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Crystal Knows

Crystal Knows provides personality insights to enhance communication and integrates with platforms like Salesforce and HubSpot.
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Crystal Knows

What is Crystal Knows?

Crystal Knows is a platform that provides personality data to help individuals understand themselves better and communicate more effectively with others. It was founded in 2015 with the goal of enhancing communication through deep personality insights. Crystal Knows's software platform analyzes online data points to accurately identify a person's motivations, communication style, and other behavioral traits. It integrates with sales and marketing platforms like Salesforce and HubSpot and is used by companies such as Accenture, Google, and Microsoft. Crystal Knows offers features like prospecting, writing enhancement, hiring assistance, and more, all aimed at improving communication and building stronger relationships.

Who created Crystal Knows?

Crystal was founded in 2015 by a team headquartered in Nashville. The company's mission is to provide personality data to help individuals understand themselves better and communicate more effectively with others. Crystal's software platform analyzes millions of online data points to accurately identify a person's motivations, communication style, and behavioral traits. The company has received investments from prominent firms like Salesforce, HubSpot, and Birchmere Ventures .

What is Crystal Knows used for?

  • Team Building
  • Integration Capability
  • Personalized Outreach
  • Advanced Prospecting - Understand the person behind the name before meeting them
  • Personalized outreach - Get tips for personalizing emails and messages
  • Tailored pitching - Identify do’s and don’ts and focus on pitch areas
  • Custom closing strategies - Understand prospect's personality before negotiation
  • Sales Optimization - Tailor approach with personalized outreach and closing strategies
  • Team Building - Strengthen internal dynamics and foster better team communication
  • Hiring Tool - Streamline recruitment process by identifying candidates with ideal personality fit
  • Integration Capability - Enhance existing tech stack with valuable personality data
  • Advanced Prospecting
  • Tailored pitching
  • Custom closing strategies
  • Sales Optimization
  • Hiring Tool
  • Communication tips based on personality
  • Understand motivations and communication style
  • Strengthen team communication
  • Streamline recruitment process with personality fit identification
  • Integrate with existing tech stack for better communication
  • Enhance sales optimization with personalized strategies

Who is Crystal Knows for?

  • Sales Representative
  • Marketing professional
  • Human Resources professional
  • Recruiter
  • Business Executive
  • Sales Representatives
  • Marketers
  • Professionals in Communication and Negotiation
  • Customer service representatives
  • Human resources personnel
  • Recruiters
  • Sales professionals
  • Human Resources professionals
  • Marketing professionals
  • Business professionals
  • Communication specialists
  • Human resource professionals

How to use Crystal Knows?

To effectively use Crystal, follow these steps:

  1. Sign Up and Log In: Create an account on the Crystal platform and log in to access its features.

  2. Get Pre-Meeting Insights: Utilize Crystal's enterprise-grade pre-meeting reports to be well-prepared for important meetings. Receive information on personality types, communication preferences, and do’s and don’ts.

  3. Personalize Communication: Gain tips for personalizing emails and messages to enhance communication effectiveness.

  4. Tailor Pitches: Identify the best strategies for pitching by understanding the recipient's personality traits.

  5. Utilize Data Insights: Access data on motivations, communication styles, and other behavioral traits to improve interactions.

  6. Access Developer Documentation: Explore the developer documentation for in-depth insights into using Crystal's features.

  7. Enhance Communication with External and Internal Stakeholders: Utilize communication tips to effectively engage with prospects, customers, managers, and co-workers based on their personalities.

  8. Optimize Sales Activities: Tailor sales approaches by leveraging personalized outreach and custom closing strategies based on individual personalities.

  9. Build Strong Teams: Foster better team dynamics and communication by leveraging Crystal's tools and features.

  10. Streamline Recruitment: Simplify the recruitment process by identifying candidates with ideal personality fits using Crystal's hiring assistance features.

Remember that Crystal integrates seamlessly with popular CRM platforms like Salesforce and HubSpot, allowing you to enrich your applications with personality insights. By following these steps, you can harness the power of Crystal to enhance communication, improve relationships, and achieve better outcomes in various professional interactions.

Pros
  • Hiring Tool
  • Accurate data for millions of business professionals
  • Increase in outbound response rates
  • Increase in lead conversion rates
  • Increase in booked meeting rates
  • Acceleration in relationship building
  • Understand the person behind the name before meeting
  • Personalized outreach and tailored pitching
  • AI-Driven Personality Insights
  • Sales optimization
  • Team Building
  • Connects with existing tools seamlessly
  • Integration Capability
  • Let us do your pre-meeting homework
  • 82% of B2B buyers think sales reps are unprepared. Crystal puts you in the other 18%
Cons
  • No cons were specifically mentioned about using Crystal in the provided documents.
  • No specific cons of using Crystal were found in the provided documents.
  • No cons were identified in the provided documents.
  • Enrichment plan only comes with data and does not include access to all rich features and tools
  • Might require additional integration efforts for certain CRMs or applications
  • Pricing for enrichment plan is dependent on the number of unique contacts
  • No detailed information on the level of customization available for the tool
  • Limited information on security measures in place to protect user data
  • No specific mentions of advanced analytics or reporting capabilities
  • No direct comparison with other AI tools in the industry provided
  • Missing information on customer support response times and availability
  • Not clear if the tool justifies the value for the price based on features offered
  • Lack of information on the scalability of the tool for large enterprises
  • No specific cons or disadvantages of using Crystal are mentioned in the provided documents.

Crystal Knows FAQs

What are profile credits?
Profile credits are counted whenever a Crystal DISC assessment is completed or a new profile is viewed using the Chrome Extension. Once a profile is created, every user in your organization has full access to that profile.
How many profiles will I need?
The number of profiles needed varies from business to business, but on average, a single user may need 240 profiles per user per year. To calculate your business’ annual profile needs, use this formula: (# of bulk profiles to get started) + (# of users * # of new profiles per user per year).
How long is my free account accessible for?
Your free account will be saved and available to you, even after your 10 free profile credits have been used.
What onboarding, training, and support is included?
Support is only provided for the PREMIUM or BUSINESS plans. The PREMIUM plan offers support via email, while the BUSINESS plan includes a dedicated Customer Success Manager for onboarding and training.
Can I pay monthly billing?
The Premium plan at $49/month does not support a monthly billing option. For monthly billing options on all Business plans, please contact your account executive.
What happens when I use all of my profile credits?
The action to take when all profile credits are used depends on your plan. Free plan users receive a notification to upgrade to the Premium plan for more profile credits. Premium plan users should contact the sales team to consider the BUSINESS plan, while BUSINESS plan users should consult their Customer Success Manager for available options.
Can I cancel, upgrade, or downgrade at any time?
Yes, you can cancel, upgrade, or downgrade your plan through the billing settings or by contacting your dedicated customer success manager. Cancellations and downgrades take place at the end of your billing cycle, while upgrades occur immediately.
Do you have a pricing plan for large team sizes or enterprises?
Yes, Crystal offers plans for teams of all sizes. For customized plans, please reach out to the sales team.

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