GenAI Tools and Risk Management

A safe AI strategy for marketing

Chatbots based on generative artificial intelligence are ideal for optimising B2B marketing. We provide tips on AI strategy, tool selection and risk management.

 

GenAI chatbots are opening up unanticipated opportunities for companies. They are extremely powerful and uncomplicated to use, and thanks to their wide range of use cases, offerings such as ChatGPT are particularly suitable for B2B marketing. They help to noticeably increase the productivity of marketing teams and the effectiveness of campaigns.

 

However, their ease of use without prior knowledge also harbours risks. It can be tempting to simply roll out GenAI without further consideration – but that would be rather unwise, because the technology has its pitfalls, just like any other. There are specific risks associated with the technology, such as the widely-discussed "hallucinations". Comprehensive risk management and selecting the right tool to use are therefore critical aspects of using GenAI. That is why the first step towards GenAI success in B2B marketing lies in a strategic embedding of the technology to systematically cover these aspects.

Using AI Chatbots Correctly: The GenAI Strategy

 

If you want to embed GenAI in a company, you should only do so following a clearly formulated strategy – whether in B2B marketing or beyond. This strategy sets out how GenAI can help achieve business goals, who should use the technology and how, and which processes are to be followed. This establishes reliable, clear guidelines for secure GenAI operations.


At the same time, the strategy should also give employees enough freedom to experiment. After all, one of the most exciting advantages of GenAI is the virtually endless potential of innovative use cases that can be developed and implemented by users themselves – especially in marketing.

 

 

 

GenAI Guide: The Best GenAI Use Cases in B2B Marketing

GenAI Strategy
Four Essential Aspects


GenAI knowledge:
Education and training for employees to lay the foundation.


Creativity
: Teams should have the freedom to develop and test new use cases independently.


Workflow
: Clear processes must be developed for the implementation of use cases in the production environment, including for resources (tool selection, etc.) and risk management.


Optimisation:
GenAI projects should be systematically monitored. Analysing these results means approaches can be iteratively improved.

Manpower steigert Unternehmenseffizienz durch standardisierte CRM-Prozesse

Acht Länder, acht unterschiedliche Marketing-Prozesse – vor dieser Situation steht Manpower. Die Folge: Uneinigkeit darüber, welche Leads Priorität haben, sowie erschwertes Benchmarking und Austausch über Best Practices.

Um internationale Vergleichbarkeit zu schaffen und Lernprozesse im Unternehmen anzuregen, will das nordeuropäische Marketing-Team um Projektleiterin Tina Hingston ein länderübergreifend konsistentes Lead Scoring und Reporting einführen. Dafür holt sie sich Unterstützung des Strategiepartners andweekly.

 

Die Marketing-Landschaft bei Manpower

Von der herausfordernden und zeitaufwendigen Rekrutierung geeigneter Fachkräfte sind Unternehmen in vielen Branchen und Regionen betroffen. Das Ziel von Manpower ist es, dem Personalmangel weltweit mit innovativen Lösungen zu begegnen. Die ManpowerGroup mit Hauptsitz in den USA und Niederlassungen in rund 80 Ländern zählt zu den weltweit führenden Unternehmen in der Personalbranche.

Kerngeschäft ist die Vermittlung von Fachkräften aus zahlreichen Branchen an Unternehmen, die sich nicht mit zeitaufwendigen Rekrutierungsprozessen beschäftigen wollen. Darüber hinaus hilft Manpower, kurzfristige Personalengpässe zu überbrücken und Produktionsspitzen mit geeigneten Human Resources auf Zeit abzufedern. Zum Unternehmen gehören zahlreiche Tochterunternehmen – darunter auch der IT-Dienstleister Experis, den wir bereits bei seiner Marketing-Strategie unterstützt haben.

andweekly-fritz--9832-workshop-1920x1080

Lokale Marketing-Vielfalt bei Manpower birgt Herausforderungen

Die ManpowerGroup unterhält in jedem Land ein eigenes Marketing-Team, das individuelle Ansätze im Online-Marketing verfolgt. Zwar wurde HubSpot als All-in-one-Plattform für Marketing in den meisten Landesgesellschaften etabliert, doch das HubSpot-Knowhow und der hinterlegte Lead-Management-Prozess sind sehr unterschiedlich.


