Case Study: Should We Deploy a Gen AI Salesbot?

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Case Study: Should We Deploy a Gen AI Salesbot?
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After seeing gen AI’s impressive capabilities demonstrated at a conference, CEO Jeannie Weiss is excited to put them work at her digital marketing firm, PulsePoint. A cutting-edge salesbot would allow her to shrink her staff while delivering more-effective and -personalized service to her clients.

A CEO who wants to get an edge with technology faces pushback from a key customer and some of her team. After seeing gen AI’s impressive capabilities demonstrated at a conference, CEO Jeannie Weiss is excited to put them work at her digital marketing firm, PulsePoint.

A cutting-edge salesbot would allow her to shrink her staff while delivering more-effective and -personalized service to her clients. Two of her top executives have qualms, however—and so does her biggest customer. But if she puts the brakes on the project, will rivals who move faster on gen AI open a huge lead over PulsePoint?“It’s so nice to feel excited about something again,” Jeannie Weiss said to John Bart, her chief technology officer. The pair were in an Uber on their way to the Austin airport after attending an AI conference together. Jeannie’s fingers tapped the sideboard of the car in time to the folk music on the radio. “I feel as if we’ve been on the defense for the past five years with Covid, the tight labor market, inflation. I’m ready to go on the offense again.”is a senior lecturer of business administration and the C. Roland Christensen Distinguished Management Educator in the marketing unit at Harvard Business School.

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