Effortless Segmentation, Right in Salesforce
Simple, Salesforce, Segmentation!
Build dynamic segments. Target the right audience. Boost personalized engagement — all from inside Salesforce.
Why Segmatic
A native Salesforce segmentation engine built for personalized marketing and outreach.
Real-Time Segmentation
Eliminate the need for formula fields and other admin tricks by creating real-time, criteria-based segments.
Visual Tagging
Provide visual queues on any object to help users quickly identify key attributes or interests.
Dynamic Campaign Management
Eliminate the hassle of manual list creation with automated segmentation reports and campaign creation.
Explore Our Use Cases
Nonprofit Engagement
Boost donor retention with personalized outreach for lapsed donors and event attendees.
Higher Education Targeting
Segment alumni by major or engagement level to enhance fundraising efforts.
B2B/SaaS Solutions
Create dynamic audience groups based on product usage and lifecycle stage.
Sales Team Automation
Automatically deliver pre-qualified lead lists to your sales representatives.
Marketing Team Efficiency
Launch personalized marketing journeys without the hassle of spreadsheet exports.
Explore Our Core Features
Segmatic's Unique Capabilities
Native to Salesforce
Built 100% on the platform with no integrations or data sync headaches
Dynamic Segmentation
Automatically update segments based on field criteria and rule logic
Personalized Campaign Targeting
Add and remove campaign members through segmentation rules
Flow + Automation Ready
Use Segmatic segments in Flows, Process Builder, or Apex
User-Friendly Interface
No code required — admins and marketers can build powerful logic
Built for Nonprofits & Businesses
Flexible enough for donor journeys, email lists, or partner outreach
Our Plans
Get a 30-Day Free Trial of our fully-enabled Enterprise solution with any plan.
Standard
Our starter package- 1 Segmentable Object
- Standard Objects
- Tag Viewer
- Manual Segmentation
- Dynamic Segmentation
- Personalized Campaign Targeting
- Limited Support
Professional
Our most common plan- 3 Segmentable Objects
- Standard and Custom Objects
- Tag Viewer
- Manual Segmentation
- Dynamic Segmentation
- Personalized Campaign Targeting
- Priority Support
Enterprise
More objects, more segments- 10 Segmentable Objects
- Standard and Custom Objects
- Tag Viewer
- Manual Segmentation
- Dynamic Segmentation
- Personalized Campaign Targeting
- Priority Support
Your Questions Answered
Discover how Segmatic can enhance your Salesforce experience, find answers to common queries about our segmentation engine, and how we can streamline your marketing efforts.
What is Segmatic?
Segmatic is a native Salesforce segmentation engine designed to simplify and optimize your marketing strategies by creating real-time, criteria-based segments directly within Salesforce.
How does Segmatic integrate with Salesforce?
Segmatic seamlessly integrates with Sales Cloud, Service Cloud, Nonprofit Cloud, and NPSP, allowing you to build dynamic segments without relying on external tools or experiencing sync delays.
Can Segmatic help with personalized marketing?
Absolutely! Segmatic enables personalized marketing by allowing you to target specific audiences based on real-time data, enhancing engagement and campaign effectiveness.
What types of segments can I create with Segmatic?
With Segmatic, you can create a variety of segments including those targeting donors, customers, volunteers, and partners, all based on specific criteria and real-time data.
Is Segmatic suitable for non-profit organizations?
Yes, Segmatic is perfect for non-profit organizations looking to improve their outreach and engagement strategies by leveraging dynamic segmentation directly within Salesforce.
How can I get started with Segmatic?
Getting started with Segmatic is easy! Sign up for a demo on our website to experience the power of real-time segmentation within Salesforce and transform your marketing efforts.
Do you offer Support?
We offer onboarding support with our Enterprise Plan which includes admin training, and knowledge base access. Segmatic is fully compatible with Salesforce Enterprise, NPSP, and Education Cloud.
Don't just take our word for it
“Segmatic has revolutionized our marketing strategy. The ability to create real-time segments directly in Salesforce has saved us countless hours and increased our campaign effectiveness.”
“With Segmatic, we no longer worry about outdated lists. The dynamic targeting feature ensures our messages reach the right audience at the perfect time.”
“Segmatic’s integration with Salesforce is seamless. It has transformed how we engage with our donors, making our outreach more personalized and impactful.”
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