Your sales team uses Warmly to better understand which companies are visiting and showing high intent behavior on your website. Additionally, however, your team would like to use Warmly to manually find key prospects at those accounts in order to reach out to them and target that account. Warmly recommends using our AI Prospector feature to do this process automatically, but if your team cannot use that feature for some reason or would simply prefer to do this process manually (perhaps your team leans into hyper-personalized messaging), then manual prospecting can be a successful option.
See these Help Center articles for more detailed information about setting up and using Warmly’s Slack integration.
This Help Center article may still likely be relevant to you. Take a look at it for Warmly’s tips and best practices regarding creating email sequences.
See these Help Center articles to better understand how to create important segments within Warmly. Remember that segments are used to help you filter website traffic for your company-level ICP!
See these Help Center articles to better understand how to create important personas within Warmly. Remember that personas are used to help you filter for your individual-level ICP (based on titles)!
This playbook was created by Ryan Beyer, Head of Customer Success at Warmly. Please reach out to his email at [email protected] with any questions or feedback.