Warmly,

Here’s how we keep our lean sales teams efficient and super productive with automation. Our team spends their day talking to high intent prospects, because we’ve been able to automate almost all of their repetitive tasks with the Warmly Orchestrator. This is Warmly Playbook #4 - Building an Orchestration with Warmly Orchestrator The Orchestrator is your GTM automation tool in Warmly. It’s how you can automatically facilitate personalized engagements with your warmest leads at scale. Here’s how it works: 1?? Set a and filter down to your target audience - It all starts with setting a signal to trigger the orchestration >> For instance, when a visitor is de-anonymized - Then add filters to build a super tailored audience >> Marketing Leaders who visited the pricing Page 2?? Once you’ve got your audience it’s time to automate your engagement - Warmly integrates with Outreach, Salesloft, Apollo and other sequencing tools - Once you’re connected, Orchestrator can automatically push your target audience to pre-built sequences in your platform - Because you’ve got exact control over the audience your pushing over, you can create hyper relevant and targeted messaging in your sequences And once you’ve built your orchestration, all the grunt work is done for you so you’re team can focus on what they’re to do: sell! Stay tuned for another playbook this week and go to our playbooks page on our website to see more.

Maximizing Opportunities with Warmly’s Real-Time Insights - Elizabeth Watts, Marketing Development Representative at Zinc Work ??? ?? "Warmly's integration with our CRM has streamlined the way we track and engage serious prospects, making it an essential part of our workflow."

"If Warmly goes away, we quit." - Michael Buczynski, VP, Marketing at Premikati ???? With Warmly, we've scaled our team and outreach efficiently. As our team says, "If Warmly goes away, we quit!" ????????♂?

Some of your next customers are sitting in your CRM as “Closed Lost” right now...Here’s how we win them back on autopilot with Warmly, without wasting a reps time. This Warmly Playbook 3 - The Closed Lost Chat Flow Here's how it works: 1?? Warmly can track your past closed lost opportunities. 2?? Warmly alerts you when that Closed Lost deal signals that they’re potentially interested in re-engaging. 3?? Warmly pushes them to your closed lost sequence or campaign on behalf of that sales rep who was previously working that deal (or round robins it). 4?? The prospect is driven to the site and is greeted by a personalized chat on behalf of the rep they previously worked with, asking if they want to pick up the conversation and including their own calendar link...Boom? Meeting booked via the AI chat... And the rep didn't even lift a finger ? We use this constantly and at least 10-15% of our sales every quarter come from running this play. You know there's revenue hiding in your Closed Lost deals. Warmly can help you find it. Stay tuned for another playbook coming out this week and check out the playbooks section of our website for more.

? How Warmly Supercharges Our SDR Outreach and Lead Qualification - Riley Timmins, Director of Marketing at Cacheflow ?? Warmly has become the best tool for our SDRs, helping us pull top contacts, sort by session intensity, and identify warm visitors. ?? ???? With its firmographic filtering and HubSpot integration, our SDR team quickly qualifies leads and even closed a deal within 24 hours of website engagement! ?

How to launch LinkedIn Ads campaign with the Perfect Audience with Warmly (Overview) ?? Learn how to supercharge your LinkedIn Ads targeting with Warmly audiences! By syncing contacts and companies showing intent through Zapier, you’ll reach high-intent leads, making your ads more efficient and improving ROI. ?? ?? See how to set up your campaign for better targeting today!

LinkedIn is our biggest source of leads and pipeline but most of those leads don't come through form fills. We capture them proactively using our chat and automated sequences. In our second Warmly playbook, Keegan Otter breaks down how we? do this by using Warmly to automatically: ? Identify ICP traffic from LinkedIn to ensure our campaigns are driving the right traffic ? Automatically engage with personalized live chat to book meetings for our Sales Team This is perfect for assessing if you’re reaching the right audience on LinkedIn and creating custom experiences on your site for anyone who comes to your site from here. You can also rerun this play for any other channel you use: Paid Search, Youtube, Instagram, TikTok, etc. Here’s how it works: - Warmly can be set up to track when a visitor has clicked on one of your posts, comments, or ads. - Then, you can create a custom chat flow in Warmly that shows ONLY for those who came to your site from LinkedIn AND are in your ICP. Stay tuned for more Warmly playbooks - we're release new ones every week - and check out the playbooks section on our website

How to launch LinkedIn Ads campaign with the Perfect Audience with Warmly (In-Depth) ?? Learn how to build a high-performing LinkedIn Ads audience using Warmly segments! ?? In this video, we’ll guide you through targeting senior leadership with Warmly-integrated audiences, ensuring your ads reach the right decision-makers for maximum impact. ???? Set up, refine, and launch your campaign for better engagement and conversions today!

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Using Warmly orchestrations to generate more pipeline - Part 1 of 254,569,328 This is the start of a series we’ll hopefully finish by the time your great great grandchildren graduate from college. The above might not be totally true, but there are tons of orchestrations you can build in Warmly to monitor signals and automate outreach to high-intent leads to ultimately build more pipeline and win more deals. This is our new series, Warmly Playbooks. Every week, we'll walk through our top Warmly plays - from basic to the advanced - we and our customer's GTM teams use everyday. Whether you’re looking to learn more about Warmly and everything you can do with platform, or you’re a current user looking to level up your orchestrations. This is the series for you. In our first episode, our own Software Cowboy @Keegan Otter walks through how to build a high converting chat flow. This orchestration can be set up in minutes and can help you build more pipeline this Q4 Here’s how and why it works - Warmly let’s you start chats by reacting to a specific signal so you can build a chat flow with messages you know will be hyper relevant to your prospect. - Warmly’s de-anonymization also ensures you’re chat flow will fire for the exact right people you want to engage. - You can also assign members of your sales team as the face the of chat - perfect for when you’ve got specific account managers or are running a targeted ABM Campaign. - Finally, Warmly let’s you cap off any chat workflow with the ability to send a calendar invite or put a human directly into the loop to schedule next steps. Warmly’s chat orchestration is designed to be flexible to match the needs of your team and the way you want to sell and engage your prospects to maximize your conversion rates. Stay tuned for more playbooks from Warmly and Keegan every week.