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Research Trends

The Research Trends page in Data Parrot  is an AI-driven analytics feature that provides deep insights into customer sentiment and requests, revealing positive feedback, negative feedback and feature requests.

AI-Powered Research Trends to Uncover Sales Cycle Sentiment and Customer Requests

AI-Powered Research Trends Overview

Polly Says...

Data Parrot digs through your CRM and reveals what customers are saying about your company, your products and your services.

  1. Go to Research Trends 
  2. Click on the “Create New Report” button
  3. Enter a name for your report and adjust your filters - Date Range, Pipeline(s) and Deal Owner(s)
  4. Click on the “Run Report” button

The report will start running - it can take up to 2 minutes to complete.

Create New Research Report on Customer Sentiment and Product Feedback Using AI from HubSpot

Create New Research Report and Adjust Filters

When it is complete, it is already saved for you to view any time.

You can download the report as a PDF and share it with your team. You can also delete it at any time.

  1. Positive Feedback Trends: Identifies the top two positive sentiment patterns, such as “Ease of Use” or “Fast Support Response,” with detailed analysis and confidence scores.
  2. Negative Feedback Trends: Pinpoints the top two negative sentiment patterns, such as “Integration Issues” or “Pricing Concerns,” with insights into areas for improvement and confidence scores.
  3. Customer Requests: Identifies the top two requests from customers, for helping you prioritize product/service improvements.
Polly Says...

Sales often struggles to provide feedback to the company on how to improve products/services to help accelerate deals and increase win rates. Research Trends automates this.

Data Parrot AI Positive Sales Feedback Research Trends

Research Trend Results: Top Positive Analysis

Data Parrot AI Negative Sales Feedback Research Trends

Research Trend Results: Top Negative Analysis

Data Parrot AI Customer Requests Research Trends

Research Trend Results: Top Customer Requests

What You Can Do with the Results

You can access the report any time from the Research Trends page .

You can also download the report as a PDF and share it with your team by clicking the download icon.

Data Parrot AI Download Research Trends Report

Download Research Trends Report

Example PDF Download AI Research Trends Data Parrot from HubSpot Data

Example PDF Download of a Research Trends Report

There is a monthly limit on how many reports you can generate. You can see your remaining credits on the Research Trends page  at the top right of the page.

View Saved Reports

You can view all of your saved reports on the Research Trends page . Simply click them to view the results, delete or download as a PDF.

  • Run for Specific Pipeline: You can run a report for a specific pipeline to see positive, negative and customer requests for that pipeline.
  • Get Detailed Insights: Select one or more deal owners, date ranges, and pipeline(s) to dig into specific trends and insights.
  • Revisit your Automatically Generated Reports: The week in review email automatically sends you a link to the Research Trends report for the previous week. Access it any time!

Next Steps

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