Prospecting with Trupeer

In this process, you will learn how to effectively prospect into an account using Trupeer. The steps involve creating a persona, saving it, and targeting relevant individuals within a company.

Step 1

Greetings, Consensus team. In this demonstration, we will use Trupeer for prospecting into an account for Troopier AI training.

Step 2

Here is Paylocity. To create a persona, click on "Create New." You can enter all the relevant job titles in this section.

Step 3

After entering the job titles, click "Save" to create something like "Pre-Sales Personas."

Step 4

Click on the created persona to view all the individuals you need to target at this company under the pre-sales persona category. This concludes the demonstration.