What is sales intelligence software?

Sales intelligence software provides B2B sales teams with data and insights about prospects and accounts to improve outreach effectiveness and close rates. This includes contact data (emails, phone numbers, job titles), company data (firmographics, revenue, employee count), technographic data (tools and technologies in use), and intent data (signals that indicate buying behavior). Warmly combines all of these with real-time website visitor identification and AI-triggered engagement, delivering intelligence at the moment buyers show intent rather than requiring reps to search a static database.

How is Warmly different from ZoomInfo?

Warmly provides real-time visitor intelligence and person-level website identification, while ZoomInfo offers company-only identification. Warmly delivers intelligence at the moment of intent with AI-triggered engagement, whereas ZoomInfo functions as a static database.

What technographic data does Warmly provide?

Warmly provides comprehensive technographic intelligence revealing the tools and technologies target accounts use, including CRM systems, marketing automation platforms, intent data providers, chat/bot solutions, analytics tools, and ABM platforms. This enables sales reps to understand competitive positioning and integration opportunities before conversations.

Does Warmly replace my existing data provider?

Warmly can function as a complete data platform, combining contact data, company enrichment, intent signals, and real-time visitor intelligence in one system. Many teams use Warmly as their primary sales intelligence platform, consolidating multiple tools.

How does real-time intelligence differ from a traditional database?

Traditional databases require manual searches and contain static data that decays over time. Warmly's real-time intelligence is pushed to reps automatically when buyer signals activate, with data continuously refreshed through the Context Graph architecture that connects companies, people, deals, activities, and outcomes into a unified structure.

Does Warmly integrate with my CRM?

Yes, Warmly integrates with HubSpot and Salesforce, automatically enriching CRM records with real-time intelligence, buying committee data, intent signals, and engagement history.

What is the Context Graph?

The Context Graph is Warmly's unified data architecture that connects every entity in your go-to-market ecosystem — companies, people, deals, activities, and outcomes — into a single queryable structure. Unlike a traditional database that stores rows of data, the Context Graph stores relationships between entities, enabling AI agents to reason about accounts the way a veteran rep would. It assembles full account intelligence in under a second from 8+ data sources.

SALES INTELLIGENCE

Sales Intelligence at the Moment It Matters

Traditional sales intelligence is a database you search through. Warmly delivers intelligence in real-time — when a buyer visits your website, when intent signals fire, when an account becomes active. Company data, contact details, tech stack, funding history, and engagement signals all delivered to your rep at the exact moment they need it.

Sales intelligence software provides B2B sales teams with data and insights about prospects and accounts to improve outreach and close rates. Warmly delivers real-time sales intelligence by combining person-level website visitor identification, multi-source intent signals, and comprehensive enrichment data — including firmographics, technographics, funding events, job postings, and buying committee mapping. Warmly's Context Graph connects every entity — companies, people, deals, signals, and outcomes — into a single view that AI agents can reason over and reps can access instantly. Instead of reps searching a database before outreach, Warmly pushes intelligence to reps when buyer signals activate, so every conversation starts with full context.

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What intelligence does Warmly deliver to your sales team?

Warmly delivers real-time intelligence across every dimension your reps need:

Person-level visitor data • Name, email, job title, LinkedIn profile for every identified website visitor

Company enrichment • Firmographics, industry, employee count, revenue, tech stack, funding history

Buying committee mapping • Decision makers, champions, influencers identified at target accounts

Intent signals • Website behavior, Bombora research topics, LinkedIn engagement, job postings

Engagement history • Full timeline of every interaction: site visits, chat conversations, email opens, ad clicks

Competitive intelligence • Technographic data reveals which competitors' tools they're using

CRM auto-sync • All intelligence flows into HubSpot/Salesforce automatically, enriching existing records

Intelligence that arrives at the moment of intent. Not data you go looking for.

Best For:

Account executives

Need full context before every call and email

SDR teams

Want enriched, scored accounts instead of raw lists

RevOps teams

Need clean, enriched data flowing into CRM automatically

Stale Data Doesn't Close Deals

Your database is outdated by the time you use it

People change jobs, companies get funding, tech stacks evolve. Static databases decay 30% per year. Your reps are outreaching with yesterday's intelligence.

Reps spend 30% of their day researching

LinkedIn stalking, Googling companies, checking CRM history, reading news. That's your most expensive resource doing work an AI should handle.

Intelligence lives in 5 different tools

Contact data in ZoomInfo. Company info in LinkedIn. Intent in Bombora. Engagement in CRM. Tech stack in BuiltWith. No single view of the account.

Data without context is just noise

Knowing someone's email doesn't help if you don't know they visited your pricing page yesterday, their company just raised funding, and they're evaluating your competitor.

