Reactivate Closed Lost Deals

Use inbound chat to reengage CL deals and book new meetings.

Basic
Sales
Chat
Demo

Building an Advanced Chat Workflow

The Problem

Those accounts sitting in the Closed Lost section of your CRM? They could be your next customers. But only if you can effectively capture CL traffic on your website.

The Play

Connect your CRM to Warmly (HubSpot or Salesforce) to track Closed Lost deals and get notified when a lead from a previously lost deal reengages on your website.

Use our AI chatbot to create tailored messaging for CL visitors and send Slack notifications to the relevant rep when they’re showing high-intent actions on your website.

The Result

By filtering previously lost deals by intent signals, you can auto-target accounts that demonstrate likelihood to purchase, and use live video chat to bring in a rep to reengage that prospect within minutes.

Questions?

Schedule a demo to learn more. Or, view more of our plays here.