Winmo is a great prospecting tool!
Matthew Bernstein | TrustRadius Reviewer
Updated October 30, 2019

Winmo is a great prospecting tool!

Score 10 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Winmo

Winmo is used across the entire sales department at my company. It's used as a prospecting tool, in order to find the main point of contract with purchasing power. It addresses the problem of not knowing who the exact person is, and/or the agency relationship that the client has, which will point the salesperson in the right direction to facilitate the sale.
  • Provides the agency/client relationship, including which aspects of the budget (digital, OOH, print) that each agency controls.
  • Shows what the advertising budget for each client is, broken across media format and which quarter the spend occurred in.
  • Provides key updates for clients, including imminent campaigns and key account changes.
  • Winmo could provide some prospecting triggers, including email notifications when accounts you follow experience contact turnover, new agencies, etc.
  • Winmo could provide some "related companies," based on companies of interest to allow for categorical prospecting.
  • A functionality that would be great would be the ability to export contact info directly to Salesforce
  • Lead conversion, allowing me to reach the right person faster
  • It has allowed me to find out when is the best time to reach a prospect during their planning cycles.
  • Allows for a softer intro to the agency, since I'm already aware of who the agency contact is that manages the client relationship
The most effective reports that I have generated from Winmo are companies that are in planning mode, contacts at specific agencies across categories (retail focused in Q4, etc.). These reports are great because they include hyperlinks back to the account page in Winmo, making it an effective report to reference.
Winmo is best suited when you know which company you are looking for, but are missing some information, including key contacts, agency relationships, and quarterly advertising budgets. Scenarios where it is less appropriate are when you already know which company/contact you are looking for, and you are merely looking for company info to provide context.

Winmo Feature Ratings

Advanced search
6
Identification of new leads
7
List quality
7
List upload/download
3
Ideal customer targeting
6
Load time/data access
9
Contact information
7
Company information
8
Industry information
9
Lead qualification process
8
Smart lists and recommendations
5
Company/business profiles
7
Data hygiene
6
Automatic data refresh
7
Tags
8
Filters and segmentation
7