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.

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