Carry the prospect's context beyond the experience
Carry the prospect's business context into the systems and conversations that support follow-up. UST's NavigatorAI guides prospects through tailored questions and generates personalised recommendations informed by UST's AI playbook and expertise. The platform was integrated with HubSpot to capture first-party data and support future engagement, giving the interaction a purpose beyond the immediate experience.
Dematic's Micro-Fulfillment configurator illustrates what customer information should support. Designed for customers who understood the general concept but needed specifics about how micro-fulfillment could work for their business, the short question journey provided Dematic with information to generate prospective leads and inform sales discussions. Plan the information captured around the conversation sales needs to have, rather than treating form completion as the endpoint.
Integrate reported in 2025 that more than 60% of B2B marketing teams report that poor data disrupts lead handoffs and slows sales productivity.
Sources: UST NavigatorAI: Creating personalised experiences with generative AI, Dematic Micro-Fulfillment: A Simple, Powerful Engagement Tool