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Winmo

Score8 out of 10

30 Reviews and Ratings

What is Winmo?

Winmo is a sales intelligence solution that is a resource for advertiser-agency relationships and marketing decision-maker contact information. This solution includes personalized email alerts, lead recommendations, industry news, research on CMO arrivals and departures, and enhanced integrations to provide an all-in-one prospecting solution. According to the vendor, its intuitive user interface empowers users to pinpoint opportunities with advanced filters, uncover key decision-makers, and build customized prospect lists. The vendor’s value proposition is that Winmo enables sales and new business professionals to win more business with national brands and agencies.

Media

Discover emerging business opportunities with integrated DailyVista news and forecasting.
Follow prospects in Winmo to get email alerts when decision-makers change.
Target advertisers and agencies from many different angles to uncover the leads that matter to you most.
Tag contacts to build customized lists. Refer to them in Winmo anytime, or merge and export them to Salesforce or Excel with automatic duplicate detection.
Prospect Agencies in Winmo based on holding companies.

1 / 5

Top Performing Features

  • Load time/data access

    Provides fast and consistent access to lists and leads.

    Category average: 8

  • Advanced search

    Users can search for prospects using advanced search logic and multiple criteria, across multiple platforms/databases.

    Category average: 8.2

  • Filters and segmentation

    Allows users to filter contacts and segment leads to explore data and create lists.

    Category average: 8.2

Areas for Improvement

  • Smart lists and recommendations

    Automatically segments and qualifies leads into dynamic smart lists; more advanced tools can make recommendations not only about which leads to follow up on, but when to follow up or with what material. Actionable intelligence.

    Category average: 7.4

  • Lead qualification process

    Helps sales reps focus on the most promising leads (likely to convert) by ranking leads according to various rules and criteria. SI tools may take a semi-automatic, automatic, or self-scoring approach.

    Category average: 7.2

  • Data hygiene

    Helps users maintain clean lists and records, including duplicate management.

    Category average: 7

With Winmo, we succeeded in attracting interested companies

Use Cases and Deployment Scope

This software has given us great opportunities to find new customers. It manages to find potential customers through its tools such as segmentation of ideal customers and obtaining high-quality customer lists. The integration with other marketing and CRM software is allowing us to reach companies and obtain higher sales.

Pros

  • 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.

Cons

  • I would like it to synchronize with Chrome to search for clients through that browser.
  • Sometimes the list is not up to date and shows data of executives who are no longer with those companies.
  • I would like the search for potential companies to focus not only on large industries but also on small and local ones, close to our environment.

Return on Investment

  • I can say that acquiring this software has been profitable for the agency because we have increased our client portfolio, and we have also reduced the hours we used to invest in the search for new clients and contacts. The list of contacts it provides us with is always very useful and they almost always become clients.

Winmo Experience

Use Cases and Deployment Scope

Winmo is a great tool for gathering useful information that helps the user stay up to date with accurate information, that any salesperson can benefit from. It is very easy to navigate and makes finding information pain-free. I have used other services that were hard to view and made the experience intolerable.

Pros

  • Provides cutting-edge sales intel every day.
  • Great for prospecting new business.
  • Are able to find high level contacts.

Cons

  • Sometimes don't have all the employees need.
  • The more information they can give the better.
  • Some tutorial videos while getting started would help learn.

Return on Investment

  • Fairly new to it but has found me over 5 clients.

Other Software Used

Seamless.ai, Zoho Analytics (formerly Zoho Reports)

Winmo Helps with Prospecting

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.

Return on Investment

  • Winmo has helped us quickly identify quality leads and drive new business meetings.

Alternatives Considered

LinkedIn Sales Navigator

Other Software Used

LinkedIn Sales Navigator, Outreach

An easy platform for list building and competitive tracking

Use Cases and Deployment Scope

I used Winmo to build a target list of companies to market to and key decision-makers at those companies that I can reach out to. I also used Winmo to see how our competitors are using media with their integration with Ad Beat. The bigger the company I am looking into, the more accurate and insightful the data was.

Pros

  • Media Breakdown.
  • Search Filters.
  • Execution of list building.
  • Integration with CRM.
  • Depth of database.

Cons

  • Accuracy of data can be improved. Some of the data was outdated and I found that certain employees had left the organization but Winmo's database was not updated to reflect that.
  • The depth of the database is good but can be improved. I found that the bigger the company, the higher is the chance of it getting included in the database.
  • Their pricing is not competitive enough.
  • Their database has a big focus on marketing teams.

Return on Investment

  • 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.

Alternatives Considered

UpLead and ZoomInfo

Other Software Used

Leadfeeder, UpLead, HubSpot CRM

Winmo Wins the Day!

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

Return on Investment

  • has been one of our best investments in customer research
  • helped us stay ahead of our direct competitors
  • has provided contact information not found elsewhere

Other Software Used

NielsenIQ, WideOrbit