The Full Guide to Warmly Implementation

Warmly is revolutionizing the sales experience by providing a more efficient approach to connecting with potential customers.

We know that’s a big statement to make. And we stand by it.

We are the first autonomous revenue orchestration platform that automatically de-anonymizes and converts qualified website visitors. It goes like this: Drop in a code snippet to unveil visitors, and sync your CRM with tools like Outreach and Salesflow to auto-sequence target accounts’ buying committees. Let AI chat handle hot leads and seamlessly transition to a live video call with your SDR, all on your website.

In most cases, good things take time. This isn’t one of those cases. We do this all at a fraction of the cost of our competitors, and we can get you started in just one day.

Why Warmly Is Different (The Short Answer)

Many of our competitors (like Drift) are built for enterprise companies. That’s not what we’re about. Instead, we’re built for small to medium businesses (SMBs) — We’re 6sense plus Drift but focused on automation that empowers smaller teams at a price point that doesn’t break the bank.

Why Warmly Is Different (The Long-ish Answer)

We combine automation, AI, and A/B testing to optimize engagement strategies across various channels. By unifying disparate tech stacks and automating processes, the Warmly platform enables businesses to efficiently orchestrate their sales efforts and drive meaningful interactions with potential prospects.

Our platform offers users access to two primary signals: website visits and research intent. Leveraging these signals, businesses can proactively reach out to prospects via email, LinkedIn, and chat messages, ensuring timely engagement and maximizing the likelihood of conversion.

This strategy, which we call “warmbound,” merges inbound and outbound motions to create a cohesive approach to lead generation. By utilizing inbound signals to drive intent and automating outbound outreach through channels like LinkedIn and email, Warmly enables businesses to maintain a continuous flow of engagement with prospects.

Plus, Warmly focuses on lead prioritization and segmentation based on factors such as Ideal Customer Profile (ICP), historical intent, and engagement intent. This enables businesses to tailor their outreach strategies and allocate resources more effectively, ensuring that the most promising leads receive timely and personalized attention.

But how do you go from anonymous website visitors and no lead gen strategy to a fully-optimized revenue orchestration strategy?

Let’s show you how, with Warmly.

Part 1: Integrate your Tech Stack

Benefits:

• Data accessibility and insights: Seamlessly access and leverage CRM data within Warmly’s platform, enriching insights into CRM activities, visitor behavior, and more.
• Streamlined workflows: Bidirectional data flow enables informed decision-making and action-taking directly within Warmly, eliminating the need to switch between platforms and enhancing productivity.
• Real-time updates: Receive instant notifications and updates on CRM activities, improving responsiveness and agility in managing leads and opportunities.
• Increased efficiency: Swift setup and centralized access to CRM data save time, eliminate manual data entry, and boost overall productivity.
• Simplified integration: Quick and hassle-free setup ensures you can effortlessly add prospects to email sequences, enhancing Warmly’s platform’s ease of use and efficiency.
• Data security: Warmly’s limited access to your email sequencing tool ensures data security, while sender designation prioritizes mailbox availability for enhanced security.
• Insights enhancement: Enrichment of Warmly’s platform with sequence data provides better insights for decision-making, extending its capabilities and empowering users to leverage email sequencing seamlessly.

Add Warmly Script Tag to Your Website

The Warmly script tag allows Warmly to monitor interactions on your site. Leads are tracked, and visitor behavior is analyzed to the T. This data can then be used to optimize marketing strategies, personalize user experiences, and improve conversion rates. And it’s super simple to set up — you can literally copy and paste the script code.

Connect your CRM

Warmly offers integrations with CRM systems like Salesforce and HubSpot, providing users quick and efficient access to their CRM data within the Warmly platform. Here’s the rundown:

Integration Process

• Implementation Speed: Warmly’s integration with Salesforce and HubSpot takes only a few minutes to implement fully.
• Authorization: Warmly uses OAuth to authenticate with the CRM systems. Before integrating, Warmly requests a set of basic permissions.
• Access Control: Users can enable Warmly access to only read their CRM data or read and write data, which can be controlled through a toggle switch.

