“tabs are very useful”

Pros

Right away the range of tabs in Poggio stood out in a good way. They helped me quickly identify who to contact, look through background details and get a clearer picture of how the account could benefit from PTC products. Getting everything set up at the beginning was simple too.

Cons

A few of the contacts didn't seem like the best-fit personas for my outreach and some of the emails felt a bit too casual instead of being clearly centered on the product.

“Prospect insights came from outside”

Pros

One of the most valuable parts is being able to build an outside-in point of view on a prospect.

Cons

It goes very deep with the research and it would be even better if that could be summarized directly in Slack.

“Account research saved real time”

Pros

It's been a big time saver in my day to day workflow especially when I am researching accounts.

Cons

Honestly nothing specific to complain about. The only thing to keep in mind is that you'll need the right license if you want full unlimited access.

“value for money”

Pros

The tool was easy to up and run as it took very little time and it delivers a lot of value for the effort involved. The implementation and integration were both very hassle free and the customer support has been fantastic.

Cons

There's honestly not much to complain about. It's a really amazing tool.

“Account planning got significant boost”

Pros

Poggio has completely changed the way I handle my daily work. It turns complex account planning into something simple and user friendly which saves me a lot of valuable time that I can now put toward more strategic work like engaging directly with customers.

Cons

It's been an excellent experience overall and I honestly don't have anything negative to say about the tool.

“helpful tool”

Pros

Right away it fit nicely into my account planning work. It's very user friendly, cuts down research time a lot, helps me build stronger points of view and gives useful competitive intelligence. I also like that it includes pre prepared research tailored to my company and profile which is especially helpful for account executives. Even the initial setup was pretty simple.

Cons

I'd really like the option to do bulk assessments.

“UI is clean”

Pros

Right away I find it professional and simple to navigate. The interface is clean, user friendly and fits into our existing workflows without any friction. One of the biggest advantages is how accurate the information is which helps keep the most important details visible exactly when we need them. Getting it up and running was also very hassle free and the team was extremely helpful and responsive whenever questions came up.

Cons

At this point I don't really have any complaints. The only thing that could add even more value down the line would be direct integrations with Salesforce or outreach tools.

“Account research was extremely powerful”

Pros

Poggio has been incredibly useful for my work as an account executive when I need to research accounts. It pulls in recent online news very efficiently which helps me stay on top of funding rounds and other important company updates. Also I really like how well it keeps all my notes and resources organized in one place. Since I manage more than 3,000 accounts, it helps me prioritize my big bet accounts while still bringing in relevant information on the rest and keeping track of where each opportunity stands in the deal cycle. The organization features and AI tools do a lot to keep my pipeline structured and moving. Getting started with it was very easy too and it connected with all the tools I needed without any trouble.

Cons

One thing I'd really like to see improved is exporting. I ended up doing a lot of copying and pasting and while it may be designed to keep everything inside the platform, I still wanted a better way to export or keep a hard copy of the information.

“Research and targeting both powerful”

Pros

Working as a BDR/SDR, it has been incredibly useful in my day to day. It cut down a huge amount of time and mental effort when it came to researching accounts, building a POV and getting insights that were actually current and relevant. Also it surfaced leads I probably never would have uncovered on my own, along with recent articles that were exactly what I needed to create strong messaging and break into an account. Another thing I really liked was how the POV creation factored in the industry context. If I was reaching out to a Finserv company, for example, it highlighted trends happening not just at the account level but across the industry too. I genuinely love this platform.

Cons

Nothing felt especially unhelpful though the message and email drafting feature could be a bit more powerful. Even so it never really slowed me down.

“Pov workflow became much better”

Pros

It really helps tighten up my POV process and makes day to day work much more manageable.

Cons

A few of the fields can feel a bit repetitive or redundant at times.