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Poggio July Newsletter

Account intel coming directly to your inbox.

Friends of Poggio,

Our mission is to help sellers win, and July has been a huge month for sellers using Poggio. In this issue of the Poggio Newsletter: a recap and what’s next for Poggio Digest, new features for Poggio admins, and a preview of new features to help organize your workspace.

Plus our favorite part, Poggio user love directly from the field.

Poggio Digest rollout and email summaries

Last week we announced Poggio Digest, your new homepage for real-time account intelligence. Digest provides real-time account updates like major news, team changes, and more so you can connect with the right buyers with the right message at the right time.

We’re in the process of rolling out Digest to Poggio customers, who can expect to see it in their workspace starting this week. In the meantime, check out our demo video for an early look.

In the next few weeks, we’ll also be adding email summaries to Digest. Poggio will send you weekly emails highlighting major changes in your accounts, ensuring you’re first to know when big news presents a new opportunity. Data breaches, exec changes, earnings results - all delivered directly to your inbox.

Fine-grained role support for Poggio admins

Poggio admins, rejoice! Poggio now supports three distinct user roles, giving you fine-grained control over access to your Poggio workspace. In addition to the Admin (full access) role, we've added the Member (standard access) and Viewer (read-only access) roles.

If you’re not a Poggio admin but want to help your RevOps leader get up to speed, please get in touch! Just email [email protected] and we’ll take it from there.

Built for Poggio admins.

Coming soon: better account organization with folders

Sometimes you get so busy building account plans with Poggio that you look up and realize you have 50 accounts to keep track of. Don’t sweat it, we’re improving company organization so you can create distinct folders to hold all of your accounts.

In addition to pinning high-priority accounts for easy access, you’ll also be able to add accounts to folders by priority, segment, or any other criteria you can think of. Coming soon to your Poggio workspace.

Account organization with folders.

Poggio user love

Poggio runs on user love - here are some of our favorites from July.

Kind words from Michael Erickson, AVP of Sales at Workday about Poggio Digest:

This is a game-changer for sellers, providing real-time, tailored insights directly into their inboxes. No more static plans or noise - just actionable intelligence to drive success.

Michael Erickson, AVP of Sales at Workday

Morgan Shelly, AE at Deel shared her POV on Poggio in this roundup of her favorite AI tools for sellers.

I search a high priority account and then instantly get access to potential decision makers, recent news, business performance, market trends..

Morgan Shelly, AE at Deel

That’s all for now! Until next time.

Ciao,

Team Poggio