Warmly Features
Lead Intelligence (11)
Market Insights
Based on 26 Warmly reviews. Provides tools that help identify key topics that are trending, as well as the content that customers are more likely to engage with.
Account-level Insights
Helps determine the correlation between ad exposure and site visits, assets downloaded, content, leads generated, etc. 27 reviewers of Warmly have provided feedback on this feature.
Lead Analysis
As reported in 25 Warmly reviews. Prioritizes leads through lead scoring, market insights, account-level insights, etc.
Market Insights
Provides tools that help identify key topics that are trending, as well as the content that customers are more likely to engage with. This feature was mentioned in 12 Warmly reviews.
Account-level Insights
Based on 14 Warmly reviews. Helps determine the correlation between ad exposure and site visits, assets downloaded, content, leads generated, etc.
Lead Analysis
Based on 13 Warmly reviews. Prioritizes leads through lead scoring, market insights, account-level insights, etc.
Lead Validation
Product accurately cleans, deduplicates, and verifies lead data. This feature was mentioned in 45 Warmly reviews.
Lead Enrichment
Product enriches existing lead data with missing information. This feature was mentioned in 46 Warmly reviews.
Lead Quality
As reported in 46 Warmly reviews. Product provides accurate, up-to-date contact information for leads, such as email address or phone number.
Lead Analysis
Prioritizes leads through lead scoring, market insights, account-level insights, etc. 44 reviewers of Warmly have provided feedback on this feature.
Browser Extension
As reported in 44 Warmly reviews. Product offers a browser extension that validates or enriches lead information within the user’s browser.
Lead Management (6)
Segmentation
Based on 24 Warmly reviews. Provides customer and prospect segmentation capabilities, which in turn assists marketing prioritization and effectiveness.
Predictive Scoring
Automatically scores prospects based on behavior and engagement levels. This feature was mentioned in 25 Warmly reviews.
Account Identification
Helps identify and distribute accounts internally, giving prioritization to those that are more likely to convert to sales. 26 reviewers of Warmly have provided feedback on this feature.
Segmentation
Provides customer and prospect segmentation capabilities, which in turn assists marketing prioritization and effectiveness. This feature was mentioned in 14 Warmly reviews.
Predictive Scoring
As reported in 15 Warmly reviews. Automatically scores prospects based on behavior and engagement levels.
Account Identification
Helps identify and distribute accounts internally, giving prioritization to those that are more likely to convert to sales. This feature was mentioned in 16 Warmly reviews.
Marketing Campaigns (11)
Omni-Channel Tracking
Provides tracking across multiple digital advertising channels, such as video, mobile, and social media. 25 reviewers of Warmly have provided feedback on this feature.
Revenue Planning
As reported in 24 Warmly reviews. Helps allocate marketing budget based predicted amount of incoming revenue.
Media Attribution
Based on 25 Warmly reviews. Assists in the attribution of marketing budget by identifying successful campaigns and initiatives.
Opportunity Timeline
Provides a timeline to visualize the effects of individual campaigns, leads, and other opportunities. 24 reviewers of Warmly have provided feedback on this feature.
Customization
Allows for custom report types to match the goals of a company. 23 reviewers of Warmly have provided feedback on this feature.
Journey Analytics
As reported in 22 Warmly reviews. Provides tools to analyze every stage of the customer journey to customize an account-based funnel.
Omni-Channel Tracking
As reported in 16 Warmly reviews. Provides tracking across multiple digital advertising channels, such as video, mobile, and social media.
Revenue Planning
Helps allocate marketing budget based predicted amount of incoming revenue. This feature was mentioned in 14 Warmly reviews.
Media Attribution
As reported in 14 Warmly reviews. Assists in the attribution of marketing budget by identifying successful campaigns and initiatives.
Opportunity Timeline
Provides a timeline to visualize the effects of individual campaigns, leads, and other opportunities. This feature was mentioned in 15 Warmly reviews.
Customization
Allows for custom report types to match the goals of a company. 15 reviewers of Warmly have provided feedback on this feature.
Campaign Execution (4)
Website Personalization
Provides tools that dynamically serve content, messaging, and calls-to-action. 13 reviewers of Warmly have provided feedback on this feature.
Prioritized Accounts
Helps determine which accounts have the highest/lowest opportunity to convert. 14 reviewers of Warmly have provided feedback on this feature.
Trending Accounts
Helps determine the direction of each individual account and how to engage through specific content. 13 reviewers of Warmly have provided feedback on this feature.
Email Campaigns
Based on 11 Warmly reviews. Connects sales emails with cross-sell/upsell marketing campaigns across multiple channels.
Self-Service Experience (5)
Knowledge Base
Provides a repository of information that can be used by those seeking support.
Searchable Articles
Makes articles in the knowledge base searchable on the web.
Community Forums
Enables users to engage with other users to solve common issues.
Mobile Optimization
Optimizes the customer self-service experience on mobile devices
Personalization
Gives the user targeted, personalized results based on their activity or preferences
Self-Service Platform (4)
Branding
Allows users to add custom branding (logos, brand colors, etc.) to self-service portals, chatbots, etc.
Automation
Automates some or all operation related tasks
Artificial Intelligence
Utilizes artificial intelligence to improve workflows or customer experiences
Integrations
Allows easy integrations with applications, such as messenger applications, APIs, and customer support tools
Lead Facilitation (4)
Customer-facing Chatbot
Offers a chatbot to initiate and carryout inital conversations with prospects and leads.
Lead Qualification
As reported in 10 Warmly reviews. Automatically calculates which leads are the most likely to become a customer.
