Salespanel helps you segment your leads based on customer data with Segments. With Segments, you can create live feeds of leads, where leads are added in real-time when they qualify for a segment. Segments work for both individual contacts and company accounts on Salespanel.
With Salespanel Segments, you can:
- Segment your leads in real-time based on individual, firmographic and behavioral data.
- Filter out leads when they cross a desired lead score.
- Set up notification systems for qualified leads.
- Set up triggers for marketing automations.
- Create highly tailored automation workflows with 3rd party software.
- Automatically transfer marketing qualified leads to CRM.
- The route leads to regional sales teams.
- And, much moreā¦
There are multiple use cases that Segments can complete from creating powerful segments to creating lead export and workflow automation modules.
Leads can also be quickly filtered from any page of your dashboard using the Filter button that opens up at the right side bar. Almost all data points available for Feeds are available for quick Filters.
To start creating Segments, go to the Segments section from the left sidebar on your Salespanel dashboard and click on Create Segment.