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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 Virtual Team Sales Is the New Norm—And What To Do About It

Why Virtual Team Sales Is the New Norm—And What To Do About It

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Maximus Greenwald

How embarrassing is it when you’re closing a deal with a prospect over Zoom, and your coworker pops in late and disheveled, with their dog running around the background? Suddenly, everybody is distracted and your whole company comes across looking unprofessional.

If you’re looking forward to in-person meetings again, you’re in the minority. In fact, LinkedIn’s 2021 State of Sales Report showed that 50% of buyers actually prefer a virtual process, and 70% would like to keep working remotely at least half or more of the time going forward.

That means if you are a sales manager or VP of sales in 2022, you need to care about virtual team selling. Here are three ways that Warmly can help your team stay sharp on screen.

1. Look Professional

Experienced sales leaders know the importance of unified team selling. With digital sales, it is not just about your individual Zoom box. It’s how the entire team comes across to the prospect. The last thing you want is three people showing up with random backgrounds. You may think you look like “The A-Team,” but the client doesn’t see you as Mr. T.

With Warmly’s matching background feature, one person can upload a background and everyone else on the team will automatically match. It can be your company’s logo, a meeting agenda, presentation slides, or even a generic background—as long as they’re the same. What the client will see is a team of people working together to make this project mutually successful.

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2. Level-Up Your Sales Tools

How badly do you want to impress the client? Here are three levels to mastering virtual team selling:

Level 1

Match your team’s backgrounds, which Warmly can do for you automatically. The client will be able to quickly see all the people who are on your team in Gallery Mode.

Level 2

Use a matching background that the prospect will appreciate, such as the physical location of the prospect’s company headquarters, or something else that is relevant to them.

Level 3

Have matching backgrounds of their company office, but put a slightly different, catchy value proposition in the corner of each person’s screen. Then see what draws the prospect in.

For example, one teammate can have the logos of your other customers, which invites questions from the prospect and doubles as social proof.

Another may have “Ask me about feature X.”

One teammate can have “How’s the weather in Kentucky?” or wherever you know the client to be Zooming in from.

3. Look Omniscient

Most account executives are in back-to-back meetings trying to sell to clients. The onus usually falls on Sales Development Representatives to give them a quick jolt of information before they’re in front of the customer.

Instead of a 60-message-deep Slack or email thread that your salespeople have no time to read, why not have that information centralized through Warmly People Insights? This ensures that everyone is up to date on who the client is, what their pain points are, and all the information your team can use to make a connection—and therefore a sale.

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Rethinking Sales Strategies: Insights from the Frontline with Will Taylor

Rethinking Sales Strategies: Insights from the Frontline with Will Taylor

Time to read

Maximus Greenwald

Will Taylor is an experienced sales strategist and leader in the field of technology partnerships. Based in Ontario, Canada, he has a vast understanding of the tech space, drawn from his unique professional journey that spans roles in sales, partnerships, and currently as the leader of a media company creating content for the technology industry. Here’s his take on lessons in the sales and partnerships world and how a Nearbound strategy is the future of generating revenue:

Realizing the Limitations of Cold Outreach

Cold outreach, though a mainstay of traditional sales strategies, has begun to show its limitations. As a sales strategist, I've observed that even the most personalized emails might only see slight increases in response rates. The problem can be traced back to a couple of things: growing trust issues with potential customers and the overwhelming influx of communications across various platforms.

Leveraging the Power of Referrals and Influencer Marketing

What's working effectively in today's scenario, is leveraging the influence of experts within the field. Here are the steps I would follow:

Identify key influencers and experts: Spend time researching who are the thought leaders in your field and start following their work.
Engage with them: Share their work, provide valuable comments, and start discussions. Show genuine interest and demonstrate your knowledge.
Reach out: Once you've established some level of interaction, reach out to them. The goal here is to build a relationship, not to sell right off the bat.

These are the first steps to starting a Nearbound strategy. If you’d like to read more on a summary of Nearbound and how you can dive further, check out this blog post by Will

Redefining the SDR Role

The role of an SDR is evolving. Today, it's not just about one-to-one sales but about engaging with the wider community or ecosystem. Here are some steps to consider:

Identify where your prospects congregate: Find the forums, Slack communities, or online spaces where your potential customers spend their time.
Immerse yourself in these communities: Don’t just be a bystander. Participate in discussions, ask questions, and offer help where you can.
Build trust: Be honest and authentic in your interactions. The goal isn't to sell but to build relationships.

Breaking Into Selective Communities

For SDRs new to a job, gaining access to selective communities or influencers can be a challenge. Here's my approach:

Start with open groups: Groups like RevGenius are great starting points for networking and learning, especially for those selling sales tech or martech software.
Adopt a learning mindset: Enter these spaces with the intention to learn and network, rather than sell. Over time, this approach builds trust and establishes you as a peer rather than a salesperson.
Engage with respect: Remember that you're a guest in these spaces. Be respectful, listen more than you talk, and always strive to add value.

Sales Roles Constantly Change

As we navigate the evolving sales landscape, it’s crucial to adapt our strategies and move beyond traditional cold outreach methods. Leveraging the power of influencers and experts in our fields will open new pathways for effective sales. Building genuine relationships, immersing ourselves in the communities where our prospects congregate, and shifting our focus from direct selling to providing value can establish the trust that is so crucial in the sales process. By engaging with prospects and thought leaders alike, we can position ourselves as trusted peers rather than just another salesperson.

Moreover, it's essential to acknowledge that sales development roles are evolving. They are no longer just about one-to-one engagement but rather about becoming a part of the larger ecosystem. SDRs are becoming networkers and learners, focusing on building relationships rather than just making immediate sales. This change requires us to immerse ourselves in the environments where our prospects operate, from Slack communities to online forums and influencers' circles. By aligning with trusted voices in the community and understanding the ecosystem where our competitors operate, we can successfully navigate the new sales landscape and attain success in our endeavors.

P.S. For a more comprehensive guide about how Nearbound drives sales and revenue, read this summary.

Embracing a Product-Led Content Strategy: A Guide to Success with Warmly

Embracing a Product-Led Content Strategy: A Guide to Success with Warmly

Time to read

Maximus Greenwald

As a content leader, your mission is to pioneer content that propels your company's objectives by showcasing your product. However, you may find yourself in a situation where despite trying various content types, the traffic to your sales and demo pages remains unsatisfactory. If you're considering a product-led content approach but unsure how to execute it, this guide is for you. Product-led content is a powerful tool to engage with existing customers and attract new ones, and it's all about presenting your product as the natural, optimal solution to a problem. A perfect example of this approach is Warmly, an AI sales software that helps convert more website traffic into qualified opportunities.

Understanding Product-Led Content

Businesses don't generate content just for the sake of it. The ultimate goal of content is to facilitate product sales. This is where product-led content comes into play. It's content that discusses problem-solving using your product, and it's a potent tool for customer retention and acquisition. Warmly, for instance, identifies the most valuable visitors that you want to sell to and scores accounts based on buying intent signals. This allows you to focus your efforts on the most promising opportunities.

When to Use Product-Led Content

Product-led content should be the cornerstone of your content strategy from the get-go. Why would you create content that doesn't promote your product in the initial stages? Random content won't generate revenue. Your objective is to subtly guide customers towards the product aware stage. Content focusing on other aspects, such as thought leadership, is crucial, but it can be introduced later.

Crafting a Product-Led Content Strategy

The primary channels for product-led content are SEO and your Sales Team.

SEO

Conduct keyword research using tools like Semrush, Ahrefs, or Letterdrop. Look for "how to do X" queries where your product can assist in accomplishing X. Prioritize topics based on their search volume. You can also delve deeper, exploring related topics that don't have a "how to" modifier yet. This allows you to fill content market gaps with product-led content.

Sales Enablement

Identify the questions your Sales Team frequently receives from customers and document answers to those questions, highlighting how your product assists. Here, you should prioritize creating content on features that customers inquire about or refer to the most. This way, your Sales Team can leverage your content instead of repeating themselves. You might want to obtain transcripts and marketing insights from sales calls, which can be done with Warmly or a tool like Fathom.

Examples of Product-Led Content

Warmly: Warmly helps identify anonymous traffic and ties them to real opportunities and target accounts in your CRM. It scores accounts based on intent signals and uses this data to focus effort on opportunities in your CRM and inform outbound and advertising. It also allows for more timely and relevant outreach by greeting ideal buyers with AI chatbots when they land on the site or auto-prospecting hot accounts and sending an email using AI.

Ahrefs: In a blog post, Ahrefs suggested some Top-Of-The-Funnel marketing tactics for readers to try, including writing blog posts. The writer subtly promoted Ahrefs' Keyword Explorer as a way to find high-volume topics to write on.

Metadata: In a comprehensive blog post, Metadata provides a detailed guide on what to look for in a demand generation tool. The post emphasizes the importance of automating repetitive tasks, precise audience targeting, customizable campaigns, efficient lead enrichment, and robust campaign optimization tools. It also warns against tools with confusing pricing models, those that don't prioritize lead quality, and those that focus on too many irrelevant metrics or specialize in only one marketing funnel. 

