Use Cases with Merge

Allow your app or users to source candidates for a specific industry or vertical, and send those sourced candidates back to the ATS

Track and show employee career development, based on past Employments and potential career tracks

Send sourced leads and contacts to your customers’ CRMs

Track employee promotions, give org level visibility, and create employee rosters and directories by location and department

Pull and download relevant docs for security compliance controls

Send messages based on deals being closed, or other events that occur in a CRM

Set up outbounding campaigns automatically with contact information from your customers’ CRMs

Efficiently train data models using candidate, application, and interview data

An internal database syncs all documents related to a company, enabling users within the company to conduct efficient searches

Track regulated workflows for your customers with employee information

Recommend the best opportunities to follow up on to your users based on insights derived from opportunities, engagements and contacts

Automate bringing an employee population into your application, and keep their profiles up-to-date as they change

Analyze current compensation of employees based on demographics, pay rate, and potential field custom fields, such as equity

Serve specific industries by either automating invoice or bill creation, or creating approval processes around sending invoices or bills to third-party accounting systems

Use ticking data to track org level compliance with security standards such as SOC2

Pull files into your product so that any user can search and share that document

Pull information on accounts to view in your app

Create budgets, predict runway, and provide other information based on key transaction information

Efficiently train data models using employee data and compensation data

Upload and organize signed contracts signed into a File Storage system

Analyze the project status of tickets

View the progress of contracts based on their status as tickets

Receive vendor payment-related information in your application, do reconciliation in your application, and submit that information back to your platform

Read and write contacts to keep your database of customers/suppliers in sync with your customer's accounting system

Automate the classification and syncing of expenses from your application to your customer’s Accounting platform.

Automatically assign employee permissions, such as software seats, billing controls, or corporate cards, based on their department, team, or other factors. Revoke access if those parameters change.

Automate gifts and messages for employees based on start date, birthday, departments, and more

Create and update employee data in your product

Efficiently train data models using ticketing data

Generate accurate revenue forecasts using holistic information on open opportunities

Follow candidates through pipeline. Provide analysis on first and last touch, time candidate has spent in various stages, and more insights to help recruiting teams maximize efficiency

Efficiently train data models using accounting data

Read historic payroll data from employees

Pull in a job listing’s information, including screening questions, into your product

Analyze employee population for Governance, Risk, and Compliance and other tools

Analyze the tickets assigned to individual users in order to better demonstrate a company's security posture

Ingest job information from an ATS relating to a specific industry or vertical

Ingest information of candidates in an ATS in order to diff duplicates and show current pipeline

Look and analyze the payroll runs of given employees to get granular information per paycheck

Automatically remove employees when they are terminated in the third-party platform

Analyze a company’s spend, based on their bills and general expenses

Assign employees certain learning or training tracks based on their department, location, tenure, or team

Simplify your customers’ purchasing workflows by pushing purchase orders that originate within your app to their third-party ERP or Accounting platform

Reconcile payment receipts in your platform and communicate accounting receivable invoices and payments to your customer’s accounting platform

Identify top-performing reps and derive recommendations for the entire sales team

Leverage Merge's CRM API endpoints to efficiently train AI models around prospect recommendations, win/loss patterns, and more

Show candidate journeys, such as interview stages, in your application

Ingest information about current employees, pay rates, and departments in order to forecast future hires and department expansion

Analyze trends and traits, match candidates to jobs based on algorithm