If you’re tired of sending the same half-baked pitch to everyone on your list, this guide is for you. Sales and marketing teams chasing bigger deals already know: not all accounts are worth your time. The trick is sorting out the signal from the noise—ideally, before you start blasting emails. Here’s a no-nonsense walkthrough for using Bhuman advanced filters to find, segment, and actually win high-value accounts.
Why Advanced Filters Matter (and Where They Fall Short)
Before you dive in, let’s be honest: no filtering system is magic. Bhuman’s advanced filters are powerful, but they won’t automatically surface every perfect lead or make you close more deals by default. What they do is help you cut down on grunt work, so you’re not wasting hours chasing accounts that will never convert.
- What works: Targeting accounts that match your real criteria (not just generic firmographics).
- What doesn’t: Overcomplicating things. If your filter logic looks like a math equation, you’re probably making it too hard.
- What to ignore: Hype about “AI-powered” scoring unless you’ve seen proof it actually improves your results.
Step 1: Define What “High Value” Means for You
Advanced filters are only as good as the criteria you feed them. So, start by getting specific about what makes an account “high value” for your business.
Ask yourself: - What industries convert best for us? - What company size is our sweet spot? - Are there tech stacks, locations, or triggers that matter? - Who are the decision-makers we care about?
Pro tip: If you’re just copying a list of “Fortune 500” companies, you’re probably missing the point. Get granular—think behaviors, not just big logos.
Write down your must-haves and your deal-breakers. You’ll use these to set up your filters in Bhuman.
Step 2: Get Your Data House in Order
Before you touch the filters, double-check your data sources. Garbage in, garbage out.
- Make sure your CRM or lead lists are up to date.
- Clean up obvious junk—old accounts, missing fields, duplicates.
- If you’re importing data into Bhuman, check that field names and formats match up.
Honest take: Advanced filters can’t fix bad data. If you’re missing job titles or company sizes, the best filter in the world won’t help you find what you need.
Step 3: Set Up Advanced Filters in Bhuman
Now for the fun part. Bhuman’s advanced filters let you slice and dice your account list with a mix of AND/OR logic, field values, activity triggers, and more. Here’s how to get started:
3.1 Navigate to Account Filters
- Log in to Bhuman.
- Go to your Accounts or Leads section.
- Look for the “Advanced Filters” or “Segment” button—usually top right.
3.2 Build Your Filter Set
You’ll see a range of filter options. Here are the most useful for high-value targeting:
- Industry & Company Size: Start broad, then narrow. For example: “Industry = SaaS” AND “Employees > 200.”
- Tech Stack: If you sell something that integrates with Salesforce, filter for “Uses Salesforce.”
- Geography: Only care about North America? Add “Country = US OR Canada.”
- Engagement Triggers: Filter for accounts that opened your last campaign or visited your pricing page.
Mix and match as needed, but keep it simple at first. Too many filters = too few results.
What works: Stacking 2–4 key filters, then reviewing the list to see if it makes sense.
What doesn’t: Adding every possible variable. You’ll end up with a list of three accounts, one of which is your own company.
3.3 Save and Name Your Segments
Once you’ve got a filter set that surfaces the right kind of accounts, save it as a named segment (e.g., “US SaaS, 200+ Employees, Salesforce”). This makes it easy to reuse or tweak later.
Pro tip: If you’re running different campaigns—say, for upsell vs. new logo—create separate segments for each.
Step 4: Review and Sanity-Check Your Segment
Don’t trust the filter output blindly. Take five minutes to scroll through the accounts Bhuman spits out.
- Do they actually match your ICP (ideal customer profile)?
- Any obvious junk that slipped through?
- Too many, or too few? Adjust filters as needed.
Honest take: You’ll almost always need to tweak your filters after the first run. The goal isn’t perfection—it’s a shortlist that’s good enough to act on.
Step 5: Target with Relevant Messaging
Now that you’ve got a high-value segment, don’t blow it with generic outreach. Tailor your campaigns for this group.
- Use details from your filters (e.g., mention their tech stack, industry trends).
- Personalize beyond “Hey, [First Name]—saw you’re in SaaS.”
- If you’re using Bhuman’s video or automation features, reference something specific you filtered for.
What works: Short, relevant messages that prove you did your homework.
What doesn’t: Boilerplate mass emails. If you’re not adding value, your competitors will.
Step 6: Track Results and Iterate
Don’t just “set and forget” your advanced filters.
- Watch your open, reply, and conversion rates for each segment.
- If a segment isn’t performing, check your filter logic—did you get too narrow or too broad?
- Update your criteria as you learn more about which accounts actually close.
What to ignore: Vanity metrics like total emails sent or views. Focus on meetings booked, deals progressed, or other real outcomes.
Common Pitfalls (And How to Dodge Them)
A few things even seasoned teams trip over:
- Overcomplicating filters: Simpler is almost always better.
- Ignoring data quality: You can’t filter on what you don’t have.
- Chasing “AI” magic: Bhuman’s filters are powerful, but human review still matters.
- Setting and forgetting: Markets change. Your filters should, too.
Final Thoughts: Keep It Simple, Keep Iterating
Segmenting and targeting high-value accounts isn’t rocket science, but it does take a little discipline. Start with clear criteria, keep your filters simple, and don’t be afraid to get your hands dirty tweaking segments as you go. The best teams treat this as an ongoing process, not a one-and-done setup.
In the end, Bhuman’s advanced filters are just a tool. The real advantage comes from knowing what you’re looking for—and having the nerve to ignore everything else. Stick with it, keep things practical, and you’ll spend less time chasing ghosts and more time closing deals.