The Power of the Soft Sell

Product-led content provides a refreshing alternative to aggressive marketing tactics and sales pages. It enables you to naturally incorporate your product into content that already discusses solutions. With this approach, you can demonstrate to readers how your product is the best solution on the market without being overly forceful.

If you have any questions about how Warmly can help you convert more website traffic into qualified opportunities, feel free to reach out to us.

An Essential Guide to the Best Marketing Conferences of 2023

An Essential Guide to the Best Marketing Conferences of 2023

Time to read

Alan Zhao

In the world of marketing, keeping up with the latest trends, tactics, and technology is crucial. One of the best ways to stay at the forefront of the industry is by attending high-profile marketing conferences. These events provide valuable insights, networking opportunities, and the chance to explore new tools and strategies. With so many events happening each year, selecting the right ones to attend can be a challenge. To help, we've curated a list of the must-attend marketing conferences in 2023.

MozCon 2023: Aug. 7-8, 2023

MozCon, hosted by Moz, is a three-day event of forward-thinking, actionable sessions in SEO, brand development, CRO, the mobile landscape, analytics, and more. MozCon's speakers are selected for their expertise and willingness to share the tactics, strategies, and forecasts that you can't get anywhere else.

Content Marketing World 2023: Sept. 27-28, 2023

Content Marketing World is the largest content marketing event on the planet. The conference offers over 100 sessions presented by the leading brand marketers from around the world covering strategy, storytelling, ROI, demand generation, AI, and more.

CMO Summit 2023: Oct. 3-5, 2023

The CMO Summit is an invitation-only conference for top marketing executives. The event focuses on critical marketing challenges and trends, featuring in-depth roundtable discussions, case study presentations, and plenty of networking opportunities.

ANA Masters of Marketing 2023: Oct. 24-27, 2023

The Association of National Advertisers' annual Masters of Marketing Conference brings together the top CMOs in the industry. It's an excellent opportunity for marketers to learn about the latest in marketing strategy from leading companies like Google, Facebook, and Amazon.

Look for More Events

Each of these conferences offers unique benefits, from gaining new insights into the latest marketing trends to networking with industry peers and thought leaders. While these five events represent some of the most anticipated marketing conferences of 2023, there are numerous others out there that may cater to your specific niche or area of interest. Make sure to consider your objectives and areas of focus when choosing which events to attend.

A Roundup of the Best Conferences for Sales Leaders in 2023

A Roundup of the Best Conferences for Sales Leaders in 2023

Time to read

Keegan Otter

Our CEO, Max Greenwald, once tried to capture audience attention at a sales conference by wearing a $100 yard sign of Warmly. Sales are notoriously hard to break into, so it’s vital that you stand out. Here are some of the most effective ways we ensure that you stay on top of sales-focused conferences.

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Salesforce Dreamforce '23

The annual Dreamforce conference by Salesforce, the world's leading CRM platform, is a must-attend event for all sales leaders. The conference features keynote speeches from renowned sales and business experts, hands-on training sessions, and opportunities to network with other sales leaders from around the world. With its wide range of panels and workshops, Dreamforce offers something for everyone, regardless of the size of your sales team or the industry in which you operate.

The Sales Development Conference 2023

The Sales Development Conference is solely focused on sales development, the vital front-end of the sales process. This conference is perfect for sales leaders looking to refine their prospecting strategies and learn about the latest tools and trends in sales development. The event combines thought leadership with practical, actionable sessions.

SaaStr Annual 2023

As the largest non-vendor conference for SaaS (Software as a Service) companies, SaaStr Annual is an event that any sales leader in the SaaS space should consider. SaaStr provides a perfect environment to learn from the biggest names in SaaS, explore new market trends, and network with potential customers and partners. The event is renowned for its thought-provoking discussions, workshops, and Q&A sessions with industry leaders.

AA-ISP Digital Sales World 2023

The AA-ISP (American Association of Inside Sales Professionals) Digital Sales World is a conference dedicated to the issues and challenges faced by virtual sales forces. The conference provides actionable insights and strategies to help sales leaders navigate the increasingly digital sales landscape. With a focus on remote selling, digital tools, and virtual sales team management, this conference is especially relevant given the continued growth of remote work.

INBOUND 2023 by HubSpot

While INBOUND by HubSpot is not solely a sales conference, it offers valuable content for sales leaders given its comprehensive approach to marketing, sales, and customer service. It's an annual event that brings together thousands of marketing and sales professionals from around the globe. The conference provides a unique blend of inspiration and education, including powerful keynote addresses, innovative talks, educational breakouts, hands-on lessons, and tons of networking opportunities. It's a fantastic event for sales leaders seeking to integrate their sales strategies with broader business goals and customer engagement strategies.

Refine Your Sales Strategies

Attending any of these top sales conferences in 2023 can give you a significant advantage in leading your sales team to new heights. They provide a unique opportunity to gain insights from the brightest minds in sales, learn about the latest industry trends, and network with other sales professionals. Each conference offers a unique perspective, so consider your team's needs and challenges as you decide which events to attend. Remember, the knowledge and connections you'll gain from these conferences can be invaluable in refining your sales strategies and driving your team's success.

Learn How AI Sales Chatbots Can Accelerate Pipeline Generation

Learn How AI Sales Chatbots Can Accelerate Pipeline Generation

Time to read

Alan Zhao

Why use AI Chat

🎆 Catching buyer interest when they're hot on your site is like trying to capture the perfect picture of a firework right when it explodes.

⚡️ Or it's like catching lightning in a bottle.

The timing needs to be perfect. You miss it; it's gone.

That's why we created AI Chat.

We've found that proactively engaging with target prospects live on the website can cut sales cycles by 30%+ and increase pipeline 2x.

Especially when prospects are visiting high-intent pages like pricing and case studies, you know they're thinking about you. If you catch them when their interest is piqued, you could skip the form fill → meeting booking → actually have the meeting in a week.

By then the prospect might've gone with your competitor.

Instead, compress the sales cycle by having the meeting right on the site.

"You're free, I'm free, let's have a conversation right now"

Didn't even need their number to cold call.

The main problem is your sales team only has so many working hours. There are potentially thousands of qualified prospects visiting your site every day. It's not always feasible for a human to interact with every visitor.

A machine doesn't have the same limitation.

Arm AI to the teeth with context, and it can deliver the first 1-2 human messages faster than any rep, with the same degree of relevance and authenticity. It never sleeps. It doesn't get discouraged (yet). It scales infinitely.

The moment the AI gets a qualified chat response, it can loop in the right seller.

Let AI line up conversations for you.

Step-by-step instructions to set up AI chat

Step 1: Make sure you're on the right plan

AI chat is only available for customers on our paid plan. If you have any questions, please contact our sales team at [email protected].

Step 2: Enable AI Chat under your Settings tab

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Enable AI Chat

Step 3: Select the person you want the AI to send messages on behalf of

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Step 4: Configure your AI Chat prompts

There are two proactive chat messages your AI can send. Right now you can't configure the delay of when the messages send (we're working on this toggle right now).

Turn on AI Generated for the two chat prompts then click Edit to edit the prompts.

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You will see a prompt playground pop up where you can test out prompts for AI generated messages that will automatically sent on a rep's behalf. See the results on the right-hand side

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Step 5: Configure your AI chat fallbacks

If the AI is unable to generate a chat message, write the text to that the AI will fall back to

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Step 6: Set up the segments and conditions for which the AI Chat is triggered

Under Triggering select + Add trigger and select from the dropdown which action should trigger the AI chat.

For example you can select Lands on page for the AI to message when the visitor lands on a specific page. Then set the conditions for which the AI should proactively chat.

You can also specify the pre-defined segments for which you want the AI to proactively chat. For example, you could create segments based on ICP companies or target accounts that are open opportunities

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Step 7: Set up Slack notifications when a visitor responds to your AI

You want to be notified when a visitor actually responds to your AI so you can respond in real-time.

Head over to your Slack Integrations and add a new notification

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Scroll down to the Slack notification segment called Respond to Chat and select the Slack channel you want to be notified when a visitor responds to your AI chat. We recommend creating a new channel in Slack dedicated to visitor responses to your AI.

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You'll start to see notifications flood in of people responding to your AI chat like in the example below where Brian Luppert from Flip CX was on our case studies page and responded to a message our AI sent on behalf of Katherine, our AE.

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AI Chat Prompt Best Practices

Keep the messages human

We recommend you keep the AI-generated messages short, casual, and less than 15 words to emulate real human messages.

Imagine texting a friend (in a professional context). Preserve that style.

Include examples of messages you would send to embed your voice.

Example prompt for the first message:

Say hey, their name (if you have it), and make a comment about the page the person is currently on. Don't say "Need any

Keep it to 11 words or less. Keep the tone casual. Lowercase the first letter in the sentence. Don't include any notes,

Examples of text to use:

  1. hey Steve! Saw you're on our pricing page. LMK if you have questions?
  2. hey Steve! Saw you're on our case studies page. Anything interesting?
  3. hey Steve! Saw you're checking out our blog page. What do you think?

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Always test in the sandbox environment to see what kinds of responses you'll get.

Consider the three levels of visitor reveal when creating the prompt

  1. You know the person (~6-10% of site traffic)
  2. You know the company (~60% of site traffic)
  3. Unknown

Attributes you can personalize if you know the...

