Overview
Every successful sales strategy starts with clarity - knowing who you should sell to and why they’re a good fit. In Sales Navigator, the Personas feature helps you broadly define your ideal buyer segments (by role, seniority, and function). Combined with Account Filters, it helps you focus on companies that fit your goals.
SalesMind AI takes that one step further; not only helping you define who fits your ICP, but how to communicate with them most effectively.
Step 1: Create Personas
Personas are broad definitions of your ideal buyers.
- Go to the top-right toolbar and select Personas.
- Edit default personas (like CXO or Director+) or create new ones.
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Define by:
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Function (e.g., Marketing, IT, Sales)
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Seniority (e.g., Director, VP, C-Level)
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Job titles
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Geography
👉 Tip: Start broad, refine later with advanced searches.
Step 2: Search for the Right Accounts
Now, move from people → companies.
- Use the search bar for a specific company.
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Or go advanced with account filters:
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Industry & Geography → e.g., Electronics in Europe.
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Headcount Growth → Spot expanding sales teams.
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Buyer Intent → See who’s already researching your company.
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Save relevant accounts to lists for easy tracking.
👉 Pro move: Save your searches. Sales Navigator will run them in the background and notify you when new accounts match your criteria.
💡 SalesMind AI Tip
Once you’ve built Personas and Account Lists in Navigator, use them in SalesMind AI. This way, you not only know who to target but also instantly generate personalized outreach sequences for each segment.
Takeaway
Personas + Account Filters = Focus.
Define your ideal buyers and accounts once, and let Sales Navigator continuously bring you the right opportunities, so you spend more time selling, not searching.
Happy prospecting!