Overview of Segments

What are segments in Warmly and how will they help me filter my traffic?

Maximus Greenwald avatar
Written by Maximus Greenwald
Updated over a week ago

Warmly uses segments as filters to help you narrow down the traffic that you are getting notified about in Slack.

Glossary of Fundamental Segments

  1. Segment based on company headquarters

    1. Article here

  2. Segment based on company employee count

    1. Article here

  3. Segment based on company industry

    1. Article here

  4. Segment based on company estimated annual revenue

    1. Article here

  5. Segment to filter out certain domains

    1. Article here

  6. Segment to filter out university and government traffic

    1. Article here

  7. Segment for greenfield CRM accounts

    1. Article here

  8. Segment for rep-owned CRM accounts

    1. Article here

  9. Segment for CRM accounts in certain deal stages

    1. Article here

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:

  • Greenfield segments

    • 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:

  • Employee count

  • Industry

  • Company headquarters

  • Estimated annual revenue

  • Filtering out certain domains and types of domains (like university and government traffic)

This article was written by the Customer Success team at Warmly. Please feel free to reach out to your CSM directly or [email protected]

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