10 Most Commonly Used Custom Feed Filters by Sales Teams

Web Visitors makes it easy to create specific custom feeds for sales use cases. In just a few clicks, you can track visitors coming to your site and target prospects that fit your Ideal Customer Profile (ICP) or visit specific pages. The advanced filtering logic allows you to combine conditions with AND/OR operators and use Include and Exclude groups to build precise segments.

As a result, sales can generate more high-quality leads and stay aware when clients or prospects take actions indicating that they're ready to convert.

Let's dive into the 10 most commonly used custom feed filters by sales teams, updated for advanced filtering:

Your sales team should be ready to act when leads show buying intent. With advanced filters, you can identify companies that are not just visiting one key page, but multiple pages, indicating stronger interest. This helps you prioritize outreach to prospects who are actively evaluating your solution.

STEP 1: Click on Create a Custom Feed and name your feed.
​

STEP 2: In the "Include companies when" section, click on Behavior and add multiple page conditions with AND logic:

STEP 3: To further qualify these leads, you can add more AND conditions like:

Automate lead segmentation by territory to ensure reps only see leads from their target regions. Advanced filtering allows you to combine multiple locations using OR logic, providing a comprehensive view of all relevant leads for a specific sales territory.

STEP 1: Click on Create a Custom Feed and name it for your target region.

STEP 2: In the "Include companies when" section, click on Company Details.

STEP 3: Use the following filters to segment by region:

STEP 4: (Optional) Add another filter group to include companies visiting from that region:

Incomplete sign-ups are no longer a lost opportunity. With Include and Exclude groups, you can precisely identify companies that started the sign-up process but didn't finish. This gives your sales team a list of high-intent leads to follow up with.

STEP 1: Click on Create a Custom Feed and name your feed.

STEP 2: Set up an Inclusion Group:

STEP 3: Set up an Exclusion Group:

Filter website visitors to find companies that match your Ideal Customer Profile (ICP). Advanced filtering allows you to combine multiple ICP criteria with AND logic to create a highly targeted feed, notifying you whenever a perfect-fit company shows active interest on your site.

STEP 1: Click on Create a Custom Feed and name your feed.

STEP 2: In the "Include companies when" section, click on Company Info.

STEP 3: Use the following filters to define your ICP:

STEP 4: (Optional) Add behavioral filters to identify buying intent:

Understand what your prospects are thinking by tracking their website activity. Create a feed for each sales rep to monitor the companies in their pipeline, providing valuable insights to tailor their communication and sales pitch effectively.

Dependency: You need to have an active CRM integration Pipedrive | Salesforce | HubSpot | Zoho | Microsoft Dynamics

STEP 1: Click on Create a Custom Feed and name your feed.

STEP 2: In the "Include companies when" section, click on CRM.

STEP 3: Use the following filters to track open deals:

Discover new, high-quality leads that are visiting your website but are not yet in your CRM. Using an Exclude group ensures you get a clean list of net-new companies showing interest, which you can then send to your CRM using automations.

Dependency: You need to have an active CRM integration Pipedrive | Salesforce | HubSpot | Zoho | Microsoft Dynamics

STEP 1: Click on Create a Custom Feed and name your feed.

STEP 2: In the "Include companies when" section, add filters to define qualified leads:

STEP 3: Click on "Add Exclude group" to filter out existing CRM contacts:

Track your most important target accounts, such as an ABM list or a list of key prospects. Get notified whenever they visit your website to time your outreach perfectly, especially when they show buying intent.

Dependency: You need to have an imported list in Leadfeeder. Check out our brief setup guide to learn how to import a list in Leadfeeder.

STEP 1: Click on Create a Custom Feed and name your feed.

STEP 2: In the "Include companies when" section, click on Company Info.

STEP 3: Use the following filter to track target accounts:

STEP 4: (Optional) Add a behavioral filter to identify buying intent:

Lost deals aren't always lost forever. Get notified when a company you previously marked as "lost" in your CRM returns to your website. This allows your team to re-engage with perfect timing, armed with new insights about what the prospect is interested in now.

Dependency: You need to have an active CRM integration Pipedrive | Salesforce | HubSpot | Zoho | Microsoft Dynamics

STEP 1: Click on Create a Custom Feed and name your feed.

STEP 2: In the "Include companies when" section, click on CRM.

STEP 3: Use the following filter to identify lost deals:

STEP 4: (Optional) Filter by sales rep:

Monitor your existing customers' activity on your website to identify opportunities for upselling or cross-selling. This feed will show you which of your current customers are exploring other products or features, signaling a perfect opportunity for your team to reach out.

Dependency: You need to have an active CRM integration Pipedrive | Salesforce | HubSpot | Zoho | Microsoft Dynamics

STEP 1: Click on Create a Custom Feed and name your feed.

STEP 2: In the "Include companies when" section, click on CRM.

STEP 3: Use the following filters to identify upsell opportunities:

Understand the behavior of your "won" vs. "lost" deals to refine your sales and marketing strategies. By analyzing the visit history within these two feeds, you can identify patterns and content that contribute to success, helping you optimize your entire customer journey.

Dependency: You need to have an active CRM integration Pipedrive | Salesforce | HubSpot | Zoho | Microsoft Dynamics

STEP 1: Create two separate feeds named "Won Deals Analysis" and "Lost Deals Analysis".

STEP 2: For the "Won Deals Analysis" feed, in the "Include companies when" section, use the following filter:

Or alternatively:

STEP 3: For the "Lost Deals Analysis" feed, in the "Include companies when" section, use the following filter:

Or alternatively:

Questions, comments, feedback? Please let us know by contacting our support team via the chat or by sending us an email at support@leadfeeder.com.

RELATED ARTICLES