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Why Crystal?
Overview

Tools + Features

Discover the features and tools in our platform


Data

Learn how our AI generates personality data


Privacy + Security

We prioritize privacy and security above all else

Capabilities
Prospecting

Understand the person behind the name


Writing

Hyper-personalize every message


Hiring

Hire candidates with the perfect fit

Playbooks

Be prepared for every meeting with a playbook


Enrichment/API

Enrich your contacts with rich personality data


Integrations

Integrate personality data into your tech stack

Meetings

Leverage personality data for your online meetings

THE 2024 MEETING PREP SURVEY
‍Pre-Meeting Research: 
Is it really worth the effort?
Explore why 94% of business professionals rely on pre-meeting research for
success.
Get your FREE copy
Solutions
Roles
Sales

Know your buyer before you sell
‍


Management

Run internal 1:1 and group meetings more effectively

Marketing

Segment your contacts into accurate buyer personas


HR Professionals

Hire more intelligently with access to rich personality data

Services
Intelligence

On-demand service helping you prepare for key executive meetings

THE 2024 MEETING PREP SURVEY
‍Pre-Meeting Research: 
Is it really worth the effort?
Explore why 94% of business professionals rely on pre-meeting research for
success.
Get your FREE copy
Pricing
Resources
Learn
Case Studies

Discover Crystal's potential with case studies


Blog

Read up on the latest personality insights


Updates

See our latest product updates
‍

ROI Calculator

Understand the revenue impact of personality data


Partner Directory

View our list of certified partners
‍


Become a Partner

Inquire about becoming a Crystal Partner

About Us
Company

Crystal's vision and mission for business communication


Career

Open roles at Crystal
‍

THE 2024 MEETING PREP SURVEY
‍Pre-Meeting Research: 
Is it really worth the effort?
Explore why 94% of business professionals rely on pre-meeting research for
success.
Get your FREE copy
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INTELLIGENCE Service


YOUR OWN PERSONAL RESEARCH TEAM


‍WE PROVIDE ON-DEMAND INTELLIGENCE SERVICES TO
PREPARE YOU FOR MEETINGS WITH KEY EXECUTIVES.

Get Started
View Example


Trusted by 1,000+ organizations globally




SEIZE EVERY OPPORTUNITY WITH PREPARATION.


PREPARE FOR EVERY MEETING WITH OUR ON-DEMAND INTELLIGENCE SERVICE, WHICH
PROVIDES HARD-TO-FIND FACTS, PREDICTIVE INSIGHTS, AND ACTIONABLE RECOMMENDATIONS
FOR COMMUNICATING WITH KEY PROSPECTS AND CLIENTS.

Purchase a report
View example
Executive buyers expect you to


BE THE MOST PREPARED ONE IN THE ROOM.

"82% of B2B Decision-Makers think sales reps are unprepared."

—


BUILD CREDIBILITY INSTANTLY

Build stronger relationships with executives by demonstrating a deep
understanding of the company, the person, and their needs.


EXTEND YOUR GTM TEAM

Help sales, marketing, customer success, and other GTM teams stay prepared for
meetings with a plug-and-play service.


YOUR OWN PERSONAL RESEARCHER

Our on-demand researchers work with you to offer bespoke, in-depth reports about
the executives you'll be meeting with.


DELIVERY TO MEET DEADLINES

Timing is everything, especially when you’re preparing for an important meeting.
Get the research you need within your specified deadline.


PAY FOR WHAT YOU NEED

Investing in a full-time analyst can be costly. Unlock the benefits of having
your very own researcher and simply pay for the number of reports you need.


FOR VIRTUAL & IN-PERSON MEETINGS

Always be the most prepared person in any room, whether you’re in a virtual or
in-person meeting with high-level executives.


BE PREPARED FOR EVERY MEETING
WITH PRE-MEETING REPORTS

Schedule Free Consultation


ACCOUNT INTELLIGENCE

Understand the business you’re meeting with from a holistic view.
· Company Description
· Industry / Sector
· Products/Services Sold
· Company Objectives
· Recent Milestones
· Key Executives
· Event Timeline
· and more…
View example



COMPETITIVE INTELLIGENCE

Instill confidence with executives by demonstrating a deep understanding of the
competitive landscape.
· Top Competitors
· Annual Revenue Figures
· Revenue Models
· Quick Facts
· Linked Sources
· and more…
View example



STAKEHOLDER INTELLIGENCE

Understand the business you’re meeting with from a holistic view.
· Company Description
· Industry / Sector
· Products/Services Sold
· Company Objectives
· Recent Milestones
· Key Executives
· Event Timeline
· and more…
View example



CONTACT INTELLIGENCE

Arm yourself with the intelligence to build rapport with your contact from the
get-go.
· Location
· Education
· Responsibilities
· Professional Background
· Personal Quotes
· Executive Priorities
· Media Appearances
· and more…
View example



PERSONALITY INTELLIGENCE

Navigate your meetings with a heightened level of emotional intelligence,
empathy, and understanding
· How to Communicate
· Do’s / Dont’s
· DISC Type
· Personality Traits
· Energizers / Drainers
· and more…
View example



BEHAVIORAL INTELLIGENCE

Understand how to motivate someone and identifying the drivers that influence
their decision-making process
· How to Build Rapport
· How to Gather Information
· How to Discuss Budget
· How to Create Urgency
· How to Negotiate
· How to Work Together
· and more…
View example

Account Intelligence

Competitive
Intelligence

Stakeholder Intelligence

Behavioral Intelligence

Personality Intelligence

Contact Intelligence

Our intelligence

For researchers and analysts
Use our team to automate or scale the most manual parts of your research
process, and get access to new datasets to drive measurable, repeatable ROI in
your organization.

