Winmo account managers are pros at managing client questions. They often hear, what should we be doing more of? What are we missing? How do we integrate Winmo features into our new business plan? There are so many features in our tool, that sometimes, the simplest tasks can get overlooked for our shiny new additions (here’s my chance to plug our OTT insights and SEMRush integration). Keep reading to learn about, and test, five Winmo features we don’t talk about enough.
There may be times when you can’t find the right brand, company, agency, or contact in Winmo. Hey, it happens. We may start tracking them in the future, but you still need the contact information today. So how are you going to find it? Inside your Winmo account, click Feedback > Research and let us know what you need. That will generate an email that goes directly to our head of research and you’ll get what you need in 24-48 hours.
When you’re on a Winmo profile page, select the Alert button on the top right-hand side to signal to the software, hey, this is an important account. Make sure to track both your top accounts and competitors. Of course, you don’t want to go to every individual profile to do this. To create alerts in bulk, select the Alerts button on the left-hand taskbar > Alert Preferences. From here, set alerts based on territory, category, or even personnel based on rank and/or job function.
Bonus: Winmo alerts are also intelligent and can be triggered based on your search history within the software. We can then start to detect patterns and offer recommendations.
Like alerts, you probably have a vital list of accounts scratched on a Post-It note somewhere in or around your desk. Maybe it’s missing, but you’re sure it’s somewhere! Set up your key accounts from profile pages or in bulk via search results instead. Add these to a unique list (or create multiple based on vertical, region, whatever works for you) which can then be exported. Then, to promote more collaborative work, share your account list with other users in your account.
Looking for brands in the market for your services? Intent Insights allow you to drill down on prospects showing signals that they’re in the market for specific products and services – so you can intercept the buying process. If this sounds like something that could supercharge your pipeline, take it for a spin and in this interactive tour of Winmo’s Advance package (which includes Intent Insights, among other premium lead generation features).
Exporting goes above and beyond in Winmo. Anytime you make a list of contacts, there’s much more information to be found upon export — typical details like name, title, and email address, but also LinkedIn URLs, direct lines, and, for agency contacts, accounts they work. Export to Excel or directly to your Microsoft Dynamics, HubSpot, or Salesforce accounts. Then, customize your exports with, you guessed it, custom mapping. Get as specific as adding different billing addresses versus mailing addresses.
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