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Using Warmly, your sales and marketing teams can easily set up a dashboard to help track and internalize how Warmly is helping generate pipeline and identify high intent individuals and accounts on your website. Below are some of the charts that the Warmly team itself has put together, and we’d love to help your team build yours.
Averi Haugesag, CorralData’s Director of Growth, was looking into Warmly on our website. Alan, co-founder at Warmly, received a Slack notification that the session was taking place and that Averi had just booked a demo, and he automatically warm called Averi to join her live session. They engaged in a conversation on the website, and then switched to Zoom because Averi wanted to bring in another member of her team, Arthur Kriklivy, a senior project manager.
After this preliminary discovery call, Averi and Arthur brought Warmly in front of their CEO, which eventually resulted in a closed/won deal.
This interaction demonstrates how companies, including Warmly, miss opportunities day after day by not engaging with interested buyers that visit their websites.
This is a recorded video of part of Alan’s preliminary discovery call with Averi and Arthur:
Alex Wettreich, Writer.com’s Head of Sales, was on Warmly’s website looking into incorporating our tool into his team’s tech stack. Max, Warmly’s CEO, received a Slack notification in one of his priority Slack channels, letting him know that a prospect at a key Warmly ICP account (US-based, 50-250 employees) was on our website. Max warm called into Alex’s live session, where they began talking via chat and eventually transitioned to a video conversation.
This is a recorded video of Max’s conversation with Alex:
Jim Eustace, CEO at Bound, was looking through Warmly’s website. Warmly identified that someone from Bound was on the site and sent a Slack notification to Max, Warmly’s CEO. Max warm called into Jim’s session and sent several messages over ~30 seconds in order to get Jim to turn on his audio and subsequently his video.
Max was able to have a preliminary sales conversation including a demo with Jim, which led to follow-ups regarding both a reseller partnership as well as Bound buying Warmly to incorporate it into their tech stack.
This is a recorded video of Max’s conversation with Jim:
Zachary, Director of Sales at ShulWare, visited Warmly’s website to look into purchasing Warmly’s nametags product for his sales team. Nabil, Warmly’s Senior Sales Development Representative, received a notification identifying that a member of ShulWare’s team was on the website, and he warm called into the session.
Due to his immediate intrigue about Warmly’s chat functionality (“tell me about this chat feature… I freakin’ love it”), Nabil was able to book a qualified meeting with Zachary the same day that he visited the website.
A qualified prospect (CEO of a 40-person B2B SaaS company) was browsing Warmly’s website with no intention of booking a meeting. But by jumping on a live video chat, Alan, Warmly’s co-founder, was able to have a qualified discovery meeting that turned into a sales qualified opportunity with next steps. Time and cost to move this person from top directly to bottom of the funnel was effectively zero.
Alan was drafting an email to a prospect when he noticed a Slack notification on the top right hand corner of his screen. Our AI chat had outreached to someone who was visiting the Warmly site from England. The prospect responded to the AI chat and Alan was notified of the response. He quickly clicked into the Slack notification and jumped into the Warmly session to view the conversation thread. The prospect responded to a personalized joke the AI made about the visiting prospect’s company. Alan turned his video camera on while engaging with the prospect, which led to the prospect also turning on his video camera (effectively generating a real-time video conversation while the prospect was visiting the website). The prospect was intrigued by our product and they ended up having a discovery call about Warmly. This interaction led to a next steps meeting with Salesflow’s Head of Demand Generation and eventually a closed/won deal.
This is a recorded video of part of the conversation with Salesflow’s CEO:
A current customer of ours was chatting about Warmly in a prominent sales community, which led Rachel, the CMO at VeryTechnology, to come to our website. Warmly’s AI chat engaged with Rachel, and the second message that the AI chat sent included the option to book a meeting directly with Warmly’s sales team. Rachel booked a meeting using the link, which led Max, Warmly’s CEO, to meet with Rachel and resulted in a closed/won deal with a significantly shorter than average deal cycle.
Warmly’s AI chat has the functionality to book meetings automatically for your sales team. Included in the second AI chat message is Warmly’s generic meeting link, which prospects can use to book qualified meetings. Using Warmly’s filtering system, called Warmly segments, sales teams are able to only send AI chat messages to qualified accounts (based on filters like company headquarters, employee count, estimated annual revenue, etc.). In this instance, a qualified prospect booked a meeting with Warmly after just two AI chat messages. See below for a transcript:
Keegan (AI): Hey! Warmly sales rep here to offer an ice chilling solution (not a bot btw, real person)
💡This was the Warmly AI chat’s preliminary message to the prospect. Warmly wasn’t able to identify the company at which the prospect worked, so the message the AI chat sent was relatively generic.
Keegan (AI): Hey there, just curious, what got you interested in Warmly? Want to chat? Or book a meeting with us? https://warmly.orbianca.com/calendar/team/t/13
💡Warmly’s AI chat sent a second message since the prospect didn’t reply to the first message.
Prospect: Would love to learn more maybe two weeks out? I can do a 20 min chat.
💡After sending this message, the prospect booked a meeting via Warmly’s calendar link.