For sales reps and executives
Get enterprise-grade intelligence reports delivered before every key meeting, so
you be confident and prepared without spending precious time in manual research.

hover To Learn more



ABOUT OUR INTELLIGENCE

Executive
Intelligence

Account Intelligence

Competitive
Intelligence

Stakeholder Intelligence

Personality Intelligence

Behavioral Intelligence



EXECUTIVE INTELLIGENCE

Arm yourself with the intelligence to build rapport with your contact from the
get-go.
· Location
· Education
· Responsibilities
· Professional Background
· Personal Quotes
· Executive Priorities
· Media Appearances
· and more…
View example



ACCOUNT INTELLIGENCE

Understand the business you’re meeting with from a holistic view.
· Company Description
· Industry / Sector
· Products/Services Sold
· Company Objectives
· Recent Milestones
· Key Executives
· Event Timeline
· and more…
View example



COMPETITIVE INTELLIGENCE

Instill confidence with executives by demonstrating a deep understanding of the
competitive landscape.
· Top Competitors
· Annual Revenue Figures
· Revenue Models
· Quick Facts
· Linked Sources
· and more…
View example



STAKEHOLDER INTELLIGENCE

Understand the business you’re meeting with from a holistic view.
· Company Description
· Industry / Sector
· Products/Services Sold
· Company Objectives
· Recent Milestones
· Key Executives
· Event Timeline
· and more…
View example



PERSONALITY INTELLIGENCE

Navigate your meetings with a heightened level of emotional intelligence,
empathy, and understanding
· How to Communicate
· Do’s / Dont’s
· DISC Type
· Personality Traits
· Energizers / Drainers
· and more…
View example



BEHAVIORAL INTELLIGENCE

Understand how to motivate someone and identifying the drivers that influence
their decision-making process
· How to Build Rapport
· How to Gather Information
· How to Discuss Budget
· How to Create Urgency
· How to Negotiate
· How to Work Together
· and more…
View example


For researchers and analysts
Use our team to automate or scale the most manual parts of your research
process, and get access to new datasets to drive measurable, repeatable ROI in
your organization.

For sales reps and executives
Get enterprise-grade intelligence reports delivered before every key meeting, so
you be confident and prepared without spending precious time in manual research.



ACCOUNT INTELLIGENCE

Understand the business you’re meeting with from a holistic view.
· Company Description
· Industry / Sector
· Products/Services Sold
· Company Objectives
· Recent Milestones
· Key Executives
· Event Timeline
· and more…



COMPETITIVE INTELLIGENCE

Instill confidence with executives by demonstrating a deep understanding of the
competitive landscape.
· Top Competitors
· Annual Revenue Figures
· Revenue Models
· Quick Facts
· Linked Sources
· and more…



STAKEHOLDER INTELLIGENCE

Understand the business you’re meeting with from a holistic view.
· Company Description
· Industry / Sector
· Products/Services Sold
· Company Objectives
· Recent Milestones
· Key Executives
· Event Timeline
· and more…




CONTACT INTELLIGENCE

Arm yourself with the intelligence to build rapport with your contact from the
get-go.
· Location
· Education
· Responsibilities
· Professional Background
· Personal Quotes
· Executive Priorities
· Media Appearances
· and more…



PERSONALITY INTELLIGENCE

Navigate your meetings with a heightened level of emotional intelligence,
empathy, and understanding
· How to Communicate
· Do’s / Dont’s
· DISC Type
· Personality Traits
· Energizers / Drainers
· and more…



BEHAVIORAL INTELLIGENCE

Understand how to motivate someone and identifying the drivers that influence
their decision-making process
· How to Build Rapport
· How to Gather Information
· How to Discuss Budget
· How to Create Urgency
· How to Negotiate
· How to Work Together
· and more…





ABOUT OUR INTELLIGENCE


EXECUTIVE INTELLIGENCE

Arm yourself with the intelligence to build rapport with your contact from the
get-go.
· Location
· Education
· Responsibilities
· Professional Background
· Personal Quotes
· Executive Priorities
· Media Appearances
· and more…
View example



ACCOUNT INTELLIGENCE

Understand the business you’re meeting with from a holistic view.
· Company Description
· Industry / Sector
· Products/Services Sold
· Company Objectives
· Recent Milestones
· Key Executives
· Event Timeline
· and more…
View example



