how-to-score-segment-and-personalize-your-outreach-using-g2-insights-directly-in

Most sales reps waste a ton of time treating all their leads the same way.
But what if you knew exactly what your prospects really think about the tools they use?

You could:

  • Identify struggling accounts → and close them fast
  • Tailor your messaging → to match real frustrations
  • Prioritize your time → on accounts most open to switching

That’s exactly what Derrick enables, thanks to its new G2 Insight feature, combined with Tech Lookup, Ask Claude, or Ask OpenAI.

Here are 3 concrete use cases to turn your prospect list into a revenue engine.

⚙️ Use Case #1 — Qualify a Prospect’s Product Stack Instantly

Goal: Understand what tools your prospect is using, how well-rated they are, and spot potential gaps or pain points.

Step-by-step

  1. Start with a list of target companies
  2. Use Tech Lookup to identify their current stack (CRM, Sales Engagement, etc.)
  3. Feed that into G2 Insight to retrieve:
    • Average ratings
    • Review volume
    • Selected review excerpts

Concrete Example

→ Prospect is using Outreach.io
→ G2 Insight reveals an average score of 3.2 and reviews mentioning complexity and poor usability

Result: This account is likely struggling → perfect fit for a simpler or cheaper tool.

Why This Is Valuable

  • Craft messages based on real customer experience
  • Detect accounts with high switch potential
  • Use actual reviews as personalized conversation starters

Want to qualify your leads 10x faster?
👉 [Try Derrick App for free now →]

🧊 Use Case #2 — Target Frustrated Users of Competitors

Goal: Spot users of your direct competitors who are already unhappy.

Step-by-step

  1. Detect tools in use via Tech Lookup
  2. Check G2 scores with G2 Insight
  3. Analyze the latest 3 reviews using Ask Claude or Ask OpenAI in Google Sheets
    → Sample prompt:
    “Here are 3 reviews of [X] used by this prospect. Are they positive, neutral, or negative? Summarize the main pain points.”

Concrete Example

→ Prospect uses Salesloft
→ Reviews highlight recurring issues with integration and slowness
→ Your product handles these better? That’s your attack angle

Why This Is Valuable

  • Instantly sort fans vs. frustrated users
  • Send laser-targeted icebreakers based on real friction
  • Talk about their reality, not just your features

Ready to double your reply rate with hyper-targeted messaging?
👉 [Try Derrick App for free today →]

🧠 Use Case #3 — Score Leads with G2 + Tech Lookup + AI

Goal: Automatically detect leads most open to switching solutions.

Step-by-step

  1. Start with your list of accounts
  2. Enrich with:
    • Tech Lookup → to reveal installed tools
    • G2 Insight → to gather ratings, reviews, recent feedback
  3. Send everything to Ask Claude or Ask OpenAI
    → Sample prompt:
    “Here are the tools used by this company + associated G2 reviews. Does this company seem satisfied with their current stack? Give a switch score from 1 to 5, with a short explanation.”

Result

→ Add a “Switch Score” column in your Sheet
→ Sort and attack the warmest, most frustrated leads first

Why This Is Valuable

  • No more guesswork
  • Prioritize based on real buying signals, not gut feeling
  • Go from cold to context-aware in 60 seconds

Want to score your leads like a pro and act on the best ones?
👉 [Try Derrick App for free →]

🚀 Turn Google Sheets into a Qualified Lead Engine

  • Enrich your lead lists with Derrick
  • Combine web data, tech stack, and customer reviews
  • Automate analysis using AI directly inside Google Sheets
  • Personalize outreach based on real pain points from the market

Ready to supercharge your outbound game?
Turn raw data into actionable sales intelligence—without writing a single line of code.

While everyone else sends generic messages or manually scans websites, smart sales teams leverage G2 Insights + Tech Stack + AI to qualify leads faster and personalize at scale.

Why? Because it works.

And it’s dead simple to implement in Google Sheets.

🧰 Derrick Features Used in This Playbook

  • G2 Insight: Retrieve ratings, reviews, and competitor data to enrich leads
  • Tech Lookup: Analyze your prospect’s current tech stack
  • Ask Claude / Ask OpenAI: Automate review analysis and generate custom messages

Ready to upgrade your prospecting?
👉 [Try Derrick App for free today →]

Posted in
Playbooks

Jonathan Maurin

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