One of the things we get asked all the time is how the heck to use AI in RevOps? There are a million and one tools out there, and it’s easy to get lost. So we put together a list of the top 20 Practical AI Use Cases in GTM, RevOps, and Marketing Ops. Hope you all find this useful! Top of Funnel
Intent Signal Aggregation & Activation – Surface and act on 3rd-party buying signals (e.g., Bombora, G2).
Data Enrichment & Prioritization – Automatically enrich leads/accounts and prioritize based on buying readiness.
Intelligent Lead & Account Scoring – Adaptive scoring models based on engagement and conversion history.
Audience Segmentation & Dynamic Cohorting – Create smart audience groups for more targeted campaigns.
Multi-Channel Campaign Optimization – Optimize spend and sequencing across paid, social, and email.
Personalized Content Generation at Scale – Auto-generate emails, landing pages, and ads for each persona.
Agentic Prospecting & Email Sequencing – Use AI agents to research and send tailored outbound sequences.
Mid-Funnel 8. Real-Time Call/Meeting Intelligence – Summarize calls, extract objections, sync data to CRM. 9. Playbook & Objection Handling Copilot – In-call assist for rebuttals, talk tracks, and battle cards. 10. Automated Account Research & Prep – Auto-compile account briefings for sales reps before meetings. 11. Sales Content Recommendation Engines – Suggest the right collateral at the right stage of the deal. Pipeline Management 12. Automated CRM Capture & Update – Auto-log meetings, notes, emails, and opportunity data. 13. Pipeline Risk & Forecasting Analysis – Spot deal risk and adjust forecasts based on behavior and sentiment. Full Funnel 14. Attribution & Funnel Analysis – Multi-touch attribution to track true campaign and channel impact. 15. RevOps Insights & Diagnostic Copilots – AI copilots that surface GTM inefficiencies and root causes. Post-Sale 16. Customer Health Scoring – Predict churn or upsell likelihood based on product and support signals. 17. CSM Email Drafting & Meeting Summaries – Write follow-ups and QBR summaries automatically. 18. Renewal & Expansion Opportunity Detection – Identify accounts ready for upsell or at risk of churn. 19. Proactive Support Ticket Triage – Categorize, prioritize, and auto-respond to support tickets. Enablement 20. AI-Powered Change Management & Training – Adaptive onboarding and contextual training for GTM teams.
Hey Alex, interested to learn more about Intent signal aggregation & activation. Where can I find more info?
Amazing list
Alex B. Hi Alex, would love to learn more details about how you propose using AI for Attribution and funnel analysis. I'm VERY familiar with attribution in Salesforce (first-touch), Marketo (last-touch), LeanData (multi-touch unweighted and weighted), and customized attribution models built in Microsoft Azure with Power BI.
Alex B. Great list! One area I’m exploring is cross-tool campaign visibility. Teams often run messaging from HubSpot, Intercom, and other tools without a clear view of what each customer is actually receiving. It can lead to overlaps or mixed signals, but it’s still unclear how often this truly blocks performance. I’m building touchflow.cx to help map and coordinate messaging across tools — would love to hear if others are seeing this pain more directly. Might be worth adding under “Full Funnel” or “Campaign Ops.”
I would add buyer journey personalization at the TOFU
Good one. We’re accounting for that in #6, unless you mean something different.
