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.

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The best initial use for AI in marketing operations is automating high-volume, low-complexity "digital janitor" tasks. Focus AI agents on answering repetitive questions (e.g., "Why didn't this lead qualify?") and cleaning data (e.g., event lists) to free up specialist time for more strategic work.

To effectively serve SMBs, B2B marketers must evolve their approach from collaboration ('do it with them') to automation ('do it for them'). SMB owners are not marketers and lack the time and staff to manage complex tools. The most valuable service is one that simplifies complexity and leverages technology to execute marketing tasks on their behalf, empowering them to achieve more with minimal direct involvement.

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.

Tools like Lovable.dev allow marketing teams to create functional, niche-specific landing pages with payment collection simply by describing them. Instead of one generic page, you can instantly build a tailored experience for a segment like "plumbers in the Midwest," drastically increasing campaign relevance and speed.

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.

Move beyond selling features by offering a "Business Process as a Service" (BPaaS) solution. This involves contracting directly on the business outcomes clients care about, such as cost savings or revenue optimization. This model delivers an end-to-end capability and aligns your success directly with your customer's, creating a powerful value proposition.

To become indispensable to SMBs, a marketing platform cannot be a standalone tool. It must deeply integrate with the specific, proprietary systems that define an industry's workflow, such as a real estate agent's CRM or a mechanic's booking software. This ecosystem-first approach eliminates the friction of switching between tools, making the marketing platform a natural and effective extension of the SMB's core business operations.

Replace Costly SaaS Point Solutions by Building Them in Zapier | RiffOn