How to Use Firmographics for Better B2B Targeting

Learn how to use firmographic data to sharpen your B2B targeting, improve lead quality, and focus your sales team where it counts

Firmographics are foundational to modern B2B sales targeting. They define a company’s structural characteristics – its industry, size, revenue, location, and more – and give sales leaders the clarity to allocate effort accordingly.

Without this clarity, teams waste time on companies that fall outside their ideal customer profile – which ultimately stalls pipeline momentum. Firmographic data eliminates that waste. It provides a structured way to segment markets, prioritize outreach, and align sales motions with accounts that meet real business criteria.

This guide lays out how to use firmographics to sharpen your targeting. We’ll break down the key data points, show how to incorporate them into sales workflows, and cover both strategic practices and the tools that can support them. If your goal is to drive smarter prospecting and more predictable revenue, this is where to start.

Let’s get into it.

What Are Firmographics?

Firmographics are data points that describe the structural attributes of a business. Think of them as the corporate counterpart to demographics. Instead of the age or income of an individual, you’re looking at:

  • Industry
  • Company size
  • Location
  • Annual revenue
  • Employee count  

For sales teams, firmographics are essential for segmentation. They allow you to sort companies into meaningful categories, apply consistent filters across your pipeline, and make faster, more confident decisions about where to invest your time.

This matters because not every lead deserves the same level of attention. Without a clear view of which businesses qualify, sales reps end up chasing accounts that are too small, too early-stage, or simply outside your target vertical. Firmographic data helps you narrow your focus to companies that fit your ideal profile – those with the right size, budget, and business model to benefit from what you offer.

In other words, firmographics help you identify the segments where your solution delivers the most value. 

Why Firmographics Matter for Better Targeting

Targeting works when it’s based on the right insights. Firmographics give you that foundation by letting you segment companies according to meaningful business characteristics – like size, industry, and stage.

This segmentation sharpens focus. Instead of casting a wide net, your team can concentrate on companies that closely match your ideal customer profile. That level of precision makes sure qualification is faster and deal cycles are more efficient.

It also drives alignment across go-to-market teams. When sales and marketing work from the same firmographic definitions, they pursue the same accounts with consistent criteria. That tightens handoffs, improves campaign performance, and keeps everyone focused on the highest-potential opportunities.

Firmographics also improve lead scoring. With clear insights into what types of companies typically convert, you can find high-fit accounts early – and deprioritize those that don’t meet the mark. It takes the guesswork out of prospecting and lets reps spend their time where it’s most likely to pay off.

Key Firmographic Data Points for Sales Teams

Not all firmographic fields are equally useful. To drive better targeting, sales teams need to focus on the attributes that signal fit and buying readiness. These four are foundational:

Industry

Understanding a company’s industry gives your team the context to tailor messaging and anticipate needs. Selling into SaaS looks different from selling into manufacturing – this visibility helps you plan accordingly.

Company Size

Size matters when it comes to both buying power and sales approach. Smaller firms may move faster but need more budget justification. Larger enterprises may have the resources but require longer sales cycles and more stakeholders. Understanding company size lets you adapt your playbook to match.

Revenue and Growth Stage

A company in a rapid growth phase thinks differently than one in steady-state mode. Knowing where a business sits financially – and how fast it’s evolving – helps you position your solution in terms that resonate with current priorities.

Location

Geography impacts go-to-market strategy more than most teams realise. Regional regulations, time zones, and language preferences all shape how – and when – you should engage. Location data allows for more thoughtful outreach and regional prioritisation.

Each of these data points gives sales teams a clearer picture of who they’re targeting, why it matters, and how to engage more effectively. The more precise your inputs, the better your pipeline decisions down the line.

How to Collect Firmographic Data

Getting the right firmographic data starts with knowing where to look – and how to streamline the process.

Many teams still rely on manual research, toggling between LinkedIn, company websites, and outdated databases. That might work for one or two accounts, but it doesn’t scale. And when your data is out of date or incomplete, it introduces friction into every stage of the sales cycle.

CRM systems are an essential place to centralize lead data – but only if the inputs are accurate and up to date. Platforms like LinkedIn and LinkedIn Sales Navigator offer rich company-level insights, but pulling that data into your CRM manually is time-consuming and error-prone. That’s where lead enrichment tools like Surfe come in.

Surfe automatically captures firmographic data from LinkedIn and syncs it directly to your CRM, eliminating the need for manual uploads. And because Surfe integrates seamlessly with the tools your team already uses, it keeps your pipeline clean and your systems aligned without slowing anyone down.

Using Firmographics for Sales Targeting

Firmographics aren’t just for planning – they drive smarter sales execution when used strategically. Here’s how they support three core targeting motions:

Account-Based Marketing (ABM)

Firmographics help define and surface high-fit accounts based on your ideal customer profile. By filtering companies by size, industry, and revenue, your team can build targeted account lists with confidence – before investing time in outreach or custom campaigns.

