Crystal Features
Lead Facilitation (4)
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Customer-facing Chatbot
Offers a chatbot to initiate and carryout inital conversations with prospects and leads.
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Lead Qualification
Automatically calculates which leads are the most likely to become a customer.
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Lead Follow-up
Automatically contacts all leads.
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Meeting Scheduling
Utilizes natural language processing to set up meetings.
Organization (15)
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Opportunity and Pipeline Management
Manages sales opportunities through their full lifecycle from lead to order, tracking stages, values, and close probabilities across pipelines by individual rep, team, region, and company-wide
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Data Entry
Automates the entry of collected data.
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Integrations / APIs
Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Meeting Management
Manage the process of planning and scheduling meetings, including agenda creation
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Call Management
Document Management
Store, manage, and track all electronic documents in a centralized location
Contact Management
Manage, organize, and store contact information
Task Management
Create, manage and track all task activities and progression
Lead Management
Store information about leads or contacts and track, manage and nurture them throughout the sales process
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Notes Management
Allow users to create, edit, and sort multiple notes
Sales Activity Management
Define, track, and/or automate sales activities and sales processes
Email Management
Manage, store and organize emails within the system or via third-party apps
Performance Analysis (4)
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Coaching
Provides real-time coaching to sales representatives.
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Peformance Tracking
Tracks and analyzes sales representative performance.
Email Tracking
Track delivered, received, and opened emails
Call Tracking
Process to identify source of incoming calls, date, time, duration or caller type using a unique phone number
Sales Analysis (2)
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ROI Forecasting
Measure return on investment and leverage data to predict profitability of future projects.
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Sales Forecasting
Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.
Platform Basics - Talent Assessment (2)
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Analytics
Provides analytics tools that reveal important business metrics and track progress.
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Automation
Automates some or all operation related tasks.
Platform Content - Talent Assessment (12)
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Candidate Screening
Tools that screen candidates for aptitude, personality, and essential work and job-related skills.
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Assessment
Provides detailed reports with filter options to sort, compare, and analyze candidate results.
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Portal
Portal lets employers and candidates log into the system and view assessment results.
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Emotional Intelligence
Uses emotional intelligence to inform questions and asses how well a candidate fits within a team or role.
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Logical Reasoning
Contains questions designed to test logical reasoning or problem-solving skills.
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Big Five
Bases questions on the "Big Five" personality traits to see how well a candidate fits into a role.
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Psychometric
Contains tests with psychometric questions that evaluate candidates based on how a candidate's personality and aptitude allows them to perform the role.
Skills Assessment
Observe employees over a period of time to gain an understanding of their abilities to perform certain tasks
Question Library
Pre-written repository of questions that can be reused within a course or for assessment or interviews
Tests/Assessments
Create tools to measure student retention of learning material and lessons
Background Screening
Researching and validating a person's criminal, educational, job or financial records
Pre-made Test Library
A set of pre-made tests offered by a third party
Platform Performance - Talent Assessment (4)
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Uptime
Is consistently available (uptime) and allows users to complete tasks reliably.
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Analytics
Provides analytics tools that reveal important business metrics and track progress.
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Monitoring
Contains application performance monitoring capabilities.
Visual Analytics
Interact with data visualization elements, such as charts and graphs, to drill down into data
Platform Additional Functionality - Talent Assessment (6)
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Mobility
Is accessible from a mobile device and by users on the go.
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Messaging
Contains in-application messaging abilities.
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Video Interview
Contains a video assessment/recording feature for users to answer questions candidly.
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Simulation
Provides a simulation using digital or VR methods to assess how a potential employee performs tasks in real time.
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Two-Way Audio & Video
Presenter can see and hear participants and vice versa
Generative AI (3)
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AI Text Generation
Allows users to generate text based on a text prompt.
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AI Text Summarization
Condenses long documents or text into a brief summary.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Agentic AI - AI Sales Assistant (8)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
AI/Machine Learning
Software program that continuously adjusts its behavior based on observed data
AI Capabilities - Talent Assessment (6)
AI Personalization
Customizes or personalizes assessment questions to individual candidates with AI.
AI Predictive Insights
Analyzes candidate assessment results with AI to provide predictive insights on future performance, culture fit, or other elements.
AI Scoring
Automatically scores the talent assessment with the use of AI.
Assessment Generation
Uses generative AI to create psychometric, behavioral, or personality assessments.
