AI in marketing and sales: where it saves work
AI drafts texts and emails, analyses customer data and summarises conversations. To save work in marketing and sales, it needs clear processes, well-kept data in the CRM and rules on what may go into it.
Where AI saves work today
- Drafts for texts, ads and variants in the language of your brand
- Research on companies and contacts before a conversation
- Summaries of conversations and suggestions for next steps in the CRM
- Analysis of campaigns and customer data by patterns and segments
- Answers to recurring enquiries, checked by a person
The questions before you introduce it
- Which two or three tasks does the AI take on first
- Which customer data may go in, and which may not
- Who checks texts and analyses before they go out
- How does the tone of your brand stay intact
- What happens with the time that is freed up
Why the processes come first
AI works with the processes and data it finds. If enquiries, handovers and CRM data are disorganised, its results are imprecise. So clarify first how an enquiry moves through marketing and sales, and then use AI where it saves time.
How we work on it
In marketing and sales consulting, the use of AI is part of the work from the start: we clarify the processes, choose the first use cases and set the rules. For marketing teams there is also a two-day training on AI in marketing, and I work with AI every day in my own business.
Does that sound like your situation?
More on Marketing and sales consultingMore topics
What managers and teams also work on
Aligning marketing and sales
How to tell that marketing and sales are working past each other, and which shared rules clarify the handover of enquiries.
Discover more →B2B lead generation
How B2B companies win new enquiries: target customers, content, channels and a process that follows every enquiry through to the order.
Discover more →Introducing AI in your team
Which questions leadership settles before an AI tool is rolled out in the team, and what works in practice.
Discover more →Still unsure?
Tell me where things are stuck right now.
A first conversation costs nothing. Afterwards you know whether consulting, a training or coaching fits your situation, and whether we fit each other.
Write to me about what you are working on.
Two sentences are enough to start. I will get back to you.
Thank you! Your message has arrived, I will get back to you.
That did not work. Please try again or write to [email protected].
Please add your name, email address and a few sentences about your situation.