Warmly uses segments as filters to help you narrow down the traffic that you are getting notified about in Slack.
Glossary of Fundamental Segments
Segment based on company headquarters
Segment based on company employee count
Segment based on company industry
Segment based on company estimated annual revenue
Segment to filter out certain domains
Segment to filter out university and government traffic
Segment for greenfield CRM accounts
Segment for rep-owned CRM accounts
Segment for CRM accounts in certain deal stages
There are a plethora of segments that can be easily built within Warmly to ensure that when your sales team is getting notifications within Slack that a prospect is on your website, your sales team is excited about the notification and eager to jump into the session for a Warm Call.
Warmly typically thinks about our segments in two ways: CRM-related segments and non-CRM-related segments.
CRM-related segments are segments that use data being read from your CRM. Typical CRM-related segments are:
Filtering out accounts / contacts already in your CRM
Account-owner specific segments
Filtering in accounts / contacts that are owned by one of your sales reps
Deal stage segments
Filtering in / out accounts / contacts that are within certain deal stages within your CRM
Non-CRM-related segments are segments that are generally based on company-specific information. Typical CRM-related segments are:
Estimated annual revenue
Filtering out certain domains and types of domains (like university and government traffic)
This video and article was made by Ryan Beyer, Head of Customer Success. Feel free to reach out at [email protected] with any questions.