Comparison

From Static Database to Living Intelligence

Before (Static Database)

After (Warmly Real-Time Intelligence)

Search a database before outreach

Intelligence pushed to you when buyers show intent

Data decays 30% annually

Real-time enrichment refreshed on every signal

5 tools for a complete picture

One platform: contacts + companies + intent + engagement

Reps research manually

AI compiles account context automatically

No idea what competitors they use

Technographic data on every target account

Contact data only

Full buying committee with roles and influence mapped

Data disconnected from action

Intelligence triggers AI agents to engage automatically

Intelligence That Works For Your Reps

Every Account, Complete Context, Always Current

When a rep opens an account, they see the full picture: who's visited, what they looked at, which signals are active, and what outreach has already happened.

When a target account visits your website (signal), and their Bombora research topics surge in your category (signal), and a VP from that account engages with your LinkedIn ad (signal) – THAT’S when Warmly’s AI generates a personalized email sequence.

Context that would take 30 minutes to manually compile, delivered instantly.

See the full technical architecture and how it works.

Know the Entire Buying Committee, Not Just One Contact

Deals aren't won with one contact. Warmly maps the full buying committee at target accounts — identifying decision makers, champions, influencers, and approvers based on role, seniority, and department.

Each person gets enriched with contact details, LinkedIn profile, and any engagement signals.

Your rep doesn't just know the company is interested. They know exactly who to reach, in what order, with what message for each persona.

Buying committees are mapped automatically using TAM Agent intelligence.

Know Their Tech Stack Before You Call

What CRM do they use? Which marketing automation? Are they running a competitor's product?

Warmly's technographic intelligence reveals the tools and technologies your target accounts use — giving your reps a competitive edge in every conversation.

If they're running your competitor, you know exactly which pain points to highlight. If they're using complementary tools, you know the integration story to tell.

Competitive intelligence delivered at the moment of outreach. Powered by the data enrichment layer with quality guarantees.

Example tech stack view:

Technographic profile — Dropbox

CRM: Salesforce (Enterprise)

Marketing Automation: Marketo

Intent Data: Bombora

Chat/Bot: Drift ⚠️ Competitor

Analytics: Google Analytics, Amplitude

ABM: Demandbase

Competitive insight

Running Drift — likely pain points:

No person-level visitor ID

No intent signal integration

Limited AI agent capabilities

The Context Graph: How Every Data Point Connects

Traditional sales intelligence is a database you query: search a name, get a record. Warmly's Context Graph is fundamentally different. It's a unified entity model where every company, person, deal, activity, and signal is connected by relationships — and AI agents can traverse those relationships to assemble intelligence automatically.

What Makes This Different from a Database

A database stores facts. ZoomInfo tells you Sarah Chen is VP Marketing at Dropbox. That's a row in a table.

The Context Graph stores meaning. It knows:

Sarah works at Dropbox (employment entity)

Sarah is champion on the open opportunity (deal relationship)

Sarah previously worked at Pendo (which is your customer — warm intro possible)

Dropbox uses HubSpot + Drift (technographic entity — Drift is sunsetting, competitive angle)

Dropbox's CRO reports to the CEO (org hierarchy — for executive sponsorship play)

Last week's email to the CRO resulted in a reply asking about enterprise pricing (decision trace)

An AI agent can traverse these relationships to generate: "Reach out to Sarah. Lead with the Drift sunset angle. Mention that her former company Pendo saw 3x pipeline with Warmly. The CRO is already engaged — Sarah can champion internally."

That's not data. That's intelligence.

How Intelligence Gets Delivered

Before a call:

Rep opens Dropbox in Warmly. In under 1 second, the Context Graph returns: firmographics, tech stack, funding history, hiring signals, full buying committee with roles, every website visit with pages and duration, every email sent and its outcome, every ad impression, Bombora topics, and a complete engagement timeline. What used to take 30 minutes of manual research is delivered instantly.

During a live visit:

When Sarah lands on your site, the rep gets a Slack alert with the full context — who she is, what she's viewing, her intent score, the buying committee, and any open deals. The rep can jump into live chat with all of this context visible.

Before outreach:

The AI pre-generates outreach prep:

Competitive angle

"They're on Drift, which sunsets Q2. Migration urgency is real."

Value prop

"3 of their buying committee have engaged this month. Lead with multi-stakeholder momentum."

Risk flag

"CEO hasn't engaged yet. Ask Sarah about procurement process and executive buy-in."

Warm intro

"Sarah previously worked at Pendo. Ask your Pendo champion for an introduction."