Salesforce Integration Overview:

Warmly reads Account, Contact, Lead, and Opportunity-level data from Salesforce. Data flows into Warmly’s platform, populating additional fields such as Warm Accounts/Warm Visitors tabs and Slack notifications with relevant CRM information.

HubSpot Integration Overview

Warmly reads Company, Contact, and Deal-level data from HubSpot. Like Salesforce integration, this data populates Warmly’s platform, enriching features like Warm Accounts/Warm Visitors tabs and Slack notifications.

Connect your Email Sequencing Tool (Hubspot, Outreach, or SalesLoft)

Warmly’s integrations with popular email sequencing tools like Outreach, Apollo, and SalesLoft are designed for efficiency and ease of use. The integrations enable your team to seamlessly add prospects to your email sequences directly from the Warmly platform.

Outreach Integration

Setting up Outreach integration takes just a few seconds. Access it through your Warmly dashboard’s Settings tab, navigate to Integrations, select Outreach, and follow the prompts.

Apollo Integration (for Sequencing)

Similarly, you can set up Apollo integration for sequencing in seconds. Simply follow the precise steps outlined in the documentation for seamless integration.

Salesloft Integration

Guess how long it takes to integrate Salesloft with Warmly? If you said just a few seconds, you would be correct. Head to your Warmly dashboard’s Settings tab, find the Integrations section, select Salesloft, and follow the prompts to complete the setup.

Part 2: Set up Segments

Benefits:

• Enhanced lead prioritization: Segments enable prioritization of high-engagement prospects and companies, allowing users to focus their efforts on leads with the most potential.
• Improved workflow efficiency: By filtering traffic based on predefined criteria such as historical intent, engagement, and session duration, users can streamline their workflows and allocate resources more effectively.
• Personalized marketing and outreach: Segments facilitate targeted marketing campaigns by allowing users to tailor their messaging and outreach efforts to specific audience segments, increasing the relevance and effectiveness of communication.
• Enhanced data visibility: Segments provide comprehensive insights into visitor behavior and lead characteristics, empowering users to make data-driven decisions and optimize their strategies for better results.
• Streamlined lead tracking: With segments, users can easily track leads’ interactions and behaviors across their website, enabling better lead management and follow-up strategies.

Segment by Intent Level and Target Account Fit

Setting up high-intent segments with Warmly is streamlined and intuitive. Segments act as filters, allowing you to create targeted workflows based on visitor engagement levels and specific criteria.

You can easily configure segments by accessing the Settings tab and navigating to the Segments section. Using filters such as hot, medium, cold, and bad, you can define segments based on factors like perfect ICP fit, historical intent, and engagement activities on your website.

Whether you’re on the free or paid plan, you’ll find pre-configured segments and ample customization options. You can combine filters using ‘or’ logic, creating diverse segments tailored to your needs.

For instance, you can filter out company traffic, competitors, customers, universities, and governments. Additionally, you can filter by intent level, session time, referral source, and demographic information.

Take a look:

Part 3: Set up Personas

Benefits:

• Targeted outreach: Personas enable users to focus their outreach efforts on individuals who hold influential roles within their target companies, increasing the relevance and effectiveness of their communication.
• Streamlined prospecting: With predefined personas, users can quickly identify and add relevant contacts to their outreach sequences, saving time and effort in the prospecting process.
• Enhanced lead nurturing: By aligning outreach efforts with specific personas, users can tailor their messaging to resonate with the needs and interests of their target audience, leading to higher engagement and conversion rates.
• Simplified workflow automation: Warmly’s AI Prospector tool allows users to automate prospecting tasks, such as adding contacts to outreach sequences based on predefined personas, further streamlining the prospecting workflow.
• Improved sales efficiency: By engaging with individuals who match their target personas, sales teams can prioritize their efforts and allocate resources more effectively, leading to higher productivity and better outcomes.

