesperson’s personal “Weekend Update.” You’ve got the funny and charismatic lead anchor with great lighting and not a hair out of place. Instead of a boring software demo, prospects got to watch a movie with a lead character, intriguing plot points, twists, and value propositions that help the prospect realize how you will change the way they do business.

Our mission is giving salespeople the basic tools to get creative and display their own personal brand in every call. That means being able to fully customize and adjust your in-meeting experience. Let’s compare how screensharing looked like before and after Warmly:

Before Warmly:

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-record scratch- This screen might look familiar if you’ve ever presented virtually.
         
  • Lose the face-to-face connection when you have to screenshare in order to demo the software you’re selling.
  • Triple and quadruple-checking to make sure you don’t show the wrong tab, like your Salesforce window showing all the other prospects you’re meeting that day.
  • Kick yourself that you forgot to hide your Bookmarks Bar, and pray the client doesn’t notice the shortcut to Reddit on your work computer.

After Warmly:

  • Hover your visuals over your shoulder like a newscaster. If the prospect wants to learn more about pricing, one click will toss up the pricing slide of your presentation.
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  • The Warmly app is now integrated with GIPHY so you can instantly throw a reaction GIF over your shoulder to sympathize with your prospect—or just make them laugh!
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  • Meet your prospect where they are with a dynamic presentation that you don’t have to scroll through in the chronological order. Skip straight to the slides your prospect is most interested in based on your questions.
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Conclusion

When your prospect is in back-to-back meetings with other sellers, you want to dazzle them with professional polish. Be remembered as the sharp-looking newscaster who commands both screen and attention.

Interested in reducing screensharing mishaps and uplevel your sales team? Check out our Pricing page to get a sense of what Warmly can do for your business.

Why Meeting Agendas Are an Essential Sales Tool

Why Meeting Agendas Are an Essential Sales Tool

Time to read

Maximus Greenwald

You know the importance of having a meeting agenda on sales calls. They save time, keep meetings on track, and minimize headaches. You might stick one in a calendar invite, or go over it verbally at the beginning, but then the meeting gets going and everything goes off track. The prospect rabbit holes into something random, and you end up discussing topics irrelevant to your goals for the call.

Warmly is introducing a way to magically hover your agenda over your shoulder during Zoom calls. It allows you to establish the agenda with the prospect at the beginning of the meeting, ask if there is anything else they want to address, then keep that agenda top of mind during the conversation and check things off as you go to make sure everyone stays on track.

Our drag-and-drop WYSIWYG editor is built into the Zoom App, so you can make changes on the fly, and it’s already making waves among our top sales users. Here’s how we have seen super sellers use the new Agenda feature to close more deals.

Pace Yourself

Having a meeting agenda is not just great for establishing credibility. It can also help set the pace for the meeting. Research found that top sellers space questions out during calls, while average sellers tend to fire off a string of questions early on. Rapport is part of the sales process too. Don’t be that person awkwardly trying to get through their question list while ignoring the conversation. Having a meeting agenda helps you keep that natural rhythm without losing sight of the finish line.

Show Off Your Expertise

Whether you are selling software or Subarus, trust is essential for achieving the sale, and establishing credibility is crucial. Having an agenda signals to the prospect that this is not your first rodeo, and allows them to trust you in guiding them through the sales process.

The perfect meeting agenda will be centered around the most pressing questions and pain points your prospect has—which is a subtle way to “show not tell” your client that you have a) done your research, and b) understand them/their company/the industry thoroughly.

Make It About The Prospect

Since this is a meeting about them, you should also ask if there is anything else they want to address. With the Agenda feature, you can add their input in the list in front of them, which helps the prospect feel ownership of the meeting and the success of your partnership. You can also drag-and-drop, reorder, check off, and add items mid-conversation as needed without having to fumble with another app and lose connection with the prospect.

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Start With an Introduction

The first action item on any meeting agenda with a prospect should always be introductions. This gives everyone permission to orient themselves, see who else is in the meeting, and look for points of connection. You can streamline this process by adding a Warmly Nametag to your Zoom window with your name, location, a short bio, and even the local time and weather. (“Wow, I see that you’re in Colorado. How is ski season this year?”)

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End With the Next Step

The goal of every sales meeting is, of course, getting to the next step. Putting it into the agenda will make sure you get to it. Towards the end of the meeting, you can say, “Looks like we haven’t covered ‘Next Steps,’ so let’s make sure we set up our next meeting.” We have seen some pro sellers just put “Schedule Next Meeting” on the agenda. The prospect will see it on the agenda and think, ‘Well it’s on the agenda, so we have to do it’—and makes it more likely they will.