Unknown:

  1. Most recently visited page URL


Company:

  1. Company Name
  2. Company Domain
  3. Company Location
  4. Company Description
  5. Company Founded Year
  6. Company Employees
  7. Company Category
  8. Company Industry
  9. Company Sub Industry
  10. Company Timezone
  11. Company Employee Count
  12. Company Tech Stack


Person:

Everything in Company plus:

  1. Name
  2. Email
  3. Role/Title
  4. Company Name
  5. Company Description
  6. Location
  7. Bio
  8. Seniority

These attributes are typically sourced from LinkedIn

Consider the attributes of the person the AI is reaching out on behalf of when creating the prompt

We also feed in context about the person the AI is reaching out on behalf of when sending the message that you can use when writing the prompt.

  1. Name
  2. Email
  3. Calendar Link
  4. Role/Title
  5. Company Name (your company)
  6. Company Description
  7. Location
  8. Job Description

These are a combination of attributes sourced from LinkedIn as well as inputted by the person in Settings

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Additional FYIs

  • You have 15,000 AI-generated messages a month. Once you run out the static fallback messages will start to kick in. You can monitor this in settings

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  • We don't yet pull in CRM fields. We're working on this

Let us know if you have any more questions!

Warmly: The Signal-Based Revenue Orchestration Platform

Warmly: The Signal-Based Revenue Orchestration Platform

Time to read

Alan Zhao

This article is Part IV of the 4-part series on the shifting landscape of B2B buying and selling, how revenue teams have adapted, and where we think the market is headed.

Here, you can read Part III, which goes over what AI-powered revenue orchestration is and why it's important in the age of AI and automation.

As Part I of the B2B SaaS evolution explained, the world's digital transformation also transformed the importance of the website.

Some studies have noted that 70% of the buyer journey is completed by the time the prospect speaks with a salesperson.

Dark social, through the internet's scale and maturity, has created tons of word-of-mouth channels for recommending products that don't get tracked by attribution software and don't create intent data. 

These channels include social networks like LinkedIn, content platforms like podcasts, internal communications like Slack communities, DMs, and text messages. Word of mouth through dark funnel activities increasingly plays a more influential role in buying decisions.

The trickiest part is knowing when to reach out to the right person with the right question since buyers' attention always changes.

Sending out unsolicited emails and making random phone calls is like taking a shot in the dark, hoping to catch the buyers at the perfect moment. But people don't answer their phones these days, and their email inboxes are overflowing.

At some point in every B2B SaaS buyer's journey, they may not see our ad, they may not read our email, they may not see our G2 reviews, but they will go to check out our website. And for ~8 seconds when they hit our site, we know they're just thinking about us.

“The average digital attention span is 8 seconds, according to media analysts and data scientists,” says Aydin Senkut, Warmly Series A investor, Founder and Managing Partner at Felicis. “So the opportunity to catch a prospect while they are actively engaged with your content is fleeting. There is no time to chat to the visitor, upload a lead into a CRM, enrich the data, and add to a follow-up sequence. Warmly provides real-time orchestration of these tasks within that 8-second window.”

From: Press Release: Warmly Series A Announcement

How do you ensure the right follow-up actions happen at this exact moment in time, every time?

We call the solution signal-based revenue orchestration.

The Issue With Most GTM Teams 

How often have you heard one of your sales reps use the phrase, “I just don’t have time for that.”?

This is one of the biggest issues among sales teams.

We’ve got all of these fantastic tools and a ton of great data to dig into, but we don’t really seem to get value out of it all.

Between firmographic data, conversation intelligence, and buying signals, sales reps have so much information to look at that it could take as much as an hour to absorb enough data to respond to a prospect with a sufficient level of context.

And by that time, a competitor has already responded and won the deal.

There is always a tension between speed-to-lead and contextual, personalized responses.

In most cases, speed wins out, especially since reps have lofty sales targets and activity goals. So they make mistakes. They don‘t do research as much as they could (or should). They stop personalizing outreach.

And, of course, conversion rates suffer.

The Last Defensible Marketing Moat Is Brand

In the hyper-saturated environments in which most companies operate today, brand is the last defensible marketing moat.

Competitors can copy and implement new features in weeks, if not days. Messaging can be replicated and improved upon even faster. So can the majority of your sales and marketing tactics and channels.

Brand is what distinguishes you from competitors. It's what creates an emotional connection with prospects before they are ready to buy. It's what allows you to influence buying decisions and to tap into the world of dark social and word-of-mouth referrals.

In our deep dive on warm leads, we spoke about a three-step process for driving qualified, high-intent leads to your site:

  1. Build a media brand (investing in content creation and distribution to position your brand as a leader)
  2. Create brand partnerships (working with likeminded brands in a similar space to increase reach and borrow brand equity)
  3. Engage with prospective buyers (get out there and talk with customers, rather than talking at them with outbound marketing communications)

All of these efforts lead back to one place:

The website.

Website As The Choke Point To All GTM Investments

The opportunity lies in the fact that as the world becomes more digitized, the website serves as the digital store, while the landing page acts as the digital shopfront.

Imagine you are the marketing team for your store. You invest significant money to attract foot traffic, hoping that people will pass by your store (website) and take a closer look at your shopfront (landing page).

If we have done a good job designing our shopfront, some people may enter our store. Some who enter may be our target buyers.

Our target buyers walk through our store daily, showing interest in what we offer. But no one's there to greet them. 

Instead, they are instructed to write down their information on a post-it note and wait for a response in a few hours or days, only to get a call from a rep who asks many questions but answers none of theirs. This is the typical process of filling out forms.

Or they are directed to a kiosk where they can provide their information and receive automated answers. Most chatbots operate in this manner, but this is not how people make purchasing decisions.

It's not surprising that, on average, only 3% of website visitors fill out forms.

Step one of maximizing marketing spend is figuring out which qualified accounts are visiting our website, and from there, the accounts are actually in-market for our product but not raising their hand.

Otherwise, how do we know what marketing efforts are working and where to double down?


~3% of your site traffic converts (and not always the traffic you want)

Quality Data Delivers Qualified Leads

When it comes to B2B buyer intent data, first-party data is always the most reliable source, followed closely by best-in-class third-party intent data from the likes of Bombora.


With these warm buyer intent signals in hand from website visitor behavior, you’re going after the lowest-hanging fruit because these are the companies that are familiar with your brand.

That’s why we’re starting with website intent because only 3% of website visitors fill out a form, so you’re missing out on a huge chunk of what could be qualified prospects,

As the state of signal-based revenue orchestration develops, we’ll be adding additional data sources like job change alerts and job posts.


Introducing Warmly: AI-Supported Signal-Based Revenue Orchestration

Warmly is our signal-based revenue orchestration, born out of the need to respond to warm leads fast and to ensure that as much context and personalization as possible are present at every touchpoint.

Warmly is designed specifically for the SMB, with a flexible pricing structure to suit. Most ABM and revenue-focused solutions are out of range for this market segment; they’re targeting enterprise buyers.

As such, those platforms generally take a human-first approach since enterprise companies with enterprise budgets for enterprise tools also have the budget for a huge GTM team.

SMB buyers don’t have that luxury.

So, we built Warmly with an AI-first approach. This way, you get the best out of what modern machines can offer (speed, scale, and data-driven contextual communication) and only loop your reps in when the human touch is needed to close the deal. This allows humans to focus on what they do best which is building relationships and being strategic.

These tools are also largely forcing customers into a specific ecosystem. ‎Salesloft acquired Drift and is focused on building an all-in-one GTM solution. Same thing is happening with ZoomInfo, and with the HubSpot acquisition of Clearbit.

But SMB buyers need flexibility. 

So, our approach to revenue orchestration is about being the middleware that orchestrates the best-in-class tools that you choose so you can have flexibility. 

How Signal-Based Revenue Orchestration Works

You Run Demand Gen As Normal 

All of this begins with the various demand generation strategies you’re running.

Remember, only around 5% of your total addressable market is actually ready to buy. By the time they get to one of your lead generation devices, they’ve already done the majority of their research.

If you’re not present during that whole customer journey, educating the prospect and guiding their buying decisions at every turn, you’re unlikely to be in the final consideration set.

So, keep on doing what you’re doing. Build that content machine, publish and distribute, and drive traffic back to your website so prospects can learn about how you solve their common problems.

Warmly Deanonymizes Visitors To Your Website 

Once a potential buyer lands on your website, Warmly kicks into action.

This begins with website visitor deanonymization.

We can uncover 65% of the companies who visit your site and 15% of the actual people without you having to do anything.


In some cases, we can provide LinkedIn accounts and even email addresses for these buyers, all of which are then quickly synced back to your CRM and sales engagement tools.

Best-In-Class Data Integrations Help Identify Buying Committees 

We then pull in firmographic data from best-in-class sources such as Clearbit and 6sense, both at the company level and at the contact level.

This helps you to identify who might be on the buying committee and who else at that company might be responsible for the purchase decision.

For example, a marketing associate might have visited your website, but Warmly has identified (based on your ICP information) that the CMO would more likely be the decision-maker here.

This data is also routed to your sales tech stack, helping to build out the account and allowing you to understand more about who you need to talk to in order to influence a purchase.

