Leadfeeder makes it easy to create specific custom feeds for sales use cases — and plenty more. In just a few clicks, you can track visitors coming to your site and even target prospects that fit your ICP or visit a specific page.

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:

  1. Find hot leads showing buying intent on your website

  2. Segment leads based on your sales regions

  3. See companies that abandoned signup

  4. Identify when your ICP is visiting your website

  5. Discover what your open deals are looking for

  6. Identify new leads that are not in your CRM

  7. Monitor when target accounts visit your website

  8. Reactivate lost deals when they revisit your website

  9. Spot upsell and cross-sell opportunities

  10. Analyze your customer journey from start to finish

1. Find hot leads showing buying intent on your website

Your sales team should be ready to knock on the doors of your leads when they’re showing buying intent — we want to catch them when they’re hot!

How can your sales team know when your leads are showing buying intent? Leadfeeder.

With website visitor tracking software, you can track high intent/bottom of the funnel pages like pricing, demo, testimonials, service pages, etc to see users that are showing strong buyer intent signals.

Let’s understand how to do that with custom feeds.

STEP 1: Click on “Create Custom Feed” and name your feed before we begin.

STEP 2: In the filters tab, you will see a dropdown of various filter options. Click on “Behavior” and Select “Page URL”

STEP 3: Use the following filter to track high intent pages

Page URL => is => Choose the page link you want to track

Pro tip: Add additional filters like visit length, page views per visit, and number of visits to quality strong intent. We highly recommend to use page views per visit to be greater than two to remove bounces.

2. Segment leads based on your sales regions

Being able to segment leads by specific geography/territory is an added advantage for the sales teams. Reps waste most of their time segregating leads into specific sales regions before they start reaching out. What if you could automate segmenting leads and instead focus all your time in prospecting?

This filter makes sure your reps are only seeing their targeted geography/territory leads. You can also be more specific by filtering the visit city in a similar fashion.

Let’s go ahead and set up a custom feed — follow the steps below.

STEP 1: Click on “Create Custom Feed” and name your feed before we begin.

STEP 2: In the filters tab, click on “Company info” to see a dropdown of various geography-based filter options like company city, company continent, company country, visit city, visit country, visit region/state/province and World regions.

Learn more about our geography filters here. If you use our "World Region" filter for custom feeds you may want to know what countries are included under each region. Find that here.

You may probably be confused between visit-based geography filters (like visit city, visit country, visit state) and company-based geography filters (like company city, company country, company continent). So, what’s the difference between these two?

Company filters will filter down leads based on the company’s physical location and visit filters will show you the location based on the individual’s current IP location.

For example: Let’s say Leadfeeder is located in Finland and an employee from Leadfeeder is located in Spain. When you use company filters, we show you the leads based on Finland as the location and when you use visit filters, we show you the leads based on Spain as the location.

STEP 3: Use the following filter to segment leads. Visit country => is => Choose the country you want to target.

Note: You can also add multiple countries/cities/continents.

Pro tip: If you want to go down the route of company-level filtering, you can do that with the following filters.

Company Info => Company city => is => Choose the city you want to target

Company Info => Company country => is => Choose the country you want to target

Company Info => Company continent => is => Choose the continent you want to target.

3. See companies that abandoned signups

You are missing out if you aren’t tracking companies that abandoned signups. Cart abandonment is not just an e-commerce problem. It very well applies to B2B businesses. Guess what?

With Leadfeeder’s custom feeds, incomplete sign-ups are no longer an issue. Your sales teams can reach out to those high-intent leads that abandoned signups and help them complete the task.

STEP 1: Click on “Create Custom Feed” and name your feed before we begin.

STEP 2: In the filters tab, you will see a dropdown of various filter options. Click on “Behavior” and Select “Page URL”.

STEP 3: Use the following filter to filter incomplete signups.

Page URL => is => Sign up page

STEP 4: You should also exclude the page URL that users see immediately after completing the signup process to filter down incomplete signups.

Now all you have to do is reach out to these leads directly to understand why they abandoned signing up and help them traverse the signup funnel at the right moment.

Pro tip: Use similar filters to track incomplete check outs (for ecommerce business) or incomplete form fills.

4. Identify when your ICP is visiting your website

Leadfeeder gives you a way to filter your ICP (Ideal Customer Profile) visiting your website. We know sales teams spend a lot of time filtering leads that match their ICP criteria. With Leadfeeder’s custom feeds, you can automate filtering leads that match your ICP and you will also be notified when the ICP is on your website. You can reach out to them instantly or run a separate campaign with the list.

Let’s set up this filter now

STEP 1: Click on “Create Custom Feed” and name your feed before we begin.

STEP 2: In the filters tab, you will see a dropdown of various filter options. Click on “Company info”.

