If you’re in sales or marketing, you already know: spraying the same pitch at every account is a waste of time (and a good way to get ignored). The trick is narrowing your focus to the right companies so your outreach actually lands. This guide is for folks who want real, step-by-step advice for segmenting and prioritizing accounts using Mantiks—without getting buried in buzzwords.
Let’s skip the theory and get straight to work.
Step 1: Know What “Good” Looks Like (Before You Touch Mantiks)
Before you even log in, be honest about who you actually want to reach. Your best accounts probably have a few things in common—could be company size, industry, growth, tech stack, or pain points. If you skip this part, you’ll just be making lists for the sake of lists.
Ask yourself: - Who are our best customers now? (And what makes them great?) - Who churns quickly or wastes time? - What signals would tell me an account is a good fit, before I even talk to them?
Pro tip: Don’t just copy what your competitors do. Your best-fit accounts might look different.
Step 2: Import or Sync Your Account Data
Now, open up Mantiks. You’ll need a list of accounts to work with—either import a CSV or connect your CRM (Salesforce, HubSpot, etc.). Mantiks is pretty forgiving here, but garbage in, garbage out.
What you should do: - Clean up your data first. Basic stuff: remove obvious duplicates, fill in missing company names, and fix typos. Mantiks can’t segment what it can’t read. - Bring in as much relevant data as possible (industry, employee count, region, etc.), but don’t stress about perfection. You can always enrich later.
What’s not worth it:
Don’t get bogged down trying to make every field perfect. If you’re missing a few LinkedIn URLs or SIC codes, it’s not the end of the world.
Step 3: Pick the Right Segmentation Criteria
This is where most people overcomplicate things. You don’t need 15 filters—just enough to split your accounts in a meaningful way.
Common segmentation filters in Mantiks: - Firmographics: Industry, company size, location, funding stage - Technographics: What tech do they use? (maybe they’re on Shopify, AWS, etc.) - Intent signals: Are they hiring for roles you sell to? Recent news about expansion, funding rounds, etc. - Engagement: Have they visited your site, opened emails, or replied before?
What works: - Start wide, then narrow down. Try one or two filters first to get a feel for how your list changes. - Use “AND”/“OR” logic to combine filters. For example: “SaaS companies with over 200 employees AND recent funding.”
What doesn’t: - Over-segmenting. If your segment only has three accounts in it, you’ve gone too far. - Chasing vanity data (like targeting only companies with cool logos or big funding rounds—unless those actually matter).
Pro tip:
If you’re not sure what criteria to use, start with your last 10 closed/won deals. What do they all share? Use those traits.
Step 4: Build and Save Segments in Mantiks
Once you’ve picked your filters, Mantiks makes it pretty straightforward to build segments (sometimes called “audiences” or “lists”).
How to do it: 1. Use the filter panel to add your criteria. 2. Watch the list update in real time. Adjust filters if you’re getting weird results (e.g., too many tiny companies, or companies in the wrong country). 3. Give your segment a clear, honest name. “US SaaS >200 emp, recent funding” will make sense next week. “Hot accounts 2” won’t. 4. Save your segment. You can come back and tweak it later.
Pro tip:
Don’t create a new segment for every minor difference. You’ll just end up with a graveyard of lists you never use.
Step 5: Prioritize Accounts Using Scoring (Or a Good Old Spreadsheet)
Mantiks offers account scoring—basically, a way to stack-rank accounts based on your chosen factors. But don’t just trust the default scores; tweak them to fit what matters to you.
What to try: - Assign higher weights to factors that actually predict success for you (industry fit, intent signals, etc.). - Review the top 10–20 accounts manually. If they look wrong, adjust your weights or add/remove filters. - For smaller lists, you can always export to CSV and rank by hand. Sometimes, a spreadsheet is just faster.
What to ignore: - Don’t get hypnotized by “AI-powered” scoring if you don’t know how it works. If the top accounts don’t pass the smell test, override it.
Pro tip:
Gut check your top picks. If you wouldn’t want to call them tomorrow, something’s off.
Step 6: Exclude Junk (So You Don’t Waste Time)
Even with good filters, junk slips through—consultancies, students, tiny companies, or accounts that just aren’t worth your effort.
How to clean up: - Add “NOT” filters (e.g., “NOT industry: consulting”, “NOT employee count: <10”). - Use exclusion lists—upload a CSV of companies you never want to see again. - Review your segments every month or two. Markets change, and so should your segments.
What not to stress about:
You’ll never remove 100% of junk. Don’t let perfect be the enemy of good.
Step 7: Sync Segments to Your Outreach Tools
Mantiks lets you push segments directly to tools like Outreach, Salesloft, or your CRM. This keeps your lists fresh and saves you from manual exports.
What works: - Set up auto-sync if possible. No one likes stale data. - Keep your segment names consistent across tools so you know what you’re working with.
What doesn’t: - Don’t bulk-upload everything. Start small, test, and see what works before you scale up.
Step 8: Review, Refine, and Don’t Overthink It
Segmentation isn’t a “set it and forget it” thing. Markets change, products change, and what works now might flop in six months.
How to stay sharp: - Revisit your segments every quarter (or whenever something big changes). - Ask reps and marketers for feedback—are the lists working? Are they getting bounced by the wrong people? - Kill segments that aren’t producing results. Don’t hoard.
Pro tip:
If you’re spending more time tweaking segments than actually reaching out, you’re probably overcomplicating it.
Wrapping Up
Segmenting and prioritizing in Mantiks is pretty straightforward—if you focus on what really matters. Start simple, trust your gut, and don’t get sidetracked by shiny features. Your goal: more conversations with the right accounts, less time wasted on dead ends. Iterate as you go, and don’t be afraid to toss what’s not working. Good luck.