salesforce


CRYSTAL FOR SALESFORCE

Deliver success by adapting how you communicate with customers

Our personality data platform accelerates customer relationships by training teams how to speak, write, and sell to different personalities.

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Trusted by 1,000+ organizations globally

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How Crystal can accelerate customer relationships for Salesforce

We've predicted your team member's personalities to show how we would sell and communicate with them as buyers.

JOHN BEAUCHAMP
EVP, Mulesoft Americas

 

 

DISC Type: Dc (Architect)

Be bold, practical and goal-oriented in your communication.

 

Do:

Green check (1) 

Place a high value on being time-efficient rather than filling it up with small talk
Green check (1) 

Be upfront and blunt about potential issues

Don't:

Red X (1) 

Don't take his schedule lightly; respect the call's length and end on-schedule
Red X (1) 

Don't bounce around between many conversation pieces; stay focused

PIP MARLOW
CEO Salesforce ANZ & ASEAN

 

 

DISC Type: Id (Influencer)

Be creative, inventive, and forward-thinking in your approach.

 


Do:

Green check (1) 

Keep the conversation focused and aimed at a specific outcome
Green check (1) 

Focus more on high-level summaries rather than deep-diving on specific questions

Don't:

Red X (1) 

Don't place focus on outdated procedures over focusing on future possibility
Red X (1) 

Don't focus on risk or downside; prioritize the potential upside

 

SACHIN GHELANI
SAVP - Manufacturing, Auto, Energy (U.S.)

 

DISC Type: DI (Initiator)

Be casual and fast-paced in your communication while emphasizing future oppportunities.

 

Do:

Green check (1) 

Focus more on high-level summaries rather than deep-diving on specific questions
Green check (1) 

Speak with high energy and answer questions directly
Don't:
Red X (1) 

Don't focus on risk or downside; prioritize the potential upside
Red X (1) 

Don't give in-depth product descriptions without explaining bottom-line impact

EMILY RICCO
Director, Global Enablement

 

 

DISC Type: Cd (Skeptic)

Communicate with a logical, factual approach and focus on efficiency.

 

Do:

Green check (1) 

Use specific, blunt language, as she learns best through direct communication
Green check (1) 

Bring up potential issues upfront, rather than dancing around them

Don't:

Red X (1) 

Don't gloss over logistical issues or potential objections
Red X (1) 

Don't prioritize small talk; focus on information specific to the topic or product

 

Join a community with over 1,000,000+ global active users

This includes over 2,300+  of your colleagues at Salesforce who use Crystal

BOOK TIME WITH YOUR SALESFORCE ACCOUNT EXECUTIVE, ALEX MACKENZIE

BENEFITS

What you get with Crystal

 

BETTER RESPONSE RATES 

Quickly personalize outbound messages in the preferred style of your prospective buyer for better responses.


MORE MEETINGS BOOKED

Book more meetings with prospects by communicating in a way that most resonates with your lead.


LEAD CONVERSION LIFT

Personalizing every buyer-seller interaction creates new opportunities that may have slipped between the cracks.


HIGHER CLOSE RATES

When navigating deals, we share tips on how to approach the conversation and drive deals forward.

Start every conversation with confidence

Learn the natural personality of your prospects and get instant tips for how to best communicate, build trust, and negotiate with them.

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Quickly customize your email for every recipient

Get real-time suggestions to tailor specific words, phrases, and sentences for different personalities so you can write more persuasively.

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Quickly customize your email for every recipient

Get real-time suggestions to tailor specific words, phrases, and sentences for different personalities so you can write more persuasively.

Understand what motivates every stakeholder

Get personalized playbooks for negotiation, overcoming objections, building rapport, and every other stage of the sales process.

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Bring out the best in your people

Learn to harness the strengths of your team, improve your one-on-one meetings, and become a better, more empathetic leader.

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Bring out the best in your people

Learn to harness the strengths of your team, improve your one-on-one meetings, and become a better, more empathetic leader.

Client Testimonials

Crystal gives me insights and helps me connect with my clients at a far deeper level than any google search ever could.

johnbarrowsold
CEO, JBarrows Sales Training John Barrows

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.

benjackson
VP of Sales, Flywheel Ben Jackson

The first 5 minutes of any meeting is absolutely crucial. That’s where Crystal helps my team the most.

brett-johnson-headshot
AVP of Global Enablement, HighRadius Brett Johnson

Accelerate customer relationships with a personality data platform

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