Greenly use Mailswift's AI Inbound Workflow to automatically qualify inbound leads by need

Mailswift provides sales and marketing teams with powerfully simple, efficient out-of-the-box AI workflows. Enabling leaner, data-driven growth.

AI Inbound Workflow

How Greenly created an automated need-based inbound qualification workflow

What Greenly does

Greenly is a climate tech company revolutionizing the way businesses manage their carbon footprint. Their platform helps organizations measure, reduce, and offset greenhouse gas emissions by automating carbon accounting and offering actionable insights. By integrating with enterprise systems like accounting software, travel management tools, and cloud services, Greenly simplifies the complex process of tracking emissions across scopes 1, 2, and 3. They also provide regulatory compliance support, decarbonization strategies, and expert guidance to help companies align with standards like the Corporate Sustainability Reporting Directive (CSRD) and Science-Based Targets (SBTi).

What problems do they solve?

Accurate Carbon Footprint Measurement

Greenly enables precise tracking of emissions by consolidating data from various sources, eliminating errors from manual calculations and ensuring compliance with international standards.

Streamlined Compliance and Reporting

With ever-evolving regulations like CSRD and TCFD, Greenly simplifies compliance by automating reporting and providing guidance for meeting complex legal requirements.

TLDR

Greenly, a climate tech company, faced challenges converting their high volume of MQLs into SQLs due to inefficiencies in their sales process. Despite generating hundreds of leads monthly through events, sponsorships, and demand generation, SDRs spent 50% of their time manually verifying and researching leads—an hours-long process that limited their ability to engage the top-of-funnel pipeline effectively. With a small sales team, this bottleneck hindered growth and lead activation.

By adopting Mailswift’s AI Inbound Workflow, Greenly automated the entire MQL verification process. Leveraging data from sources like 10-K reports, LinkedIn profiles, and news articles, Mailswift extracted key insights about each lead’s challenges and initiatives within minutes. These insights were funneled into automated email campaigns and compiled into cheat sheets for AEs, enabling personalized and efficient outreach.

The result: a dramatic reduction in lead processing time, improved MQL-to-SQL conversions, and a fully activated top-of-funnel pipeline.

Actionable Decarbonization Insights

Greenly's platform translates carbon data into tailored strategies, helping businesses identify opportunities to reduce emissions and achieve sustainability goals.

Background

Greenly approached Mailswift to address inefficiencies in their sales process. While their marketing team excelled, generating hundreds of MQLs each month through events, sponsorships, and demand generation, their SDR team struggled to convert these leads into SQLs. SDRs were spending 50% of their time verifying and researching inbound leads, often dedicating hours to each one. With a limited sales team and a large top-of-funnel pipeline, it became impossible to effectively activate all MQLs. Each lead required extensive research, verified contact details, and a customized action plan for the initial outreach.

Mailswift’s AI Inbound Workflow transformed Greenly’s lead management process. Using Clay to verify each lead, and scraping public data from 10-K reports, news, press releases, LinkedIn profiles, and job postings, Mailswift automated the entire MQL verification and research process. This allowed Greenly’s SDRs to extract key insights about each lead’s initiatives and challenges within minutes, funneling them into automated email campaigns.

The workflow also generates cheat sheets for Greenly's AEs, equipping them with all the information needed to tailor their pitches effectively. This comprehensive solution not only reduced lead processing time from hours to under 10 minutes but also ensured every MQL received a timely, personalized approach.

Greenly's AI Inbound Workflow

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How it works

When a new lead interacts with Greenly’s website, such as signing up or downloading content, their information (name, job title, company, and email) is automatically tracked and added to a Salesforce list. This initiates Mailswift’s Inbound Workflow, seamlessly integrating lead verification and research into Greenly’s sales process.

Mailswift first checks each lead against Clay’s database to locate their LinkedIn profile, verifying that they are a real person and ensuring their details are accurate. Once verified, Mailswift sources and double-verifies the lead’s email before initiating further research. The AI-powered automation then gathers comprehensive data about the lead and their company from sources like 10-K reports, LinkedIn profiles, press releases, news articles, and job postings. This information is compiled into a robust data layer that highlights relevant company activities and the lead’s likely initiatives and challenges.

This data is then used to populate merge tags in a personalized email template, ensuring messaging that resonates with the lead’s specific context. Within 10 minutes of sign-up, the lead is funneled into a Smartlead campaign, designed to secure a first meeting. Simultaneously, the lead is marked as activated in Salesforce, and a detailed summary of the research is sent to the assigned SDR or AE. This equips them with tailored insights to personalize their approach for the first call, maximizing engagement and conversion potential.

"Before implementing Mailswift's AI Inbound Workflow, our SDRs were spending half their time manually researching and verifying leads—a process that slowed us down and left too many MQLs untouched.

Now, with Mailswift, we’ve completely automated lead verification and research. What used to take hours now happens in under 10 minutes, and the insights we gain are deeper and more actionable than ever.

Our AEs are walking into calls with tailored cheat sheets that help them connect with prospects on a personal level, while our SDRs can focus on meaningful engagement instead of administrative tasks. Thanks to Mailswift, our conversion rates from MQL to SQL have skyrocketed, and we’re finally able to fully activate our top-of-funnel pipeline. This has been a transformational shift for Greenly, and I can’t recommend Mailswift enough for any team looking to scale smarter, not harder."