Charlie App vs Winmo

• They easily connect with my Outlook to sync my upcoming meetings.
• It provides me with the social profiles of people I am meeting with.
• It gives me the ability to have all my info about my contact in one place to easily review.

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• Allows us to view information from companies in the industry to stay on top of industry news and trends.
• It provides a large database of clients and important companies, with the contacts of managers and executive staff.
• Allows us to export the list of contacts and clients to Excel or Salesforce for the weekly reports that we make in the agency.

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• At times it doesn't pull a social profile for the contact correctly, or at all, when I know the person has a profile.
• The interface is a little clunky, and the font is too large. It could be a lot smaller and still effective.
• It takes a lot of time to sync at points, which is frustrating.

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• The contact info can be somewhat stale...it pays to double-check LinkedIn first to see if a particular contact still has that position.
• Would like to see more info on lesser-known brands, since the big brands often mentioned are already inundated with sales inquiries.

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• The info I pull from Charlie prior to the meeting is almost always brought up as a conversation starter.
• Charlie helps my relationships go deeper than just surface level info.
• The ability to go deeper in my relationships while using Charlie has absolutely closed me business.

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• There has been a positive ROI in terms of list building.
• The ROI has also been positive in terms of competitive research.
• The ROI has been negative in terms of data quality. When the sales team actually starts using the data as-is without putting in some of their own time to clean the data.

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