ICP Personas by Title/Job Function

Firstly, navigate to the settings and personas section within Warmly. Here, you can create personas based on job titles or functions that align with your target audience. For example, if you’re a sales and marketing tool, you might create personas for sales leaders, heads of sales, or vice presidents of sales. You can specify criteria, such as whether an email or LinkedIn profile is available for each persona.

Once you’ve established your personas, you can leverage them effectively while prospecting. For instance, if a visitor from a particular company hits your website, you can quickly identify the relevant persona associated with their job title or function.

Using Warmly’s AI Prospector tool, you can then add them to an outreach sequence with just a few clicks. This streamlined process allows you to target the rest of the buying committee efficiently, ensuring that your outreach efforts focus on the organisation’s most relevant decision-makers.

Part 4: Set up Slack Notifications

Benefits:

• Improved responsiveness: Be alerted to prospect activities, leading to quicker follow-ups and increased conversion rates.
• Enhanced team collaboration: Get everyone on the same page and step up your communication with centralized Slack notifications.
• Real-time insights: Alerts about your segments empower timely actions, strengthening customer relationships and driving business growth.

Slack Notifications Based on Segments

Integrating a Slack channel with Warmly allows you to receive real-time notifications whenever significant events occur on your website, such as a prospect starting a session, landing on a specific page, filling out a form, or engaging with an AI chat message. This integration lets you stay informed about visitor activities and promptly respond to potential leads or customer inquiries.

The setup involves creating a dedicated Slack channel for receiving notifications and granting Warmly the necessary permissions to interact with it. You can customize the types of events that trigger notifications based on your segments, ensuring that you only receive alerts relevant to your business objectives.

Part 5: Set up AI Chat

Benefits:

• Scalability of AI: Leveraging ChatGPT, the Warmly AI Chat delivers personalized and customized messages to prospects at scale, surpassing the capabilities of sales reps.
• Efficiency and focus: AI Chat automates prospect engagement, freeing sales reps from the manual task of initiating conversations. It ensures all relevant prospects are messaged based on segment filters, notifying reps only when a prospect responds, thus optimizing their time and focus.

First, a Prompt, Then An Alert

Warmly’s AI Chat feature integrates ChatGPT prompts and Slack alerts to streamline prospect engagement. This enhances traditional Warm Calling and Inbound Chat capabilities.

With AI Chat, customized messages are sent to prospects automatically and personalized using ChatGPT. Then, notifications are sent to sales teams via Slack only when prospects respond. This approach aims to boost engagement by delivering tailored messages at scale while alleviating the manual burden on sales reps. Additionally, it offers increased flexibility and efficiency in prospect communication, ultimately optimizing sales processes and maximizing productivity.

Part 6: Set up Inbound Chat Workflows

Benefits:

• Personalized engagement: Create tailored conversational journeys for website visitors, delivering a customized experience.
• Efficient automation: Automate prospect engagement with AI-powered chat, saving time for sales reps.
• Qualification focus: Notify sales reps only when prospects respond, ensuring efforts are directed towards qualified leads.
• Proactive approach: Identify high-intent leads and initiate conversations, driving meaningful interactions.
• Cost-effective solution: Access affordable conversational chat workflows, providing SMBs with a competitive advantage.
• Easy setup: Implement Inbound Chatbot Workflows quickly and efficiently, without the need for extensive training or resources.

Relevant Customer Conversations Only

Warmly’s Inbound Chatbot Workflows revolutionize customer engagement by offering an affordable alternative to Drift’s conversational chat function. Through customizable workflows, Warmly enables businesses to interact with prospects in a personalized manner, driving meaningful conversations and ultimately boosting sales.

Setting up Inbound Chatbot Workflows with Warmly involves creating tailored conversational journeys for website visitors. Using ChatGPT prompts, prospects navigate through a logic tree of potential answers, ensuring relevant and engaging interactions. These workflows can be personalized based on various criteria, such as demographic data, intent level, CRM criteria, and traffic source, ensuring that each prospect receives a customized experience.

