Personas in Sales Navigator: A Comprehensive Guide

Personas are a powerful tool in Sales Navigator that helps sales professionals identify the right leads in an account. By creating personas based on job title, function, seniority, and geography, you can quickly zero in on leads that match your target buyer. In this article, we’ll answer some of the most frequently asked questions about personas in Sales Navigator to help you get the most out of this tool.

What are Personas in Sales Navigator?

Personas are a way to categorize and understand your target audience. They are essentially a set of attributes that define your ideal customer, such as job title, seniority, function, and geography. With Personas, you can quickly zero-in on the right leads in an account by leveraging them in various Sales Navigator features, such as Search, the Account Page, the homepage, and the Relationship Explorer.

What is the difference between Personas, Pinned filters, and Search?

Personas are a specific type of filter that you can apply to your searches in Sales Navigator. Pinned filters are filters that you can save for future use, and search is a feature that allows you to search for leads and accounts based on specific criteria. While all three features can help you narrow down your search results, personas are specifically designed to help you identify leads that match your target buyer.

Why is the number of Persona leads displayed on the Homepage not increasing like Saved Searches?

The number of persona leads displayed on the homepage reflects the number of leads that match the criteria defined in your persona. If the number of leads is not increasing, it may be because the leads that match your persona criteria have already been viewed or because there are no new leads that match your criteria.

Do Personas impact Recommendations?

Yes, personas do impact recommendations. The recommendations that you receive in Sales Navigator are based on your search history and filters, including personas. By using personas, you can influence the recommendations you receive to be more relevant to your target buyer.

Are Personas the same as Sales Preferences?

No, personas are not the same as sales preferences. Sales preferences are a set of filters that you can use to control the information displayed on your Sales Navigator homepage, such as the number of leads and accounts displayed. Personas, on the other hand, are specific filters that you can apply to your searches to help you identify leads that match your target buyer.

How many Personas can I create in Sales Navigator?

There is no limit to the number of personas you can create in Sales Navigator.

How do I edit personas?

To edit a persona, simply go to the “Personas” tab in Sales Navigator, find the persona you want to edit, and click the “Edit” button. From there, you can make changes to the persona criteria, such as adding or removing job titles or functions.

What attributes are used to define a Persona in Sales Navigator?

Personas are defined by job title, function, seniority, and geography. By using these criteria, you can create personas that help you identify leads that match your target buyer.

What Personas are available by default in Sales Navigator?

There are no personas available by default in Sales Navigator. You must create personas yourself using the criteria of your choice.

What happens to Search if I apply a Persona filter and it contradicts an already applied filter?

If you apply a persona filter that contradicts an already applied filter, the search results will be based on the most recently applied filter. For example, if you apply a persona filter that only includes leads with a certain job title, and you then apply a filter that only includes leads with a different job title, the search results will only include leads with the job title specified in the most recently applied filter.
Can I use Personas in both lead and account searches?

Yes, you can use Personas in both lead and account searches. This is one of the key benefits of Personas - they allow you to quickly and easily identify and prioritize highly qualified opportunities, no matter whether you are searching for leads or accounts.

How can I determine the Persona Growth of a company?

To determine the Persona Growth of a company, you will need to monitor the company's development and growth in terms of the attributes that make up the Persona. For example, if your Persona is defined by job title, seniority, function, and geography, you would need to track changes in these attributes over time to see if the company is growing in a way that aligns with your Persona.

What happens if I edit a Persona from the Search page and it’s applied in my current search?

If you edit a Persona from the Search page and it is applied in your current search, the search results will automatically update to reflect the changes you have made to the Persona. This can be a helpful way to fine-tune your search results and ensure that you are seeing the most relevant leads and accounts for your target audience.

What happens if I edit a Persona that is being used as a filter in a Saved Search?

If you edit a Persona that is being used as a filter in a Saved Search, the changes you make will take effect in the saved search. This means that the next time you use the saved search, the results will reflect the changes you have made to the Persona. This is a convenient way to keep your saved searches up-to-date and relevant to your current target audience.

In conclusion, Personas in Sales Navigator are a powerful tool for sales professionals looking to identify and prioritize leads that match their target buyer. With the ability to use Personas in both lead and account searches, monitor Persona Growth, and fine-tune your search results, Personas are a valuable addition to your sales arsenal.

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