9 Ways AI and Agents Can Save Marketers Time, Money — and Grief

Do you have a to-do list of pesky tasks lingering over you? We’re talking about the ones that must be done to execute a campaign: gathering and analyzing data, creating catchy email subject lines, determining the right audience to target, and so much more. These tasks can steal your time — and maybe even your sanity. But now there’s a way to reduce that heavy lifting, helping you focus on campaign success. Let us introduce you to your new digital assistant: AI and agents.

As brands look for ways to get closer to consumers, more than half of marketers (62%) say they’ve invested in the power of AI. Our most recent State of Marketing survey found that three out of the top four AI use cases are related to automation, highlighting the importance of scaling up speed and effectiveness. 

Let’s take a look at 9 ways using AI and agents as a digital assistant can increase the effectiveness and efficiency of your campaigns. It’s time to say goodbye to the redundant manual campaign tasks marketers wish they didn’t have to do – and let AI and agents help make the most of your time.

Table of contents

1. Make better decisions with automated data analysis and insights
2. Increase engagement and conversions with agent-driven audience segmentation
3. Anticipate your customer’s needs with predictive analytics
4. Save time with agent-driven end-to-end campaign assistance
5. Streamline workflows with campaign automation
6. Clearly show campaign success with performance tracking and reporting 
7. See what works best with A/B testing
8. Grow revenue with lead scoring and nurturing
9. Improve communication with internal collaboration tools

1. Make better decisions with automated data analysis and insights

AI can analyze large volumes of campaign data, including customer behavior, campaign performance metrics, and market trends. It can identify patterns, extract insights, detect correlations, and provide actionable recommendations to improve campaign strategies and targeting.

You’ll get a deeper understanding of customers and campaign performance, enabling you to make informed decisions and find success faster.

Many brands are turning to AI agents, such as Agentforce, which uses secure data from your CRM to help you with tasks in a conversational way. For example, you can ask questions in the flow of work, just like you speak with a co-worker. Unlike chatbots and copilots, agents’ ability to plan and reason enables them to take action on the data, making recommendations and even doing things like build digital storefronts, draft custom code, and create data visualizations. And when needed, the agent can seamlessly hand off to human employees with a summary of the interaction, an overview of the customer’s details, and recommendations for what to do next. (Back to top)

2. Increase engagement and conversions with agent-driven audience segmentation 

After analyzing the customer data, your AI agent can then segment audiences based on demographics, behavior, preferences, purchase history, and other important attributes. AI eliminates the manual effort required for segmenting audiences and targets specific customers with more relevant offers. 

When you’re able to personalize messaging for different segments, you’ll see campaigns succeed more. (Back to top)

3. Anticipate your customer’s needs with predictive analytics 

AI predictive models use historical data to forecast customer behavior, such as likelihood to convert, churn, or engage with specific campaign elements. 

This helps you stay one step ahead to proactively address customer needs and budget resources effectively. (Back to top)

4. Save time with agent-driven end-to-end campaign assistance

Creating a full end-end-end campaign with unique content frequently can be one of the most time-consuming tasks for many marketers — but one an AI agent can help with using the right data foundation. Agentforce Campaigns powered by natural language prompts  (NLP) and grounded by real-time data in Data Cloud can generate not only a campaign brief and target audience segment, but it can also save time creating content — such as ad copy, email subject lines, and social media posts — that resonates with your customers. 

You can provide the finishing touches to make sure the content is in your voice and tone. It can also improve your content by analyzing performance data, identifying high-performing elements, and suggesting improvements. (Back to top)

5. Streamline workflows with campaign automation

AI and agents can automate various aspects of campaign execution, such as scheduling and deploying ads, sending targeted emails, or managing social media posts. This reduces manual effort and ensures that your campaign runs on time. 

What can you do with the time freed up, thanks to AI and agents? Focus on strategy and innovative ideas, helping you build lasting customer relationships. (Back to top)

6. Clearly show campaign success with performance tracking and reporting 

According to our State of Marketing report, 72% of high-performing marketers are able to analyze data in real time, giving them an advantage when it comes to responding to and optimizing campaign performance.

Your AI agent can automate the tracking and reporting of campaign performance metrics — in ways that anyone can understand. AI can generate real-time dashboards and visually-pleasing customized reports, giving you and your stakeholders a clear view of campaign performance and key metrics, without the need to do it all by hand. 

This helps you make data-driven decisions, optimize campaigns on-the-go, and demonstrate the value of your efforts to stakeholders. (Back to top)

7. See what works best with A/B testing 

AI can perform A/B tests on campaign elements, such as ad variations, landing pages, or email designs. It analyzes performance data, identifies winning variations, and helps you continuously refine your strategies.

8. Grow revenue with lead scoring and nurturing 

With AI, you can automate lead scoring by analyzing lead data, behavior, and engagement history. It assigns scores to leads based on their likelihood to convert and delivers personalized content to move prospects through the sales funnel. 

With AI’s lead scoring, your team can focus on the most promising leads and nurture relationships at scale.

9. Improve communication with internal collaboration tools

AI shines as your digital assistant when handling internal collaboration needs. You can use this technology to automate messaging in your department, as well as project management, task assignment, and file sharing. Teams can even apply workflow automations that schedule meetings, send reminders, or organize files — taking care of the little details so you can focus on campaign success.

AI is transforming campaign management by allowing teams to automate manual tasks, freeing marketers to work on more big-picture ideas. With AI as your ally, you can streamline your campaigns, see better results, and start focusing on your next successes. (Back to top)