The CMO trend of consolidating to a single all-in-one platform often sacrifices best-in-class capabilities, especially in AI. A more agile strategy is to keep your preferred ESP and SMS tools and layer a dedicated AI decisioning engine on top, using APIs to orchestrate campaigns without a costly rip-and-replace.
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AI's power is not in creating successful strategies from scratch, but in scaling your existing best practices. An AI agent cannot make a broken process work. First, identify what messaging and campaigns are effective, then use AI to execute them at a near-infinite scale, 24/7.
Beyond just generating creative, the future of AI in CRM is using "agentic AI" to build better strategies. This involves agents that help define audience segments, determine the next best product or action, and accelerate the implementation of complex campaigns, enhancing human strategy rather than replacing it.
While consolidating tools seems efficient, using specialized, best-in-class AI agents for each GTM function (one for outbound, one for inbound) yields superior results. The depth and focus of specialized tools enable more powerful and nuanced use cases, justifying the management overhead of multiple systems.
Stop thinking of sales, marketing, and support as separate functions with separate tools. AI agents are blurring these lines. A support interaction becomes a lead gen opportunity, and a marketing email can be sent by a 'sales' tool. Prepare for a unified go-to-market operational model.
Instead of batching users into lists for A/B tests, AI can analyze each individual's complete behavioral history in real-time. It then deploys a uniquely bespoke message at the optimal moment for that single user, a level of personalization that makes static segmentation primitive by comparison.
Marketers mistakenly believe implementing AI means full automation. Instead, design "human-in-the-loop" workflows. Have an AI score a lead and draft an email, but then send that draft to a human for final approval via a Slack message with "approve/reject" buttons. This balances efficiency with critical human oversight.
For marketing, resist the allure of all-in-one AI platforms. The best results currently come from a specialized stack of hyper-focused tools, each excelling at a single task like image generation or presentation creation. Combine their outputs for superior quality.
To maximize AI's impact, don't just find isolated use cases for content or demand gen teams. Instead, map a core process like a campaign workflow and apply AI to augment each stage, from strategy and creation to localization and measurement. AI is workflow-native, not function-native.
Don't wait for the perfect AI marketing platform. Repurpose existing AI sales tools for marketing automation. Their sequence and re-engagement capabilities can be hacked to run hyper-personalized drip campaigns, bridging the current technology gap.
Marketers often buy specialized SaaS tools for tasks like lead routing. These are often just a database, workflows, and an AI model, which can be replicated for a fraction of the cost using an orchestration platform like Zapier. This approach provides more control and customization over your marketing stack.