This comes from a proprietary data waterfall strategy designed to ensure you have the best coverage and accuracy (better than anyone else). We layer together the best data for you so you don’t have to go through the headache.


Warmly Orchestrates Multi-Threaded Omnichannel Outreach 

Here’s where the power of AI really kicks into gear.

We’ve enriched your CRM and sales engagement tools with all of the account data related to the prospect in question. We’ve combined metadata and tech stack data with best-in-class buying intent data to translate buying signals into meaningful and actionable sales actions that can be automated.

We call this multi-threaded outreach.

By multi-threaded, we mean that our AI engine isn’t just communicating with one person.

It’s using powerful sales and marketing automation to push personalized email and LinkedIn messages to multiple stakeholders, all of which appear to be coming from a member of our sales team.

As all good revenue teams know, each stakeholder in the B2B buying team has different buying motivations. The CMO is going to want to see results or proof of concept that are different from what the marketing associate might see.

So, our AI outreach engine crafts contextual messaging based on those roles and the value your product can provide them.

All of this is orchestrated via a single platform connected to your existing sales engagement tech stack. It’s high-value work being done in the background that your reps don’t have to worry about.

Use Case Examples For Signal-Based Revenue Orchestration

Top of Funnel Orchestration

If a qualified ICP account visits the website for the first time without any associated CRM deal, we automatically create the account in the CRM. Then, we enrich new CRM fields to track the account's digital footprint and analyze trends. We automatically source the buying committee via Apollo, PeopleDataLabs, and ZoomInfo integrations.


The contacts are then synced to the CRM, assigned the appropriate account owner, and automatically added to an educational nurture sequence sent via email and LinkedIn (via our Salesflow integration).

As the buying committee members engage with the content, the signal on the account strengthens. Over time, we may see the account transition from the awareness stage to the consideration stage of the buying journey. And instead of just searching for your category in Google, they're searching for your brand.

Middle of Funnel Orchestration

The account's buying committee has started to show interest in your offering, as evidenced by repeat visits to your website from multiple IP addresses. They have shown interest in case studies and pricing pages and have recently engaged with marketing nurture emails. We bilaterally sync web activity associated with each buying committee member into the CRM, including the referral source, time spent on each page, and specific pages visited. This synchronization helps prioritize accounts, tailor experiences, and involve relevant parties.

As committee members are directed to your site via nurture sequences, we will send personalized messages through our AI chat. These AI chat messages are contextualized to the content consumed and the account's surrounding context. As the conversation progresses, your human seller will be notified through Slack and can engage with the prospect in real-time via video call on the website.


Bottom of Funnel Orchestration

When an account is in the decision phase and on your website, we alert the assigned Account Executive (AE) both audibly and via push notifications when these accounts visit our site. This enables the AE to meet the visitor where they're at, on the website via our live video chat. If the AE can't act immediately, the notification provides the phone numbers of the buying committee (when available) for a direct call.


Simultaneously, we draft personalized emails or LinkedIn messages using GPT and relevant data pulled from all integrated systems. The AE would approve these messages before they're sent, ensuring timely and relevant follow-ups with the prospect.

Lead Scoring & Revenue Orchestration

Signal-based revenue orchestration can (and should) be set up to run different playbooks based on the level of intent and warmth the prospect demonstrates.

Here’s how we score and route leads at Warmly, for instance:

As you can see, leads we judge as cold receive simple inbound chatbot workflows, whereas hot and medium prospects get a proactive AI chat playbook.

These distinctions are made using our proprietary warm lead scoring matrix.


A combination of ICP filters (for example, the size of the company) and intent signals (from third-party site activity and engagement on our own website) determines how hot the lead is, automatically filtering prospects into the relevant workflows.

PS. Our full-length article on Warmly implementation goes into detail on how to set this up.

Advantages of Signal-Based Revenue Orchestration

We only loop in sellers when an account is ready for a human conversation. Otherwise, we're continuing to deliver multi-threaded, omni-channel experiences across all your accounts automatically.

We think that human systems are inherently difficult to scale, especially as deals become more complex and involve more stakeholders, each with individual nuances.

The difficulty is in holding attention long enough to synthesize all the information collected on an account/individual to craft the right experience before their attention goes elsewhere. It takes time to research, time to draft, and time to send. When a rep reaches out, the window of opportunity might have closed, and the prospect is visiting a competitor's site. Or the rep never reaches out, and we would've missed an opportunity to build a relationship with the prospect earlier in their buying journey.

Orchestration's ability to reduce the relevant information from your systems into the right multi-threaded actions, combined with AI's ability to generate personalized messaging, has the following advantages over traditional Account Based Marketing:

  • Fit - To ensure that the best-fit companies (based on your ICP) get high-touch workflows, stopping low-intent leads from clogging up sales pipelines and speeding up sales cycles by acting as a filtering mechanism and stitching together various data inputs. 
  • Speed - To engage with the prospect through the right channel, with the right message in that ~8-second window when they're thinking about you
  • Scale - To engage with all accounts visiting your website across all stages of the buyer journey and across the entire buying committee, not just the person visiting the site at that moment
  • Consistency - To immediately mobilize and scale up an army of AI SDRs to deliver consistent messaging that would resonate with the right buyers so you can test and iterate what works best at scale
  • Personalization - To deliver the right messaging at the right time, via the right channel, AND being human while doing so
  • Reduction - To measure the value of each of the dozens of buying signals you have access to, and weight them based on how strongly they indicate intent, and reduce it to an overall intent score

Consolidate Tools to Create a Seamless Buyer Experience

To stitch together these event-driven systems, you would need ZoomInfo or Clearbit to enrich the data, 6sense to gather the website intent, and Drift to engage with them live on the website. Now you can do it all in one.

Layering data from disparate systems and reducing the complexity through orchestration leads to derived insights. You can skip analysis done by a human toggling between three screens and pinpoint critical moments in a buyer's journey. You don't need to ink deals with 6-7 vendors and spend time getting systems to talk to one another. You can focus on one core vendor and push them to innovate to create seamless buyer experiences.

That will allow you to save money on tech spend, repurpose reps' time on more strategic problem-solving for the customer, and have robust data to run models and AI against to automate processes further.

Setup Warmly in Minutes, Not Months

Larger platforms may require weeks to months to set up correctly, involving multiple teams, onboarding sessions, and alignment meetings. The hidden cost of setup starts to eat away at the ROI.

For Warmly, you can begin receiving hard ROI in 20 minutes by:

  • Adding a code snippet to the site
  • One-click authenticating into your systems (Hubspot, Outreach, Apollo, Slack, LinkedIn, etc.)

You can immediately start to improve conversion rates by de-anonymizing and enriching the traffic coming to your site, sync this data back into your CRM, and then routing hot accounts to the right rep.

Then we would set you up for an onboarding call with our CSM for 30 minutes to help you define your ICP accounts and buying committee personas in Warmly so that we can set website prospecting on auto-pilot by turning on AI chat and AI prospector. This would run all hours of the day to line up conversations for reps even as they sleep.

An example: within the first 8 minutes of turning on AI chat, Kandji was able to book two qualified meetings. You can read more about Kandji's case study here.

Read more about what our customers have to say about us:

The Rise of AI Powered Revenue Orchestration

The Rise of AI Powered Revenue Orchestration

Time to read

Alan Zhao

This article is Part III of a 4-part series on the shifting landscape of B2B buying and selling, how revenue teams have adapted, and where we think the market is headed.

You can read Part II, where we introduce account-based marketing and how it improves the buyer experience to get past the noise explained in Part I.

In the previous two parts, we talked about the problems facing revenue teams today and how we got there. Account-based marketing is a step in the right direction, as it adapts how companies engage with buyers depending on the stage of their buyer's journey. 

Right message, right person, right time, through the right channel.

However, having implemented ABM solutions ourselves and talked with many current or former users of ABM, we've seen that there are hard setup and maintenance costs, as well as difficulties in running such a complex operation effectively - particularly speed, coverage, and consistency.

People are influenced into deals rather than pushed into them like before. Demand creation and dark social are starting to become a key part of people’s strategies.

Understanding Demand: Creation vs. Selling

‎(Image Source: Freepik)

Demand creation focuses further up the funnel at the awareness and consideration stages of the buyer's journey. It's about finding ways to get our brand in front of the 97 to 99 percent of our total addressable market who may not be actively in the market but have the potential to become prospects in the future. This involves utilizing channels like LinkedIn, Reddit, ads, webinars, blog posts, and influencers to educate and engage with our target audience.

Demand capture is about capturing the buyer in the decision and purchase stage. Again, only 1 to 3 percent of people are currently in the market and showing purchase intent. This is where all of our sales team's efforts should go. There's typically a high cost for sales spending time on accounts that are not in-market.

The need to split between demand creation (mostly marketing, though there can be some assistance from sales) and demand capture (mostly sales but with some marketing influence) is to fulfill the buyer journey experience.

One common mistake companies make is the tendency to allocate most of their budget towards demand capture, even though 70% of the buying journey has already occurred by the time a seller is involved. By then, the buyer already has a top 5 list of vendors they are looking to evaluate.

