AI in B2B Marketing: CMO Insights
AI in B2B Marketing: CMO Insights
the future.
CMOs perspectives on AI-powered B2B marketing.
Presented by
Contents
Introduction 03
Executive summary 04
Methodology 05
Key Insights 08
Insight 15 – Efficiency and speed are where AI can shine the most 42
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INTRODUCTION Marketing AI Institute CEO, Paul Roetzer predicts
that there’ll be three kinds of marketing companies in
the age of AI. First are the “AI natives”, companies
The future with AI woven into their DNA from the start. Then
there’s the “AI emergent”, businesses that can roll
with the punches and adapt to the changes
effectively. Finally, there’s what he calls the
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Actionable recommendations for leaders include:
Summary
effectiveness.
• Implementing robust data privacy protocols and
ethical guidelines to mitigate the risks associated
with AI use.
• Prioritizing upskilling initiatives to ensure teams
are equipped to leverage AI technologies fully.
This study offers a clear and concise overview of how In summary, GenAI presents both opportunities and
Generative AI (GenAI) is transforming marketing challenges for B2B marketers. With the right
practices in B2B organizations. Drawing from a strategies and leadership, organizations can harness
robust mix of qualitative interviews with marketing AI’s potential to drive significant improvements in
leaders and a quantitative survey, the findings marketing performance while managing the
highlight key trends, opportunities, and challenges associated risks.
that leaders need to consider as they integrate AI into
their strategies. This study provides the insights and
recommendations necessary for making informed
Key insights reveal that GenAI is already making decisions in this rapidly evolving area.
significant inroads in areas such as content creation,
campaign execution, and customer engagement.
Most marketing professionals are leveraging AI to
improve the speed and accuracy of their marketing
efforts, with tools like OpenAI's ChatGPT, Adobe
Firefly, Jasper, and various other AI-driven platforms
becoming integral to daily operations. These tools are
not only enhancing efficiency but also enabling more
personalized and impactful marketing experiences.
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Methodology
This study was designed to provide a comprehensive
understanding of the current and potential impact of
GenAI on marketing practices, specifically within B2B
organizations in the United States and Canada. To
achieve this, we employed a mixed-methods
approach, combining both qualitative and quantitative
research techniques.
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About the participants
This analysis reflects insights gathered from 257 respondents, all of whom hold marketing roles within B2B companies
based in the United States and Canada. The data offers a comprehensive view of the respondents' company sizes,
roles, and industries, providing valuable context for understanding the broader trends and perspectives highlighted in
this study.
Company size
The respondents come from a diverse range of
company sizes. A significant portion (22.7%)
represents medium-sized companies with 200-499
employees, while smaller companies with fewer than
50 employees and larger organizations with over
5,000 employees also have notable representation at
17.2% and 15.6%, respectively. This distribution
highlights how different-sized enterprises are
engaging with AI to drive marketing innovation. 23% are employed at
companies with
200-499 employees.
15% 14%
are the most represented industries, followed by:
20% hold Vice President roles.
Retail /
E-commerce 13%
45%
are Directors, reflecting a
significant portion of
decision-makers
Manufacturing
11%
Media /
Entertainment 9%
are Managers who likely
11% oversee the execution of
marketing strategies. Healthcare /
Pharmaceuticals 6%
Finance / Banking
4%
Other industries such as Telecommunications, Food
and Beverage, and Energy/Utilities are also
represented, albeit to a lesser extent.
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Key
insights
The diversity in company sizes, roles, and industries provides a robust foundation
for the insights detailed in this study. It highlights the varied approaches and
considerations that organizations of different scales and sectors must take into
account when integrating GenAI into their marketing strategies.
This rich mix of perspectives ensures that the insights are relevant to a wide
audience, offering valuable guidance for organizations looking to leverage AI to
enhance their marketing efforts.
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INSIGHT 1 This widespread knowledge could be due to the rapid
adoption of AI-driven tools in marketing, content
creation, and customer service.
