Winmo Professional, Scientific, and Technical Services Reviews & Insights

Score8 out of 10

30 Reviews and Ratings

Community insights

TrustRadius Insights for Winmo are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.

Pros

Intuitive User Interface: Reviewers have found the user interface of the platform intuitive and easy to navigate. Several users have mentioned that they appreciate how effortless it is to find the desired information using the search feature.

Filter Feature: Many reviewers have praised the filter feature of the platform, which allows them to search for brands based on social demographic, media spend, location, or industry. This feature has been particularly useful for users in narrowing down their search and finding relevant brands.

Clear Organization of Brand Contacts: The organization of brand contacts within the platform has received positive feedback from multiple reviewers. Users appreciate how it provides a clear view of each brand along with its corresponding company and coordinating contacts. The names, emails, and other contact information are listed in a way that is very easy to view and access.

Winmo Reviews

12 Reviews

Professional, Scientific, and Technical ServicesMarketing & Advertising12

Winmo Helps with Prospecting

Rating: 9 out of 10

Incentivized

January 4, 2022

Use Cases and Deployment Scope

Winmo helps us primarily in two ways 1) Become aware of opportunities to reach out for new business and 2) Acquire the contact info for decision-makers. Their Winmo Edge newsletter that comes to our inbox daily helps us find out changes in personnel and other important events that are key indicators of changing marketing budgets. Their contact info can be imported into our CRM, saving time and frustration of trying to find this out ourselves.

Pros

Provide timely information relevant to potential marketing spending of potential customers.
Quickly import information into our CRM.
Respond quickly to customer service inquiries.

Cons

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.

Likelihood to Recommend

If you're not heavily invested in outreach, but want to be aware of opportunities to pursue clients in a timely manner, this may help. Most of the details are publicly available, but Winmo does the research for you so you don't have to keep your ear to the ground as much. If you are part of an SDR team, you may not find it as valuable because you probably already know if there is a new hire at a target company.

Steve Govern

Growth Manager - Financial Services, B2B & Healthcare in Sales at Goodway Group (Marketing & Advertising, 201-500 employees)

Vetted Review

1 year of experience

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Big or Small Winmo is worth the price of admission

Rating: 9 out of 10

Incentivized

December 29, 2021

Use Cases and Deployment Scope

I currently use Winmo for industry research & prospecting resource. It helps keep myself & the team up to date with our current accounts and to discover new ones in order to grow our business. We are constantly using the tool and many of its features to accomplish this.

Pros

New Account Prospecting.
Market Research & Analytics.
Team collaboration.

Cons

Contact List uploading.
Easy access to research reports & white papers.
New account or contact suggests to existing lists.

Likelihood to Recommend

Winmo is a great tool for any sales organization, especially if you are a small team covering a large territory. You can easily create custom company or contact lists for various target verticles. It is a great tool to make a small team operate like a big organization. Our company was small a few years ago and now more than doubling in size, it is still a great tool for us, to update old lists and to continue to have the most up to date information in our systems and to continue to enable us to grow and find new targets & markets. If you are in an industry where your clientele does not change often, not a lot of turnover, or is a small niche industry it is not the tool for you. If your organization focuses outside the US mainly then it isn't much help. However, it is very hard to not find some use case or value with the tool either way.

Verified User

Director in Sales (Marketing & Advertising company, 201-500 employees)

Vetted Review

6 years of experience

Winmo Wins the Day!

Rating: 10 out of 10

Incentivized

December 29, 2021

Use Cases and Deployment Scope

We utilize Winmo to get details on future advertising campaigns. This tool also allows us a deep dive into both advertiser and agency contacts, spending history and keeps us up to date on AOR changes. The daily e-mail updates are invaluable for providing real-time changes. The alert features allow you to be in front of all the changes at both the client and agency. Winmo's research department is really great at tracking down account information that has yet to be added to the system.

Pros

real time updates on breaking marketing campaigns
deep dive into agency and account contacts
in depth tracking of historical spending in all media channels

Cons

would love to remove the cap on research requests
create a year end report on marketing spend changes by account
add functionality of searching accounts by media channel

Likelihood to Recommend

Winmo has really provided value with the depth of account and agency information. The contact information is so important and they make it easy to find my role, who the decision-makers are. Their tracking of breaking media campaigns is a huge strength that we depend on. Winmo keeps us on top of key verticals.

Milt McConnell

VP National & Group Sales in Sales at Alpha Media (Marketing & Advertising, 1001-5000 employees)

Vetted Review

4 years of experience

Greta tool for sole proprietors!

Rating: 8 out of 10

Incentivized

December 29, 2021

Use Cases and Deployment Scope

As a sole proprietor, I lean on a lot of software and data-driven solutions to help me manage my business, current clients and reach out to new prospects. Winmo has been a great tool to help me stay organized, commit to regular outreach, and take a lot of the work off of my shoulders as a small business owner.

Pros

Prospect Outreach
Organization
Lead Generation

Cons

Could be easier to use on mobile
Pricing
Learning curve is a bit steep

Likelihood to Recommend

I think this is a great tool for large and small businesses alike; particularly, speaking from my own experience, as a sole proprietor. At any given time, I'm juggling several tasks, and I commend any platform that can help to alleviate those pain points by taking some of the work off of my plate.

Hayden LeMaster

Owner/Operator in Professional Services at LeMaster Graphics (Marketing & Advertising, 1-10 employees)

Vetted Review

1 year of experience

Great prospect research!

