TrustRadius: an HG Insights company

Persana AI

Score8.7 out of 10

2 Reviews and Ratings

What is Persana AI?

Persana AI is an AI sales agent used to find, engage, and close deals on autopilot.

Categories & Use Cases

A Cost Effective Tool That Makes Prospecting Faster and Easier

Use Cases and Deployment Scope

We use Persana AI for lead research and enrichment, and for outreach personalisation for customer success. Earlier, the process was quite manual and time consuming. One of the major business problems it solves is scaling personalisation. They provides role based insights and recent activities. It allows our teams to qualify leads faster and focus on outreach rather than data gathering. The tool is used across marketing, sales and customer success. The marketing guys use it for lead generation and reaching the target audience, and the success team uses it for account expansions. Overall, it saves us huge time across revenue generating functions.

Pros

  • They have accurate lead enrichment. This reduces manual research and saves time.
  • The insights they provide are quite helpful while reaching out. This has helped us a lot in response rate
  • Seamless CRM integration.
  • Segmentation and targeting have also become much easier.

Cons

  • Some niche industries and regional markets are not covered.
  • UI could be more better. We find a bit difficult in filtering large datasets.
  • AI generated suggestions can be better. We find them quite generic. They can be more engaging and energetic.

Return on Investment

  • Positive Impact - Speed and efficiency on the revenue generation teams
  • Higher response rate due to personalisation

Usability

Alternatives Considered

Clay

Other Software Used

Apollo.io, Clay