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How to Use Personas in your Sales Process

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Picture of Ashlie Jones
Written by Ashlie Jones
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How to Use Personas in your Sales Process
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There’s no such thing as a universal product that everyone wants. Every product has a market, and if you want to give your product the best chance of selling, you need to get specific on whom you are selling to.

That’s why tailoring your sales process to account for your buyer persona is a key pathway to success.

 

What is a sales process?

A sales process is the chain of events that starts from product inception and ends with the final sale. It incorporates marketing, stock, data analysis, and research to find the right audience to buy what you are selling. A major component of the sales process is understanding your buyer persona.

 

What are buyer personas?

A buyer persona is a framework of the type of person you expect to buy your product or service. Who is this for? What would they use it for? Are they likely to be able to afford this product or service? Being clear on your buyer persona helps you focus your marketing strategy.

Beyond simply outlining the demographics and psychographics of your potential customers, creating buyer personas enables your entire team to gain a deeper understanding of your target market. This understanding ensures that everyone from marketing to sales to customer service is equipped to engage effectively with your customers, tailoring their approach to meet the specific needs and behaviors of different segments.

Utilizing these personas can guide critical decisions across your business, leading to enhanced marketing reach, significantly improved conversion rates, and increased customer loyalty. In essence, a well-defined buyer persona not only helps predict who will buy your products but also why they choose to buy, providing invaluable insights that drive the success of your marketing efforts.

By integrating buyer personas into your business strategy, you create a unified vision that fosters better alignment across all departments, ensuring that your team operates cohesively to deliver a customer experience that resonates deeply with your target audience.

 

Why are buyer personas important?

You are selling to fulfill a consumer need—but not all consumers need the same things. You wouldn’t sell sawdust to a lumber mill, right? When you know who your buyer is, you can tailor your product and sales techniques to suit them, which helps your product stand out from the crowd.

 

Benefits of buyer personas

 

1. They help you target the right audience

Selling is all about addressing consumer pain points. Understanding what problem your product solves and who needs that solution helps you narrow in on your market.

2. They foster genuine connections with customers

When you know whom you are selling to, you can create niche marketing decisions that feel more personal to the plight of your audience, as they likely have shared pain points. This makes the customer feel like your company cares about them specifically.

 

3. They support meeting sales goals

When you find your audience, you increase the probability of making a sale. Sometimes it’s better to niche down to get more sales than to sell to everyone and get lost in the crowd.

 

WHY ARE BUYER PERSONAS IMPORTANT?

You are selling to fulfill a consumer need—but not all consumers need the same things. You wouldn’t sell sawdust to a lumber mill, right? When you know who your buyer is, you can tailor your product and sales techniques to suit them, which helps your product stand out from the crowd.

 

BENEFITS OF BUYER PERSONAS

 

1. THEY HELP YOU TARGET THE RIGHT AUDIENCE

Selling is all about addressing consumer pain points. Understanding what problem your product solves and who needs that solution helps you narrow in on your market.

 

2. THEY FOSTER GENUINE CONNECTIONS WITH CUSTOMERS

When you know whom you are selling to, you can create niche marketing decisions that feel more personal to the plight of your audience, as they likely have shared pain points. This makes the customer feel like your company cares about them specifically.

 

3. THEY SUPPORT MEETING SALES GOALS

When you find your audience, you increase the probability of making a sale. Sometimes, it’s better to niche down to get more sales than to sell to everyone and get lost in the crowd.

 

Tips and Examples for Creating Effective Buyer Personas

 

Creating buyer personas is a foundational step in understanding and connecting with your target audience. Here’s how you can develop these vital tools effectively:

 

1. Gather Data from Diverse Sources

Start by collecting data from your existing customers through surveys, interviews, and social media analytics. Pay attention to demographics, behaviors, interests, and pain points. For example, you might find that a large segment of your customers are working professionals in their 30s and 40s who value time-saving solutions.

 

2. Identify Customer Goals and Challenges

Understand what drives your customers. Are they looking to save time? Improve efficiency? Reduce costs? For instance, a buyer persona for a software company might be a mid-level manager struggling to manage team communications efficiently.

 

3. Create Detailed Persona Profiles

Develop detailed profiles that include not just professional details but also personal insights. A persona might include age, job title, educational background, preferred communication methods, and hobbies. An example could be "Marketing Mary," a 30-year-old digital marketer who prefers email communications and uses social media heavily for both work and personal purposes.

 

4. Use Personas to Guide Business Decisions

Once your personas are established, use them to tailor your marketing strategies. This can range from the types of emails you send, the social media platforms you focus on, to the development of new products. If your persona is a young entrepreneur, focus on delivering content through platforms like Instagram and consider fast, impactful communication.

 

5. Review and Refine Regular 

Buyer personas aren’t static; they evolve as your market and services change. Regularly update your personas based on ongoing research and interactions with your customer base. Annual reviews can ensure they still represent your customers accurately.

By deeply understanding your buyer personas, your team will be better equipped to target and engage your customer base effectively, improving reach, conversion rates, and customer loyalty.

Creating an effective buyer persona is crucial for tailoring your marketing strategy to meet the needs and desires of your target audience. A buyer persona is a semi-fictional representation of your ideal customer based on data and research. To develop this persona, you need to ask your customers insightful questions that delve deep into their behaviors, preferences, and pain points. Here's a guide on the best questions to ask:

Download the Free Guide to Using Inbound Marketing to Close More Business

 

Key Questions for Crafting a Comprehensive Buyer Persona

 

1. Demographic Information

  • What is your age?
  • What is your gender?
  • What is your educational background?
  • What is your marital status?
  • Do you have children?