STEP 3: Use the following filter to identify your ICP.

Employee count => is => Choose your preference

Industry => is => Choose your preference

Visit country => is => Choose your preference

Pro tip: We have shown you the three most used ICP filters, there are plenty of other filters to choose from when you are trying to filter down to your ICP, including visit city, company city, company country, company continent, website address, import list etc.

5. Discover what your open deals are looking for

Do you know what your prospects look at on your site before and after meetings.? We bet you have no clue. Instead, you guess what prospects might be interested in based on their public profiles.

To see if your guess is right, you hold a discovery call to understand more about your prospects. This way, you’re wasting both your time and your prospect’s time.

With Leadfeeder’s custom feeds, you can see what your prospects are reading on your blog or the pages they are visiting on your website and the number of time they visit a certain webpage.

This gives you a holistic view of your prospects before you talk to them for the first time. When you have this information, it’s easy for you to customize your sales pitch based on what they are looking for with your solution.

The best part of it all is that you don’t have to leave your CRM to view this information. Leadfeeder integrated natively with many leading CRMs in the market and you can view this data right inside your CRM.

Let’s set it up now:

Dependency: Relevant CRM integration

To set up this filter, you will need to have integrated with your CRM. To learn how to integrate with your CRM, click on the relevant CRM below to read our setup guide.

If you have already integrated Leadfeeder with your CRM, skip to the step by step guide given below.

Pipedrive | Salesforce | HubSpot | Zoho | Microsoft Dynamics

Once you have connected your CRM, go back to Leadfeeder home page and follow the steps given below.

STEP 1: Click on “Create Custom Feed” and name your feed before we begin.

STEP 2: In the filters tab, you will see a dropdown of various filter options. Click on “CRM”. When CRM is connected, filter with company/account owner so reps can monitor their own pipeline and check visit data before and after meetings.

STEP 3: Use the following filter to check website visit data before and after meetings.

CRM => CRM deal owner => Choose from the options provided => Choose a CRM user

You could also go one step further by adding one more filter with the deal status open after choosing the account owner.

6. Identify new leads that are not in your CRM

You must always be on the constant lookout for new leads. But what if we tell you Leadfeeder takes care of capturing new leads and all you have to do is sit back and scroll through your CRM to see Leadfeeder automatically populating your CRM with new companies?

Don’t go chasing for new leads, let us send them your way directly in your CRM.

Let’s set it up now

Dependency: Relevant CRM integration

To set up this filter, you will need to have integrated with your CRM. To learn how to integrate with your CRM, click on the relevant CRM below to read our setup guide.

If you have already integrated Leadfeeder with your CRM, skip to the step by step guide given below.

Pipedrive | Salesforce | HubSpot | Zoho | Microsoft Dynamics

Once you have connected your CRM, go back to Leadfeeder home page and follow the steps given below.

STEP 1: Click on “Create Custom Feed” and name your feed before we begin.

STEP 2: In the filters tab, you will see a dropdown of various filter options. Click on “Behavior” and select “Visit”.

Optional: Add at least 3+ number of visits as the first condition. You could increase this number based on how you define ICP.

STEP 3: Go back to the filters tab and click on “CRM”. Now select “Connection to CRM” => is not => “Awaiting user confirmation”.

STEP 4: We need to select one more condition as follows “Connection to CRM” => is not => Connected.

Note: You can also further edit this to also segment leads by geographical territories to make it easy for the sales teams to target by countries/cities.

Pro tip: When you create a custom feed, you can set up an automation for it: this allows you to define which action should happen when a lead matches with the custom feed’s filters. You can, for example, send leads to your CRM.

Learn more about how to set up automations for custom feed filters.

7. Monitor when target accounts visit your website

We reach out to a target account list and then we are left to wonder if they are falling for our bait. But Leadfeeder can give you that exact information about your target account list. With Leadfeeder, you can import a list of target accounts and then get notified when they visit your website.

We don't just tell you this company visited your website; we'll also tell you what pages they visited and how long they spent on your website. You can then leverage that data to personalize your outreach.

Follow the steps below:

Dependency: Imported list

To set up this filter, you will need to have imported a lead list to Leadfeeder. Check out our brief setup guide to learn how to import a lead list to Leadfeeder.

If you have an imported list in Leadfeeder already, you should be able to follow the steps below easily.

STEP 1: Click on “Create Custom Feed” and name your feed before we begin.

STEP 2: In the filters tab, you will see a dropdown of various filter options. Click on “Company info” and Select “Imported company list”

STEP 3: Use the following filter to import your lead list

Imported company list => is => Choose the list you wish to track

Pro tip: We recommend the inbound, outbound and CS teams to import ABM list, ICP lists, competitor lists, churned companies list or target account list to see if your target account is visiting the website.