Lead Follow-up
As reported in 11 Warmly reviews. Automatically contacts all leads.
Meeting Scheduling
Utilizes natural language processing to set up meetings.
Organization (3)
Opportunity and Pipeline Management
Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.
Data Entry
Automates the entry of collected data.
Integrations / APIs
Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.
Performance Analysis (2)
Coaching
Provides real-time coaching to sales representatives.
Peformance Tracking
Tracks and analyzes sales representative performance.
Sales Analysis (2)
ROI Forecasting
Measure return on investment and leverage data to predict profitability of future projects.
Sales Forecasting
Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.
Platform Basics (7)
Centralization
Brings together ABM audience creation, management, activation, and measurement all in one centralized platform. This feature was mentioned in 17 Warmly reviews.
Account Identification and Segmentation
Builds, defines, and segments targeted account audiences. This feature was mentioned in 17 Warmly reviews.
Lead-to-Account Matching
As reported in 17 Warmly reviews. Matches leads to accounts for account-based marketing efforts.
Multichannel Engagement
Coordinates consistent and unified interactions across multiple channels, such as email, social media, website personalization, or direct mail.
Personalized Content and Messaging
Customizes tailored content and offerings that address specific interests or pain points for target accounts.
Website Personalization
Ability to deliver unique content for each account that visits a company's website.
Content Creation and Distribution
Allows companies to create and distribute personalized content within an account-based marketing strategy.
Platform Data (2)
Measurement
As reported in 17 Warmly reviews. Measure the influence and performance of ABM programs for each targeted audience.
Revenue Analytics
Provides a complete view of how all ABM programs drive revenue. 15 reviewers of Warmly have provided feedback on this feature.
Platform Additional Functionality (1)
Integrations
Ability to integrate with other martech software that helps account-based programs, including but not limited to CRM software, marketing automation software, buyer intent data tools, etc. This feature was mentioned in 16 Warmly reviews.
Platform Reporting (2)
Measurement
Ability to monitor page views and conversions per account as they engage with a personalized website and content.
Dashboards
Provides pre-built or customizable performance dashboards and reports for how the personalized content is performing.
Responses (5)
Customization
Customize your chat workflows with rules and automations.
Control
Control who the chatbot converses with (and when).
Route To Human
Has the ability to connect interlocator with a human agent when the need arises.
Menu bars
Can provide interlocators with menus, through which they can choose a relevant response.
Drip sequences
Can send triggered sequence of automated messages sent on a predefined schedule in a targeted fashion.
Platform (7)
Live chat
Provide tools for live chat on one's website.
Integrations
Allows easy integrations with applications, such as messenger applications, APIs, and customer support tools.
Branding
Has the ability to customize look and feel of chatbot to match` company branding.
Analytics
Gives user the ability to analyze conversations with the chatbot and see its performance.
A/B testing
Allows users to test the efficacy of various responses through A/B testing.
Role-based access
Allows for varying access to chatbot and admin settings, depending on user, their role, etc.
Collection of information
Can collect and store information from interlocators, such as email, phone number, etc.
Lead Monitoring (3)
Features
Provides features to create and manage lists of potential customers 44 reviewers of Warmly have provided feedback on this feature.
Performance
Monitors form’s performance and contribution to the sales pipeline 43 reviewers of Warmly have provided feedback on this feature.
Identification
Identifies the visitor, tracks the pages that they are visiting, and the time they are spending on each page 41 reviewers of Warmly have provided feedback on this feature.
Data Capture (4)
Mobile
Based on 36 Warmly reviews. Records leads using different types of devices
Websites
Captures form submissions from existing forms on websites or landing pages This feature was mentioned in 39 Warmly reviews.
Social Media
Captures leads across social media channels 38 reviewers of Warmly have provided feedback on this feature.
Data
Based on 39 Warmly reviews. Captures measurable, real customer data gathered directly from a website
Analytics (2)
Export/Import
As reported in 41 Warmly reviews. Exports and imports lead data to and from various formats like plain text, spreadsheets, etc.
Reporting
Supports basic data reporting which includes user engagement analysis, entry and exit statistics, referrer information, etc. 41 reviewers of Warmly have provided feedback on this feature.
Customization (4)
Forms
As reported in 33 Warmly reviews. Creates custom lead capture forms for specific uses, such as an e-book download or email newsletter
Personalization
Based on 34 Warmly reviews. Changes colors, calls to action, or form length to personalize lead capture
Templates
Based on 31 Warmly reviews. Provides pre-configured templates that can be customized by users
Integration
Based on 34 Warmly reviews. Integrates with sales and marketing software solutions to transfer lead data between them
Generative AI (5)
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Summarization
Condenses long documents or text into a brief summary.
Agentic AI - Lead Mining (2)
Cross-system Integration
Works across multiple software systems or databases
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Lead Intelligence (1)
Cross-system Integration
Works across multiple software systems or databases
Agentic AI - Visitor Identification (1)
Cross-system Integration
Works across multiple software systems or databases
Agentic AI - Lead Capture (2)
Cross-system Integration
Works across multiple software systems or databases
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Customer Self-Service (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Account Data Management (5)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Account-Based Analytics (5)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - AI Sales Assistant (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Account-Based Orchestration Platforms (5)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Artificial Intelligence (2)
AI-Powered Data Analysis
Monitors and analyzes a large amount of data points, such as buyer intent and engagement signals to help identify priority accounts or leads.
AI Personalization
Uses AI to automatically generate personalized emails, content, or messaging based on account intelligence and signals.
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