Crystal shows you the best way to communicate with any prospect, customer, or coworker based on their unique personality. Crystal integrates directly with the SalesLoft platform, providing you immediate insight on how to empathetically connect with your prospects based on their personality.
To learn more about Crystal and how it works visit www.crystalknows.com.
In this article, you will learn how Crystal integrates with SalesLoft, including:
So, where can you leverage these amazing Crystal insights? SalesLoft offers a couple of ways to access Crystal. Check out the options below
SalesLoft Email Window
Because of Crystal's unique display and insights into email communication, the primary place to access Crystal exists directly within your SalesLoft email window. Whenever you send an email from a cadence or a one-off email in the SalesLoft platform, select the See Personality button in the upper right corner of your email window.
Connect for Salesforce Side Panel
Connect for Salesforce puts the power of SalesLoft into your Salesforce account. By opening the side panel, you can access a lead or contact's Crystal profile information.
In the side panel, select the Crystal icon below the person's name and account info.
Click the See personality button when running email steps or sending one-off emails to view your prospect's personality and a sample email designed to appeal to them.
From the See Personality button, you can gather the following insights:
Crystal Profile Information: Crystal uses the DISC profile method to build a personality profile. The Profile page offers a breakdown of the personality type and how to communicate with the individual.
Email tab: Crystal offers email suggestions and an email example based on the person's personality type.
Crystal will automatically underline phrases that you should rephrase based on your prospect's personality profile. Type your one-off email or make edits to an email on an email step as normal. Hover over the underlined phrase for a suggestion on how you can improve the messaging that will engage with the recipient.