Warmly.ai

Company Persona and Profile

• Company Name: Warmly.ai
• Industry: B2B SaaS (Sales Enablement & Intent Data)
• Region: UKUnited States
• Key Persona: Keegan Otter, Head of Revenue

Challenges before Loyee.ai

• Account Penetration Issues: Warmly’s SDRs were wasting time sifting through non-ICP (Ideal Customer Profile) accounts, leading to inefficiencies in their outbound efforts.
• Misaligned Outbound Motion: Their outbound sales reps were overloaded with large territories, which diluted focus and led to missed opportunities.

Warmly needed to improve account penetration and outbound efficiency by ensuring reps focused on the right accounts. Before Loyee.ai, SDRs were stretched thin with territories overloaded with irrelevant accounts. The result? Lower productivity and missed revenue opportunities.

"We had reps managing 500 accounts each - way too many. We needed to reduce the noise and focus on the right accounts. With Loyee.ai, weeded out over 200 accounts per SDR on average - accounts that weren’t even B2B. That’s a third of their territories!"

Warmly’s reps were able to cut out 40% of non-ICP accounts and focus solely on accounts that had the right signals, including hiring demand generation roles, using specific tech stacks, and showing inbound motion.

Keegan mentioned:

Warmly integrated Loyee.ai to streamline its outbound process by focusing on accounts that matched their ICP and filtering out the noise. They used Loyee.ai to enrich accounts with intelligent signals, prioritize based on intent, and ensure SDRs were targeting accounts with a higher propensity to convert.

• Reduce SDR territories by 40% by filtering out non-ICP accounts
• Score accounts dynamically based on hiring trends, job descriptions, and inbound signals
• Increase outbound efficiency by ensuring reps focused on high-value accounts.

Keegan says:

"Loyee.ai is like having all the data on the web at your fingertips. It creates the intelligence we need and puts it on a platter for our reps. We don’t want our SDRs spending half their day sifting through junk accounts. With Loyee.ai, they’re now focused on territories that make sense."

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Results

• 40% reduction in non-ICP accounts
• Double the account penetration rate from 20% to 40%
• Outbound meetings booked increased by 50%
• Outbound response rate doubled from 3% to 6%

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Keegan highlighted:

"The ROI was almost immediate. We 2x’d our outbound account penetration and 1.5x’d meetings booked. And the reps love it. They’ve never had such tight territory definitions and accounts that are so good. They saved countless hours by focusing on the right accounts from the start."

Ready to transform your outbound strategy and drive upmarket growth?
Get started with Loyee.ai today!

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