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INSIGHT 2 Text generation is the most common use of GenAI
tools in marketing, with 78% of respondents utilizing
AI for content creation and email writing. Data
Text generation
(e.g., content creation, email writing)
78%
Conversational AI
(e.g., chatbots, customer support)
56%
Image generation
(e.g., creating visuals for campaigns)
61%
Video generation
(e.g., creating promotional videos)
35%
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Our recommendations based on this insight:
With text generation leading the pack, focus Sephora used Generative AI to create personalized
on deploying AI tools that can automate and product recommendations, develop targeted email
enhance your content production processes. campaigns, and offer virtual try-on experiences based
This will free up your team to focus on more on detailed customer data. By tracking customer
strategic tasks. preferences, Sephora is able to boost engagement
rates, increase sales, and enhance customer loyalty
while also responding to market trends and customer
preferences for an elevated shopping experience.
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INSIGHT 3
AI is widely adopted
in text-based
content production
Which Generative AI tools are you currently using for text generation?
(Select all that apply)
OpenAI Google Meta AI GPT- Jasper AI Copy.ai Writer Writesonic Perplexity AI Microsoft Claude 3
ChatGPT Gemini (Llama) Neo/GPT-J Copilot (Anthropic)
(EleutherAI)
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How satisfied are you with Generative AI tools you use for text generation?
Limited Repetitive or
customization unoriginal content
Cost savings 43%
35% 38%
Steep learning curve High costs
23% 13%
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Among the 163 respondents, OpenAI's ChatGPT is
the most widely used tool for text generation, with
74.8% of respondents incorporating it into their
workflows. Google Gemini is in second place, utilized
by 44.2% of respondents, followed by tools like
Perplexity AI (22.1%), Claude 3 by Anthropic
(20.9%), and Jasper AI (20.2%).
Learn more
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INSIGHT 4
AI in image production
needs to level up
Which Generative AI tools are you currently using for image generation?
(Select all that apply)
42% 17% 13% 38% 12% 31% 11% 10% 9% 10% 9% 10% 2% 7%
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How satisfied are you with the Generative AI tools you use for image generation?
33% 26%
Limited customization High costs
26% 14%
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Among the 157 respondents, Adobe Firefly is the
most widely used Generative AI tool for image
generation, with 42% of respondents utilizing it.
Enhance tool integration
DALL-E follows closely, with 37.6% of users, and
MidJourney is used by 30.6% of respondents. Improve the integration of image generation
Satisfaction levels with these tools are generally tools with other systems in your workflow to
positive: 39.2% of the 158 respondents reported streamline processes and reduce the need
being satisfied, and 20.9% were very satisfied. for manual adjustments.
The data underscores Adobe Firefly's strong foothold IBM used its Watson platform to revolutionize fashion
in the realm of GenAI for image creation, leading the design in collaboration with Marchesa. By integrating
pack in user adoption. Tools like DALL-E and Generative AI, IBM is able to create unique, AI-driven
MidJourney also demonstrate significant traction, designs that enhance human creativity and showcase
reflecting their effectiveness and popularity in the the powerful connection between technology and
creative process. artistic expression.
Keep testing
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INSIGHT 5
21% 21% 21% 16% 22% 15% 15% 20% 22% 13% 13% 20% 10% 8% 3%
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How satisfied are you with the Generative AI tools you use for video generation?
37% 25%
Lack of integration
with other tools
25%
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Among the 95 respondents, video generation tools
such as Veed.io, Pictory, and Runway ML each hold
a usage rate of approximately 21%. InVideo and
Synthesia are also popular, with 22.1% of
respondents using these tools.
Learn more
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INSIGHT 6
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How satisfied are you with the Generative AI tools you use for conversational AI?
Enhanced customer
satisfaction
35% 31% 35%
Cost savings 33% Lack of integration Ethical concerns (e.g.,
with other tools biases in interactions)
15% 14%
None of the above
19%
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Among the 143 respondents, ChatGPT is the most
commonly used tool for conversational AI, with 72%
of respondents relying on it. Microsoft Azure Bot
Focus on integration
Service (24.5%) and IBM Watson Assistant (23.8%)
also see significant usage, while other tools like To address issues with tool integration,
Amazon Lex (18.9%) and Boost.ai (12.6%) are less ensure that your conversational AI systems
commonly used. are seamlessly connected with other business
tools and platforms. This will lead to more
Satisfaction levels among the 160 respondents are efficient workflows and improved data flow
relatively high, with 41.3% satisfied and 26.3% very across systems.
satisfied. The benefits experienced include faster
response times (60.5%) and increased automation
(47.1%), though some frustrations were noted,
particularly with poor handling of complex queries
(38.1%) and inaccurate outputs (34.8%).
