500% Conversion Rate Increase in One Week - Mike Zimmerman, Caddis Systems

The Challenge

Mike Zimmerman leads revenue operations at Caddis Systems, where he oversees marketing through sales operations for a small but mighty team of three sales reps. They use Salesforce and Outreach, with a third-party group handling email marketing and website pages.

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The problem was stark: despite running Google AdWords campaigns and building landing pages, Caddis was getting almost no website conversions. Maybe one or two a month—and a lot of those were spam bots filling out forms. They had zero ability to engage visitors while they were actually on the site.

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“We were relying on someone taking a lot of action—a very high-intent prospect filling out a form. It really wasn’t working well. We’d get maybe one or two a month, and we’d get a ton of spam traffic and bots.”
— Mike Zimmerman, Head of Revenue Operations, Caddis Systems

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Enter Warmly

Mike discovered Warmly on LinkedIn and immediately saw the potential: real-time visibility into who’s on your website, plus the ability to engage them right then and there.

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Setup was fast. Caddis started a trial, was fully operational within a week, and pulled the trigger on a paid plan within three weeks. The onboarding team set up trial segments as examples, handled the complex configuration, and stayed accessible via Slack for ongoing support.

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The team uses Warmly in two ways: the AI chat engages visitors automatically, and when sales reps are at their desks, they jump into live conversations with real-time notifications.

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“I had one person get on there and say ‘I used to be in marketing—this is the coolest chat feature I’ve ever seen.’ They loved the waving and pointing at the chat button.”
— Mike Zimmerman, Head of Revenue Operations, Caddis Systems

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An unexpected bonus: Warmly also shows when existing customers are browsing support documentation. The team now proactively reaches out to customers who might be struggling—before they even file a ticket.

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The Results

The numbers speak for themselves. In the first week alone, Caddis qualified two or three leads directly from live chat—more than they’d been getting in an entire month from form fills. That’s a 500% increase in website conversions.

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“One website conversion is the ROI. We’re already probably four or five x on that, no problem, from our initial investment.”
— Mike Zimmerman, Head of Revenue Operations, Caddis Systems

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The AI Prospector has been a game changer for the small team. Mike set up segments tied to their Google AdWords campaigns—so when someone lands on a preventive maintenance landing page, Warmly automatically prospects them with messaging that matches the ad that brought them there. It’s doubled down on their paid media investment.

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For a three-person sales team, the efficiency gains are massive. With 300+ contacts auto-prospected, Mike estimates that’s 300 minutes of manual work saved—time that would have been spent finding contacts, checking CRMs, and building sequences.

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“The AI Prospector is a game changer. It gives us a lot more capacity. We’re prospecting companies we would have never ever prospected before because we had no idea they were on our website.”
— Mike Zimmerman, Head of Revenue Operations, Caddis Systems