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Segmentation Tab

What is Segmentation?

Segmentation helps you identify your best future customers by learning from your existing ones.

Instead of manually applying filters like “industry = SaaS” or “company size = 50–200”, you provide a list of your best customers. Segmentation then analyzes what they have in common and finds similar companies.

In simple terms:
You show us your best customers → we find more companies like them.

How it works

Segmentation uses Ocean’s database of tens of millions of companies and analyzes far more than basic firmographic data.

It evaluates signals such as:

  • What a company actually does (beyond industry labels)

  • Products and services

  • Target markets and customers

  • Hiring patterns and growth signals

  • Technology stack and online presence

Based on your input, Segmentation builds a customer profile model and ranks other companies by similarity.

👉 This goes beyond traditional “lookalike” tools that rely only on filters like industry or headcount.

Who is it for?

Segmentation is designed for:

  • RevOps teams defining Ideal Customer Profiles (ICP)

  • Marketing teams building targeted outbound lists

  • Sales Ops teams improving lead quality

  • Teams replacing manual filtering with data-driven targeting

Access

Segmentation is currently available in early access.

To enable it:

  1. Go to Settings

  2. Open Labs

  3. Turn on Segmentation

How to use Segmentation

Step 1: Open Segmentation

Go to app.ocean.io and select Segmentation from the left-hand menu.

Step 2: Create a new segment

1. Add your data

Click Get started, then choose one of the following:

  • CSV upload – Upload a file with company domains

  • Manual input – Paste company website URLs

  • CRM sync – Import from HubSpot, Pipedrive, or Salesforce

Note:
When uploading a CSV file, make sure it meets the requirements listed in the upload window.
For manual input, you must provide at least 50 company domains.

If these requirements are not met, the Next button will remain disabled.

If all requirements are met simply select the Next button on the bottom right to proceed.

2. Choose granularity

Select how specific your segments should be:

  • Very broad

  • Broad

  • Medium

  • Narrow

  • Very narrow

👉 Broader = fewer, larger groups
👉 Narrower = more specific, smaller groups

3. Select traits for scoring

Choose which data points Segmentation should use:

  • Firmographics

  • Market & positioning

  • Technology footprint

  • Growth & momentum

If no changes are made, Ocean automatically selects the most relevant patterns.

4. Generate your segments

Click Run segmentation.

⏱️ Processing typically takes 1–3 minutes, depending on list size.

Segmentation overview (top of the window)

At the top of the Segmentation window, you’ll see a summary of your segmentation results, including:

  • Creation details – when the segmentation list was generated

  • Input source – what data was used to create it (your uploaded list and/or selected data sources)

  • Companies included – how many companies from your uploaded list were used

  • Number of segments – how many segments were identified based on your selected criteria

  • Traits used – which data categories were included (e.g. firmographics, technology footprint, hiring signals, etc.)

  • Segmentation mode – the mode selected for this segmentation setup

This gives you a quick overview of how your segmentation was built and what data it is based on.

Searching and sorting segments

Below the overview section, you can:

  • Search for specific segments by name

  • Sort segments by:

    • Segment name

    • Segment size

👉 This helps you quickly navigate and organize your results, especially when working with large datasets.

Step 3: Review your results

Your companies will be grouped into Segments, where each segment represents a different customer type.

By clicking on any segment, a detailed view will open in a new window where you can:

  • View all companies within the segment

  • See shared characteristics of the segment

  • Explore similarity scoring for each company

  • Identify top “lookalike” companies

Understanding the score

Each company in a segment receives a similarity score that indicates how closely it matches the selected segment.

The score is based on:

  • The importance of the categories you selected (e.g. industry, size, hiring trends, etc.)

  • How strongly each company matches those categories

  • Combined weighting across all selected signals

👉 The more a company aligns with high-weighted values, the higher its score will be.

If a company scores highly across multiple categories, it will appear higher in the ranked list.

Score range

Similarity scores range from -100 to 100:

  • 100 = very strong match (almost identical to the segment profile)

  • 0 = neutral match

  • -100 = opposite match (poor fit for the segment)

👉 Higher scores indicate a better fit to the selected segment criteria.

Example

If you are segmenting based on company size, the scoring might work like this:

  • A value of -100 means a company is a very poor fit for that criterion.
    For example: if your segment excludes companies with 1,000–5,000 employees, then companies in this range would receive a very low (negative) score.

  • A value of 100 means a perfect match for the selected range.
    For example: if your segment targets 5,000+ employees, then companies closer to 5,001 employees (and within that range) will score highest.

👉 In short: the closer a company is to the ideal target range, the higher its score will be.

Adjusting your segmentation

All selected values and category weights can be adjusted at any time:

  • Add or remove filters

  • Increase or decrease importance of specific signals

This allows you to continuously improve the accuracy of your ideal customer profile.

Exploring data views

Inside the segment detail window, you can switch between different tabs:

  • Within segment – shows companies grouped within the segment

  • Lookalikes – shows how the same companies appear across Ocean’s full database

This helps you understand:

  • How strongly a company belongs to a segment

  • How it compares to the broader market

  • Where it sits in relation to similar companies

You can also click the Show lookalikes button on the right of each Segmentation to run a completely new search based on your segmentation. This allows you to further refine the results by adding or adjusting filters as needed.

Step 4: Use your segments

From each cluster, you can:

  • Export company lists

  • Add companies to Leads

  • Build outbound or ABM campaigns

Managing multiple segmentations

From the Segmentation dropdown menu on the left hand bar, you can access all previously created segmentations.

Here you can:

  • Switch between different segmentations you’ve created

  • Open an existing segmentation

  • Rename a segmentation

Segmentation overview window

At the top of this window, you can:

  • Search for a segmentation by name

  • Quickly find specific saved segmentations

  • Create a new segmentation by clicking New segmentation

👉 This allows you to easily manage multiple segmentation projects and start new ones without losing your previous work.

Cost

  • 0.01 credits per company uploaded

  • Viewing results uses standard search credits

  • Exporting is free

What makes Segmentation different?

Most tools rely on simple attributes like:

  • Industry

  • Company size

  • Location

Segmentation goes deeper by analyzing:

  • What companies actually do

  • How they position themselves

  • Real-world signals (hiring, technology, growth)

👉 This leads to more accurate ICPs and higher-quality lead lists.

Tips for best results

  • Use at least 100 companies

  • Prioritize real customers over prospects

  • Separate different segments (e.g. enterprise vs mid-market)

  • Re-run regularly as your data grows

  • Ensure inputs are clean (valid domains only)

Coming soon

🧠 Automatic cluster descriptions

Each segment will include a plain-language summary, for example:

“Fast-growing SaaS companies in marketing automation with strong hiring in sales roles.”

📊 CRM performance insights

You’ll be able to see:

  • Average deal size

  • Win rate

  • Sales cycle length

This helps identify your most valuable segments—not just the most common.

What is the scoring model?

The model is trained on your uploaded companies. It identifies shared traits (e.g. industry, growth signals, business characteristics) and uses them to rank similar companies.

How does pricing work?

  • 5 segmentations included in your plan

  • 0.01 credits per company

  • Browsing uses standard search credits

  • Exporting is free

Can I use Segmentation via API?

Yes, with some limitations:

  • API-created segments are fully accessible

  • UI-created segments (CSV/CRM) are not yet available in the API

Is my data shared?

No. Your data is private and used only to build your segmentation model. It is not shared or used to train global models.

Need help?

  • Use the in-app chat

  • Reply to your onboarding email

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