Rating: 9 out of 10

Incentivized

December 28, 2021

Use Cases and Deployment Scope

I use Winmo to do research on prospects and competitors in the advertising and marketing world. I also enjoy the daily newsletter that alerts me to possible prospects.

Pros

Prospect Research
Lead Generation Curation
Networking

Cons

Timeliness

Likelihood to Recommend

I love this service to find out a lot of research on a possible prospect/marketer, such as key decision makers, current agencies, media spend and breakdown and more. This has been a crucial tool for me in this area. I enjoy the curated daily emails, but I do feel they could be "faster." By faster, I mean the news is never the newest.

Alec Troxell

Director, Business Development & Marketing in Marketing at McKinney (Marketing & Advertising, 51-200 employees)

Vetted Review

8 years of experience

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Win more with Winmo

Rating: 8 out of 10

Incentivized

October 30, 2019

Use Cases and Deployment Scope

I work for a media company, and the entire sales department uses Winmo. There are a few different use cases when it comes to Winmo functionality at my company:

Winmo Edge - used to understand upcoming campaigns and personnel changes at large companies.
Understanding agency/client relationships and updates to those relationships.
Finding the correct contacts at target client and agency accounts.

Pros

Great insight into personnel changes and upcoming campaigns at major media spending accounts and agencies.
Correct contact information at the agency and client level, often with email and phone numbers.
Up-to-date agency/client relationships. Particularly valuable when a client hires/fires a new agency.

Cons

Lack of depth among small and medium-sized accounts. Less value for local/regional sellers because most accounts are national brands.
Not an exhaustive list of agency/client contacts on any given account. They do a good job of including C-Level and VP level but do not often include mid-level influencers and buyers.

Likelihood to Recommend

Winmo is well suited for a national seller responsible for large F500 brands and larger holding companies. Useful to understand those agency/client relationships as well as the best decision-makers to contact, particularly on the media/market side of the business. It is less suited for an SMB or regional seller using Winmo as a lead source. There are fewer smaller accounts and anyone who needs some sort of volume/scale in their outreach is going to have minimal value.

Verified User

Executive in Sales (Marketing and Advertising company, 501-1000 employees)

Vetted Review

3 years of experience

Winmo is the Gold Standard for List Building for Agencies

Rating: 7 out of 10

Incentivized

November 6, 2018

Use Cases and Deployment Scope

Winmo is the primary database and business intelligence tool used across Catapult New Business' portfolio of agency clients. It provides our team of Sales Directors the ability to quickly build targeted prospecting lists of decision-makers. Because of Winmo's ease of use, our sales reps spend more time prospecting and less time researching.

Pros

Quickly identify key decision-makers at brands/companies, agencies, and ad-tech companies.
Provide relevant and actionable data to better understand prospects.
Data is accurate and current.

Cons

There are some niche business segments where Winmo's data is not as robust.

Likelihood to Recommend

Winmo is well suited for advertising agencies and marketing service providers who have, or are looking to build, a proactive prospecting program to win new business. It is not well suited for agencies who rely on referrals or inbound leads.

Christian Banach

VP, Group Account Director in Sales at Catapult New Business (Marketing and Advertising, 11-50 employees)

Vetted Review

4 years of experience

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

Rating: 7 out of 10

Incentivized

November 28, 2017

Use Cases and Deployment Scope

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.

Pros

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.

Cons

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.

Likelihood to Recommend

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.

Zach Ettelman

Business Development Strategist in Sales at Elevated Third (Marketing and Advertising, 11-50 employees)

Vetted Review

2 years of experience

View profile

You should invest in Winmo!

Rating: 9 out of 10

Incentivized

September 15, 2017

Use Cases and Deployment Scope

I am the only member of the company who uses Winmo. Others have access to it, but I am the only one who utilizes it. I use Winmo to prospect companies that are considered vulnerable and contact the decision makers within that company. Winmo provides majority of the contact information needed for me to get my foot in the door. I have had a lot of success from this program and I highly suggest it.

Pros

Provides contact information for companies
Keeps up with current trends and vulnerable statuses
Easy to navigate.
User friendly.

Cons

Sometimes the information is incorrect
With the ever changing industry, sometimes information is out of date
Lots of grammatical errors within Winmo's articles (not a big deal, but just a point).

Likelihood to Recommend

When you're an ad agency and prospecting for new business this is the tool for you. It allows you to get to the decision makers quickly and potentially be qualified for the pitch. Winmo has cut a lot of time in half by giving me information it would take days to get. They also have a good support system in case you have any issues.

Kathren Hatayama

New Business Account Executive in Sales at Kastner & Partners (Marketing and Advertising, 51-200 employees)

Vetted Review

1 year of experience

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Winmo is a great prospecting tool!

Rating: 10 out of 10

Incentivized

September 15, 2017

Use Cases and Deployment Scope

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.

Pros

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.

Cons

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

Likelihood to Recommend

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.

Matthew Bernstein

Account Executive in Marketing at Intersection Co. (Marketing and Advertising, 501-1000 employees)

Vetted Review

2 years of experience

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

Rating: 7 out of 10

Incentivized

November 28, 2017

Use Cases and Deployment Scope

Pros

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.

Cons

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.

Likelihood to Recommend

Zach Ettelman

Business Development Strategist in Sales at Elevated Third (Marketing and Advertising, 11-50 employees)

Vetted Review

2 years of experience

View profile