Six AI Strategies Infographic

There are six actions you can take in your company today to chart an AI transformation in sales and marketing.

The way forward: Six “no regrets” AI strategies

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Evaluate marketing and sales tech infrastructure and skill sets; explore how open-source or low-cost tech players could help you implement gen AI use cases.

Conduct a gen AI audit of commercial activities

Prohibit input of sensitive customer data into gen AI tools and set a high bar for verifying outputs, especially where content will be externally facing.

Establish gen AI guidelines for your sales team

Look for simple, high-impact, low-cost, low-risk use cases (such as automating prospecting outreach emails) and put guardrails in place to limit risk.

Identify low-hanging fruit in your customer journey

Create a cross-functional team (including, for example, marketing, sales, pricing, and IT) to explore gen AI opportunities and pressure test applicability of commercial use cases.

Form a commercial gen AI taskforce

Pilot two or three exciting use cases in a targeted portion of the sales cycle (such as top-of-funnel). Track results and refine for broader implementation.

Launch a gen AI experiment (or three)

Offer workshops on gen AI fundamentals to give the team a better sense of potential applications and the confidence to begin experimenting.

Train your sales team on gen AI basics to fuel experimentation

The way forward: Six “no regrets” AI strategies

There are six actions you can take in your company today to chart an AI transformation in sales and marketing.

2.

Create a cross-functional team (including, for example, marketing, sales, pricing, and IT) to explore gen AI opportunities and pressure test applicability of commercial use cases.

3.

Look for simple, high-impact, low-cost, low-risk use cases (such as automating prospecting outreach emails) and put guardrails in place to limit risk.

1.

Evaluate marketing and sales tech infrastructure and skill sets; explore how open-source or low-cost tech players could help you implement gen AI use cases.

6.

Prohibit input of sensitive customer data into gen AI tools and set a high bar for verifying outputs, especially where content will be externally facing.

5.

Offer workshops on gen AI fundamentals to give the team a better sense of potential applications and the confidence to begin experimenting.

4.

Pilot two or three exciting use cases in a targeted portion of the sales cycle (such as top-of-funnel). Track results and refine for broader implementation.