By neglecting demand creation, we risk commoditizing ourselves among competitors and miss the opportunity to distinguish ourselves as a leader.

If we truly solve a problem, our buyer will be in the market for our solution one day. And if we did demand creation right, they'll be googling for our solution via branded search terms rather than typing our category name, where we may not even rank in the first four search results.

The Importance of ICP Creation

When we look at the difference between high-performing and low-performing SDR teams, there’s one thing that stands out across the board:

The best teams are getting fed with better pipeline.

That is, the leads coming through are of higher quality. They’re a better match for the company’s ICP, so they have an easier time closing deals and waste less time on leads that would never close.

For this, you need to have your ICP clearly nailed down and ensure your demand-generation activities are tailored to that specific audience.

It is not just about finding a fit on demographics, though.

You also want to know that the company is growing. Do they have NRR over 100%? Are they retaining customers? Is revenue increasing?

If these signals are all met, it means you’re less likely to have churn issues in the future because the buyers got laid off.


Wasting Time on The Wrong Activities 

The other problem with many low-performing SDR teams is that they aren’t focusing on the right actions. Only 20% of their time goes to activities that create progress. The other 80% is just wasted time.

They aren’t working on the right deals at the right time, with the right people, through the right channels.

Revenue orchestration helps sales teams prioritize the best leads and deprioritize the worst ones so they can work on the activities that actually move the needle forward.

Advantages of AI-powered Revenue Orchestration

Fit 

AI-powered revenue orchestration helps ensure that the leads that do make it through to a conversation with sales reps are highly aligned with your ICP.

Instead of funneling all potential prospects through to a demo (like a standard chatbot or meeting booker would), a revenue orchestration solution:

  • De-anonymizes the site visitor.
  • Enriches your CRM data on that account with other firmographic info (such as identifying who else might be on the buying committee).
  • Extracts third-party buying intent signals from external providers to understand where the prospect is at in their buying journey.
  • Understands the current health of the company by pulling publicly available growth metrics.
  • Matches that collection of data against your ICP construct to determine what conversational path to put them down.
  • Orchestrates communications across email, social, and live chat.
  • Nurtures the prospect until they demonstrate a sufficient level of intent, triggering an alert for a salesperson to take over.

This means those website visitors you aren’t a fit for your ICP don’t clog up your sales teams’ meeting pipeline, which translates to faster sales cycles and stronger conversion rates.

Speed

When a target company exhibits buying intent, the window of opportunity that the buyer is thinking about you could be seconds.

If a buyer visits the site and has a question about the product but is unable to meet with a rep until a day later, that may be too late if the budget discussion is tomorrow. By the time a sales rep reaches out, the moment may have passed, and the buyer has gone to a competitor.

Here's an example of how orchestration could solve this.

The VP of Marketing tells a B2B marketing manager at SaaS Co. to research an intent solution to get more in-market leads. SaaS Co's marketing manager asks the Pavilion Go-to-market community for alternatives to 6sense because 6sense is so expensive. Someone mentions Warmly.

The marketing manager visits Warmly's homepage, the case studies page, and the pricing page. On the pricing page, the chatbot pings - it's an AE at Warmly asking if they have any questions.


The marketing manager doesn't realize he's speaking to an AI. But by now, the actual AE has been notified and jumped in to take over the conversation, initiating a video call. They arrange to catch up again after SaaS Co's budget meeting (that's tomorrow). The marketing manager notes the solution in his deck and calls it a day.

But the orchestration doesn't end there.

  • Immediately after, the SaaS Co.'s CFO receives a LinkedIn connection request. It's the Warmly AE, enquiring about their precarious financial position. They detail exactly how Warmly integrates into SaaS Co's existing tech stack and maximizes the ROI of marketing spend. The CFO ignores the message but keeps Warmly in mind.
  • The rest of the buying committee (the VP of Marketing, CRO, VP of Sales, and Head of Sales Development) receive custom emails addressing all the risks Warmly would help eliminate.
  • The CRO finds a surprise in her message - an explanation of how Warmly eliminates revenue leaks, a topic they had recently read up on. The CRO clicks on a link in the email, arrives on the Warmly homepage, and reads case studies about how Warmly solved revenue leaks with SaaS Co's competitors.

The orchestration system automatically generated these experiences immediately after that initial call. AI carefully selected the message, buying committee members, and channels based on the surrounding context and historical data.

In the past, such an analysis and outreach would have taken hours. This took minutes. Plus, the call recording was synced to the CRM, transcribed, and processed alongside all other relevant data collected on the account.

So, onto that all-important buying committee meeting. What do you know? Warmly is top of mind.

The marketing manager reaches out to Warmly's AE to schedule another call with the VP of Marketing, CRO, and Sales. The AI, always doing more, includes the CFO on the call because they're deemed vital.

And in less than two days (there could be just 24 hours between the initial website visit and that buying committee meeting), you've got a prospect ready to buy.

Scale

A similar story plays out a hundred more times during the working day as companies visit the site, are qualified in or out, and the orchestration platform delivers the right experience. A single rep can only handle one account at a time, but an orchestration platform can simultaneously service every single account at every stage of the buyer journey.

The previous example discussed a possible experience delivered to the account if they were in-market.

What about those that aren't in-market?

They receive demand-creation experiences, like display ads or personalized emails that route to educational blog pages or videos.

When the target accounts finally enter the "buying window," Warmly's content has already shaped their opinions. The account is primed, and we move to demand capture involving the sales team.

The target accounts arrive on Warmly's landing page, the AI qualifies them as in, notifies the rep when a human needs to be in the loop, and the cycle repeats.

Flexibility

‎The best AI-powered revenue orchestration solutions give GTM teams the flexibility they need to plug into their existing tech stack and coordinate sales and marketing activities.

That’s not the case across the board, though.

Right now, we’re seeing a consolidation of the GTM tech market.

Salesloft bought Drift. HubSpot bought Clearbit. Leedfeeder merged with Echobot to become Dealfront.

You’re also seeing tools like Apollo.io and ZoomInfo build out unified GTM suites in-house.

Others, like Warmly, are more platform-agnostic. They focus on integrating with a wide variety of tools so you can plug into the tech stack you’re already set up with and orchestrate effective GTM campaigns powered by AI.

Zach Howland, a sales tech stack expert with a ton of experience implementing CRM and sales tools, has a great point on this:

"Flexibility is enhanced utility. The market needs to be more nimble for the coming scramble to modernize sales technology as AI becomes more robust.”

Consistency

Take this example.

Based on data in the orchestration platform, the leadership team finds they're losing deals based on price to competitors, specifically to companies in B2B SaaS at the Series A stage.

So, the team tweaks the orchestration platform to show 20% discounts to in-market B2B SaaS accounts at the Series A stage. The AI also integrates this promotion into the company's messaging while keeping the price the same for all other prospects.

Normally, this type of change would take multiple training sessions with SDRs, as reps leave, are onboarded, or return from vacation. In the past, reps might have tested messaging and pricing on their own.

Now, everything is standardized. This change is implemented immediately and fed through the platform.

Personalization

The other problem with those stock standard sales conversations that lack context?

They’re exactly the opposite of what today’s buyers say they want.

86% say personalization plays a major role in their purchasing decision.

For many companies, especially SMBs, personalization is a great concept but can be difficult to achieve.

Most businesses add a dynamic name section to their email chains and call it a day. As if their name is what customers are talking about when they say they want personalized buying experiences.

A quality revenue orchestration platform provides companies access to the tools they need to deliver personalized experiences.

Again, it starts with quality data (you can’t personalize anything if you don’t know a thing about the person you’re speaking to), coordinated using a combination of AI and automation to identify opportunities to personalize aspects of the conversation.

It's not just about showing that you know their company's name or their role. Revenue orchestration can go as far as customizing the marketing messaging and even the sales assets that customers receive based entirely on the demographic and intent data you have on them.

Adaptive Systems and their Multiplier Effect

When the whole go-to-market functions of demand creation (marketing) and demand capture (sales) play together harmoniously and the experience is delivered correctly, buyers are happy because they feel like it's being done for them, not to them.

When data no longer lives in siloes and is combined to create derived insights that feed back into the platform, the system continuously delivers better experiences to each account.

Advancements in AI, like vector embeddings, can extend LLMs to have long-term memory for the surrounding historical context and experiences delivered to not just one account but every account being tracked in the CRM. This allows the system to create highly customized experiences that extend across the life cycle of the buyer's journey. Like Amazon and Netflix, millions of buyers don't receive templated emails; they receive carefully selected personalized experiences.

The Non-linear Nature of B2B Purchasing

B2B buying doesn’t play out in any kind of predictable, linear order. Instead, buyers engage in what one might call “looping” across a typical B2B purchase, revisiting (for example) six buying jobs at least once.

There's a multiplier effect when all the pieces work together and adapt in real time to the ever-evolving ecosystem of B2B buying.

‎(Image Source)

Redefining the Role of Human Interaction

Go-to-market teams have already been downsizing and learning to be just as effective with fewer headcounts.

It's gotten so difficult to get someone on the phone that when they finally pick up, after 100 dials, we end up word vomiting just to have them hang up again. It's a horrible experience for both the buyer and the seller.