COMPETITIVE INTELLIGENCE

Instill confidence with executives by demonstrating a deep understanding of the
competitive landscape.
· Top Competitors
· Annual Revenue Figures
· Revenue Models
· Quick Facts
· Linked Sources
· and more…
View example



STAKEHOLDER INTELLIGENCE

Understand the business you’re meeting with from a holistic view.
· Company Description
· Industry / Sector
· Products/Services Sold
· Company Objectives
· Recent Milestones
· Key Executives
· Event Timeline
· and more…
View example



PERSONALITY INTELLIGENCE

Navigate your meetings with a heightened level of emotional intelligence,
empathy, and understanding
· How to Communicate
· Do’s / Dont’s
· DISC Type
· Personality Traits
· Energizers / Drainers
· and more…
View example



BEHAVIORAL INTELLIGENCE

Understand how to motivate someone and identifying the drivers that influence
their decision-making process
· How to Build Rapport
· How to Gather Information
· How to Discuss Budget
· How to Create Urgency
· How to Negotiate
· How to Work Together
· and more…
View example

For researchers and analysts
Use our team to automate or scale the most manual parts of your research
process, and get access to new datasets to drive measurable, repeatable ROI in
your organization.
For sales reps and executives

Get enterprise-grade intelligence reports delivered before every key meeting, so
you can be confident and prepared without spending precious time doing manual
research.
The Process

Meet with your onboarding specialist and get assigned your pre-meeting
researcher.

Identify your target Accounts and Executives.

Your pre-meeting researcher will start building reports in the format of your
choosing.

In a few days, you'll receive your first pre-meeting report.


Read through your report and run your meeting with confidence.


Speak with Onboarding Specialist


FREQUENTLY ASKED QUESTIONS

Where does the information/intelligence come from?

Information found in the pre-meeting reports comes from a combination of:
- Publicly available data compiled by our in-house research team
- Crystal’s predictive personality and behavioral insights
- Data partners for specific contact and account level information


How do I request pre-meeting reports and what information do I need to provide?

Our onboarding specialist will guide you in creating your first report. Basic
information like the LinkedIn URL of the meeting attendee(s) and the companies
attending the meeting will be enough to get started. Any additional notes about
the purpose of the upcoming meeting will also be helpful.

Can we add our own proprietary data in the reports? 

For advanced reports, you can include data from your own internal systems (like
CRM or product usage data) by submitting notes and attachments with your
request.

Are there limitations on how many reports I can request?

Limitations will depend on the number of reports you've purchased and a
researcher can only prioritize one report at a time. Once a report is completed,
the researcher will start working on your next request.

What is the turnaround time for receiving a completed pre-meeting report?

Receive your pre-meeting report in just a few days. 1 report will include
intelligence on 5 executives and 1 account.

Can pre-meeting reports be provided in different formats?

Your onboarding specialist will guide you through the different formats,
options, modules, and more so your pre-meeting report is customized just for
you.

How does the pricing work?

With Crystal's Intelligence service, you purchase a block of reports needed for
the year. Our starting package includes a block of 5 reports at $1,650.

Can I purchase Crystal Intelligence as a stand-alone service?

Crystal Intelligence can be a stand-alone service without purchasing Crystal’s
software subscription. We can also bundle the Crystal Intelligence service with
the Crystal software subscription in case both are desired.



HERE'S WHAT OUR CUSTOMERS HAVE TO SAY


Hear what business professionals from different industries and sizes say about
our personality data.
"They're (stakeholders) really leaning forward based on the way that we’ve
changed our approach using the information we gather through Crystal Knows."
Nicole Bergen
Founder, Elevate Marketing
"Crystal is like magic. It gives us x-ray vision — allowing us to see and
understand someone really quickly, just based on their LinkedIn profile."
Matt Kesby
Founder, GoTeam
"Crystal gives me insights and helps me connect with my clients at a far deeper
level than any Google search ever could."
John Barrows
Founder & CEO, Sell Better
"The first 5 minutes of any meeting is absolutely crucial. That's where Crystal
helps my team the most."
Brett Johnson
AVP of Global Engagement, High Radius
"When I started personalizing my emails with Crystal's advice, I started getting
way more responses. Much better ones, too!"
Isaac Garcia
Founder, Salesinsider.io
"I don't know where we would be without Crystal Knows as far as our company
culture and our hiring process. I absolutely love it."
Kayla Edwards
HR Director, Window World of North Atlanta
"With Crystal, I would say I'm at least 30%-35% quicker at building meaningful
relationships"
Heather Heefner
Founder & Owner, Dart Design Studio
"Crystal is like a cheat sheet in the sales process. You can use the right
communication style for every prospect, even in the first call."
Ben Jackson
VP of Sales, Flywheel
"As someone who’s focusing on understanding people’s pains, talking to them in a
language that's meaningful to them absolutely encourages and improves the
relationship.”
Richard Harris
Founder, The Harris Consulting Group






CURIOUS ABOUT CRYSTAL?



Our team can give you a personal, guided tour of our products and services
tailored to your company's needs.

Book your meeting


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