Getting Started with Segments: A Basic Guide for Sales Reps

As a Sales Rep, one of our key responsibilities is to identify and prioritize high-value accounts and developer leads. Reo.Dev's Segments feature is designed to simplify this process by helping you slice and dice data into actionable lists, so you can focus on what matters most. Whether you're targeting accounts based on activity, territories, or developer behavior, this guide will walk you through the essential segments to get started.

By the end of this guide, you'll know how to:

• Create and configure key account and developer segments.
• Leverage these segments to improve your outreach efforts.
• Explore additional resources like playbooks for advanced GTM strategies.

1. Add Your Territory

This segment is for SDRs focusing on a specific geographical area. It ensures you're prioritizing accounts within your assigned territory, making outreach more relevant and personalized.

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2. High-Activity Accounts in my Territory

Combines geographical focus with accounts showing high developer activity. This helps you target engaged accounts within your region that are more likely to convert.

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3. Upload and Target Custom Account Lists

This segment allows you to enrich and prioritize them in Reo if you have a custom list of accounts—whether sourced from a conference, internal database, or third-party tools.

Before creating this segment, ensure you have uploaded your custom target list in Segments → ‘My Lists Tab’. For detailed setup instructions, refer to the guide below.

• Upload Custom Lists

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4. Target Accounts in Advance Evaluation Stages

Focuses on accounts that are actively building or deploying solutions and fall within your region. These accounts are likely in advanced evaluation stages.

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5. CRM → In Pipeline + Territory

Targets accounts already in your pipeline but ensures they belong to your geographical focus. Ideal for staying on top of active opportunities.

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6. Accounts Surging in Developer Activity in my Territory

Identify accounts within your territory experiencing a surge in developer activity. Perfect for time-sensitive outreach.

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7. Active Developers in My Territory

Focuses on developers actively engaging with your product in the last 30 days, ensuring they’re not already customers or in advanced stages of the pipeline.

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Suggested Plays: Taking Action on Your Segments

Once your segments are set up, the next step is to take meaningful actions to drive value. Below are three actionable plays to get started, tailored for both Sales and Marketing teams. These plays will help you engage with high-intent accounts and developers more effectively.

Plays for Sales:

1. Find and Engage Buyer Contacts
   • Use this play to identify and reach out to key decision-makers in accounts showing strong developer engagement.
   • Learn more here.
2. Leverage Developer Intel for Targeted Outreach
   • This play helps you interpret developer activity and signals to craft highly personalized and impactful outreach strategies.
   • Explore the guide here.

Play for Marketing:

3. Run Bulk Email Campaigns on Developer Segments
   • Ideal for marketing teams looking to scale outreach efforts. Use this play to execute personalized email campaigns targeting developer segments for nurturing and activation.
   • Read the step-by-step guide.

By following these plays, you'll ensure that your segments translate into meaningful actions, helping you build more pipeline, book meetings, and engage your audience effectively.