5 Tips for effective segmentation in Smartcore Lead Insights

Modified on Wed, 13 Aug, 2025 at 5:44 AM

Segmentation in Smartcore Lead Insights allows you to group your leads based on specific characteristics, such as demographics, behaviour patterns, interests, and engagement levels.

You can create custom segments using filters, making it easier to analyse your lead database, spot trends, and gain insights from specific groups. This feature also lets you download your segmented data and provides a default ‘Favourites’ segment for quick access to your preferred leads.

Some key benefits you’ll see are better outreach, targeted communication, time efficiency, marketing and sales productivity, content relevance, personalised messaging, optimised campaigns, and increased conversion rates.

Five Tips for Effective Segmentation

1. Leverage event-based lead sources: Create segments of leads based on how they were acquired at Vitafoods Europe or Fi Europe. Think different sources such as badge scans, meeting invitations, or connection requests to help you tailor your follow-up strategy based on the initial point of contact.

2. Group by firmographic details: Gather leads by industry type, company size, and job title to tailor your messaging to address specific challenges and opportunities relevant to each segment.

3. Combine behavioural insights: Create strong segments that consider both who your leads are and what they've done. As an example, segment R&D directors who showed interest in plant-based ingredients.

4. Consider engagement timeline levels: Use the ‘Latest Activity’ filter to sort your leads based on their overall engagement within a specific timeframe. This can help you plan your campaigns or outreach accordingly.

5. Utilise ‘Favourites’ smartly: Mark your leads as favourites based on consistent criteria. This could be buying authority, project timeline, or budget availability – helping you create a dynamic, high-priority segment for immediate follow-up.

These simple segmentation strategies will help you transform generic lead management into targeted, effective follow-up that speeds up deal closures and maximises your ROI.