Winmo - A great lead info. and industry intelligence platform for ad agencies
November 28, 2017

Winmo - A great lead info. and industry intelligence platform for ad agencies

Zach Ettelman | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Overall Satisfaction with Winmo

Winmo was used by our business development team within the organization. Winmo was used as a lead information resource helping us to determine the correct people to reach out to at our target companies that we go after. We also leveraged Winmo for the daily insights feature and the Public RFPs search tool. When using Winmo, we specifically integrated it with SharpSpring CRM.
  • Winmo provides up-to-date information on company executives leaving and joining Fortune 500 organizations.
  • Winmo is updated by a team of humans that are accurately depicting insights based on the organizations that Winmo highlights in the daily recaps/insights section of the portal. This means the insights are more accurate and kept up-to-date compared to other data intelligence platforms.
  • Winmo breaks down the media/ad spend for most companies, as well as information on company revenue and size. This is particularly helpful when evaluating whether a company falls into our ideal prospect profile.
  • Winmo's contact information is not always accurate.
  • There are a limited amount of verified contacts per company.
  • Winmo is a great resource for traditional ad agencies, with most of the daily insights be catered towards opportunities to become an AOR for a big consumer brand. For digital-specific agencies like our company, this is less helpful.
  • Winmo is a hefty monthly investment for smaller organizations, but if you're able to close one deal a year based on a lead from Winmo, then the tool will already be paid for.
  • We saw an increase in productivity by being able to create targeted lead lists in Winmo and then download those and export into our CRM.
  • We thought that Winmo had a direct 1:1 connection with SharpSpring CRM for data export to import, but this integration did not work as advertised and was not seamless. We had to spend time and money customizing this for it to work, which resulted in a negative impact on ROI for our overall TCO of Winmo.
Winmo provides more industry and company information than Data.com, but there are fewer lead data and the data is not as up-to-date as Data.com. Winmo is a more robust platform that Data.com, but the integration with Salesforce is not as clean as Data.com, but that makes sense as Data.com is owned by Salesforce.
Winmo is very well suited for traditional ad agencies and niche-specific agencies. Winmo has a great amount of information on reaching Fortune 500 consumer brands and provides the most insight on the executive movings and AOR opportunities for large B2C brands.

Winmo is less appropriate for digital agencies that only focus on a specific technology, such as Wordpress or Drupal. When searching for these terms on the Public RFPs list, you'll only find a small handful of opportunities to read about. Winmo is also less appropriate for B2B-focused companies.

Winmo Feature Ratings

Advanced search
9
Identification of new leads
6
List quality
6
List upload/download
5
Ideal customer targeting
8
Load time/data access
7
Contact information
6
Company information
8
Industry information
9
Lead qualification process
6
Smart lists and recommendations
5
Salesforce integration
Not Rated
Company/business profiles
10
Data hygiene
5
Automatic data refresh
6
Tags
7
Filters and segmentation
8