Improve handling of
complex queries
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INSIGHT 7
OpenAI Microsoft Google Gemini IBM Watson Einstein GPT Perplexity AI Claude 3 Akkio
ChatGPT Copilot Studio (Anthropic)
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How satisfied are you with the Generative AI tools you use for data
analysis and insights?
21% 9%
None of the above
18%
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Out of 145 respondents, 75.2% use OpenAI ChatGPT
for data analysis and insights, making it the most
popular tool in this category. Microsoft Copilot is also
widely used by 41.4% of respondents, followed by
Google Gemini at 33.1%. Tools like IBM Watson
Studio (15.9%) and Einstein GPT (14.5%) have
smaller but notable user bases. Satisfaction levels
are generally positive, with 39.9% of the 158
respondents expressing satisfaction and 20.3% being
very satisfied.
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Q&A Asma Aziz
Americas Marketing Director,
Intel Corporation
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INSIGHT 8 Are you using any Generative AI tools
for work purposes that are not
need an
awareness
boost “Yes, I use tools with a
personal license”
24%
2%
“I am not sure”
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Out of 212 respondents, 57.1% reported that their
company has an AI policy specifying which GenAI
tools can be used, and they are aware of the specific
Enforce compliance
tools allowed. Another 15.1% indicated that their
company has a policy, but they are not aware of the Implement monitoring and compliance
details. Notably, 25.9% stated that their company measures to ensure that employees are
does not have an AI policy, and 1.9% are unsure. adhering to AI policies. This can help
When it comes to compliance, 35.8% of respondents prevent potential security risks and ensure
admitted to using tools with personal licenses, while that all AI tools used are consistent with
23.6% use free or trial versions. Interestingly, 40.6% company standards.
only use tools that are authorized and licensed by
their company.
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INSIGHT 9
AI is driving key
day-to-day
marketing activities
How are you using Generative AI tools in your day-to-day workflow?
(Select all that apply)
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Among the 211 respondents, 65.9% use GenAI tools
for writing and editing content, making it the most
common use case. Developing sales and marketing
collateral is also popular, with 50.7% of respondents
engaged in this task using AI. Personalizing email
campaigns (43.6%) and analyzing customer data
(40.8%) are other key areas where AI is integrated
into daily workflows. Additionally, tasks like designing
advertisements and promotional materials (40.3%),
creating social media posts (40.3%), and generating
marketing reports (38.4%) are frequently supported
by AI. Other significant uses include automating
routine tasks (34.1%) and conducting market
research (37.4%).
CASE STUDY
Enhance customer interactions
Octopus Energy leveraged Generative AI to
Utilize AI to further personalize marketing
automate the drafting of customer service email
collateral, email campaigns, and customer
responses. This approach led to an 18% increase in
service responses. This can improve
customer satisfaction compared to human-generated
customer engagement and satisfaction,
emails. The system handled a third of all customer
driving better business outcomes.
emails, allowing human agents to focus on more
complex issues and improving overall operational
efficiency.
Learn more
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INSIGHT 10
AI reduces
marketing costs and
optimizes budgets
How do you envision Generative AI tools will impact B2B marketing in the next 6
months? Please rate the following statements:
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Out of 206 respondents, 68.4% agree or strongly
agree that GenAI will significantly reduce marketing
Start small and scale
costs, with 42.7% agreeing and 25.7% strongly
agreeing. Conversely, only 8.7% disagree with this
To address concerns about cost-prohibitive
sentiment, and only 1% strongly disagree. On the flip
implementation, begin with pilot projects that
side, when asked if GenAI will be cost-prohibitive to
require lower upfront investment. Use these
implement, opinions were more divided. While 30.1%
projects to demonstrate the potential ROI
of respondents agree or strongly agree with the
and build confidence in AI’s value.
statement, 23.3% disagree or strongly disagree, and
31.6% remain neutral.
