If you’re tired of blasting out the same pitch to everyone and getting nowhere, you’re in the right place. This guide is for anyone in sales, marketing, or customer success who actually wants their outreach to land — not just tick a box. We’ll walk through how to use Gamma to break up your target accounts into segments that actually matter, so you can personalize your outreach without losing your mind (or wasting your time).
Why Segment at All? (And Why Most People Get It Wrong)
Generic outreach is easy, but it rarely works. The problem is, most people “segment” by copying obvious stuff — like company size or industry — and call it a day. That’s not going to cut it if you want better results.
Real segmentation is about grouping accounts by what actually matters for your message. That might be tech stack, recent funding, pain points, or even the way they buy. The trick is finding those signals and using a tool that doesn’t make you want to throw your laptop out the window.
That’s where Gamma comes in. It’s not magic, but it’s a practical way to cut through the noise, surface useful data, and help you focus on the accounts most likely to respond to a real, thoughtful message.
Step 1: Define What Actually Matters for Segmentation
Before you touch a tool, get clear on what you care about. Don’t just copy a list of “firmographic” filters from some sales blog. Ask yourself:
- What makes an account a great fit for our product or service?
- Are there triggers (like hiring, tech changes, leadership moves) that actually affect buying?
- What details would change the way I reach out? (If the answer is “none,” you’re segmenting wrong.)
Here are some variables that usually matter: - Tech stack (what tools are they already using?) - Recent company news (funding, layoffs, product launches) - Growth signals (hiring lots of salespeople, opening new offices) - Pain points (industry shifts, regulatory changes) - Buying process (do they buy direct? Through partners?)
Pro tip: Less is more. Pick 2-3 signals you actually have a plan to personalize with — not 10 you’ll ignore.
Step 2: Get Your Account List into Gamma
Gamma works best when you start with a clean, solid list. Export your target accounts from your CRM, spreadsheet, or wherever you keep them. Make sure you’ve got basic fields like:
- Company name
- Website
- Industry
- Size
- Any existing tags or notes
Upload your list into Gamma. The interface is simple enough that you won’t need a user manual, but if you get stuck, their help docs are actually decent.
Gamma will enrich your data — pulling in things like tech stack, company news, hiring trends, and more. This is where it starts to get interesting.
What works: Gamma’s enrichment is much better than most generalist tools. You’ll get info on things like tech vendors, funding rounds, and sometimes even recent job postings.
What doesn’t: Don’t expect perfect data on every field. Some smaller companies or stealth startups will have gaps. That’s life — don’t chase ghosts.
Step 3: Build Segments That Line Up With Your Outreach Strategy
Here’s where most people overcomplicate things. You don’t need a hundred micro-segments. You need a handful of groups where your outreach actually changes.
In Gamma, you can create segments using filters like:
- Tech stack: Want to pitch your Salesforce integration? Segment for companies already using Salesforce — and skip the rest.
- Recent funding: New funding usually means openness to new tools or priorities. Segment by companies that raised money in the last 6 months.
- Hiring trends: Companies hiring for roles that relate to your product are probably feeling the pain your product solves.
- Geography: Sometimes, location matters for compliance or support.
Set up these filters in Gamma and save the segments. Give them names you’ll understand next week — not “Segment 1.”
Pro tip: For each segment, jot down a 1-2 sentence “why this matters” so you don’t forget why you built it.
What to ignore: Vanity filters like “number of LinkedIn followers” or “fancy website.” If it doesn’t change your message or increase your odds, skip it.
Step 4: Personalize Outreach by Segment (Not by Hand)
Now that you have real segments, you can write outreach that’s actually relevant — without writing 200 unique emails.
For each segment, write an outreach template that speaks to the reason you created the segment. Examples:
- For the “Salesforce Users” segment: “I saw you’re using Salesforce — our tool plugs right in so you don’t have to flip between tabs or copy-paste data…”
- For “Recently Funded” companies: “Congrats on your recent funding! I work with a lot of growing teams on streamlining onboarding, which can get hairy fast…”
You get the idea. The point is to show you actually did your homework, even if you’re still working from a template. Gamma can even help you mail-merge in details like recent news or tech tools, so you’re not stuck with the same bland opener.
What works: Personalization at the segment level scales way better than “Hi {{first name}}” and still feels real. You can always add 1-2 custom lines for top accounts if you’ve got the time.
What doesn’t: Don’t waste time on “hyper-personalized” icebreakers that have nothing to do with your product. If it feels forced or you wouldn’t say it out loud, skip it.
Step 5: Track Results and Adjust Your Segments
Outreach isn’t set-and-forget. Gamma gives you basic tracking to see which segments are opening, replying, or flat-out ignoring you.
Look at: - Which segments are getting replies? - Are some segments better at getting meetings booked? - Did any segment flop completely? (Be honest — it happens.)
Kill off segments that aren’t working, and double down on the ones that are. If you notice trends — like replies only coming from companies with recent product launches — adjust your filters.
Pro tip: Set a calendar reminder every month to review segment performance. Otherwise, you’ll forget, and your list will get stale.
Step 6: Don’t Over-Engineer It
It’s easy to get sucked into building “the perfect segmentation model” — but more complexity rarely helps. Keep your segments simple, actionable, and tied to real reasons someone might care about your outreach.
- If you find yourself with more than 5-7 segments, ask: would I actually change my message for each group?
- Don’t try to use every data point Gamma gives you. More info isn’t always better.
- Focus on what you can actually use, not what looks impressive in a dashboard.
What Gamma Can’t (and Won’t) Do
Let’s be real: Gamma is a tool, not a miracle worker. Here’s what it won’t do for you:
- It won’t write your outreach for you. (And if it did, you’d sound like everyone else.)
- It won’t magically surface “hidden gems” without you knowing your market.
- It can’t fix a bad product-market fit or a tone-deaf pitch.
What it can do is save you hours of manual research, help you avoid obvious mistakes, and give you a head start on personalization that actually works.
Wrapping Up: Keep It Simple, Iterate Often
The whole point of using Gamma for segmentation is to make your outreach smarter — not to drown in filters and dashboards. Start with what matters, use the data that’s actually helpful, and keep your segments tight and actionable.
Try something, see what works, and don’t be afraid to kill what doesn’t. The best segmentation isn’t perfect — it’s just good enough to help you stand out from the sea of generic emails.
Now go slice up that account list, send some better outreach, and see what happens. You can always tweak as you go.