In the very near future, sellers will move further away from these manual, repetitive tasks because of the increased sophistication, efficiency, and effectiveness of these new adaptive systems. SDRs and AEs can get back to focusing on solving complex customer problems and building long-term relationships. And marketers can spend more time building empathy for the people they are seeking to serve.

And because AI has become quite good at synthesizing data into something humans can understand, we can drill down into the system and reveal important answers to questions like: Who is our ICP? Where are the bottlenecks? Why did we deliver certain experiences? What's been working or not working? Why?

That's the magic of AI-supported revenue orchestration. It gives us the power to be more creative and strategic.

We do what we do best, and leave the rest to automation.

Read on for Part IV on Warmly: The Signal-Based Revenue Orchestration Platform.

Interested to see Warmly in action? Book a demo.

The Future of Account Based Marketing

The Future of Account Based Marketing

Time to read

Alan Zhao

This article is Part II of a 4-part series on the shifting landscape in B2B buying and selling, how revenue teams have adapted, and where we think the market is headed next.

You can read Part I, in which talks about the evolution of sales and marketing pre and post-pandemic.

TL;DR:

  • The reduction in force in 2023 has accelerated the need for agile organizations in B2B buying and selling.
  • Account Based Marketing (ABM) has shifted the focus from individual leads to the account level, improving efficiency and relevance.
  • Understanding the buyer's journey and using automation and AI can increase sales velocity and conversions.
  • However, there are limitations to ABM, including the challenge of data silos and the need for speed, coverage, and consistency.
  • The next phase in demand capture and demand creation is Account Based Orchestration (ABO)

Headcount Reduction Accelerating the Agile Organization

As of August 2023, almost 300,000 workers in US-based tech companies have been laid off.

Just as COVID was a massive accelerant to the digital buying process, the 2023 reduction in force, because of uncertainty around the economy, was a massive accelerant to the new age of agile organizations.

Dynata conducted a 2023 study across 500 business leaders in the US, Germany, the UK, and France across all industries. Participants included heads of sales, revops, and marketing. A few findings:

  • 75% of organizations expected flat or reduced revenue growth this year
  • 58% expect to have less personnel to drive sales

So, there is less staff, potentially the same pipeline coverage needed to hit your quota.

As a result, sales and marketing organizations learned how to operate smaller, more agile, and more efficiently. Revenue teams began partnering with the most innovative technologies that used automation and AI to help them execute operational downstream activities, which allowed them to focus on key insights and personalization.

Shift Towards Customer Centricity and Account-Based Marketing

In the past, most go-to-market tooling was focused on helping the seller and marketer get more leads. The experience of tooling wasn't necessarily tailored toward the buyer (e.g. carpet bomb email and relentless cold calls).

There are two options to increase revenue:

  • Increase leads
  • Improve pipeline conversions, cycle times, ASPs

It seemed easier to get more leads, so many organizations chose that. But it wasn't. It was the more expensive option that had diminishing returns. More leads to sift through and follow up on meant sellers weren't  allocating their time as effectively.

The problem was that 3% of your TAM was in-market to buy (Sticky Branding).

Spending time on non-target accounts that were not in-market to buy was a huge waste of time and money for both the sales and marketing teams.

The Importance of Efficient Growth and Timing

Companies like 6sense keyed in on the importance of efficient growth, relevance, and timing. They introduced the idea of account-based marketing (ABM), which took the focus off the individual lead contact and brought it up to the account level.

Understanding the Buyer's Journey

The vision was to break your target ICP accounts into four key stages of the buyer journey:

  • Target: Not ready to buy
  • Awareness: Waking up to the problem
  • Consideration: Learning how to solve the problem
  • Decision: Engaging with vendors
  • Purchase: Ready to buy

Then, align the sales and marketing team to work together towards delivering the right experience at the right stage in the buyer's journey. Sellers needed the marketers to figure out which leads were in-market. The marketers needed sellers to engage those leads. ABM teams typically align on the same ICPs and metrics to build qualified pipeline together.

There are thousands of potential leads that a seller could follow up on, but they should just prioritize the ones with the highest ROI, and leave the rest to AI and automation.

Here's an example 6sense workflow:

  • Awareness: Marketing identifies the best accounts via the buyer's digital footprint on the web, finds the buying committee, and then adds them to social ad campaigns on Facebook and LinkedIn
  • Consideration: Marketing adds the buying committee members into nurture/education campaigns to provide value
  • Decision: Landing pages and chatbots are personalized to the buyer. Target accounts are routed to the right sales rep
  • Purchase: CRM, marketing automation systems and the website capture buying signals. This is when the account is in-market to buy, and sales should chase

Understanding where the buyer was in their journey made marketers and sellers more relevant and customer-centric in their outreach timing, targeting, and messaging.

Taking a multi-threaded approach where everyone on the buying committee was engaged increased sales velocity, conversions, and ASPs.

Sales and marketing were going to market together, which boosted overall ROI.

ABM started to work and cut through the noise:

  • The first person in the conversation is 70% more ready to buy (6sense)
  • 85% of marketers say ABM significantly benefited them in retaining and expanding their existing client relationships (Triblio)
  • An ABM strategy can increase B2B revenue by 208% (Warc)

According to Lars Nilson, VP of Business Development at Snowflake, who ran a 200+ sales development team, when account-based marketing and account-based sales orchestrate, script, and strategize together, they saw a 3x lift rate on their meetings booked.

Limitations of Today's Account-Based Marketing

In spite of the lift from running an ABM motion, companies are still finding difficulty capturing demand. Deals are becoming increasingly complex, with more steps involved and more people to convince. The status of deals is constantly changing and faster than humans can react.

There are also fewer humans to react, period, because of the headcount reduction. Sales reps are working double-time to engage quickly and effectively with more accounts on increasingly complex deals. People are fried.

Sometimes it could take weeks, months, quarters to fully implement an ABM solution. It could take a while before sales and marketing and in full alignment on their ICP and agreed upon processes. Takes time to find a dedicated owner of the ABM tool. People are constantly shifting, so the CMO that brought on the ABM solution may leave midway through implementation. And the sales team that was onboarded today may not be the sales team that uses it tomorrow.

A strong signal on an account that's in-market to buy is only useful if it's acted upon, and better yet, acted upon immediately. Speed kills sales. Drafting a personalized email to a hot account a day after may be too late.

Human systems do not scale well, especially as organizations and the number of leads to keep track of gets larger.

The Challenge of Data Silos and Integration

The market is starting to consolidate tooling; however, you still have 5 to 6 solutions that need to work in tandem to execute effective ABM. For example there's conversational intelligence, sequencing, email, LinkedIn, Slack, CRM, buyer intent, etc. Humans still need to toggle between three screens to conduct analysis and pinpoint key moments in a buyer's journey. Revops needs to manage multiple vendors, which oftentimes have duplicate features.

But the biggest issue is having multiple data siloes to manage. With systems needing to integrate back and forth, it can be difficult to have a single set of robust, accurate data to automate workflows or run AI models off of.

The problem compounds as the size of the organization and prospect base grows.

Pretty soon there are processes to maintain processes, and, depending on your time horizon, the upfront setup and maintenance cost may introduce more harm to the team rather than the ROI promised.

The Need for Speed, Coverage, and Consistency in ABM

For ABM to work well, you need speed, coverage, and consistency.

Most sales teams are not set up to react in real-time, which breaks them out of their workflow. It takes significant orchestration to complete the ABM motion successfully at every step.

If there is a big marketing campaign that drives traffic, there may not be enough rep coverage to engage all the buyers.

In both cases, there is a revenue leak in the funnel because speed, coverage, and consistency fall short.

It means you're not engaging or fast enough with your in-market target accounts (3% of your TAM) who are in the decision/purchase stage, which costs you deals today.

You're also missing out on the opportunity to build relationships with target accounts that are not in-market (97% of your TAM) in the awareness/consideration stage, which will potentially cost you even more deals tomorrow and beyond because those accounts may be building an early relationship with your competitors.

Up Next: The Era of Account-Based Orchestration

Read Part III, where we'll delve into the evolution from account-based marketing to account-based orchestration. We'll explore how this transition enhances the speed and precision of delivering a tailored buying experience to your Ideal Customer Profile (ICP).

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How The B2B SaaS Sales Funnel Has Changed

How The B2B SaaS Sales Funnel Has Changed

Time to read

Alan Zhao

This article is Part I of a 4-part series on the shifting landscape of B2B buying and selling, how revenue teams have adapted, and where we think the market is headed.

TL;DR:

  • B2B SaaS experienced a golden era with an influx of capital and a focus on go-to-market strategies.
  • The traditional sales funnel and data-driven processes became the foundation of go-to-market understanding.
  • The market saw an explosion of SaaS solutions and an increase in email deluge, leading to declining conversion rates.
  • The pandemic brought about significant changes in buyer behavior, with a rise in digital communities and increased reliance on content consumption for decision-making.
  • The digital transformation paradox emerged as conventional funnel metrics struggled to capture evolving buying behavior, leading to the need for companies to adapt and evolve.

The Golden Era of B2B SaaS: 2018-2022

The years from 2018-2022 could be called the Golden era of pre-AI startups. B2B SaaS was living its best life. Startups were bathing in cash. They were getting their rounds pre-empted because deals were becoming that hot.