Das Problem bei Manpower: Die uneinheitlichen Marketing-Prozesse der Landesgesellschaften führen zu inkonsistenter Lead-Qualifizierung: Ein Lead, der in einer Landesgesellschaft als Sales Ready eingestuft wird, kann in einer anderen als Marketing Qualified Lead (MQL) eingestuft werden.
Daraus ergeben sich für Manpower folgende Herausforderungen:
Mangelnde Vergleichbarkeit. Unterschiedliche Definitionen und Prozesse machen es schwierig, die Leistung und Effektivität von Marketing-Aktivitäten zwischen verschiedenen Landesgesellschaften zu vergleichen. Ohne einheitliche Standards können sie Best Practices nicht identifizieren und erfolgreiche Strategien kaum replizieren.


Schwierigkeiten bei Zusammenarbeit und Kommunikation. Inkonsistente Definitionen führen immer wieder zu Missverständnissen und Fehlkommunikation zwischen Marketing- und Vertriebsteams, insbesondere wenn diese länderübergreifend zusammenarbeiten.
Verpasste Verkaufschancen. Unterschiedliche und nicht immer optimale Definitionen von MQLs und SQLs bewirken, dass Mitarbeitende bestimmte Leads unter- oder überschätzen. Falsche Prioritäten in der Lead-Bearbeitung kosten wiederum wertvolle Ressourcen.

5 erreichte Projektziele

Standardisierung der Marketing-Automatisierungsprozesse für eine nahtlose Customer Journey in den verschiedenen Manpower-Landesgesellschaften

Entwicklung homogener Dashboards auf globaler Ebene zur einheitlichen Erfassung, Analyse und Vergleich der Performances von Marketing-Kampagnen

Optimierung der CRM-Strategie durch Implementierung von Best Practices für Lead-Erfassung, -Qualifizierung, -Scoring und Reporting mithilfe des HubSpot Marketing Hub

Erzielung von Effizienzgewinnen durch Reduzierung von Inkonsistenzen zwischen den Landesgesellschaften

Erhöhung der Transparenz zwischen den Landesgesellschaften hinsichtlich Lead-Generierung, Lead-Qualität und Marketing-Performance zur Verbesserung der Entscheidungsfindung und Performance

From Hallucinations to Copyright: GenAI Risks Under Control

 

GenAI is amazingly powerful, but the technology is not perfect. High-profile cases are constantly being reported in the media where chatbots have made mistakes or caused problems. Recently, for example, the AI-based support chatbot of a global logistics service provider suddenly became foul-mouthed and insulted its own company. The user had to deliberately manipulate it to say these things by making targeted entries, so this was not a standard situation. And in B2B marketing, such direct customer interactions with chatbots are the exception rather than the rule.

Nevertheless, this is a fundamental problem for all GenAI use cases that must be taken into account. Otherwise, you run the risk of reputational or financial damage, legal sanctions and regulatory penalties. We therefore recommend comprehensive risk management for GenAI across three dimensions.

 

Avoid Hallucinations and Logic Errors

GenAI does not generate answers on the basis of real understanding, but on the basis of probabilities within the framework of large language models (LLM). That is why it is possible for a chatbot to freely invent "facts" and present them in a very confident and believable way ("hallucinations"). What is also astonishing for a computer-based technology is that these systems can sometimes have considerable difficulties with logic, and even with mere counting. Answers and results must therefore always be checked by a human. Appropriate processes have to be set up for this.


Secure Data Protection

Strict regulatory provisions such as GDPR apply to the collection and processing of personal data. However, many GenAI offerings do not fulfil these regulations. In principle, GenAI acts as a "black box" whose behaviour cannot be predicted. For example, it is possible that protected data processed by GenAI could be included in the model's training and then be put out again in response to requests from third parties. In some cases, such behaviour can also be deliberately induced (via prompt injection). It is therefore best not to enter protected data into GenAI technology at all. Alternatively, you can look to special GenAI chatbots that have guaranteed GDPR compliance.

