Now is the time to Add Conversational AI to Your Marketing and Sales Processes

Now is the time to Add Conversational AI to Your Marketing and Sales Processes

Written by Yael Darom

Oct 12, 2022

With the current global economic situation, businesses must evaluate how to optimize and scale up their sales and marketing processes under financial uncertainties.  

As belts are tightening, leaders need to consider where to invest and what will give them the best and quickest ROI. 

B2B and B2C companies use common marketing and sales engagement tools like HubSpot or Marketo giving them the ability to execute outreach at scale and empower sales teams to automate and streamline the sales process, saving time and money.  

But the reality is that simply using your existing CRM, and Marketing Automation platforms is not enough to scale your business and stay competitive in this highly uncertain time we are facing. 

Today, more than ever, businesses look towards the adoption of Conversational AI to grow and stay competitive. 

While your CRM and Marketing Automation tools seem critical for your daily marketing and sales operations, adding Conversational AI in the form of a Virtual Sales Assistant into the mix will create a significant impact and take your sales and marketing processes to new heights. 


Why do you need to add Conversational AI to the mix if you are already using a CRM and a Marketing Automation solution? 

AI’s ability to use data to anticipate customer behavior is already helping companies improve the B2B buyer’s journey. When you combine AI and Machine Learning (ML), it is possible to optimize the customer experience by delivering the right information at the right time.  

Conversational AI empowers your businesses with the ability to have two-way conversations with leads and customers and can help you boost your outreach efforts and bottom line, without needing to increase headcount. 

For example, you can use Conversation Automation to reach out to cold, dormant, unknown intent or low-potential leads that are “sitting” in your CRM to start a conversation, understand intent, pre-qualify leads and move them further along the funnel.

This allows your Sales Reps the opportunity to devote their time and energy to focus on higher intent or value leads while laying the groundwork for future leads that may be realized in the future.  


Ease the burden on your teams 

Marketing teams invest enormous amounts of time and resources to generate demand, either through online campaigns or content downloads. Whatever way leads enter the funnel, the lead conversion fails when leads are either given up on, ignored, or just too numerous to address in a timely fashion. Sales reps are forced to spend an exorbitant amount of time sorting through leads and gauging which ones are most likely to be worth pursuing. 

And from a customer experience perspective, expectations are higher than ever.  

People want lightning-fast responses to their queries, even if they are made in the middle of the night, and a quick answer about scheduling a demo can be the make-or-break factor as to whether a lead ends up converting. 

Conversational AI frees up sales and marketing teams to do what they do best, significantly cutting down on time-consuming, mundane, and repetitive tasks.
An AI-Virtual Assistant can field everything from basic FAQs to requests for downloading white papers to setting up a sales call with a rep, then adding that call to the rep’s calendar. Nothing slips through the cracks, and your employees can focus on what matters, rather than busy work.


The human touch and smart automation: the best of both worlds  

At the end of the day, building connections and relationships with prospects and clients will always need the involvement of a real-life human. Dynamic dialogue that happens via Conversational AI makes your customers feel assured that they are important and heard by your brand.  

The integration between Conversational AI and your CRM is a bridge between your automated conversations with your contacts and your sales database, allowing activity and information to flow seamlessly between the two platforms. With Conversational AI working in the background, sales teams are provided with consistent and real-time contact information and communication history. This critical information helps reps tailor and personalize conversations to best appeal to prospects. 

While you already have high-value tools in your sales and marketing tech stacks, you should go one step further to be sure that you are getting the maximum from your solutions. Introducing a Conversational AI platform that seamlessly integrates with your existing tech infrastructure can give you the edge you need to remain at the top of your game. 


With sales and marketing teams free to prioritize high-value leads and build connections, Conversational AI gives you essential support for providing customers with real-time answers and takes the busy work away from your employees. As technology advances continue to streamline marketing and sales, consider looking outside the box for solutions that can help optimize the programs you already use. 




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If you’re ever at a really boring cocktail party, use this one question to liven it up: “How long will it be until artificial intelligence takes everyone’s jobs?” Every person within earshot will suddenly be pouring out their visceral reactions. “In thirty years we’ll all be replaced!” or “Never! There are some jobs robots will never be able to do!” There. You’ve done your job. Smile and sip your cocktail.