Usecase | CRM Analysis

Take full advantage of CRM data to grow your sales team by leaps and bounds!

If you have a sales management platform, Salesforce or Hubspot, but are only using it for customer and status management, you are not fully harnessing the power of CRM.
By combining customer data with other data sources, such as product usage and payment information, the quality and quantity of insights gained can be greatly improved.

We developed CRM integration to address the concerns of sales teams that have data but “haven't gotten around to analyzing it yet..." or don't know which metrics to look at in the first place. Analyze CRM sales, upsell, renewal data, sales data, and funnels without changing the setup of your existing tools!

Insight extraction

Unleash the potential of CRM and seize business opportunities

Transform Salesforce and Hubspot from customer management tools to revenue engines.
To be a sales team that truly delivers results don't stop at traditional tools: with Morph's AI data analytics, reps can view product usage, customer scores, aggregate usage data, and other metrics to see sales opportunities at a glance.

Flexible dashboard

The flexibility of CRM stand-alone analysis made unlimited via AI.

Once you have your data in Morph, our AI makes analysis is a snap. You can visualize the status of both the entire sales team and individual reps with plain-language prompts like, "make a graph of trends by funnel," or "visualize the sales volume and number of leads by rep.” Let's turn the time that used to be spent building dashboards into time for decision-making.

Usecases

See what Morph can do for your business

Project Management Data Analysis

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Business Assessment

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Data Warehouse

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Customer testimonials

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