 

Protect Intellectual Property

A similar issue arises in relation to intellectual property and copyright. If users enter trade secrets or copyrighted content into a chatbot, this could also be incorporated into the model's training and thus potentially be accessible to third parties. For this reason, sensitive content should be handled very consciously and carefully. One solution is to offer services where the user input is not used to train the language model. However, users have no way of verifying whether these safeguards are being adhered to. Intellectual property of critical importance should therefore not be processed by external GenAI services.

 

 

Which Chatbot for Which Purpose?

 

GenAI comes with a whole range of risks. However, marketing teams should not be put off by this. The good news is that there is also a whole range of offerings on the market that can be used to implement individual use cases securely and compliantly.

For example, the well-known ChatGPT offering from OpenAI is available in several versions, some of which do not utilise user input for training. There are also offerings that are specifically geared towards the needs of marketing teams. Or there is the option – albeit a rather demanding one – of running your own language model, which makes it easier to manage risks.

Marketing managers can derive the criteria for their ideal tool from their designated GenAI strategy and risk management requirements. Here is an overview of the basic options:

 

ChatGPT

The chatbot from OpenAI exists in several versions (as of January 2024).

  • The free version uses the less powerful GPT-3.5 model, which is based on outdated information and is only recommended for private users.
  • ChatGPT Plus brings GPT-4 and GPT-4o, plugins, custom GPTs, image analysis, the graphics GenAI Dall-E and other useful functions for companies. Particularly valuable: for some time now, GPT-4 and GPT-4o have also been able to access the current internet independently.
  • ChatGPT Team adds team collaboration capabilities to Plus and offers higher limits for the volume of requests. Above all, Team offers the promise of not using your own input to train the model, which is particularly important for companies in terms of data protection. However, sensitive data should still be handled extremely carefully and restrictively.
  • ChatGPT Enterprise, on the other hand, includes unlimited access to GPT-4 and GPT-4o, priority support and many other useful features, especially for larger organisations. The Enterprise version also has additional security features. Unlike Plus and Team, Enterprise access is priced individually.

 

Integrated GenAI

The major advantage of offerings such as Bard or Gemini (Google) and Bing or Copilot (Microsoft) is their seamless workflow integration into popular office suites. They also offer up-to-date web access for internet searches, in some cases without additional plug-ins.

 

Jasper

Jasper offers a GenAI copilot that is specifically designed for marketing teams. The tool is suitable for creative content creation, data analysis and insights. Other capabilities include project management and communication support as well as the management of company knowledge. Predefined templates make work easier and reduce the need for prompt engineering.

 

Claude Pro

Based on the Claude.AI offering from Anthropic. The chatbot offers advantages in marketing integration thanks to real-time analytics and seamless CRM embedding. However, the application is limited to certain regions. This includes the UK, but not Germany and other EU countries.

 

Operate your own model

This option, mentioned at the beginning, is very interesting, especially from a data protection perspective. However, it’s also complex and requires a lot of expertise.

 

 

 

Holistic AI Strategy: Selecting the Right Use Cases

 

With a holistic GenAI strategy, risk management concept and appropriately selected tools, marketing managers have fulfilled the most important requirements for successful GenAI implementation. Now they can get started and roll out GenAI in their teams. Of course, this is where the real work begins – the development and application of use cases that boost productivity, take pressure off the team and increase the effectiveness of B2B campaigns. We know from our own experience at andweekly that the possibilities of GenAI in B2B marketing are as diverse as human creativity itself.

To get you started, we have created a comprehensive GenAI guide that describes over 20 attractive use cases in all areas of B2B marketing – from strategy optimisation, content and campaigns to technology, automation and CRM. All use cases are strategically categorised in terms of the expertise required, the effort involved and the potential productivity gains. Our guide also provides further practical details, such as tips on the different strategies for GenAI input (prompts).

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B2B marketing involves major challenges – very complex topics, highly demanding target groups, and the great necessity to provide measurable results. This is where we come in: with digital competence, journalistic diligence, and a deep understanding of the B2B world.
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