Warmly Easily Replaces Drift To Identify Qualified Pipeline

The Challenge

Cendyn's sales team lacked clear visibility into who was visiting their website and engaging with their brand in real time. While they had Drift in place previously, it had become overly complex, expensive, and difficult to manage.

Custom playbooks across multiple pages made the experience cumbersome to maintain. Instead of driving efficiency, Drift became over-engineered and harder to optimize. At the same time, Cendyn struggled with understanding which visitors were actively showing intent and how to engage them quickly before the opportunity passed.

Without clear visitor intelligence and simplified engagement, it was difficult to move prospects to the next step fast enough.

“Warmly obviously helps track which visitors are coming to the site now. For us, it's just better understanding who was actually hitting the site.”
- Ryan Shapiro, Director Global Business Development, Cendyn

Cendyn needed a more streamlined, budget-friendly solution that could deliver strong results without unnecessary complexity.

‍

The Solution

Cendyn implemented Warmly to gain real-time visibility into website visitors and simplify their engagement strategy.

Instead of managing numerous complex playbooks, Cendyn shifted to a standardized chat experience that appears consistently across pages and guides visitors through clear next steps. This simplified approach reduced friction internally while improving the buyer experience.

Warmly also provided:

- Real-time tracking of website visitors

- Clear insight into who is engaging with the site

- A simplified chat flow to accelerate conversations

Beyond product functionality, Cendyn experienced a seamless buying and onboarding process. Sales and implementation were highly collaborative, ensuring all stakeholders were included and supported.

“Everything throughout the whole sales process was top notch.”
- Ryan Shapiro, Director Global Business Development, Cendyn

Warmly replaced Drift easily and cleared security + infrasctucture reviews due to it's security-first focus.

‍

The Results

With Warmly in place, the team now has immediate clarity into website engagement and can act quickly when prospects show interest.

Key outcomes include:

- Clear visibility into site visitors

- Faster engagement with live prospects

- Simplified chat management

- Improve cost efficiency compared to Drift

- Strong internal collaboration across sales and marketing

Most importantly, the team now understands exactly who is on their site and can engage at the right moment.

“What we're being able to utilize right now with Warmly for the cost that we paid for Drift is already making up for in the difference.”

‍

Warmly has become a streamlined, high-impact part of their go-to-market strategy  - enabling better insight, faster conversations, and stronger buyer engagement without unnecessary complexity.

‍