Use Crystal to enrich your CRM or other applications with accurate, detailed personality data.
We natively integrate with Salesforce & HubSpot and support direct enrichment into other CRM platforms via API and CSV file uploads.
Create lists and start segmenting contacts with newly available personality dimensions - like primary DISC type, full DISC type, personality traits, and more.
Create personality-based email templates and send tailored messages to different personality segments.
Leverage personality data to match your prospects with a sales rep or CSM who is most likely to “click” with them on a personal level.
Use personality data alongside traditional data - like job title, industry, and company size - to build accurate and complete buyer personas.
Use new personality dimensions alongside existing CRM properties to build personality-based reports.
Use personality data alongside traditional data - like job title, industry, and company size - to build accurate and complete buyer personas.
Enriching your CRM contacts with personality data helps your sales team get faster, more accurate insights from Crystal’s Writing Assistant, Chrome Extension, Playbooks, and our other personality tools.
When personality data lives natively in the CRM, sales teams are conditioned to think about prospects in a more personal, human way. Continuous reinforcement is key to driving behavior change.