Nova Personas: A Simpler Way to Create & Utilize Personas

Posted by Will Dinkel on 16 Jan, 2018


Let’s chat about sales performance...

As an outbound sales team, you have two options to increase your opportunity pipeline:

  1. Increase the quantity of contacts you’re reaching out to
  2. Improve the quality of the messages you’re sending

There are only so many contacts available in your Ideal Customer Profile (ICP), so here at Nova, we think a lot about the above equation, particularly the conversion variable.

You always want to be “leveling up” your engagement and conversion, and therefore, you should always be seeking to increase the sophistication of your messaging.


The Process for Creating Segmentation and Tiers

The Process for Creating Segmentation and Tiers

We’ve talked a lot about the importance of one-to-one personalization and the cost of unpersonalized messaging in the past. Today, we’d like to focus on the meaty middle of the above graph: segmentation and tiering.


The Problem with Segmentation

There are several factors that can be utilized for segmentation and tiering, such as:

Dimensions for Segmentation and Tiering

Dimensions for Segmentation and Tiering

Our research has found that successfully incorporating these factors into your outbound process can improve conversion by as much as 230%. And it makes sense, right? Wouldn’t you be much more likely to respond to a sales rep who understands your unique context and needs?

What would 2.3x more opportunities do for your company?

The challenge for modern sales organizations lies in incorporating these factors into their outbound process in a way that’s simple and repeatable.

The Process for Creating Segmentation and Tiers

The Process for Creating Segmentation and Tiers

To alleviate the pain implementing a successful segmentation and tiering process, we’re introducing Nova Personas. This brand-new feature is free for existing Nova customers, and we’re darn excited to tell you all about it.


A Simpler Way to Create & Utilize Personas

Within your Prospect base, there are natural groupings of Contacts and Accounts.

Nova Personas enable you to create these groupings through a simple, easy-to-use interface, and then utilize them to:

  • Create shareable, targeted strategies for contacting each of these Personas
  • Visualize the breakdown of your Contact base by Persona
  • View performance and analytics within each cohort of Contacts

Once you have all the data, it’s time to act on it. You can utilize the data that Nova collects across all of the above dimensions to easily set up and administer Personas that are automatically applied to all contacts and accounts, as seen below.

nova personas


For example, here is the Persona-based assignment for Nova CEO and humble blog post author - me:

nova personas


You can also segment directly within the Nova Contacts interface:

nova contacts


And, you can associate different Flows with these Personas, directly from the Nova Flow Builder:

nova flow builder


For more information on all the different ways you can use Nova Personas to improve your sales performance, please visit the Nova Knowledge Base.

For those ready to get their hands on all of Nova's sales automation tools, click the button below to request a free demo of our personalized selling platform today!


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