Integrating AI into Existing Marketing Processes: A Step-by-Step Guide

Without a doubt, Artificial Intelligence (AI) has gone from a foreign concept for the average person, to now being a core element in marketing strategies across nearly every industry. It’s changing everything: how we analyze data, how we personalize customer experiences, and how we optimize marketing campaigns. Yet many companies are still on the edge about integrating AI into their marketing processes. If you’re one of them, you might be missing out on the competitive advantage AI has to offer. 

Today, we’ll provide a simple guide as to how you can take it step-by-step—and why you can’t afford to wait. 

Step 1: Identify Areas of Opportunity

It’s easy to step into a business and think “Well, we can automate almost everything we have here.” However, when integrating AI, you have to be thoughtful about where AI can enhance your current processes, and also where it doesn’t belong. 

AI excels at automating repetitive tasks, analyzing data at scale, and personalizing customer interactions. 

Some areas you’ll see AI shine include: 

  • Customer Segmentation: AI can quickly analyze large amounts of customer data to segment your audience based on behavior, preferences, and demographics.

  • Predictive Analytics: Use AI to predict customer behavior, such as the likelihood of making a purchase or churning.

  • Content Creation and Optimization: AI-powered tools can generate personalized email copy, or suggest content topics that resonate with your audience.

  • Customer Support: Chatbots and virtual assistants can provide 24/7 support and free up human resources for more complex tasks.

This is just what we’ve seen and found to have a huge impact. According to a 2023 McKinsey report, businesses that have implemented AI in their marketing processes saw an increase in sales by 5-10%, while reducing their marketing costs by 15-20%. It’d be pretty cool to earn more while also saving more, right?

Step 2: Choose the Right Tools

If you Google “AI tools to boost creative output,” you’d be washed away with the tsunami of results. What we’re getting at is that there are so many tools available, all of which have different features, different selling points, and different price points. Once you’ve identified the areas where AI can provide the most value for your unique situation and resources, it’s time to select the right tools for your needs. 

Keep in mind that there are some platforms which integrate better with others, some might already be in your existing processes. 

For example: 

  • HubSpot and Salesforce: Offer AI-powered solutions for lead scoring and predictive sales analytics.

  • ChatGPT and Jasper: Helps generate personalized content for email marketing, blogs, and social media.some text
    • But watch out! Having an expert creative human in the loop is absolutely essential here. Never ever publish anything straight from the AI.

  • Google Analytics 4 (GA4): Uses machine learning to provide predictive metrics on website performance and customer behavior.

You might have one, two, or all of these platforms in your current stack anyway. 

You might also think “Why would I need to use AI, they work fine.” Yes, it’s a common question, but according to a 2023 report by Gartner, 70% of companies that use AI in marketing find it "very effective" in driving business outcomes, but the success largely depends on selecting tools that fit your specific needs.

Step 3: Train Your Team

Introducing new tools can be exciting. 

Everyone wants to jump in and get a feel for the new tool (toy?). However, just the introduction of new tools to your marketing stack isn’t enough. Your team needs to understand how to use them effectively. AI is a supplement to your strategy, not a replacement for human creativity and insight. 

  • Provide Training Sessions: Organize training sessions or workshops that explain how to use the AI tools for maximum impact.

  • Create AI Champions: Identify team members who are particularly tech-savvy and can serve as internal champions, helping others learn and adopt the new tools.

If you’re on the edge about deciding whether or not to implement AI into your marketing stack and then training your team on such tools, take the natural suggestion from PwC when their 2022 study found 45% of businesses believe AI will be a key differentiator in marketing within the next two years

Those who don’t embrace AI now may find themselves struggling to keep up as competitors gain the advantage.

Step 4: Scale Across all Channels 

When you see the initial success AI can provide for your team, without hesitation you’ll find it’s time to scale your AI efforts across all marketing channels. 

Here's where AI can add value (some places you may not have thought of):

  • Email Marketing: Use AI to create personalized, dynamic email campaigns that resonate with individual recipients. According to Business Dasher, Revenue increased by 41%, and CTR increased by 13.44% for marketers who leverag AI.

  • Paid Ads: AI can optimize ad spend by targeting the right audiences at the right time. It can even automate bidding strategies to maximize ROI.

  • Social Media: AI-driven social media tools can analyze trends, automate posting, and engage with your audience in real time.

When you scale your AI tools to different departments within your marketing team, it doesn’t mean you have to lose the human touch. 

One prime example of this is the scenario of implementing AI as a chatbot. You wouldn’t want AI to manage every single customer inquiry. Plus, 86% of consumers still prefer humans to chatbots, but that doesnt mean the chatbot can’t resolve quick fixes that don’t involve empathy or any other emotional connection. 

Takeaway: Don’t Get Left Behind

The entire business world is being flipped upside down because of AI. 

It isn’t the esoteric, fantastical idea we once saw in movies—it’s more of a necessity to thrive in business now than it ever was before. 91% of US ad agencies are currently using generative AI. That’s just ad agencies alone! 

Integrating AI into your marketing process doesn’t have to be overwhelming, but it has to be done. 

Using the steps outlined above, you can implement AI, see the improvements, and then scale as you grow more comfortable with the thought and usage of AI tools. The data speaks for itself—AI is here to make change, and it’s a change that’s built to last. 

If you’re still on the fence, consider this: the longer you wait, the more ground you’ll lose to competitors who are already harnessing AI to boost their marketing performance. 

Now’s the time to start, or risk getting left behind.

Team CRC

crc@chrisrubincreativ.com