If you’re running sales or marketing and drowning in a sea of accounts, this is for you. Cutting through the noise to find your best-fit prospects isn’t magic—it’s about building smart segments, targeting what matters, and ignoring the fluff. Gyaan’s advanced filters promise to make this painless. Let’s see how they actually hold up, what’s worth your time, and how to use them without overcomplicating things.
Why Segmentation Matters (And Where It Usually Goes Wrong)
Before you dive into the how-to, here’s the truth: most teams either don’t segment enough (resulting in generic outreach) or they overthink it (creating 15 segments no one ever uses). Good segmentation is about finding the sweet spot—enough detail to be useful, not so much it becomes a spreadsheet nightmare.
What works: - Focusing on signals that actually matter for your business. - Keeping segments simple and actionable. - Revisiting and tweaking segments as you learn.
What doesn’t: - Blindly copying someone else’s filters or “best practices.” - Building segments so narrow you run out of leads. - Segmenting just because you can (not because you need to).
Let’s get into how to actually do this in Gyaan.
Step 1: Get Your Data in Order
Advanced filters are only as good as the data you’ve got. If your CRM is a mess or you’re missing key fields, even the fanciest filter won’t save you.
Checklist before you start: - Make sure account records are up to date. Check for duplicates and missing info. - Identify what data you actually have—industry, size, tech stack, intent signals, etc. - Double-check that Gyaan is synced with your CRM or data source.
Pro tip: If you’re missing fields you care about (like revenue or location), fix that first. Otherwise, your segments will be more wishful thinking than useful.
Step 2: Decide What You Actually Want to Segment
Don’t just start clicking filters—have a hypothesis. Think about what signals separate your best accounts from the rest.
Common segmentation criteria: - Firmographics: Industry, company size, location. - Technographics: What software/tools they use. - Behavioral: Web visits, email opens, demo requests. - Intent data: Are they actively researching your category?
Be honest: Not all accounts are worth your time. Decide on your “must-haves” versus “nice-to-haves.”
Step 3: Build Your First Segment in Gyaan
Here’s where Gyaan’s advanced filters come into play. The interface is pretty straightforward, but you can get lost if you try to do too much at once.
How to set up a segment: 1. Navigate to Accounts: Go to the Accounts page. 2. Open Advanced Filters: Look for the filter icon or “Advanced Filters” button. 3. Pick your criteria: Start with 2–3 filters. For example: - Industry = “Healthcare” - Employee count > 500 - Using Salesforce (technographic filter) 4. Stack Filters: Use AND/OR logic to combine criteria. Be careful—AND narrows your list, OR expands it. If you’re not sure, start simple. 5. Preview Results: Most filter interfaces let you see how many accounts match before you save. Sanity-check the list—if it’s empty or huge, tweak your filters.
What’s worth your time: - Combining firmographic and technographic filters is usually effective. - Start broad, then narrow. Don’t get too specific out of the gate.
What to skip: - Overly complex “nested” filters unless you have a proven reason. - Filters on fields that are often blank or unreliable.
Step 4: Save and Name Your Segment (So You’ll Actually Use It)
Give your segment a name that makes sense for real humans, not just you. For example, “US Healthcare, 500+ Employees, Salesforce” is better than “Segment 3.”
- Use a naming convention if you’ll have more than a few segments.
- Add a short description if Gyaan allows. Note why you built it and what you’re testing.
Pro tip: Don’t be afraid to delete or merge segments later. This isn’t set in stone.
Step 5: Put Your Segments to Work
A segment is only useful if you actually do something with it. Here’s how to make use of your handiwork:
- Targeted Outreach: Export the segment or sync it to your outreach tool. Send relevant, specific messages—not just “Hey, thought you’d be interested.”
- Reporting: Track which segments respond best. If a segment isn’t converting, tweak it or cut it.
- Campaigns: Use segments to trigger workflows, ads, or content. The more tailored your message, the better your odds.
Honest take: Most teams set up segments and then forget about them. Schedule a monthly review—ditch what’s not working, double down on what is.
Step 6: Iterate—Don’t Get Stuck in “Set and Forget”
Markets change, your product evolves, and your good-fit accounts now might not be next quarter. Segments aren’t a one-time project.
- Review performance regularly. Which segments are driving results?
- Update filters as needed. Maybe a new intent signal is now available, or your ideal customer profile has shifted.
- Get feedback from sales. If reps say a segment’s full of duds, listen and adjust.
Watch out for: - “Zombie segments” (lists no one uses or that never convert). - Over-reliance on third-party data—always double-check what’s actually accurate.
What About All Those “Advanced” Filters?
Gyaan (and tools like it) love to tout their advanced filtering—Boolean logic, custom scoring, intent overlays, etc. Here’s the straight talk:
- Advanced filters can be powerful, especially if you have a mature data set and a clear use case.
- But complexity can backfire. If you’re spending hours building the “perfect” segment, you’re likely overthinking it.
- Start with basics, layer on complexity as you see real gaps. Most teams don’t need to get fancy to see results.
Ignore the hype: Fancy filters won’t fix bad or missing data. And if you’re segmenting by “number of Twitter followers” or other vanity metrics, ask yourself—does this actually move the needle?
A Few Real-World Examples
Here are a couple of segment ideas that tend to work (and a few that usually don’t):
Segments that work: - Companies in your main vertical that recently hired a new VP (buying signal). - Accounts that visited your pricing page 3+ times in the last month. - Existing customers who just added headcount or funding (upsell opportunity).
Segments that flop: - “All companies with more than 10 employees” (too broad). - Accounts with no activity in a year (unless you have a win-back plan). - Segments built on data that’s 50% blank or outdated.
Keep It Simple, Iterate Often
The best segmentation is the one you’ll actually use. Don’t chase perfection, and don’t get bogged down in endless filtering. Start with a hypothesis, test it, and adjust. Gyaan’s advanced filters can help you focus, but no tool will do the thinking for you.
Set up a segment, see what happens, and don’t be afraid to scrap what doesn’t work. That’s how you’ll actually find the prospects worth your time.