The agent that works your CRM for you

Does your team spend countless hours trying to find answers to queries within your CRM, searching through endless records, then trying to make sense of it all once they eventually find it? I'm going to walk through just two of the many possibilities of how easy it is to build a CRM agent with Tray's Merlin Agent Builder.

Let's dive in.

Alright. So I'm going to put my marketing hat on here for a second, and what I want to do is interface with my agent to help me create a marketing campaign.

So on the left hand side, I have my agent. On the right hand side, I have my Salesforce dev environment. So first thing I'm going to do is I'm going to ask it to create a campaign within Salesforce. So I've provided it with some basic information that might come from a marketing brief, the campaign name, as well as the start date and the end date of the campaign. Just some rough information.

Now if I didn't provide this information, it would actually ask me to provide it. So in this case, I gave it everything it needed to fill out the rest of the information. So here we go. It's repeating back to me that, hey, our naming convention actually needs to be in this format.

So it's renaming it for me to follow my internal SOP documentation it's been trained on. So that could be referenced within a Google Doc or a Notion Doc or just directly uploaded into Tray. It can ingest that information to ground the agent in how we should be thinking about completing tasks like nomenclature.

So here's the information. It's asking me to confirm it. I'm just going to confirm it real quick just to make sure. Human in the loop and just to verify when creating records I've asked to, confirm with me. Now you don't have to have that, if you wanted to move much, much quicker, but I figured it's a nice little review, approve, and then you can just move on. So here's the campaign that's been created. I'm going to just refresh Salesforce.

Here's my campaign. Everything here looks great.

Now what I'm going to do is add some contacts. So I'm going to jump back to my agents. I'm going give it, submit additional instructions. Find all contacts within Salesforce where VP is in the title, and I want to add them to the campaign that we just created. So we were working with the campaign object. Now we're going to be querying the contact object, finding contacts, and then creating those contacts as campaign membership records within the campaign object within Salesforce. So our agent has the ability to go from object to object as well as, fill in any field within the object that you've given it access to. The ability to either update or or create. So campaign membership records have been created. There were two of them.

So if I go back to Salesforce, I refresh this real quick. Now we can see here our our two contacts, Brandon Walton and Steven Smith have been added to those campaigns. So this is just a quick overview of how marketing might think about creating campaigns leveraging a Tray agent, within their CRM.

Alright. So I'm going to switch gears here for a second, put on my go-to-market hat. So, what I'm going to do is I'm going to leverage the same agent just a little bit differently, and I am going to ask it to check to see if there are any accounts, up for renewal within the next 30 days that might be at risk. So we have two different custom fields on the account right now.

One of them is an account health score, and then the other one, of course, is their renewal date whenever their contract is up for renewal. So I'm I'm asking it to create a custom query for me just on the fly. So as a salesperson, I I don't want to have to create a report and navigate Salesforce very slowly and clunkily and having to know what fields are there and and what values to put in. It it can be very cumbersome for a salesperson to understand all of that.

Certainly with an agent, we can have the agents handle all of that for the salesperson. So here we go. There's actually one account at risk, which I happen to know is correct because I I have updated it.

The account name is Cypress Learning, and then the renewal date is July 10, and the account health is poor. So yikes.

I might want to actually follow-up with that account before the renewal date just to make sure everything is going good, and maybe I can address any concerns ahead of it. So what I'm going to ask the agent to do here is I'm going to ask it to create a task for me. So I want to create a task, related to the contact of the account as well as, the account itself.

So it's going to create the task on on the task object. It's going to relate it to the account. It's going to relate it to the contact. And then I've also asked it to draft an email for me and put it into the details of that task.

So here we go.

The task has been created. It's been related to Brandon Walton, which is the contact. Follow-up date is July 3, which is a week out from the renewal dates. And then I've also have the draft email there. So let's just double check that it's there.

Let me go into my, Cypress Learning account. So here's my account.

Here's my task that was just created.

Let me jump into that here real quick. So it's assigned to me, which is great. It's assigned. It's related to Brandon. It's related to Cypress Learning.

All of that looks great. And then, here's a draft of my email. And you can see that, has the personalization already because it knows, who the contact is, And then it has drafted an email that I can just copy and paste into my email client, maybe tweak it and edit it a little bit, and then, click send. So you could see here how, an agent can actually help sales manage their book of business.

And this is just one clear use cases around maybe opportunities and putting in call notes, on those different opportunities and managing the different stages of the opportunities. Just keep everything clean, and tidy within Salesforce. So this is really good go to market kind of sales, use case where sales teams, might want to use an agent.