Скачать или смотреть Organizing Segments & Workflows in Highperformr AI | 2025 GTM Guide

Discover how to organize your audience segments and streamline complex GTM workflows in Highperformr AI. In this practical tutorial, we show B2B marketers, sales teams, and SaaS operators how to use folders to keep segments—whether by function, team, or workflow—structured and easy to manage.

You’ll learn best practices for grouping segments based on sales, marketing, or custom workflows, using the intuitive audience module. See how to access, search, and create segments from scratch or within folders, manage “recently used” or “created by you” lists, and quickly move existing segments for tighter operational control. Tactical tips cover folder naming strategies, adding descriptions, and right-click options to edit or delete folders, ensuring your data stays relevant as your team scales.

This topic is crucial as 2025 GTM teams embrace AI-first coordination for sales automation, better segmentation, and agile marketing ops. Leveraging smart foldering keeps your team aligned and boosts speed-to-market. Watch now for actionable steps to keep your SaaS audience data organized and your workflows frictionless!

Timestamps/Chapters:
00:00 Intro: Why segment organization matters
00:48 Using folders in Highperformr AI
01:35 Grouping by function (sales, marketing, workflow)
02:15 Searching and accessing segments
03:05 Managing all, recent, and personal segments
04:00 Creating new folders and naming conventions
05:30 Adding new segments within folders
06:20 Moving, editing, and deleting folders
07:10 Final tips for scalable GTM workflows