Achieving Targets in Record Time with Warmly’s Insightful Data
Learn how Warmly’s powerful data insights helped our client exceed their sales targets within just one week. In this video, discover how they leverage detailed visitor reports to personalize outreach and tailor marketing strategies effectively. From real-time Slack notifications to strategic follow-ups, this success story showcases how Warmly’s tools drive impressive results and accelerate goal achievement.
The Challenge
Elizabeth Watts joined Zinc Work in a new inbound sales role, working alongside marketing to drive demos and track campaign ROI. With significant marketing spend (campaigns in the £100K range targeting healthcare), she needed visibility into who was visiting the site and which campaigns were actually driving interest.
Enter Warmly
Elizabeth runs Warmly alongside her CRM constantly—monitoring live visitors, jumping into chat conversations, and following up on missed opportunities. She watches warm calls, checks session times and page views to qualify prospects, and uses Slack notifications to catch high-intent visitors in real time.
“Where possible, if they look like a good prospect, I like to get there before the AI. I’ve set the AI delay to 30 seconds so I can jump in first.”
— Elizabeth Watts, Zinc Work
The Results
Elizabeth hit her monthly target within one week, attributing roughly 50% of her leads to Warmly. She books meetings in minutes via live chat—one morning, a prospect said “I want to speak to someone now,” and within minutes she’d qualified them and sent a Chili Piper invite for that afternoon.
“I completed my targets within one week, mainly because of the leads coming through Warmly. It’s such an important tool to hit both my own targets and as a learning mechanism to see trends.”
— Elizabeth Watts, Zinc Work
Company
Zinc Work
Industry
HR Tech / Background Checks
Size
Mid-Market
Products Used
Live Chat
Warm Leads
AI Chat
