Crayon + Docket = Smarter Competitive Intelligence

Your reps can chat with Docket to uncover insights from Crayon, track competitor moves in real time, and make data-backed decisions—right when they need them.

What is Crayon?

Crayon is a competitive intelligence platform that helps businesses track competitor activity, market trends, and industry shifts in real time. It provides sales, marketing, and product teams with AI-driven insights to stay ahead in a competitive market.

Simplify Access to Crayon Insights with Docket

Crayon captures all your competitive intelligence

But keeping track of every competitor update is overwhelming. Reps often struggle to stay informed about pricing changes, new product launches, and shifts in messaging, especially when competing for deals.

Docket delivers Crayon’s intelligence when it matters

Docket puts Crayon’s competitive insights at your reps’ fingertips. They can instantly retrieve battlecards, competitor updates, and key market trends, ensuring they stay ahead without the manual research.

Prerequisites:

Before starting the integration process, ensure the following:

• Admin-Level Access: You must have admin-level access in Docket.‍
• Crayon User Account Credentials: You need the credentials of a Crayon user account to access the required profiles. It is recommended to create a Docket user within Crayon using a service account for this purpose.

Important Notes:

• Battle Cards Ingestion: We will ingest battle cards with the following statuses:
  • Published
  • Published but with unpublished updates
• Data Deletion: Disconnecting Crayon from Docket will result in the permanent deletion of all ingested Crayon data from Docket. Users should be cautious of this before proceeding.‍
• Content Syncing: When new content is added, updated, or removed in Crayon, Docket will sync these changes within 24 hours to ensure the latest content is used for answer generation.

Want to know more about integration process? Read about Connecting Crayon to Docket

Frequently Asked Questions

How long does it take to set up the DocketAI and Crayon integration?
The setup process is quick and seamless—typically taking just a few minutes. Connect your Crayon account, follow our step-by-step guide, and start accessing real-time competitive insights.

Will DocketAI automatically analyze and surface key competitor insights?
Yes! DocketAI continuously pulls insights from Crayon’s competitive tracking and surfaces key updates, including pricing changes, messaging shifts, and new product launches.

How does this integration help my sales team?
DocketAI provides AI-powered battlecards, competitor comparisons, and objection-handling strategies, ensuring reps always have the right data to win competitive deals.

Do I need technical skills to set up and manage the integration?
No! The integration is designed to be user-friendly, with a simple setup process. However, if you need assistance, our support team is always available.

Can DocketAI search and summarize past competitor updates?
Yes! DocketAI allows your team to search, summarize, and extract insights from past Crayon reports, making it easy to reference critical competitive intelligence.

What should I do if I encounter issues during the setup?
Our support team is available 24/7 to assist you. Simply reach out via our help center, and we’ll help you resolve any setup or integration challenges quickly.

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