Crystal Customer Story

iVenture Boosts Productivity when Conducting Client Meetings

Customer Profile

  • Industry: IT solutions provider.
  • Expertise: Helping businesses navigate the complexities of IT, so they can focus on what they do best.
  • Desired Outcome: Improve client communication and meeting efficiency

Crystal Knows' Impact

  • Enhanced emotional intelligence about clients leading to improved communication.
  • Stronger client relationships built on empathy and trust
  • Time saved on performing premeeting research about clients
Overview

iVenture Solutions: Humanizing Tech Through Personalized Communication

iVenture Solutions is a leading provider of managed IT, cloud and cybersecurity services for Florida's best companies. They are problem-solvers who ensure technology works for their clients, not the other way around. But iVenture's commitment to client success goes beyond just fixing bugs and optimizing systems.

They've cultivated a strong internal culture that emphasizes emotional intelligence and building connections with their co-workers and peers. This focus naturally led them to wonder: how can they take the internal culture and extend the same approach to their client interactions?

To learn how iVenture has successfully strengthened its client relationships, we sat down with Gray Mabry, Co-founder and CEO, to hear how Crystal Knows plays a crucial role with their client-facing teams.

The Challenge

Navigating the Nuances of Client Communication

"Before Crystal Knows," Mabry explains, "we often found ourselves going into client interactions with limited information." Like many businesses, iVenture relied on intuition, assumptions, and secondhand information to try and understand their clients' communication styles.

 "I think sometimes we make assumptions about what we think a particular role will be like in a company...sometimes those assumptions are quite correct, and sometimes those assumptions are quite wrong." 

This "going in cold" approach with new clients had its challenges. Mismatched communication styles sometimes led to awkward or unproductive meetings, and valuable time was lost trying to decipher individual preferences–instead of focusing on providing solutions. 

Even with existing clients, where they had a good grasp of personalities, iVenture lacked a consistent framework to guide their communication and deepen those relationships.

The Solution

Crystal Knows: The Client Communication Cheat Sheet

iVenture needed a way to bridge this gap and empower them to connect with clients on a deeper level.

This is when they discovered Crystal Knows, the personality data platform that provides a unique way to gain crucial insights into their clients' communication styles–without relying on guesswork or lengthy personality assessments.

"[Implementing Crystal] wasn't a huge jump... The Chrome Extension was super easy to use… and I didn't feel like we needed to be DISC experts to use Crystal."
- Gray Mabry, Co-Founder & CEO, iVenture Solutions

With Crystal Knows, iVenture was able to leverage:

  • Detailed personality profiles: These profiles offer insights into each client's preferred communication style, habits, and potential sensitivities, allowing iVenture to tailor their approach and build rapport from day one.
  • A easy-to-use Chrome extension: This puts personality insights right at iVenture's fingertips, making it easy to personalize messages, calls, meetings and more.
  • Seamless API integration: This allows iVenture to integrate Crystal Knows into their CRM, giving their entire team access to personality insights and ensuring a consistent approach to client communication.
The Results

Crystal Knows Fuels Stronger Client Relationships and Business Growth

One of the biggest challenges iVenture faced before Crystal Knows was making sure their meeting prep hit the mark with each client. They sometimes found themselves prepping the wrong kind of information, which made it harder to connect with clients and get their message across.

But now, with Crystal's insights, iVenture can tailor their approach to each individual, leading to more efficient and productive meetings. 

For example, if a client prefers direct communication, iVenture can get straight to the point, minimizing small talk and focusing on clear, concise information delivery. Or, if a client values collaboration, iVenture can prioritize open dialogue and brainstorming sessions to foster a sense of partnership.

By recognizing communication preferences from the start, iVenture can establish trust more quickly and nurture those connections over time. This resulted in faster rapport-building with new clients and stronger relationships with existing ones.

"You think you know someone, but now what? [Crystal] has been helpful in giving us a tool that gives us pointers in a specific language on how we might want to talk to that person"

iVenture Solutions' success story is a testament to the power of human-centric communication in today’s tech-driven world. By embracing personality data, iVenture has:

  1. positioned themselves as trusted partners invested in their clients' success, and 
  2. freed up time to focus on what they do best: providing excellent IT solutions.

Ready to unlock the power of personality in your client relationships?

Contact the Crystal Knows team to learn more and start leveraging personality data in your business.