Your users authorize your application to access their CRM platform by going through an authorization flow using Merge Link.

• Use the GET /Accounts endpoint to retrieve account-related data.
• Fetch contact details using the GET /Contacts endpoint.
For transactional data or interaction histories, utilize the GET /Opportunities and GET /Tasks endpoints.

Clean the data by removing duplicates in your customer data, handling missing values, and filtering out irrelevant fields. Transform data into a format suitable for AI training, possibly involving normalization, encoding, or feature engineering.

Split the CRM data into training and testing sets. Use the training set to train an AI model tailored for tasks like customer churn prediction, sales forecasting, or lead scoring.

Validate the model's performance using the testing set. Compute relevant metrics to gauge the model's effectiveness.

• Closely monitor ongoing deals and opportunities for continuous AI training and insights
• For example, identify win/lost patterns based on number of touchpoints, number of involved stakeholders and their seniority, revisions around close data and contract value
• Continuously train your AI model using Object Tracking from Merge to power