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Warmly Academy

Accounts & Visitors Prospecting

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Accounts & Visitors Prospecting

The video discusses the manual prospecting process using Warmly, focusing on sales teams and the importance of hyper-personalization. It emphasizes the need for CRM integration, real-time sync, and the use of sales engagement tools and contact data providers. The importance of segments and personas for manual prospecting is highlighted, with a focus on the engineering leadership playbook persona. The process of identifying and applying prospects using Warmly Prospector is explained, along with options for actions after identifying prospects. The video also addresses challenges with Warmly Prospector and recommends using the AI prospector for automated prospecting.