Be More Efficient Overall

Meeting agendas are not just fantastic tools to use in prospect meetings. You can also use it internally to keep managers from rambling or keep team meetings from getting off-track. Salespeople spend an average 12% of their day attending internal meetings. Anything that will cut that down means more time for reaching out to potential customers. Go ahead, impress your manager at your next internal meeting, or surprise and delight clients at your next quarterly business review.

To get more information on which Warmly plan can maximize your team’s revenue goals, check out our Pricing page and reach out for a quote.

8 Ways Account-Based Marketers Can Establish Credibility Through Employees

8 Ways Account-Based Marketers Can Establish Credibility Through Employees

Time to read

Maximus Greenwald

Innovative B2B marketers know that decisions are rarely made by a single person. Account-based marketing is not about making the sale to one specific person, but a team of key decision-makers that, together, can sway the account towards being a customer. While you can send out dozens of newsletters and banner ads across the internet peddling the value of your product, we think there are at least 8 better ways to reach your target accounts—and they’re all free.

Think about who is already talking to these people you want to reach?

Your employees.

They can be a walking billboard for your company’s value propositions through their email signatures, calendar invites, and Zoom backgrounds.

8 More Ways to Telegraph Value Without Actually Talking About It

1. Case Study

An easy way to look like a super mind reader is to have employees include a QR code that links to a case study relevant to the industry or vertical you are targeting.

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2. Credentials

A great way to establish credibility is by sharing credentials. Maybe your company has been rated a great place to work, or your flagship software is rated highly on G2 Crowd. You can also use employee’s credentials, such as their school, degrees, years of experience in industry, or related certifications.

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3. List Actual Benefits

For every industry you’re targeting, identify how you are solving problems for companies in those arenas.

4. Title-based Value Props

What value proposition would most resonate with a customer success person vs. a VP of sales or an engineer?

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5. Corporate Social Responsibility

If you’re emailing with a group that are known for being charitable, ambiently highlight things your company is doing. For example, the bio line in your Zoom background might include, “We’re raising $8 million for the Cancer Research Foundation this year.”

6. Diversity/Inclusion

Something as simple as having employees include their pronouns and name pronunciations in their emails, calendar invites, and Zoom backgrounds shows diversity and inclusion is a priority for your firm, which can really resonate with prospective buyers.

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7. Location

Having employees put their current location and the weather is the low-hanging fruit of both finding commonality and forging authenticity. If you want to go even more granular, have employees list the places they have been and auto-match those with the prospect. Now they have an immediate warm starting point for conversation.

8. Company Commonality 

Imagine sticking an overlap of your company’s logo with the prospect company’s logo in every email, Calendar link, and Zoom meeting. Warmly is working on a ‘History of Partnership’ page that catalogs all the times your mutual companies have interacted including a log of meetings, and other shared similarities.

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And here’s why it works:

Deloitte’s CMO Survey in February found that 57% of marketing budgets are now spent on digital marketing, a third of which is outsourced to external sources. That means a serious chunk of marketing budgets are not even under the company’s control. Meanwhile, your employees are reaching out to, working with, and building connections with the exact people you are trying to reach.

We believe there are three key ways to build trust with prospects and clients.

1. Establish Credibility

Establishing credibility with a prospect is about professionalism and showing a track record of success. In other words, you want to make the buyer feel confident about working with you. The irony is that pushing all that evidence of your professionalism and success can actually drive customers away. Nobody wants the hard-hard-sell in their inboxes or in their face. Instead of a banner ad touting your software’s high rating on G2 Crowd, recent industry award, or other value proposition, why not display that information ambiently in an email signature, Calendar invite, or in your employees’ Zoom backgrounds. You can even bucket those automatically by vertical, so that employees are always displaying the right content for their audience.

2. Forge Authenticity

Forging authenticity is about letting the other person know that you are a kindred spirit who really gets what they’re going through and are trying to help. That you’re a human being, not a sales machine. Employees are great resources for this aspect of connection-building. That’s because they are human beings, with real kids and emotions and problems. Being honest about what they are going through in their natural environment trumps any kind of forced authenticity. Next to all the information about how your product solves XYZ problem, employees can share a personal touch that shows this isn’t a sanitized marketing message.

3. Finding Commonality

Say the marketing team works really hard to get the sales team a first call with an account they’ve been chasing. One of the SDRs on the team is a big fan of Formula One, and so is the decision maker they’re trying to woo. Why not have that SDR use a Formula One themed background? You instantly build rapport and increase the chance that sale moves forward.