Cold Outreach

When reps know the basics about a company – its size, location, and vertical – they can tailor messaging that actually resonates. That makes emails more relevant, intro calls more credible, and engagement more likely from the very first touchpoint.

Lead Scoring

Adding firmographic criteria to your scoring model makes it easier to distinguish real pipeline from distractions – which in turn, allows your team to spend their time on the right accounts. 

Used consistently, firmographic targeting improves focus across the funnel. Sales teams qualify leads faster, align messaging more effectively, and maintain cleaner, more reliable pipeline visibility.

But to use firmographic data consistently, you need a solid system for sourcing it. And that’s where Surfe comes in. By automatically enriching CRM records with key firmographic data pulled from LinkedIn, your reps always have the context they need – without spending extra time searching. 

Best Practices for Using Firmographics in Sales

Firmographic data is only as effective as the systems that support it. To get the most value, sales teams need clear workflows, disciplined data hygiene, and a mindset geared toward continuous refinement. Here’s where to focus:

Prioritise High-Value Segments

Start by identifying the firmographic traits shared by your most successful customers. Then build your outreach and qualification strategy around those segments. The more precisely you define what “high-value” looks like, the easier it becomes to replicate these conversations across the pipeline.

Keep Your Data Clean

Outdated firmographics lead to wasted effort. Regularly audit and update your CRM to make sure key fields – like industry, company size, and revenue – reflect the latest available information. The cost of inaccurate data is measured in missed opportunities and longer cycles.

Combine Firmographics with Behavioral Data

Firmographics show you who a company is. Behavioral signals show you what they’re doing. When you pair the two – like matching a high-fit company with recent buying activity – you create a much sharper targeting lens. 

Let’s Wrap It Up!

Firmographics give sales leaders a practical edge: clearer targeting, cleaner pipeline, and fewer wasted cycles. They sharpen everything from lead qualification to outbound strategy, making it easier to prioritise the right accounts.

In a world where every rep hour counts, knowing who to target is how you scale with intent – and close with consistency.

Time to use firmographics properly
And that means it’s time to sign up for Surfe

FAQs 

What Are Firmographics in B2B Sales?

Firmographics are data points that describe the structural attributes of a company – such as industry, size, revenue, location, and employee count. In B2B sales, they’re used to segment markets and prioritise leads based on objective business criteria. Rather than relying on gut feel, firmographics give sales teams a structured way to assess fit. They underpin key activities like targeting, qualification, and lead scoring, and help make sure that your team’s time is spent on companies most likely to convert. 

Why Are Firmographics Important for Targeting?

Firmographics help sales teams focus their effort where it matters most. By segmenting companies based on factors like industry, revenue, or growth stage, reps can quickly identify high-fit prospects and avoid chasing leads that will never convert. This speeds up qualification, strengthens alignment between sales and marketing, and reduces friction across the funnel.

Which Firmographic Data Points Should Sales Teams Track?

The most valuable firmographic fields for B2B sales teams include industry, company size, location, revenue, and growth stage. Each of these tells you something critical about how – and when – to engage with a business. For example, industry context helps tailor messaging, while company size signals potential buying power and sales cycle complexity. Revenue and growth stage offer clues about budget and decision urgency, while location supports regional prioritisation. Tracking these fields gives sales teams a clearer picture of account fit and enables more informed, efficient prospecting.

How Do You Collect Firmographic Data Efficiently?

Most firmographic data lives in public sources like LinkedIn, company websites, or online databases. But collecting it manually is slow and error-prone. The most efficient approach is to centralise this data in your CRM using enrichment tools that pull accurate, up-to-date information from platforms like LinkedIn. This eliminates the need for time-consuming research and reduces the risk of outdated records. For growing teams, automation is key – because the faster you can access firmographic insights, the faster you can qualify, route, and convert the right leads.

How Can Firmographics Improve Lead Scoring?

Firmographics add structure to lead scoring by introducing company-level criteria into your prioritisation model. Instead of relying only on behavioural signals – like email opens or site visits – you can score leads based on firmographic fit. For example, you might assign higher value to leads from companies in your target industry or within a certain revenue band. This helps surface the best-fit accounts earlier and deprioritise those that fall outside your ICP. 

What’s the Difference Between Firmographics and Demographics?

Firmographics refer to data about companies – such as their size, industry, revenue, and location. Demographics, on the other hand, describe individual people, including details like age, job title, or seniority. In B2B sales, both are useful – but firmographics come first. They help you determine if a company is worth targeting in the first place. Once that’s established, demographic data helps tailor outreach to the right stakeholders within the organisation. Together, they give your sales team a complete picture of who to sell to and how to approach them.

Jack Bowerman
Senior Marketing Manager
Jack Bowerman is Senior Marketing Manager at Surfe and works from our HQ in Paris. Since joining in 2023, he’s worn many hats across the team—from communications to growth. Today, he leads SEO, manages Surfe’s website, and runs paid acquisition. When he’s not digging through data or testing new copy, he’s probably tweaking the homepage.
Jack Bowerman
Jack Bowerman
Senior Marketing Manager