Additionally, Warmly offers a complementary AI-powered chat solution for high-intent leads, leveraging integrations with third-party buying intent data and CRM tools. This proactive approach to website chat allows businesses to convert warm leads into sales conversations effectively.

Part 7: Set Up Auto Prospecting via Email Sequencing

Benefits:

• Improved targeting: Personalized email sequences and automated workflows allow you to better target your audience based on specific persona types and segments, increasing the relevance and effectiveness of your outreach efforts.
• Deeper insights: Integration with Apollo API or Warmly’s credits enables you to track individuals who visit your site from outbound emails and analyze engagement metrics more comprehensively, providing valuable insights for refining your strategy.
• Higher conversion rates: With a cohesive and tailored approach to engagement, you can expect to see higher conversion rates as you engage with your target audience more effectively.

Personalized Email Prospecting

Integrating your Apollo API key enhances your prospecting activities. The integration lets you monitor individuals who arrive on your site from outbound emails through the setup of query parameters, providing deeper insights into engagement metrics.

Once integrated, you can craft personalized email sequences within leading outreach platforms like Outreach or SalesLoft. These sequences can be finely tuned to match your target audience and messaging strategy, ensuring a cohesive and practical approach to engagement. Moreover, Warmly offers automation for prospect workflows, automatically assigning visitors that align with specific persona types and segments to predefined email sequences.

By embracing automation and harnessing Warmly’s capabilities, you can refine your prospecting workflow and optimize outreach endeavors. This approach facilitates more meaningful engagement with your audience, increasing conversion rates and amplifying the impact of your outreach initiatives.

Part 8: Set up Auto-Prospecting via LinkedIn Sequencing (with Salesflow)

Benefits:

• Targeted outreach: By defining criteria like industry and job title, you ensure that outreach efforts are directed towards relevant prospects.
• Accuracy: Features like visitor location search enhance the accuracy of prospect targeting.
• Scalability: With automated workflows, you can scale your prospecting efforts without increasing manual workload.

Adding LinkedIn to Your Prospecting

First, get started with Salesflow by visiting salesflow.io and logging in to your Salesflow account. If you haven’t already, purchase your Salesflow seat, with Warmly users eligible for a 20% discount if purchased through Warmly.

Within Salesflow, you can identify targeted accounts and personas using Warmly’s prospecting tools. Filter and segment leads based on specific persona types within the target companies. Utilize Warmly’s prospector tool or integrate with Apollo using your Apollo API key to identify and enrich key stakeholders within the targeted accounts.

‎Then, set up LinkedIn sequences in Salesflow by creating a new campaign for LinkedIn sequencing. Choose the “Connection Request” option, allowing you to automatically connect with targeted individuals who visit your website. Set connection limits, personal notes, and follow-up messages to optimize your outreach strategy.

You can customize connection requests and follow-up templates by crafting personalized messages addressing recipients by their first name and mentioning their Company’s interest in Warmly’s services. You can also set up follow-up messages to be sent if there’s no response to the initial connection request.

Configure sequence activation and scheduling by defining the schedule for your LinkedIn sequencing campaign, specifying the days and times for sequence activation. Activate the campaign once contacts have been enrolled to initiate the outreach process.

Finally, monitor and respond to responses by tracking your LinkedIn sequences’ progress within Salesflow. Respond promptly to any replies received directly from your inbox. This integration allows you to streamline your LinkedIn sequencing process, ensuring timely and personalized outreach to potential prospects visiting your website.

Warmly: The All-in-One Revenue Orchestration Platform

So there you have it — Warmly is revolutionizing the sales game by providing an efficient, cost-effective solution for connecting with potential customers.

With our platform, you can seamlessly integrate your tech stack, unveil and convert qualified website visitors, and engage with prospects in real-time, all without breaking a sweat.

So why wait? Experience the Warmly difference today and supercharge your sales efforts like never before. Book a demo now.