Learn more
Emphasize cost savings
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INSIGHT 11
Creativity is a mixed
bag with AI
How do you envision Generative AI tools will impact B2B marketing in the next 6
months? Please rate the following statements:
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Among the 206 respondents, 43.7% agree or strongly
agree that GenAI will increase dependency on
technology and reduce human creativity. Specifically,
Monitor AI usage
30.6% agree and 13.1% strongly agree with this
sentiment. On the other hand, 29.1% of respondents Be aware of the potential for over-reliance
disagree or strongly disagree with this concern, while on AI. Regularly assess the impact of AI on
27.2% remain neutral. your creative processes to ensure that it
enhances rather than diminishes human
Conversely, when asked whether GenAI will enhance input and originality.
creativity in marketing strategies, a significant
majority (77.7%) agreed or strongly agreed, with
44.7% agreeing and 32.5% strongly agreeing. Only
4.4% of respondents expressed disagreement.
Encourage collaboration
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INSIGHT 12
AI requires fewer
marketers with more skills
How do you envision Generative AI tools will impact B2B marketing in the next 6
months? Please rate the following statements:
Generative AI will expand an already large training and skill development gap.
How open are you to implementing AI agents to expand the bandwidth of your
current team instead of hiring additional people?
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The data indicates significant concern among
professionals that GenAI may lead to job losses in
marketing, reflecting broader fears about automation
and its impact on employment. At the same time,
there is an openness to implementing AI agents to
expand team capabilities without the need for
additional hires, suggesting that organizations are
already considering AI as a cost-effective alternative
to human labor. This dual perspective highlights the
potential for AI to both disrupt and enhance the
workforce, creating a complex HR landscape where
the benefits of AI-driven efficiency must be balanced
against the risks of job displacement. Furthermore,
the concern about an expanding training and skill gap
suggests that while AI offers powerful tools, it also
demands new competencies that many professionals
may not yet possess.
Invest in upskilling
CASE STUDY
To address concerns about job losses and
skill gaps, prioritize upskilling and reskilling
McKinsey & Company launched an internal AI
programs. Equip your team with the
upskilling program to enhance the capabilities of over
knowledge and skills they need to work
500 technologists across various roles, from product
effectively alongside AI tools.
managers to data engineers. The program featured a
tiered training approach—starting with basic AI
awareness and progressing to advanced AI
capabilities—using a mix of online courses, boot
Communicate openly camps, and hands-on experience with AI tools. This
initiative is already assisting a more skilled workforce
Be transparent about your organization’s AI in the development of complex AI solutions,
adoption plans. Involve employees in the improving employee retention, and increasing the
conversation to reduce fears of job organization’s capacity to deliver innovative services
displacement and foster a collaborative to clients.
approach to integrating AI.
Learn more
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INSIGHT 13
AI is a powerful tool
for personalization
and customization
How do you envision Generative AI tools will impact B2B marketing in the next 6
months? Please rate the following statements:
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Among the 206 respondents, a significant majority
(77.7%) believe that GenAI will create more
Enhance customer engagement
personalized marketing experiences, with 39.8%
agreeing and 37.9% strongly agreeing. Only 5.8%
Leverage AI tools to analyze customer
disagree or strongly disagree with this sentiment,
behavior and preferences, enabling more
while 16.5% remain neutral. Similarly, 72.8% of
relevant and timely interactions that can
respondents agree or strongly agree that GenAI will
boost satisfaction and loyalty.
improve customer engagement and satisfaction, with
45.6% agreeing and 27.2% strongly agreeing. A small
minority (6.8%) disagree, while 20.4% hold a neutral
stance.
The data highlights a strong belief in the potential of Integrate AI into your strategy
GenAI to enhance personalization in marketing,
which is key to delivering relevant and engaging Ensure that AI-driven personalization is part
customer experiences. The high levels of agreement of a comprehensive customer engagement
suggest that many professionals see AI as a powerful strategy. Consider how AI can be used
tool for analyzing customer data, predicting across the entire customer journey to
preferences, and tailoring content to individual needs. maximize its impact.
This is increasingly important in a market where
personalized interactions can significantly impact
customer loyalty and conversion rates. Respondents
are optimistic about AI’s ability to improve customer
engagement and satisfaction due to its potential to
build stronger connections with customers.
