How Elevate Marketing Uses Personality Intelligence to Better Connect with Decision-Makers

Elevate helps their customers understand their client base. Crystal helps Elevate understand their customers. 

Elevate Marketing Research is a forward-thinking company that specializes in helping businesses understand their consumers through data-driven primary research. Focused on a variety of industries, Elevate Marketing prides itself on being the marketing intelligence team that helps clients connect with their target audience and position themselves for future growth. 

In our fast-paced world, time is an incredibly valuable asset. With this in mind, Elevate Founder Nicole Bergen actively sought tools and technologies to streamline her company's operations and optimize time efficiency. That’s when she discovered Crystal Knows, a cutting-edge personality intelligence tool that provides valuable insights into individual personalities. By implementing Crystal’s personality insights into their outreach efforts, Elevate is able to better craft personalized pitches and foster stronger connections with clients and stakeholders - all while saving valuable time. Read on to find out how they did it. 

Elevate uses Crystal to understand its audience on a deep, relevant level. 

In today's highly competitive and cluttered marketplace, understanding the personalities of key decision-makers is crucial to standing out. Every day, decision-makers are inundated with sales pitches and cold outreach emails—and with so many voices to compete with, it’s harder for reps to cut through the noise. In order to combat this, personalizing every cold outreach to each individual recipient is essential, and can help businesses like Elevate stand out from the crowd. 

The stats about personalized outreach speak for themselves: 

• Personalizing email subject lines leads to a 22% increase in open rate.
• 72% of customers acknowledge that they’ll only engage with personalized interactions.
• 63% of customers will stop engaging with companies that use poor personalization strategies.

With the help of Crystal Knows, Elevate has gained access to valuable information about clients' personalities, communication styles, and preferences—without ever having met them. Armed with this knowledge, the company adapted its approach to resonate more effectively with each individual. This effectively saves time while establishing immediate rapport, making a lasting first impression and ultimately, securing more customers for their business. 

Elevate is connecting seamlessly with stakeholders and decision-makers.

The adoption of Crystal’s personality intelligence platform has brought about a significant shift in Elevate’s approach to connecting with stakeholders and decision-makers. Prior to using the platform, Elevate faced the common challenge of trial and error in its efforts to engage with stakeholders effectively. They lacked deep insights into the personalities, communication styles, and preferences of their stakeholders—which made it difficult to establish meaningful connections.

Crystal has provided them with a powerful solution to this problem. By leveraging the platform to gather comprehensive personality profiles of each stakeholder, Elevate now has a deep understanding of each stakeholder's unique characteristics and communication preferences. This valuable information has allowed them to craft tailored communication strategies for each individual, resulting in a much more personalized, relevant, and engaging approach.

With this newfound knowledge, Elevate can now approach meetings and interactions with stakeholders in a more empathetic and intuitive manner. They can anticipate how different stakeholders will respond to certain communication styles and adjust their messaging accordingly. As a result, stakeholders are leaning in—feeling the difference and responding accordingly.

“I've really noticed a difference in terms of the number of stakeholders that we meet with. They're 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 is communicating accurately and effectively—while saving valuable time.  

Crystal Knows has revolutionized Elevate’s communication both in virtual and in-person meetings. Before each meeting, the team pulls Crystal Knows profiles on the participants to gain insights into their personality traits. Armed with this knowledge, the Elevate team can confidently manage room dynamics and tailor their storytelling to resonate with different audiences effectively.

“With Crystal, we understand the players in the room and that helps us know how to manage the dynamics—whether that be in person or virtually. Because of this, Crystal has really improved our company storytelling to resonate with the audience that we're in front of—whether that be one person, two people, or even fifty people.” 

- Nicole Bergen, Founder

Further, the accuracy of Crystal’s profiles has been an impressive aspect of the tool. Bergen has showcased Crystal’s capabilities to her colleagues and numerous high-profile professionals, and they have all been amazed at how accurately the tool captures their personalities. This validation from top-level executives further solidifies Crystal’s credibility as a valuable personality intelligence tool.

“With Crystal, we’ve significantly shortened the time we spend figuring out how to connect with a prospect. Crystal gives us so much information on each individual to store in our toolboxes—so we’re able to speak to each individual in a way that will resonate with them specifically.” 

- Nicole Bergen, Founder

Elevate optimizes operations and sees an increase in partnerships with Crystal. 

While streamlining operations and saving time is what initially drew Founder Nicole Bergen to Crystal, the benefits that Crystal has brought to Elevate have far surpassed her original expectations. 

As business environments become more distracted and competitive, the need for tailored communication has never been more critical. Crystal’s personalized approach powered by personality intelligence has led to increased stakeholder engagement, closed deals, and more meaningful interactions for Elevate—empowering them to stand out from the crowd, make lasting first impressions, and improve business overall.  

To experience the benefits of Crystal Knows for yourself and elevate your client engagement, book a demo today and discover how personality intelligence can transform your business relationships and drive success—both virtually and in-person.

Ready to see what Crystal can do for your organization? 

Speak to our sales team and schedule your free product demo today.