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6%

Marketing and sales teams that take an ABM approach together can be up to 6% more likely to exceed their revenue goals than teams that are less ABM-advanced.

The Ultimate Guide to Account-Based Marketing

Learn how to identify and reach high-value
customers with the most effective ABM tactics and
software.

Looking for ways to upgrade your ABM strategy? Check out HubSpot’s collection of ABM apps.

Personal Exercise Questions

Do your marketing and sales teams have shared yearly goals? 

  • If yes, how often are those visited and reported on?
  • If no, consider using HubSpot's SLA template to help kickstart those conversations.

508%

HubSpot customers with Marketing and Sales Hub who use workflows close an average of 508% more deals than those who do not.

Ready to build out your buyer personas?

HubSpot’s Make My Persona tool makes this process fun and interactive for everyone on your team.

43%

Forty-three percent of sales and marketing professionals said "lack of accurate/shared data on target accounts and prospects" was the biggest challenge when aligning sales and marketing departments.

An all-in-one CRM platform can help you bridge the gap between marketing and sales by centralizing information about your existing customer base, current sales opportunities, and the goals or milestones on each team’s radar.

The Ultimate Guide to Account-Based Marketing

Learn how to identify and reach high-value
customers with the most effective ABM tactics and
software.

Chapter 07

Best Practices with AI Within Your Company

QUICK GUIDE TO GEN AI FOR SOLUTIONS PARTNERS
7

Best Practices with AI Within Your Company

It's still early, and we're learning new things about what this space will look like. At the same time, there are a lot of unknowns when it comes to laws, regulations, guidelines, guardrails, and even the banning of the usage of certain technologies.

As a solutions partner, you might be concerned about your employees using ChatGPT and other tools without considering potential implications and risks. Below, we've compiled a list of best practices that you can consider when adopting generative AI technology within your organization.

We also recommend downloading Jasper AI's new Guide to Piloting AI in Your Company, where you'll learn the best ways to get started with generative AI technology.

Disclaimer: As we've mentioned, there is and will continue to be a learning curve with generative AI. These suggestions below may help you get started, but please be aware this list is non-exhaustive and you should do your due diligence in evaluating new technologies.

1. Get in front of it with your employees, but don't shut it down. This might be the best first step, where you can open the conversation with your team and employees. With all the hype and excitement, you may want to avoid quickly shutting them down from testing and playing with new technologies, but at the same time, make sure they understand the implications and importance of using good judgment when it comes to data privacy and security. By opening this conversation, you'll be able to create the space for your team to learn, ask questions and proceed with caution.


2. Have a written policy in place. You can start with some simple principles and guidelines, but you may want to consider seeking legal advice from your legal counsel.


3. Read the terms of use or terms of service with any products you’re adopting and using, especially when using personal data. If terms are not available, we suggest exercising caution over use of personal or sensitive data.


4. Avoid inputting confidential, proprietary or sensitive information into your prompts.
Train your employees. This may require consulting legal experts, consultants that understand the space, or reviewing online courses. Make sure your employees understand the risks, concerns and importance of using good judgment.


5. Focus on data quality. As mentioned earlier, there are a lot of concerns over misinformation, biases in information, plagiarism, and more when it comes to generative AI. Make sure your team is aware of these risks and that they are conducting quality checks.


6. Monitor, review and human-edit the outputs. Ensure the accuracy of information, avoid biases, and make sure that what you're doing and using complies with legal and ethical standards. You may consider building internal processes and guidelines for your employees to follow to ensure they are taking these steps.


7. Protect customer data. Take appropriate measures to protect customer data and ensure that it is not misused or mishandled. This includes securing data storage and access and obtaining proper consent before using customer data for Generative AI training.


8. Consult with legal experts. Ensure that your use of Generative AI complies with applicable laws and regulations, and to identify and address any potential legal issues before they become a problem. If needed, reach out to your legal advisor for input.

Keep in mind, these are just a few considerations when it comes to adopting AI technology within your company as a partner. We strongly suggest doing your own research and creating a plan for how you'll adopt AI within your processes and with clients.

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