PARTNER SPOTLIGHT
For organizations, these insights suggest a clear
opportunity: investing in GenAI to drive personalized
Activating AI-Powered Content for
marketing efforts can lead to substantial gains in
Lead Generation
customer engagement and satisfaction. By leveraging
AI to understand and anticipate customer needs,
Using generative AI, businesses can create
companies can deliver more targeted and effective
personalized content tailored to industries or
marketing campaigns, ultimately enhancing the
personas. Partnering with NetLine ensures this
overall customer experience. However, to fully realize
content is activated through content syndication,
these benefits, it’s important to integrate AI-driven
reaching decision-makers in your target market and
personalization into a broader customer engagement
driving engagement. NetLine’s intent data solution
strategy that encompasses the entire
layers on in-market targeting intelligence, generating
customer journey.
actionable, contactable leads. This go-to-market
strategy enhances efficiency and delivers measurable
Our recommendations based on this insight:
ROI, making it essential for executing
AI-driven campaigns.
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INSIGHT 14
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Among 206 respondents, 76.7% agree or strongly
agree that GenAI will pose challenges in maintaining
data privacy and security, with 39.3% agreeing and
Educate your team
37.4% strongly agreeing. Only 7.8% disagree or
strongly disagree, while 15.5% remain neutral on the Provide training on the ethical and security
issue. Similarly, 57.3% of respondents believe that implications of AI. When your employees
GenAI will amplify biases in generated content, with understand the risks, responsibilities, and
39.8% agreeing and 17.5% strongly agreeing. On the potential biases associated with AI, they can
other side, 20.9% disagree or strongly disagree, and help safeguard your organization against
21.8% hold a neutral view. potential threats.
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INSIGHT 15
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Among the 206 respondents, a significant majority
(73.7%) agree or strongly agree that GenAI will
improve the accuracy of marketing analytics, with
45.1% agreeing and 28.6% strongly agreeing. Only
6.3% disagree or strongly disagree, while 19.9%
remain neutral. Similarly, 79.1% of respondents
believe that GenAI will increase the speed of
campaign execution, with 40.3% agreeing and 38.8%
strongly agreeing. A small minority (3.4%) disagree,
while 17.5% are neutral on the matter.
Learn more
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Foster a culture of innovation
you do?
innovation and the exploration of new AI
applications are actively supported.
Create an AI Council
As GenAI rapidly transforms the marketing
landscape, strategic integration is crucial for
04 Create a strategic group that uses,
maximizing its potential while mitigating risks. understands, and champions AI within
Marketing leaders must focus on foundational your organization. You can ask either
strategies that drive AI adoption, enhance operational internal team members to join, or your
efficiency, and maintain ethical standards. key partners who can help move
things forward.
The following 20 strategic actions provide a roadmap
for organizations looking to embed AI into their
marketing frameworks in a way that is sustainable,
Enhance data governance
effective, and aligned with long-term business goals.
05 and security
Develop a comprehensive
01 AI strategy
06 Create an AI ethics framework
Formulate a clear AI strategy that aligns Develop and enforce an ethical
with your organization’s overall business framework for AI use, ensuring that AI
objectives, ensuring that AI initiatives are outputs align with your company’s values
focused and measurable. and address potential biases.
02 Prioritize AI training
and upskilling
07 marketing ecosystem
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Adopt a phased AI Strengthen leadership in AI
08 implementation approach 13 Ensure that leadership is well-versed in
Start with smaller, high-impact AI AI capabilities and is actively involved in
projects to demonstrate value, then driving AI adoption throughout the
gradually scale AI initiatives across organization.
the organization.
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Leverage AI for Invest in scalable AI
18 competitive advantage 20 infrastructure
PLUS 1
Prepare for AI-driven Evaluate AI vendors
19 market changes 21 and partnerships
Stay ahead of market changes by using Carefully select AI vendors and partners
AI to forecast trends and adapt your that align with your strategic goals,
marketing strategies proactively. ensuring that their solutions are
adaptable, secure, and provide a
strong ROI.
Whatever strategy you choose, it’s vital to start with the human element, not with the tool. We need to be
ready and able to use AI and master the complexities of different AI tools. But at the end of the day, it’s
marketers like us who are using the tool, not the other way around.
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Partnering
with
Intercept
Scale
Intercept Scale is your trusted partner in harnessing
the power of GenAI to elevate your marketing
operations. We specialize in providing tailored AI
solutions for B2B tech scale-ups, helping
organizations accelerate growth, enhance operational
efficiency, and achieve better results.
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