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(Image Source)‎

I remember just two years back in 2021, there was a saying in the startup community that it was easier to raise money than it was to hire great talent.

The Capital Influx

Initially, we saw the influx of capital into SaaS businesses often channeled into go-to-market strategies. B2B SaaS companies hired like nobody’s business: sales reps, ad spend, sales reps, marketing tools, and more sales reps. Resource bloat accrued because of the mounting pressures to produce in order to meet valuation expectations.

This forced the hands of many B2B SaaS startups to hire too many employees to hit those targets. As the economy has continued to recede in 2023, shareholders, boards, and VC firms alike are asking nearly every startup to surrender to a RIF - aka layoffs - to reduce the bloated, unproductive staff.

GTM Strategies

The traditional construct of going to market was that of the sales funnel. Tools like ZoomInfo and Outreach would make one sales rep feel like the power of ten sales reps. But instead of cutting back, companies went all in, flooding the market with outbound — more dials and cold outbound calls, and more mass emails out the digital door.

With so many bodies, predictability and structure became the name of the game. I remember being curious about sales and asking Larson Stair, an expert sales founder in our Techstars batch.

"What makes a salesperson great?" — Alan

"Process." — Larson

Sales with a process is a science, which makes it more predictive. Without a process, it was emotion, which made it less predictive. VCs have historically pushed for predictability, which pushed for certainty in measurement. What is the best visualization of this predictability? The Marketing-to-Sales Funnels with conversion rates at every step.


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(Image Source)‎

At the same time, with the explosion of data, whatever could be measured was measured. Everything became seemingly quantifiable when the funnel was the foundation of go-to-market understanding, turning GTM into a science, and sales and marketing as “the scientist” executing the experiments.

The SaaS Startup Explosion: the 2020s

As venture capital continued to flow into the 2020s, the SaaS market saw an influx of tools, thanks also to the commoditization of API software development. Competitor apps could be spun up overnight with just a handful of developers. The availability and affordability of cloud service helped ensure that the entrepreneurial developers sitting inside a B2B SaaS company could develop revenue-producing applications to their heart's content.

Carina, Zack, and I built one such competitor tool during our time at Techstars without knowing anything about the space.

Everyone started building and buying everything. Then, the capital and the revenue started coming in - and it was good. However, when everyone starts making money, good decisions start going out the window. Lots of shelfware was created and sold to consumers who were sold something that didn’t deliver value.

The Email Deluge and Declining Conversions

Inboxes exploded from the deluge of emails. Eventually, Google started throwing certain domains into spam. Whole cottage industries emerged just to warm emails to improve deliverability so companies could send more.

Conversion rates started declining.

But the pressure mounted. What did people do? More hands on deck. 5% closed won conversion last year, 1% conversion this year? No problem. Pump up the top of the funnel to sustain revenue growth.

If your job was on the line, why fix something that wasn't broken? Plus, who had the bandwidth to innovate when the existing system was barely afloat? Nobody ever got fired for buying IBM.

Lots of hungry reps to feed right now. Where are all the MQLs, form fills, white papers, and link clicks? Because of the short time horizon of CROs, the whole go-to-market team needed to operate on a similar timescale.

The Pandemic's Impact on Business

Then 2020 ...

The pandemic changes everything.

It completely disrupts B2B SaaS marketing, in ways that are still being felt today.

And it all started with B2B SaaS buyers.

The Buyer's Evolution

Let's talk about what happened to the buyer.

Forget B2B SaaS products for a second. For the first time, during the pandemic, buyers were building entire teams without ever meeting face-to-face with their new hires.

As a result, B2B SaaS providers had to learn how to connect with buyers that were increasingly connecting with peers, potential clients, and sales teams entirely online.

The Rise of Digital Communities

Demand for community skyrocketed. Reddit, Discord, and Zoom engagement shot up. And in the wake of all this, professional communities like Pavilion started sprouting up everywhere. LinkedIn evolved into a real professional social network.

Suddenly, buyers, who in the past, would meet each other maybe once or twice a year at conferences to exchange ideas about B2B SaaS solutions, can poll thousands at a time, globally, for advice on whether to use Outreach or SalesLoft, Hubspot or Marketo in a single post, and get curated answers back within minutes.

Content Consumption

With social media engagement at an all-time high, consumption of marketing content like e-books, blog posts, podcasts, influencer endorsements, and peer reviews soared.

In 2020 alone, media uploads increased by 80% YoY, driven by an influx of social media marketing in the SaaS space. How-to videos, explainers, pre-recorded sales pitches: B2B buyers were absorbing it all.

The increase in content consumption meant that demand generation became a key factor in the B2B SaaS business model.

B2B Decision-Making

As well as consuming more and more content during the buying process, the way organizations decided on when and why to purchase a SaaS product also changed.

In particular, partnership programs - for example, Hubspot and Salesforce's app ecosystem - started gaining traction as a go-to-market channel, with buyers increasingly making purchase decisions from trusted B2B software vendors.

The Digital Transformation Paradox

Consequently, B2B SaaS underwent a digital transformation overnight.

The change was swift. But, ironically, as the world digitized, conventional SaaS metrics struggled to capture the evolving buying behavior.

Private Slack chats, influencer endorsements, or old-school phone calls - the funnel couldn't track these. The same large quantity of SaaS vendors still existed. It's just now the buyers could see them all a bit more clearly.

The Dark Funnel and Its Impact on B2B Marketing

In the past, companies could track customer interactions through traditional marketing automation platforms. However, with the rise of third-party marketing channels like podcasts, events, influencer marketing, and organic social media, companies are unable to track these interactions effectively. This lack of tracking has led to a major shift in the distribution of content and communication between companies and their customers.


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(Image Source)‎

The software vendor landscape was vast, but now, buyers had a clearer view. The competition between vendors became fierce, with countless "Top X tools for Y" lists and regular Gartner and G2 matrices to guide buyers.

Still, the traditional sales and marketing model that drove buyers down the funnel persisted, even as it was seeing diminishing returns. A decade of conditioning led ingrained these large processes of generating Leads to MQLS to SQLs, as well as the people who maintained them.

The Informed Buyer

But here's the twist: Buyers were leveling up. They were more informed and more savvy. At least that's what they thought:

  • 70% of the buyer’s journey is done digitally before talking to a salesperson (Sirius Decisions)
  • 80% of B2B purchasers said that they would not even speak to a salesperson until they had done their own research (The Corporate Executive Board)
  • 80% of business decision-makers prefer to get company information from a series of articles versus an advertisement. (B2B PRSense)
  • 84% of B2B decision-makers begin their buying process with a referral. (Sales Benchmark Index)
  • 86 percent of buyers use peer review sites when buying software (G2)

The number of people in the SaaS solution buying committee was also becoming much larger. Each member has their own needs that must be met before the purchase can go through, so that means different messaging and timing for different personas.

It was like wringing water from a rock and suddenly finding yourself in a desert. That's okay because the VC well always had more rocks to pull from.

Navigating the New Demand Landscape

Post-pandemic, B2B SaaS companies faced a fresh challenge: the funding bubble began to deflate. Buyers tightened their belts. Sales quotas were missed.

Traditional methods seemed outdated in this new reality.

While many clung to old strategies, successful B2B SaaS organizations recognized the need for efficiency and adaptability. They shifted focus from lead generation to efficient demand capture and demand creation, emphasizing trust and authenticity in an informed buyer's world.

"How can I sell you something," no longer works. The approach must be proactive: "What does my customer need from me." Companies like Aligned have built the digital sales room to create better buying experiences.

In this evolving landscape, it's not about who spends the most - on sales teams, marketing campaigns, or SaaS tools - but who adapts the best.

Now that you're keyed up on the changes in the B2B market pre- and post-pandemic, read on for Part II, the future of account based marketing.

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How to Personalize Your Website

How to Personalize Your Website

Time to read

Alan Zhao

TL;DR:

  • Website personalization is crucial for tailoring content and user experience to individual users.
  • Personalization in marketing involves delivering targeted content and offers based on customer preferences and behaviors.
  • Examples of personalization include personalized product recommendations in e-commerce and Amazon's recommendation engine.
  • Website personalization leads to increased time on site, higher conversions, a more relevant website experience, and greater customer loyalty.
  • Challenges of personalization include data collection, consumer privacy, performance, and measuring effectiveness.

What is an example of personalization?

An example of personalization can be seen in the retail industry, particularly in e-commerce. Many online retailers have implemented personalized product recommendations based on customer data and behavior. According to a study conducted by Barilliance, personalized product recommendations can increase conversion rates by up to 300%.

One well-known example of personalization in e-commerce is Amazon's recommendation engine. By analyzing customer browsing and purchase history, as well as other data points, Amazon is able to provide personalized product recommendations to each individual user. This not only enhances the user experience by showing them products that are relevant to their interests and preferences, but it also increases the likelihood of making a purchase. In fact, it is estimated that 35% of Amazon's revenue is generated by its recommendation engine.

What is personalization in marketing?

Personalization in marketing refers to the practice of tailoring marketing messages and experiences to individual customers based on their preferences, behaviors, and characteristics. It involves using data and technology to deliver targeted content, product recommendations, and offers that are relevant and personalized to each customer.

