CUSTOMER SUCCESS

We Get You Live, Fast

Your CSM gets you from signup to value in days, not months. They'll walk you through setup, make sure integrations work, train your team, and stay available for questions. Simple, fast, supported.
Every Warmly customer gets a dedicated Customer Success Manager (CSM) who handles your onboarding, helps with implementation, and is there when you have questions. Not a ticket queue — a real person who knows your setup.
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See Onboarding Process
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What does your Customer Success Manager do?
Your CSM handles three things:
Onboarding • Kickoff call, goal alignment, success metrics
Implementation • Pixel install, CRM connection, routing setup
Questions • Slack/email access, fast responses, how-to guidance
That's it. No sales pitches, no upsells, no meetings you don't need.
Included for every customer. CSM is part of every Warmly plan.
What You Get:
Fast onboarding
Live in days, not months
Working implementation
Integrations that actually work
Direct access
Real answers, not tickets

What Slows Most Teams Down

Ticket queues
"I submitted a ticket and waited 3 days for someone to ask clarifying questions."
Different person every time
"Every call I have to re-explain our setup. No one remembers our account."
Delayed onboarding
"It took 6 weeks to get our integrations working. We lost a quarter of momentum."
No one owns your success
"Sales handed us off and we never heard from anyone again."
Transition: Your CSM knows your setup, responds fast, and stays with you.
Comparison

What CSM Is (and Isn't)

CSM Handles
For Advanced Needs
Kickoff and goal alignment
GTM Strategist for ICP design, playbook creation
Pixel installation and verification
Forward Deployed Engineer for AI-native transformation
CRM integration (Salesforce/HubSpot)
Rep routing configuration
Chatbot and alert setup
Team training and walkthroughs
Answering product questions
Troubleshooting issues
Note: Your CSM handles getting you live and answering questions. For advanced orchestrations, custom integrations, or strategic GTM work, we'll connect you with the right specialist.

How Onboarding Works

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What happens in each phase:
Phase
What Your CSM Does
What You Do
Kickoff
Intro call, understand your goals, set success metrics
Share your GTM context, identify team members
Setup
Guide pixel install, configure CRM sync, set up routing
Add pixel to site, grant CRM access
Train
Walkthrough for your team, configure alerts, answer questions
Attend training, try the product
Run
Available for questions, troubleshoot issues
Use Warmly, ask questions as needed

Support Channels

Fastest for quick questions
85% of your visitors are anonymous. You're spending on traffic but have no idea who's actually interested. By the time they fill out a form, they've already talked to competitors.
For detailed asks
2-3% form conversion is considered "good." That means 97% of interested buyers never identify themselves. Every form field drops conversion another 10%.
When you need a walkthrough
Script-based bots ask "How can I help you?" when they should already know. Visitors get frustrated with irrelevant questions. Your brand looks behind the times.
Response time: Most questions answered same business day. Urgent issues escalated immediately.

What Teams Ask Us

Question Type
Example
Setup
"The pixel isn't tracking visitors — can you check our install?"
Integrations
"How do I map Warmly fields to our HubSpot properties?"
Configuration
"Can we route visitors by company size instead of territory?"
Training
"Can you walk through the dashboard with our new SDR?"
Best practices
"What alerts should we set up for our AE team?"
Troubleshooting
"Why aren't some visitors showing company names?"
We're here for the practical stuff. How do I do X? Why isn't Y working? Can you show me Z?

CSM vs. Specialist

Your CSM Handles
Consider a Specialist
Standard integrations (Salesforce, HubSpot)
Custom API development, data warehouses
Basic routing and alerts
Complex multi-step orchestrations
Product training
AI-native transformation, agent building
Troubleshooting and questions
ICP strategy, playbook design
Getting you live
Continuous optimization programs
Need more? Your CSM will recommend the right next step:
Forward Deployed Engineer — For teams ready for AI-native transformation
GTM Strategist — For teams redesigning their GTM motion
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Days to first value
0
Hour avg response time
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G2 support rating
David Chase

More Deals, Same Team Size

"Warmly has allowed us to increase our pipeline targets by twenty percent without increasing headcount."
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David Chase
Sales Leaders / CROs
Charles Fox

Marketing That Converts

"We’ve doubled our average contract value, and our sales team freaking loves using it."
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Charles Fox
Marketing / Demand Gen
Stephanie Armand

Revenue Outcomes

"Warmly sourced MQLs closed fifty percent higher and thirty percent faster than our other sources."
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Stephanie Armand
RevOps
Sales Leaders
Sales Leaders
RevOps
New Customers
Need visibility into tool adoption and want fast time-to-value for team
How CSM Helps
Executive kickoff to align on success metrics
Weekly adoption reports during onboarding
Training sessions customized for AE vs SDR workflows
Escalation path to specialists when needed
Result: Sales leaders see ROI faster because their team is enabled quickly
Own the tech stack, need integrations to work, hate vendor runaround
How CSM Helps
Direct access to someone who knows your CRM setup
Hands-on help with field mappings and routing logic
Troubleshooting without ticket queues
Clear handoff to FDE for complex custom work
Result: RevOps spends less time on vendor management, more on optimization
Just bought the tool, need to get live without a long learning curve
How CSM Helps
Structured 30-day onboarding program
Pixel verification and CRM connection in first week
Team training with role-specific walkthroughs
Always available for "how do I..." questions
Result: New customers see first value in days, not months

Start With Support Built In

Book a Demo
See how Warmly works for your team
Meet Your CSM
Kickoff call, goal alignment, timeline
Go Live
Live in days with support you can reach

Common questions

FAQ

What is a Customer Success Manager?
Is CSM included in my plan?
How fast can we get live?
How do I contact my CSM?
What if I need more than onboarding support?
Can my CSM train new team members?
What's the difference between CSM and Forward Deployed Engineer?

Connect with Our Experts

Book a 15-minute conversation with a customer of ours and discover how Metric transforms their GTM strategy.