Keep deals moving with a sales pipeline agent

The sales world is filled with tools claiming to leverage AI, yet many merely provide information without meaningful assistance. True AI agents don't just inform, they actively solve problems and execute tasks on your behalf guided by secure guardrails. Today, you'll see how Merlin Agent Builder addresses common sales pipeline challenges by summarizing pipeline health, flagging stalled deals, and proactively suggesting and taking actions to advance deals during daily briefings.

Let's go ahead and take a look at this agent in action. So my agent's being configured here with this overall agent scope, which is this overarching instructions about what it's designed to help with. In this case, helping account executives analyze their pipeline. I've got the model selected of my agent down at the bottom here. I can easily adjust this if I wanted to in just a few clicks.

In addition to this, my agent has a set of tools. Now, we're using CRM as the HubSpot here. And there's various tools here that my agent is going to be able to make use of to help it get the information that it needs when it's analyzing that pipeline. So one of those tools will be reaching in and getting the full pipeline information for a particular account executive, a tool to help it identify and understand who the account executive is to make sure that we're getting the correct pipeline information, as well as tools to help get things like the full deal details, things like activity and the contact from the deal themselves, and the tools that actually help us take action in our CRM by updating deal activity when it makes sense as part of our pipeline analysis.

Let's go ahead and take a look at how this all comes together in the agent itself. So I'm going to start with my questions to the agent. I want it to go ahead and imagine that I'm, obviously, an account executive. And I'm starting my day. I want to get an overview of my pipeline health. So I'm going to ask my agent here to give me an overview of my pipeline health. I will see how the agent is able to take those tools into account and perform some analysis on my pipeline to provide us with some recommendations about things that I could potentially take a look at or deals that I potentially want to explore and make sure that they are at the top of my mind so I can resolve any potential risks with them.

As we can see, my agent has come back and it's provided us an overview of our pipeline health broken down into different stages, as well as our high-priority opportunities and it highlighted some deals that might require some immediate attention.

It's also provided us with some recommended actions and some suggested actions that it is now able to help with at the bottom here. But I'm going to go ahead and ask it to "Can you flag any deals at risk, please?" So I'm going to ask it to do a deeper analysis and actually pull back those deals that it's going to identify as potentially at risk so that it can take some action to help prevent that. As you can see, my agent's come back, and it's highlighted some deals.

So it's got some high risk deals that have some close dates approaching, those that have limited recent engagements. So they might be stalled, for example, or they've got no activity on the deal themselves, as well as some moderate risk deals that are risk too. You can also see it's got some immediate action required as well as some suggested actions that you can actually help with to overcome that. So I'm going to ask it to draft some emails for the high risk deals, please.

And we'll see how the agent is actually able to go ahead and take some action for us by drafting an email to those high risk accounts in our pipeline and logging that in our CRM so that we could take a look and review that and decide if we need to make any tweaks if necessary and go ahead and actually send that email as well.

As we can see, my agent has gone ahead and drafted us those emails for us and created that as an activity in our CRM and provided us a link down to HubSpot, and included some next steps. So it suggested to review the draft emails, make any necessary adjustments. Let's go ahead and follow those links, and we can take a look to see what my agent has been able to create for us within these deals. So as you can see, for the first one, we've got our email here.

We've got a logged email for Alice Smith. As you can see, it's taking into account the contact information for this one and provided us with a quick follow-up to recommend scheduling a review. We've also got our email on the second one as an email draft that's been logged. So as we can see, the agent's been able to take that pipeline analysis, be able to draft those emails for us, and actually go ahead and take that action by adding that to our CRM as an activity.

Of course, if you wanted to, you could take that a step further and actually create an activity to go ahead and send the emails as well. But, of course, there's a lot of possibilities that you have. Now this is just the tip of the iceberg in terms of the options that you have for the functionality that you want to add to your sales pipeline agent. There's a ton of extra tools that you can add for adding on additional functionality.

As you just saw, Merlin Agent Builder instantly highlights pipeline issues, identifies stalled deals, and proactively suggests and executes actions, enabling you to focus more on closing deals and less on the administrative tasks. This is just one example of what you can build with one platform, every agent.