8. Reactivate lost deals when they revisit your website

The common assumption among sales reps is that when deals are lost, they are gone forever. But the good news is that there is a way we can track if the lost deals are revisiting your website.

With Leadfeeder, you can set up custom feeds that notify you when a "lost deal" revisits your website so you can reach out to them again. Even better, we'll show you what pages the lead visited so you know just what to say.

Dependency: Relevant CRM integration

To set up this filter, you will need to have integrated with your CRM. To learn how to integrate with your CRM, click on the relevant CRM below to read our setup guide.

If you have already integrated Leadfeeder with your CRM, skip to the step by step guide given below.

Pipedrive | Salesforce | HubSpot | Zoho | Microsoft Dynamics

Once you have connected your CRM, go back to Leadfeeder home page and follow the steps given below.

STEP 1: Click on “Create Custom Feed” and name your feed before we begin.

STEP 2: In the filters tab, you will see a dropdown of various filter options. Click on “CRM” in the filters dropdown.

STEP 3: Now select “CRM deal status” => all are => “lost”.

Pro-tip: You can set up a feed for each of your sales rep separately by using this filter. This allows the sales rep to focus on the leads that only matter to them. Use the following filter to do that. Choose “CRM deal owner” => all owned by => Choose the rep email from the dropdown.

9. Spot upsell and cross-sell opportunities

It’s easy to sell to an existing customer than to a new prospect. Right? With Leadfeeder, you can monitor if your current customers are interested in your other product offering by tracking their activity on your website.

If they visit your other product pages often, maybe it’s time to reach out and explain the benefits.

Dependency: Relevant CRM integration

To set up this filter, you will need to have integrated with your CRM. To learn how to integrate with your CRM, click on the relevant CRM below to read our setup guide.

If you have already integrated Leadfeeder with your CRM, skip to the step by step guide given below.

Pipedrive | Salesforce | HubSpot | Zoho | Microsoft Dynamics

Once you have connected your CRM, go back to Leadfeeder home page and follow the steps given below.

STEP 1: Click on “Create Custom Feed” and name your feed before we begin.

STEP 2: In the filters tab, you will see a dropdown of various filter options. Click on “CRM” in the filters dropdown.

STEP 3: Now select “CRM deal status” => all are => “won”.

STEP 4: Go back to the filters option AND click on “Behaviour”. Then select “Page URL” from the dropdown. Then choose the new product webpage you want to track.

Pro-tip: Don’t stop with one page. Add multiple pages (could be your website pages, blogs or product) using the same filter to track down all the leads you won (like in the example below).

10. Analyze your customer journey from start to finish

Impress your boss by understanding the customer journey and design a sales process that delivers results. But what do we mean by analyzing customer journey?

Well, let’s say you see leads who watch a demo video are far more likely to convert. You can use that data to improve your sales process.

Sending a demo video earlier in the sales process could shorten your sales cycle, perhaps?

There are two ways you can analyze the customer journey in Leadfeeder.

  1. Analyzing customer journey based on CRM filters

  2. Analyzing customer journey based on imported lists

Let’s dive into option “A” first.

A. Analyzing customer journey based on CRM filters

Dependency: Relevant CRM integration

To set up this filter, you will need to have integrated with your CRM. To learn how to integrate with your CRM, click on the relevant CRM below to read our setup guide.

If you have already integrated Leadfeeder with your CRM, skip to the step by step guide given below.

Pipedrive | Salesforce | HubSpot | Zoho | Microsoft Dynamics

Once you have connected your CRM, go back to Leadfeeder home page and follow the steps given below.

STEP 1: Click on “Create Custom Feed” and name your feed before we begin.

STEP 2: In the filters tab, you will see a dropdown of various filter options. Click on “CRM” in the filters dropdown.

STEP 3: Use this filter to understand if your customers visiting your new product pages/integration pages to tap into upsell opportunities or ask for referrals.

STEP 4: Use this filter to understand if your prospects are revisiting your website and win them back.

B. Analyzing customer journey based on imported lists

Dependency: Imported list

To set up this filter, you will need to have imported a lead list to Leadfeeder. Check out our brief setup guide to learn how to import a lead list to Leadfeeder.

If you have an imported list in Leadfeeder already, you should be able to follow the steps below easily.

STEP 1: Click on “Create Custom Feed” and name your feed before we begin.

STEP 2: In the filters tab, you will see a dropdown of various filter options. Click on “Company info” and Select “Imported company list”.

STEP 3: Use the following filter to analyze your customer journey. By uploading your won/lost deals list you will be able to understand how their journey flows after discovering your product.

RELATED ARTICLES

P.S. Want to see us in action? Try Leafeeder free for 14 days.

Did this answer your question?