INTELLIGENCE Service

Your own personal research team

‍We provide on-demand intelligence services to
prepare you for meetings with key executives.

Trusted by 1,000+ organizations globally

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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.

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.

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.

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 - Headshot
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 - Headshot
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 - Headshot
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 - Headshot
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 - Headshot
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 Headshot
Richard Harris
Founder, The Harris Consulting Group

Ready to impress those you meet?

Let our team give you a guided tour of our platform and service so that you know exactly what’s possible with Crystal.