According to a study by Epsilon, 80% of consumers are more likely to make a purchase when brands offer personalized experiences. This highlights the importance of personalization in marketing as it can significantly impact customer engagement and conversion rates. Additionally, a report by Accenture found that 91% of consumers are more likely to shop with brands that provide relevant offers and recommendations.

Personalization can be achieved through various methods such as using customer data to segment audiences, implementing dynamic content on websites and emails, and leveraging artificial intelligence and machine learning algorithms to analyze customer behavior and preferences. 

Examples of personalization

In this blog post, we will explore the topic of website personalization and its importance in today's digital landscape. Website personalization is the practice of tailoring a website's content, design, and user experience to cater to the needs and preferences of individual users. With the majority of consumers expressing an appreciation for remote digital or self-service interactions, website customization has become a necessity rather than an option. In this guide, we will delve into the benefits, challenges, and methods of website personalization, along with some inspiring examples. So, let's dive in and learn more about this powerful strategy!

Increased Time on Site

One of the key benefits of website personalization is the ability to capture your audience's attention and keep them engaged for longer periods of time. By addressing site visitors by name or speaking to their specific pain points or interests, you can create a more personalized and relevant experience. This increased time on site not only leads to improved brand awareness and trust but also translates into measurable impacts such as more leads and conversions.

Higher Website Conversions

Website personalization has been shown to have a significant impact on conversion rates. According to a study by Econsultancy and Monetate, website customization leads to an average 19% increase in sales. By tailoring the website experience to the specific needs and preferences of individual users, you can create a more compelling and relevant journey that drives conversions. Whether it's personalizing the quoting process for an insurance company or showcasing specific products based on demographic information for an e-commerce brand, website personalization can make the buying experience feel more tailored and increase the likelihood of completing a form or making a purchase.

A More Relevant Website Experience

Consumers today expect a personalized shopping experience, and website personalization allows businesses to meet those expectations. By providing personalized recommendations based on previous purchases or browsing history, businesses can better meet their customers' needs and interests. This not only leads to more conversions and revenue but also fosters greater customer loyalty. In fact, 80% of frequent shoppers say they will only purchase from businesses that tailor their shopping experience. For digitally native direct-to-consumer brands, personalized recommendations account for around 25% of their revenue.

Greater Customer Loyalty

Personalizing your website can have a significant impact on customer loyalty. According to McKinsey, 71% of customers want personalized experiences, and 76% feel frustrated when a business doesn't provide them. By personalizing the website experience, businesses can make their customers feel taken care of and valued. For example, having a chatbot that welcomes existing customers by name and provides them with resources and hands-on help can enhance the customer experience and foster loyalty. By leveraging technology, businesses can give customers quicker access to resources that are not available to the general public, further strengthening the bond with their customers.

Challenges of Personalization and How to Solve Them

While website personalization offers significant benefits, there are also challenges that businesses may encounter. One of the main challenges is data collection and utilization. With customer data scattered across different teams and systems, it can be difficult to access the insights needed for effective personalization campaigns. To address this challenge, businesses should consolidate the ownership of customer data and establish a revenue operations function to manage the collection, cleaning, sharing, and utilization of data.

Another challenge is consumer privacy. With increasing regulations and concerns around data privacy, businesses need to develop a first-party data strategy to collect their own customer data for online personalization. It is crucial to follow consumer privacy laws such as the EU's General Data Protection Regulation (GDPR) and the California Consumer Privacy Act (CCPA) to ensure compliance.

Performance and scalability are also important considerations. Website performance is paramount to the success of personalization strategies, as slow load times can deter visitors and impact conversion rates. Regular audits of personalization software and web pages are necessary to optimize conversion rates and website performance. Choosing personalization software with performance and scalability in mind is also recommended.

Lastly, measuring the effectiveness of personalization can be challenging. Personalization encompasses a wide range of strategies, making it difficult to identify a single metric for success. Gathering accurate data and tracking mechanisms to evaluate the impact of personalization can be complex. Defining key performance indicators (KPIs) and using A/B testing can help businesses measure the effectiveness of their personalization efforts.

How to Personalize Your Website

Now that we understand the benefits and challenges of website personalization, let's explore some methods to personalize your website:

  1. Segment Your Audience: Tailor your website content and offers to specific segments of your audience based on demographics, customer relationship length, and past purchases.
  2. Focus on Target Accounts: Implement account-based marketing (ABM) strategies to personalize landing pages and website elements for individual accounts.
  3. Use Geolocation: Customize your website based on the location of your visitors to provide more relevant services and content.
  4. Look at Browsing Behavior & Time on Site: Analyze visitor activity on your website to create personalized buying experiences. Offer assistance or recommendations based on the pages they visit and the time spent on each page.
  5. Differentiate by Device Type: Customize your website experience based on the device that visitors are using. Swap out CTAs and direct visitors to the appropriate app store or extension store.
  6. Lean on Chatbot Interactions: Use chatbots to instantly personalize conversations and provide tailored recommendations based on visitor interactions. Conversational AI-powered chatbots can offer accurate and helpful answers to unique user questions.

Website Personalization Examples

To provide some inspiration, here are three examples of website personalization in action:

  1. Warmly's AI Sales Tool: Warmly created personalized sales automation pages for their customers, inviting them to see the firms and titles of users showing up on their website. This tool allows salespeople and marketers to try warm calling, which differs from cold calling.
  2. Clearbit's Personalized Website Graphics: Clearbit personalizes landing pages with custom components, including screenshots of visitors' home pages. This attention-grabbing approach helps visitors visualize the potential benefits of using Clearbit's solution.
  3. Gong's Personalized Chatbots: Gong uses chatbots to personalize conversations with buyers and customers. Their chatbot engages visitors with dog humor and offers options for live demos, more information, or customer support. This personalized approach resulted in a 44% increase in booked meetings and over $9 million in influenced pipeline.

Conclusion

Website personalization is a powerful strategy that can significantly improve user engagement, drive conversions, and foster customer loyalty. By tailoring the website experience to individual users, businesses can create a more relevant and compelling journey that resonates on a personal level. However, it is essential to address the challenges of data collection, consumer privacy, performance, and measuring effectiveness. Implement personalized strategies such as segmenting the audience, focus on target accounts, and leverage geolocation and chatbots to create a more personalized and impactful website experience. So, start personalizing your website today and unlock the full potential of your online presence!

Ready to take your website personalization to the next level? Contact us at Warmly for a personalized consultation and discover how our solutions can help you drive conversions and cultivate customer loyalty.

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Heat Up Your Sales Pipeline With Warm Calling

Heat Up Your Sales Pipeline With Warm Calling

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Maximus Greenwald

How many times have you made a cold call, hoping to hook an interested party, only to be met with an abrupt hang-up or a disinterested voice on the other end? Our Warmly senior sales development representative, Nabil, recalled one of the first times he ever called a person to make a sale. The receiver on the other side of the phone responded — excuse the language — “If you call again I’ll fuckin kill you and your family.” Oops, that was not an appreciated answer.

The traditional approach of outbound sales is shifting; cold calling is rapidly losing its effectiveness, as fewer and fewer people are picking up those unexpected calls.

Why? Because they're tired of unsolicited contact from companies they don't know or haven't shown interest in. In an era where personalization is key, it's hard to get someone's attention through a blanket approach. This is where Warmly steps in, presenting the future of sales calls with the concept of "warm calling."

Warm calling isn't just a trendy term, it's an evolution in how we conduct outbound sales. Instead of taking shots in the dark, warm calling is about calling people right when they’re on your busy. Their intent is high because they are at the top of your mind.

Remember those times you wished you could have a meaningful phone call with potential customers browsing your website? Warm calling makes this a reality. The best part is, you get to choose who you want to reach out to. Instead of spending your valuable time cold calling random prospects, Warmly equips you with the power to make informed decisions about who to contact.

Imagine this scenario. You're notified that someone from Asana is actively on our pricing page. This isn't just any random visitor; it's a potential customer expressing interest. With Warmly, you don't need to wait and wonder, you can warm call them immediately. The transition from a world of random names and companies to a realm of insights and prospects happens effortlessly with Warmly.

One of the most exciting aspects of warm calling is the potential for interaction. Unlike cold calling, which usually involves a monologue pitch, warm calling can include parallel browsing and real-time feedback from the potential customer, which means you can literally see where your users are on the pricing page. You can even turn on your camera for a more personal connection if you choose to.

Gone are the days of playing phone tag and matching calendars for a call. With Warmly's “Warm Calling” feature, you can chat with an SDR on your website in real time. The paradigm of cold calling is evolving; we now have the data to let you call at the right time, to the right person. Warmly gives you a chance to connect with prospects in a more personalized and engaging manner, redefining the outbound sales process.

The premise of warm calling is simple yet transformative: what if you could immediately call the person showing interest in your product? Cold calling may not be completely dead, but Warmly's solution offers a more compelling, user-friendly approach that's attuned to the evolving business landscape.

No longer are sales calls a game of chance. With warm calling, you're in control, and Warmly provides you with the right tools to make the most of every potential sales opportunity. It's not just a neat concept, it's a revolutionary approach that's making outbound sales more successful, one warm call at a time.

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