This works even with cold conversations. For example, maybe someone on your engineering team was asked to speak at a conference. They hosted a round table of generic leaders. In the calendar invite, it says “When I’m not working for Asana, the leading task management system, I love to play volleyball” because they know that one of the people attending from the other company loves volleyball and they’re trying to sell Asana to them. That leads them to build a relationship, and maybe the other engineering leader says, ‘Hey, I should connect you with our implementation team because I think you’re great.’

AB marketers are great at segmenting the value props that appeal most to each vertical and creating dynamic content around them. Optimizing the delivery of those messages is the next logical move. If your team can maximize their digital footprint while eliminating scattered delivery, they can maximize response rates and close more sales.

Interested in how Warmly can help you achieve your quarterly and annual revenue goals? Check out our Pricing page to get started.

The Ultimate Checklist for How to Look Professional on Zoom

The Ultimate Checklist for How to Look Professional on Zoom

Time to read

Maximus Greenwald

Whether you are a salesperson, superstar CSM, or just trying to land a job over Zoom, you know how important it is to look professional. Chances are that if your cat’s running around behind you, the lighting is bad, your internet is shaky, and you have to keep toggling on and off mute, you’re just not going to seal the deal.

Here are the 8 things you should do before every virtual meeting to always look professional on Zoom.

1. Check the lighting.

You’ll be surprised how much more polished you look when your image isn’t grey and fuzzy. Zoom has a few built-in functions to help you look better, like adjusting for low light and Touch Up My Appearance. They can help in a pinch, but the best lighting is still the real-world kind.

You don’t need to invest in a professional photography set-up, but at least throw open the shades. Position yourself facing a window for the most natural light. If your office is on the shady side, take a page from professional streamers by getting an inexpensive LED ring light.

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2. Spice up your physical or virtual background.

This may seem obvious, but with Zoom fatigue + pandemic fatigue + fatigue fatigue, lots of things can fall through the cracks. Make sure that the view behind you is free of clutter, or anything embarrassing that you don’t want clients or coworkers to see. You can keep things simple by setting up in front of a clean wall. Better yet, use a virtual background and turn that blank wall into a canvas to express yourself.

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3. Coordinate your virtual background.

If you’re working as a team on Zoom, there’s no faster way to look professional than by matching virtual backgrounds. Even if you can’t physically show up together, you can do it psychologically by showing up in the same virtual space.

When picking an image to use, think about the message you’re trying to convey. Depending on what you want to accomplish, you may want to show off your company’s logo, a picture from your last company on-site, or even the prospect’s company logo.

Once you’ve decided on an image, upload it into Warmly’s Nametag Builder, so one person can upload the picture and it will automatically populate for all your teammates in the meeting. It saves you time, and the hassle of trying to coordinate.

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4. Get an actual camera.

Studies show that your positioning on Zoom matters. If you’re using the built-in camera on your laptop, you don’t have much room to maneuver. A dedicated web camera will give you more flexibility—and, most likely, better video quality. Try to keep the camera at eye level, or slightly above, for a more natural and flattering look.

People who looked directly into the camera were also rated as “more socially present” and generally likable, so try not to check your phone off-screen. You may think you’re being slick, but it might be hurting your image.

5. Add your credentials.

Credentials are an important part of signaling your expertise, especially with people you don’t know well. You may have it on your LinkedIn page, but having it on-screen is key. You never know if the person you’re meeting up has had time to look you up. Make sure your Zoom name tag includes any suffix you go by (think “Esq.” or “CFA”). With the Warmly add-on for Zoom, you can go even further by including your credentials in your Bio line, such as “Salesforce Veteran” or “Level 7 Email Marketer.”

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6. Check your internet connection.

Check your connection at least five minutes before your scheduled Zoom call. Run an internet speed test to make sure you have enough bandwidth. Keep the router somewhere safe from cats or kids running into it. A reliable VPN is crucial if you're conducting your Zoom call from somewhere without properly password-protected WiFi, such as a cafe or library.

You should also try to have a contingency plan. If your internet starts flickering during an important call, can you use your smartphone as a mobile hotspot to stay online?

7. Share social proof.

Social proof is a powerful mechanism for building trust and getting customers to take a chance on you. Prospects want to know that you are a legitimate company. Think about comparing products while online shopping. All else being equal, the one with lots of reviews, and especially those vetted by reputable sources, will always feel like the better choice.

It's one thing for you to tell a prospect about all the companies you work with. Imagine having six or seven impressive logos over your shoulder during your meeting. With Warmly, you can.

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8. Reiterate your proof points.

Another powerful way to look professional on Zoom is by highlighting your accolades. Don’t assume the stakeholder has seen your website or even heard about you. Use your background to showcase that your company was a Fortune 100 Best Companies to Work For or #1 Best Software Product on G2 Crowd, then reiterate that for them during the meeting.

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