2. Professional Background

  • What industry do you work in?
  • What is your job role?
  • How long have you been in this current role?

3. Day-to-Day Activities

  • What does a typical day look like for you?
  • What are your key responsibilities at work?
  • What tools do you use regularly?

4. Goals and Challenges

  • What are your biggest challenges at work?
  • What are your career goals?
  • How do our products/services help you achieve your goals?

5. Purchasing Behavior

  • How do you prefer to shop (online or in-store)?
  • What factors influence your buying decisions?
  • Who else is involved in your purchasing decisions?

6. Media Consumption

  • What blogs, news sources, or magazines do you read?
  • Which social media platforms do you use regularly?
  • What types of content do you prefer (videos, articles, podcasts)?

7. Values and Fears

  • What values are important to you in your professional and personal life
  • What are your biggest fears or concerns related to our products/services?

8. Feedback on Products/Services

  • What features of our product/service do you value the most?
  • What improvements can be made to better meet your needs?

IMPROVING YOUR SALES PROCESS WITH PERSONAS

 

Improving Your Sales Process with Personas

When marketing to millennials, understanding their journey from discovery to purchase is crucial. Millennials expect a seamless, personalized experience that aligns with their values and lifestyle. To enhance your sales process, start by outlining the buyer’s journey specifically for your target persona.

Consider where your audience hangs out, especially online, to create easy links that guide them from discovery to buying as painlessly as possible. This approach not only simplifies the process but also ensures that you're present in their preferred digital spaces, making engagement feel natural and effortless.

 

Gathering Valuable Feedback

It’s difficult to identify weaknesses in your system when you’re deeply involved in it. While your sales journey may seem straightforward to you, it might be confusing for your customers. The best way to refine your process is by getting feedback from current customers about their experience.

Ask targeted questions to understand where they face difficulties, and use this data to make necessary adjustments. This direct feedback is invaluable for creating a marketing strategy that resonates well with millennials, who appreciate transparency and authenticity.

 

Identifying and Resolving Friction Points

Ensure that your digital touchpoints are optimized for ease of use. Broken links, hidden pages, and poorly planned websites can deter even the most interested customers. Regularly audit your online presence to identify and fix these issues.

Consider aspects such as how your customer likes to shop and their tech skills. Millennials, being highly tech-savvy, expect a frictionless online experience. Use analytics to pinpoint where you are losing conversion opportunities and implement changes to enhance the user experience.

 

Personalizing the Experience

To truly connect with millennials, integrate personalization into your marketing efforts. Develop detailed buyer personas by asking the right questions to your existing customers. This will help you understand not just demographics but also psychographics, which include values, interests, and lifestyles.

Content mapping can be a powerful tool here. By aligning your content strategy with the buyer's journey stages, you can deliver personalized messages at the right time, through the right channels. This tailored approach will not only attract but also retain millennial customers who feel understood and valued.

By weaving these elements together, your marketing strategy will not only meet but exceed the expectations of millennial customers, ensuring they remain engaged and loyal to your brand.

 

HOW TO ALIGN YOUR SALES CONTENT WITH YOUR BUYER PERSONAS

 

SPEAK TO YOUR PERSONA’S PAIN POINTS AND GOALS

Product specifications don’t drive sales—benefits do. No one cares that your pen has a 0.7mm nib; they care that it writes smoothly. Think about what your customers want from your product and market it to those goals.

 

PROVIDE SPECIFIC, ACTIONABLE INFORMATION

If your customer doesn’t know how to buy your product, they won’t. Keep it short and sweet. And make sure your most important information comes first—people tend to skim read!

 

ALIGN YOUR PROSPECT’S PAIN TO YOUR SOLUTIONS

"Do you have trouble finding wide-fitting shoes that are stylish? Our shoes are designed by Givenchy."

"Do you struggle to stop scrolling on your phone before bed? Our app locks your social media at bedtime."

Every customer struggles with something. Find out what they struggle with and tell them how you’re going to solve it. It creates instant trust and increases your chance of converting the sale.

 

Debunking Top Myths Surrounding Buyer Personas in Marketing

 

Myth 1: Buyer Personas are Merely Theoretical and Don’t Affect Profitability

Many believe that buyer personas are purely theoretical exercises with no real impact on business. This is not the case. The creation and implementation of detailed buyer personas are critical as they ensure marketing strategies are tailored to meet the specific needs and wants of different customer segments. Without them, businesses risk deploying broad, non-specific campaigns that fail to engage their intended audiences, ultimately diminishing the return on marketing investments.

 

Myth 2: Once Created, Buyer Personas Do Not Require Updates

A common misconception is that once a buyer persona is created, it remains effective indefinitely. In reality, markets, consumer behaviors, and preferences are constantly changing. Regularly revising buyer personas ensures they stay relevant and reflect the evolving landscape of customer needs and market conditions. Neglecting these updates can lead to outdated assumptions, resulting in ineffective marketing tactics and allocation of resources.

 

Myth 3: Buyer Personas are Only Relevant to Marketing Teams

Often, organizations mistakenly believe that buyer personas are solely for use by marketing teams. This limited view can prevent other departments from fully understanding and addressing customer needs. In fact, buyer personas should influence product development, sales strategies, and customer service approaches to ensure a consistent and unified experience across all touchpoints. By integrating buyer personas throughout various departmental strategies, companies can enhance customer engagement, increase loyalty, and improve overall satisfaction.


Understanding these myths and recognizing the true value of buyer personas can significantly enhance the effectiveness of your marketing efforts across the board.

 

Key Takeaways

When you know whom your product is tailored to, you give your company the best chance of turning the biggest profit.

You have many resources, including talking directly to your customers to gain key insights into their shopping preferences, so use them!