Crystal Knows Integration

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Crystal Knows integrates directly with the SalesLoft platform, providing you immediate insight on how to empathetically connect with your prospects based on their personality. 

If you are on an Enterprise plan, Crystal Knows is already available to use on any email step or when sending a one-off email.

Using Crystal Knows

Automatic Suggestions: Type your one-off email or make edits to an email on an email step as normal. Crystal Knows will automatically underline phrases that you should rephrase based on your prospect's personality profile. Hover over the underlined phrase for a suggestion on how to improve.

 

 

View Personality: Click the "View personality" icon when running email steps or sending one-off emails to view your prospect's personality and a sample email designed to appeal to them.

 

Helpful Tips:

  • Crystal Knows integration is only available on the Enterprise plan.
  • To learn more about Crystal Knows and how it works visit www.crystalknows.com.

 

 

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