AI Bias Detection
Detects and reduces bias with AI capabilities in assessment design, scoring, or recommendations.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Additional Functionality (83)
Email Response Control
Speech Recognition
Train your system to interpret and transcribe voice messages
Customer Engagement
Initiate interactions with customers by proactively starting conversations or providing informational content
Dashboard
Assembly of graphs and charts for visualizing and tracking statistics/metrics
Chat/Messaging
Communicate using direct chat or messages within the system
AI Writing Assistant
Generates and edits text using machine learning
For Sales Teams/Organizations
Caters to sales teams
Sales Automation
Automate processes to manage leads, contacts, opportunities and sales activities
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Predictive Analytics
Predict future data based on historical data sets
Lead Scoring
Score a lead based on quality or likelihood to buy/convert based on predetermined criteria
Templates
Sample files or documents that could be customized as needed or used as is
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Email Templates
Pre-made examples and templates for emails
SMS Messaging
Send messages via SMS
Personalization
Adjust communications based on previous interactions or personal preferences
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Conversation Intelligence
Recording, transcription, and analysis of sales calls for the purpose of training and generating insights
Lead Engagement
Communicate with potential customers by distributing promotional/informational materials via social media, email or other channels
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Omnichannel Outreach
Using different methods or channels to connect with customers
Workflow Automation
Streamlining repetitive tasks and activities through automated and predefined workflows
Customizable Reports
Alter the layout and content of reports
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Single Sign On
Allow users to access multiple services after entering their login credentials once
Email Distribution
Live Results Sharing
Present live poll results to audience
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Test/Quiz Creation
Create or build customized tests and quizzes
Progress Reports
Document and report the progress of ongoing projects
Content Sharing
Digitally share pre-made materials and self-created content with others
Multi-User Collaboration
Two-way actions and communication between multiple users in real time
360 Degree Feedback
Tools for collecting comprehensive feedback on an employee from peers, subordinates, and manager
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Certification & Licensing
Enables management and tracking the certification/licensing requirements of learners, employees, or stakeholders
Email Reminders
Reminders sent via email
Payment Processing
Accept, record, and reconcile financial transactions
Recruitment Management
Tools to find, assess, and hire suitable candidates for a job within an organization
Skill Testing
Activity Tracking
Track and document all activities across devices, networks, and other systems
Text to Speech
Turns text into natural sounding speech
Pre-Employment Testing
Assessing skills & knowledge of job candidates
Skills Tracking
Track employee skills, competencies, training & qualifications
API
Application programming interface that allows for integration with other systems/databases
Proctoring
Customizable Branding
Add customized logos and colors to align with company branding
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Secure Data Storage
Securely stores data to prevent data loss or breaches
Assessment Management
Creation, administration, and evaluation of assessments or tests
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
Version Control
Track revisions and updates made to files and navigate between different versions
Pulse Surveys
Short, frequent surveys designed to quickly gauge the ongoing attitudes or feelings of a specific group
Summary Reports
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Data Import/Export
Import and export data to and from software applications
Customizable Tests
Create tailored assessments that test for specific relevant skills
Training Management
Track employee/learner's progression through training programs
Candidate Management
Build, track, and maintain relationships with candidates
Real-Time Reporting
Active reporting of data and metrics
Interview Scheduling
Plan, organize and set up the date, time and location of a candidate's individualized interview
Templates
Sample files or documents that could be customized as needed or used as is
Candidate Comparison
Compare candidate¿s testing results against each other and against set benchmarks
Applicant Tracking
Find and manage potential candidates and their applications and resumes through the recruiting life cycle
Talent Acquisition
Recruiting, tracking, and interviewing candidates and onboarding/training new employees
Job Application Management
Job Management
Manage and track all job information and associated tasks
Video Support
Supports various video file formats
Online Tests
Exams administered online via computers or other electronic devices
Workflow Management
Create, design and manage workflows for repetitive tasks
Automatic Grading
Automatically score assessment results
Multi-Language
Manage and support multiple languages
Onboarding
Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service
Individual Development Plans
Document completed by employee to assist with career and personal development to reach short term and long term goals
Career Development
Process of enhancing skills & experiences for continuous professional growth & advancement
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Employee Profiles
Centralized storage for employee data, records, and performance metrics
Employee Engagement
Tools to improve and measure employee satisfaction and involvement
Learning & Development
Facilitate training materials that help employees grow and progress in their positions
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