YES, BUT…
“Every time we launch a campaign in a new country, we rebuild almost everything from scratch.”
Don't automate 20 local processes. First find what should be reusable.
Things people have considered automating, and what we made of them.
YES, BUT…
“Every time we launch a campaign in a new country, we rebuild almost everything from scratch.”
Don't automate 20 local processes. First find what should be reusable.
PARTLY
“Sales researches every inbound lead before contacting them.”
Automate the searching. Keep the understanding human.
WRONG QUESTION
“Every morning I check yesterday's marketing performance in our dashboards.”
Maybe you shouldn't be checking every morning at all.
YES
“I copy new leads from one system into another and fix the fields before importing them.”
Moving and normalizing known data shouldn't need you.
YES, BUT…
“Sales emails Marketing a description of the audience they want, and we manually build the list.”
The automation opportunity may start before the list is built.
PARTLY
“Before every customer meeting I search CRM, email and LinkedIn to understand the account.”
Let machines gather the context. You decide what matters.
YES, BUT…
“After every webinar we export attendees, clean the file and send the leads to Sales.”
Don't automate the handoff before asking why the handoff exists.
PARTLY
“We translate and adapt every campaign for every market manually.”
Reuse the repeatable parts. Keep local judgement where it adds value.
YES
“Every month I combine numbers from Marketing and Sales into the same management report.”
The report may be recurring. The data collection doesn't have to be.
PARTLY
“I read every form submission and decide which salesperson should get it.”
Automate clear routing. Keep ambiguous cases visible.
YES, BUT…
“We want an AI agent to automatically clean our CRM data.”
AI cannot decide what 'correct' means until you do.
PARTLY
“We want AI to write all our campaign content.”
Automate production around the idea. Don't automate having something worth saying.