Poggio Reviews & Product Details

What I like best about Poggio is how it transforms our sales team from being reactive vendors into proactive, strategic partners. The most helpful feature is hands-down the AI-powered "Point of View" (POV) it generates for every account.

Before Poggio, our reps spent hours manually researching accounts—digging through financial reports, news articles, and LinkedIn to piece together a customer's priorities. It was slow, and the insights were often inconsistent.

The biggest upside of using Poggio is twofold:

Massive Time Savings: Poggio automates all of that research. It synthesizes intelligence from thousands of sources and delivers a concise, relevant brief on what the customer actually cares about right now. This frees up our sellers to spend less time on admin and more time actually engaging with customers.

Elevated Conversations: Because our team walks into every call armed with deep, relevant context, the quality of our conversations has skyrocketed. We're not asking basic discovery questions; we're leading with value and aligning our solution directly to the customer's stated priorities and challenges. It helps us build trust incredibly fast and ultimately, close bigger deals by focusing on the right opportunities with the right message. It's like having a dedicated research analyst for every single seller on the team. Review collected by and hosted on G2.com.

Honestly, there isn't much to dislike, as the value is very clear. If I had to pick something, the "dislike" isn't so much about the tool itself, but about the implementation and user habits it forces you to confront.

The main challenge is that the tool is only as good as the inputs you give it. The initial setup to get Poggio's AI to perfectly align with our specific sales methodology and value framework (how we talk about our solutions) took dedicated effort and refinement. It's not a "plug-and-play" magic box in that respect; you have to invest time to teach it your business.

The other minor downside is more of a training issue: we have to actively coach newer reps to not rely on the Poggio POV as a script. It's so good that it can be tempting to just "read the summary." The real magic happens when they use the POV as a foundation and then add their own human insight. It's a point of coaching we've had to build into our enablement. Review collected by and hosted on G2.com.

Poggio has been continuing to innovate on the product; it's now a must have companion for me (healthcare enterprise sales) to make sure I understand my customers, decionmakers, and my potential POV better. Highly recommend for any sales org, in particular smaller ones (like mine) where getting aligned angles on the frontlines amidst a changing message is key. Review collected by and hosted on G2.com.

It can sometimes run a little slowly, but I usually get the type of detail I am looking for out of the system. I would love to see them continue to build out the POV feature-- I think I could train Poggio with more on Siftwell and it can come back even more refined. Review collected by and hosted on G2.com.

I find Poggio super helpful for researching my accounts as an account executive. It efficiently pulls in recent news from the internet, helping me understand when companies get funding or make the news for various reasons. I love how it organizes all of my notes and resources seamlessly. With over 3,000 accounts, Poggio helps me focus on big bet accounts while pulling in relevant information for others, keeping track of where I am in my deal cycle. I really like its organization tool and AI capabilities, which keep my deal cycles running and organized. Setting up Poggio was super easy and straightforward, and it connected to all the necessary tools. Review collected by and hosted on G2.com.

I wish there was a way for me to be able to export things more efficiently. I found myself really copying and pasting a lot and maybe it's meant to just keep all the information within the website, but I wanted to also have a hard copy of everything. Review collected by and hosted on G2.com.

Poggio is super awesome to use as a BDR/SDR at my job. It saved me so much searching time and brain effort to not only research an account, but craft a POV and the research was actually recent and relevant. It found leads that I would have never found and recent articles that were exactly what I needed in order to craft amazing messaging to break into an account. The POV creation also really takes the industry into account, for example if i was reaching out to a Finserv company, it would show me trends not only within the account but in the industry as well. I love this platform. Review collected by and hosted on G2.com.

I wouldn't say least helpful, but the message/email crafting portion could be more robust, but it didn't slow me down at all. Review collected by and hosted on G2.com.

I really liked the variety of tabs that were available in Poggio. It's useful to find contacts to reach out to, background information, and see how the account can benefit from PTC products. The initial setup was very easy. Review collected by and hosted on G2.com.

Some of the contacts were not personas I would reach out to and more casual emails rather than product-focused emails. Review collected by and hosted on G2.com.

Allows me to quickly build a point of view for any account in my territory. Includes customer pain and how we're best positioned to solve it Review collected by and hosted on G2.com.

I wish I could get an individual license. Review collected by and hosted on G2.com.

It helps sellers speak in the customer's language, confidently lead with value, and attach their solution to the customer's top priority. This is designed to accelerate deal cycles and increase deal size. Poggio's AI synthesizes data from thousands of sources—including financial reports (10-Ks/10-Qs), earnings call transcripts, and executive quotes—to provide a concise view of the customer. Review collected by and hosted on G2.com.

Cumbersome sometimes learning new features, layouts. Offered 1:1 support which was great just sometimes it a bit of self teaching how to best use as compared to OpenAI, Gemini, etc. Review collected by and hosted on G2.com.

Poggio is the tool I needed but didn't know existed. The ability to create my point of view, the three whys, a stakeholder map, and allow me to ask questions based on all of the data is incredible. It's already saved me time from doing my own research and putting together a summary. Poggio has followed up to ensure all my questions were answered and hosted office hours.

It's super simple to use and hope to continue to use it in my day-to-day. Review collected by and hosted on G2.com.

I'm not able to incorporate my notes from conversations I've had with the customer Review collected by and hosted on G2.com.

Ability to have tabs that replicate across all of my accounts

Loads quickly

Team is very responsive Review collected by and hosted on G2.com.

I didn't set it up at my org but it seems like it may take quite a bit of effort. If they can offer oout of the box templates/setup, that would be awesome Review collected by and hosted on G2.com.

A customer’s GTM objective needs to be clearly communicated to those of us on the frontline. As Project Managers, we often serve as the primary representatives of the business and are frequently the most visible to the client. It is essential for us to be equipped with a clear strategy to build and sustain client trust. PMs act as the crucial link between sales, products, services, and the customer. Poggio has supplied accurate data, ensuring that the customer’s strategy is consistently implemented from the presale stage through to the actual development of the project. Review collected by and hosted on G2.com.

So far, I haven't encountered any clear drawbacks to using Poggio. Review collected by and hosted on G2.com.