Getting Started with Persana

Persana AI is a sales prospecting tool that is designed to find, enrich, and personalize outbound leads at scale.

It allows you to scale personalized outbound campaigns faster.

You can unlock the full potential of building lead lists and personalizing outreach with Persana.

If you’re:

• GTM Expert

• Founder

• Growth Marketer

• SDR

• BDR

• AE

Persana helps you save more hours, build a list of qualified leads, create hyper-personalized messages, and increase your response rate.

It is all in one platform with 30+ enrichments to deepen your lead insights.

And it makes your outreach efforts much more targeted and efficient.

If you want to get one step ahead of the competition and remove yourself from the time-consuming process of prospecting and data enrichment, 

You should see this.

In this guide, I will explain how you can use Persana to improve your prospecting strategy in minutes.

Getting Started With Persana AI

Welcome to the Persana Platform. 

You can sign up for the platform by clicking this link.

Once you sign up, you see the dashboard where you can ask, write, or search for anything to find your best leads.

It’s called SalesGPT. Cool right? 

Using this, you can find people and companies. For example:

• People who work at Google and live in San Francisco

• Find AI companies that are recently funded

• Find healthcare companies in United States

Or you can use the starter tables already prepared for you.

• YC Companies By Launch Date

• Actively Hiring (YC Companies)

• Recently Funded AI Companies

• All SaaS Companies

We have prepared these tables as an example for you. You can access them in seconds.

If you have lead lists, you can import them directly into Persana as CSV.

This is the fastest way to enrich your own data.

When you click on the “Quick Start Guide” in the menu on the left,

You will see that there are 5 processes you need to complete to learn the platform faster.

Here they are:

1. Install Chrome Extension for Linkedin Prospecting 

2. Generate Messaging with AI

3. Learn How to Find Your First Set of Leads

4. Find Work Emails for Your Leads

5. Use AI Company Agent to Ask Questions

Persana Chrome Extension for Linkedin Prospecting

Once you have the Persana chrome extension, 

• You will find verified emails for free while browsing on Linkedin.

• You will create highly personalized messages with AI on Gmail and Linkedin tailored to each prospect.

• You will save Linkedin profile information straight to HubSpot so you and your team never miss those leads.

• You will get instant prospect and company Insights.

• You will discover key details about prospects and companies in a snap.

You can get the Chrome Extension by clicking this link.

Here's how Persana chrome extension works for you:

1. Provide a few details about your company and the specific types of prospects you're targeting, such as software engineers, CPOs, HR managers, or even for recruitment purposes.

2. Effortlessly create tailored messages for each prospect with our one-click messaging generation feature.

3. Enjoy instant access to vital prospect and company insights, including industry trends, notable achievements, and any other information that can help you stand out in your outreach efforts.

Who is it for:

• Sales teams seeking to streamline their LinkedIn outreach process

• Professionals desiring quick and easy personalized messaging solutions

• Recruiters looking to identify and engage with top talent on LinkedIn

• Individuals and teams in need of instant insights on prospects and companies

Let’s generate hyper-personalized messages using AI.

Data Enrichment - Generate Messaging with AI

Once you click the “Generate Messaging with AI”, you will see this screen below.

As you can see, there are some options to start…

- Finding People

- Finding Companies

- Finding Stargazers on GitHub

- Importing CSV

Or you can automatically import data from your favorite apps to enrich your leads.

If you’re just getting started, the best and easiest way is to use the persana starter tables.

They are our pre-built list of leads or companies.

I’d like to start with the first option: 

Find People searching by job titles, companies, skills, experience, locations, or more.

1. Filter by your search criteria.

2. Click “Search” to see profiles that match your search.

3. Click “Import” to import your list into a Persana table to enrich them more.

Find Companies by searching keywords, companies, locations, industries, or more.

1. Filter by your search criteria.

2. Click “Search” to see profiles that match your search.

3. Click “Import” to import your list into a Persana table to enrich them more.

We provide in-depth profiles on millions of public and private companies globally.

Find Stargazers on GitHub who have starred a repository.

Import CSV files and amplify your insights with a range of enrichments.

Automate Your Workflow by automatically importing data from your apps and services.

Let’s dive into the Persana Starter Tables which are our pre-built list of leads or companies.

You have 5 tables there.

1. YC Companies By Launch Date

2. Persana Starter List

3. Actively Hiring (YC Companies)

4. Recently Funded AI Companies

5. All SaaS Companies

If you want to create a new blank table, you can choose “New Blank Table” from the top right.

But I will go through by choosing “Persana Starter List” to show you what the Persana platform can do for you.

As you can see, I have the names of people and their linkedin profiles and company websites.

Click on "Enrich Data" in the top right corner.

Let's say you want to find the work emails of the leads in your list.

Click on "Find Work Email".

You can either use your leads' LinkedIn URL or their full name and company name.

For more accurate results, you can also use name and company name to find work email.

Click on “Increase match rate”.

Select the “LinkedIn URL, Full Name, and Company Website” of your leads.

Click on “save and run for all”.

Here are the results.

Now you have your lead’s work email and email status.

Let's say you want to learn about the technology these leads use on their websites.

Click on "Enrich Data" in the top right corner.

Click on "Company Technologies".

Select the “Company Website” of your leads.

Click on “save and run for all”.

This is where the magic happens.

In the right column, you can see how many technologies they use.

So if you want to know what technology they are, just go and click on them.

You see, it's that simple.

Let’s say you want to learn if this company is B2B or B2C.

This is where Persana Agent comes into play.

You can use it to find any information about the company.

Click on "Enrich Data" in the top right corner.

Click on "Persana Company AI Agent".

You can ask it any question you want.

For example, use AI Agent to learn:

- How many employees the company has.

- Who some of the company's customers are.

- Who the company's competitors are.

- What the company's revenue is.

- If this company is SaaS or not.

- If this company is B2B or B2C.

- What the latest product launch is.

The rest is up to your creativity to ask some questions.

Let’s go back to learn if this company is B2B or B2C.

Select the “Company Website” of your leads.

Click on “Use Preset”.

Click on “Use this preset”.

The prompt you choose is automatically copied to the question section.

Click on “save and run for all”.

In the right column, you can see if this company is B2B or B2C.

There's no end to this.

We can do hundreds of data enrichments this way.

AI Signals

When you click on the “AI Signals” in the menu on the left, 

You will see that there are 3 processes including:

- Job Change Tracker

- Hiring Trend Analyzer

- Find Companies Hiring

Let’s say you want to find companies hiring.

Click on “Find Companies Hiring”.

Click on “Track Active Jobs”.

For example, you want to find companies that have open positions for a sales manager in the United States. 

Fill in the drop-down box as follows.

Job Title: Sales Manager

Job Location: United States

As you can see, there are 80 actively hiring companies.

Now you can track and contact them.

That's all for now.

I hope this guide has shown you how to quickly start using Persana AI.