5 Tips to Prepare for Your Winmo Demo

Updated April 14, 2024

You know your business, your target customers, and your goals. Our product specialists know Winmo. Together, we can successfully evaluate whether Winmo’s sales intelligence is a worthy investment for your team in a tailored Winmo demo. This demonstration allows you to communicate your needs before you take the driver’s seat with a trial login. We will show you how to navigate Winmo in real time and use the platform to achieve optimal sales outcomes.

Here are the top 5 tips to help ensure you get the most out of your Winmo demo:

Tip 1. Get the Right People On the Call – The First Time

In most cases, the decision to adopt new technology like Winmo will fall on a group of people. You might think you’re doing them a favor by taking the initial demo on yourself, but this good intention will backfire. You’re in sales. If a meeting with a potential client concludes with her saying, “This is exactly what our company needs! I’ll have to get my CMO and West Coast office on board – can you send me your presentation deck?”, you’ve burdened your contact with doing your job without your knowledge and experience. Now, both of you have an uphill battle.

Your co-workers or boss might be busy, but taking 20 minutes out of their day now will save loads of time and energy down the road.

Who should be included?

Knowing who should be included in your initial Winmo demo will depend on your specific team’s structure. It’s essential to include anyone who will log in during the trial and individuals with a say in the purchasing decision. Typically, this includes the head of sales (for new business) and account management (for existing business). In smaller companies, these roles might be filled by the same person. In larger organizations, it may involve several individuals from different departments or even across different time zones. This is where screenshare technology comes in handy! The important thing is to get everybody on the same page and gain a clear vision of Winmo’s value to your organization as a whole, not just to you personally. When everyone gets excited about this tool, you can take credit.

Tip 2. Understand Your Target Customer Profile

Winmo tracks tens of thousands of nationally advertised brands, their marketing and sponsorship decision-makers, the agencies they work with, and the relationships between them. You’ll want to leverage filters to identify the brands most likely to buy what you’re selling. If you can share the characteristics of your target customers, your product specialist will show you the fastest way to find them with Winmo’s smart filters.

Examples of target buyer characteristics:

• Job Titles: CMOs, Brand Managers, Media Buyers
• Job Functions: Digital, Sponsorship, Multicultural, Mobile
• Company Size: Either by revenue or employee count
• Industry: Automotive, Beverage, Apparel, Consumer Electronics
• Agency Type: By discipline, client spend or holding company
• Areas of Media Spend: Dollar amounts spent on magazines, online video, etc.
• Location: Territories, states, or postal code radiuses

Tell us what you’re looking for, and we’ll help you find it in the fewest clicks, ensuring that the next phase of your evaluation – trial access – is as productive as possible.

Tip 3. Convey the Technology You Do (or Don’t) Use

You may have a CRM or marketing automation system that you’ll be putting this information into. Whatever technology you use, let your product specialist know so we can show you any relevant integrations – from Salesforce to Hubspot. You’ll be able to see how a list can be exported to such platforms or to CSV/Excel once a list is created. If you don’t have a CRM tool, let us know ahead of your Winmo demo! There’s functionality within Winmo, such as Notes, Alerts, and list sharing options, that can help optimize the productivity of teams who don’t utilize a traditional CRM environment.

Tip 4. Understand Your Goals From the Outset

This applies to any SaaS or technology tool you invest in. It’s easy to get swept up in bells and whistles, but make sure you know what you need the product to do ahead of your demo. If you wear many hats and new business is just one part of your role, your objectives may differ from someone hoping to hit a monthly sales quota. Are you an experienced rep who needs to get contact information for leads you’re working on? Or are you new to your industry and need direction on which companies to pursue? Get clear on what problem you need to solve.

Tip 5. Ask About Integrations, Bells, and Whistles

I know I’m contradicting Tip 4, but often when we demonstrate a feature we consider a bell or a whistle, a potential client sees a solution to a core problem they have – one they didn’t even realize Winmo could solve. In addition to contact and company information, Winmo provides ad creatives, buying behavior, and audience demographics you can use to craft effective pitches. Most notably, sales teams considering Winmo often ask about our top-rated feature, WinmoEdge. The publication uses an algorithm to predict when marketers will hire new vendors, media partners, and agencies. And if it’s important to know when an opportunity may be emerging, you’ll want a quick overview of this.

Like any good SaaS platform, Winmo is intuitive and easy to use – once you know which buttons to push and levers to pull. Follow these tips for a successful Winmo demo, and you’ll be well-equipped to move on to the next phase of your evaluation, the trial.