The 5-Layer Architecture

Layer

What It Does

Example

Ingest

Captures data from all sources

Website pixel, Bombora API, CRM webhook, LinkedIn data

Process

Identity resolution + enrichment

Matching IP → company → person across 220M+ records

Entity

Stores companies, people, deals as connected nodes

Sarah → works at → Dropbox → has deal → Opportunity #4521

Decision

Logs every action and outcome

"Sent competitive-angle email → CRO replied in 4 hours"

Activate

AI agents query the graph and take action

TAM Agent builds lists, Inbound Agent engages visitors

The Learn Loop

Every rep interaction, every deal outcome, every email reply feeds back into the decision layer. The Context Graph learns: "When companies with HubSpot + sunsetting competitor show Bombora surge, the competitive displacement angle generates 2.4x reply rates." This isn't a static database. It's a living system that gets smarter with every data point.

Foundation Capital called context graphs "AI's trillion-dollar opportunity" — arguing that enterprise value is shifting from "systems of record" to "systems of agents." The Context Graph is the infrastructure that makes AI agents intelligent instead of just automated.

Comparison

How Warmly Compares

Capability

Warmly

ZoomInfo

Apollo

LinkedIn SN

Clearbit

Real-time visitor intelligence

Yes

Person-level website ID

Yes

Company only

Yes (enrichment)

Intent signal integration

Yes

Basic

Buying committee mapping

Yes

Basic

Technographic data

Yes

AI-triggered engagement

Yes

Workflow

Yes

CRM auto-enrichment

Yes

Growth-stage pricing

Yes

Freemium

See detailed comparisons: Warmly vs ZoomInfo | Warmly vs Apollo | Clearbit Alternatives

of database records decay annually. Real-time intelligence doesn't.

Full buying committee mapped at every target account

Zero manual research AI compiles context automatically

What Sales Teams Say

More Deals, Same Team Size

"Warmly has allowed us to increase our pipeline targets by twenty percent without increasing headcount."

David Chase

Sales Leaders / CROs

Marketing That Converts

"We’ve doubled our average contract value, and our sales team freaking loves using it."

Charles Fox

Marketing / Demand Gen

Revenue Outcomes

"Warmly sourced MQLs closed fifty percent higher and thirty percent faster than our other sources."

Stephanie Armand

RevOps

Intelligence for Every Revenue Role

Full account context

Walk into every call with complete account context. Know their tech stack, buying committee, engagement history, and active intent signals

Competitive preparation

Technographic data reveals which competitors' tools they use. Prep the right objection handling before every meeting

Engagement timeline

See every touchpoint — site visits, email opens, ad clicks, chat conversations — in a single Context Graph view

Deal acceleration

Know when multiple stakeholders from the same account visit your site. Multi-threading opportunities surface automatically

Enriched account lists

Stop spending 70% of your day researching. Get enriched, scored account lists with full intelligence from TAM Agent. Focus on outreach, not data entry

Prioritized outreach

Intent scoring tells you which accounts to work right now. Not gut feel — data-driven prioritization

Personalization at scale

Full account context makes every email specific. Reference their recent site visit, their tech stack, their funding round

Automated sequences

Intelligence triggers AI agents to engage with personalized outreach the moment signals activate

CRM enrichment

Clean, enriched CRM data without manual imports. HubSpot and Salesforce records enriched automatically

Buying committee automation

Buying committees mapped automatically by role, seniority, and department. No manual research required

Tool consolidation

One platform replacing ZoomInfo + Clearbit + Bombora. See the data layer and database architecture

Data quality

Real-time enrichment means records stay current. No more annual data cleansing projects

Start Getting Real-Time Intelligence

Install the Warmly pixel

Start identifying website visitors with full enrichment in minutes

Connect your CRM

Existing HubSpot or Salesforce records get enriched automatically

Configure buying committee rules

Define personas by role and seniority. TAM Agent maps committees automatically

Intent signals activate

Website behavior, Bombora topics, LinkedIn engagement, and job postings start flowing

Reps receive contextual intelligence

Live intelligence delivered at the moment of intent. Full context on every account, every time

Get Real-Time Intelligence

Sales Intelligence at the Moment It Matters

Stale Data Doesn't Close Deals

From Static Database to Living Intelligence

Intelligence That Works For Your Reps

Every Account, Complete Context, Always Current

Know the Entire Buying Committee, Not Just One Contact

Know Their Tech Stack Before You Call

The Context Graph: How Every Data Point Connects

How Warmly Compares

What Sales Teams Say

More Deals, Same Team Size

Marketing That Converts

Revenue Outcomes

Intelligence for Every Revenue Role

Start Getting Real-Time Intelligence

Common Questions

FAQ

Sales Intelligence at the Moment It Matters

Stale Data Doesn't Close Deals

From Static Database to Living Intelligence

Intelligence That Works For Your Reps

Every Account, Complete Context, Always Current

Know the Entire Buying Committee, Not Just One Contact

Know Their Tech Stack Before You Call

The Context Graph: How Every Data Point Connects

How Warmly Compares

What Sales Teams Say

More Deals, Same Team Size

Marketing That Converts

Revenue Outcomes

Intelligence for Every Revenue Role

Start Getting Real-Time Intelligence

Common Questions

FAQ

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