Chapter 5

The GTM Efficiency Gap

AI is making GTM teams more productive — but customer ROI lags, and the gap traces to shallow data integration.

Georgian + NewtonX AI, Applied Benchmarks, Wave 3 (n=249 GTM Decision Makers) · March–April 2026

The AI, Applied data indicates that AI is making the large majority of GTM teams more productive, but positive impact on customer ROI metrics remains a minority outcome. The lack of customer ROI appears to be related to shallow GTM data integration.

In our view, until AI expands beyond individual internal use cases and becomes more deeply embedded in GTM data and workflows touching the customer, positive impacts on acquisition costs, customer net retention, and customer lifetime value will likely struggle to tip over to the majority.

Finding 1

Efficiency is up; customer ROI isn’t

For GTM teams surveyed, AI appears to be working better on one side of the GTM ledger than the other. GTM teams report improvement to team efficiency as AI use becomes widespread at the individual and team level. Overall GTM cost and revenue ROI metrics, while still lagging behind productivity improvement, are also gaining ground.

The gap is between GTM teams internally and their customers. Customer metrics are proving harder to impact. Fewer than 50% of GTM decision makers report a positive impact on net revenue retention, LTV-to-CAC, or revenue per rep — the metrics that sit closest to the customer relationship and the P&L.

The gap that defines the GTM efficiency gap

The gap that defines the GTM efficiency gap

Marketing team efficiency — positive AI impact
85%
The top of the GTM ledger
Net revenue retention — positive AI impact
48%
The hard-ROI end; a 37-point gap
AI impact on GTM metrics, Wave 3

“How has AI adoption impacted each of the following GTM metrics?” GTM Decision Makers · n=249 · Wave 3 · the question format changed between waves, so this metric set is not wave-comparable

0%20%40%60%80%100%Marketing team efficiencyMarketing team efficiency — % positive: 85%85%Marketing team efficiency — % negative: 2%2%SDR / BDR efficiencySDR / BDR efficiency — % positive: 81%81%SDR / BDR efficiency — % negative: 2%2%Sales cycle velocitySales cycle velocity — % positive: 73%73%Sales cycle velocity — % negative: 3%3%Conversion ratesConversion rates — % positive: 58%58%Conversion rates — % negative: 1%1%Customer acquisition cost (CAC)Customer acquisition cost (CAC) — % positive: 54%54%Customer acquisition cost (CAC) — % negative: 3%3%Net revenue retentionNet revenue retention — % positive: 48%48%Net revenue retention — % negative: 2%2%LTV-to-CAC ratioLTV-to-CAC ratio — % positive: 47%47%LTV-to-CAC ratio — % negative: 10%10%Revenue per repRevenue per rep — % positive: 42%42%Revenue per rep — % negative: 3%3%
% positive% negative

“How has AI adoption impacted each of the following GTM metrics?” GTM Decision Makers · n=249 · Wave 3 · the question format changed between waves, so this metric set is not wave-comparable

ZoomInfo State of AI in Sales & Marketing 2025: “AI users report a 47% productivity increase, cutting low-value manual tasks by an average of 12 hours per week.” (ZoomInfo, May 2025)

Finding 2

Workflow AI dependence is still shallow

GTM decision makers appear to be behind their Tech counterparts when it comes to AI in production (see Chapter 4: The Agent Engineer). AI coverage of historically manual GTM workflows is a good way to measure the depth of AI adoption for this function — and the numbers indicate a relatively shallow level of deployment thus far. This is likely the structural explanation for the gap between GTM efficiency gains and customer ROI.

The good news: 99% of GTM decision makers report at least some level of AI dependence — they appear to be moving toward more coverage, a thesis we will watch in upcoming waves.

GTM teams with half or fewer workflows AI-dependent

GTM teams with half or fewer workflows AI-dependent

87% of GTM teams report half or fewer of their tech-stack workflows depend on AI in Wave 3 — broad adoption at shallow integration depth.

0%

Share of GTM tech-stack workflows that depend on AI

“What share of your GTM tech-stack workflows currently depend on AI features?” GTM Decision Makers · n=249 · Wave 3 · Significant (95%)

Share of GTM decision makers9%34%52%0%100%
76–100%51–75%26–50%1–25%0% — none

“What share of your GTM tech-stack workflows currently depend on AI features?” GTM Decision Makers · n=249 · Wave 3 · Significant (95%)

Finding 3

Broad adoption skews to content, not customers

GTM use cases tied to data and near real-time decisioning are lagging in broad adoption. We believe this is the next phase of AI for GTM teams — leading to the rise of the “GTM engineer” role and the focus on upskilling, findings we discuss in Chapter 8.

Content use cases lead customer use cases

Content use cases lead customer use cases

GTM decision makers are 3.6× more likely to have broad adoption of AI for marketing messaging & content use cases (40%) than for the customer retention use case (11%).

0 ×

Broad AI adoption by GTM use case

“What is your current level of AI adoption in each of the following Go-to-Market (GTM) areas?” GTM Decision Makers · n=249 · Wave 3 · Significant (95%)

0%10%20%30%40%Marketing messaging & contentMarketing messaging & content — % broad adoption: 40%40%Sales messaging & contentSales messaging & content — % broad adoption: 29%29%ChatbotsChatbots — % broad adoption: 28%28%Demand genDemand gen — % broad adoption: 20%20%Marketing workflow automationMarketing workflow automation — % broad adoption: 19%19%Lead scoring & segmentationLead scoring & segmentation — % broad adoption: 13%13%Customer retentionCustomer retention — % broad adoption: 11%11%

“What is your current level of AI adoption in each of the following Go-to-Market (GTM) areas?” GTM Decision Makers · n=249 · Wave 3 · Significant (95%)

Finding 4

Even Runners are shallow on customer use cases

Typically we see Runners much further ahead of Walkers in all dimensions of this research. This is less the case with customer-centric and deeper data-driven GTM use cases. Runners are a modest +12 pts ahead of Walkers on broad adoption of AI for customer retention and +11 pts for lead scoring; conversely, the sales and marketing messaging gaps are +26 pts.

Even Runners may be suffering from broad AI adoption at shallow integration depth for customer-centric use cases.

Runners with broad adoption of customer-retention AI

Runners with broad adoption of customer-retention AI

20% of Runners report broad adoption of AI for the customer retention use case — only a modest +12 pts ahead of Walkers, versus +26 pt Runner leads on messaging use cases.

0%

Broad AI adoption by GTM use case — Walkers vs Runners

Share with broad adoption of AI for each GTM use case. The Runner lead narrows on customer-centric, data-driven use cases.

0%20%40%60%80%100%Sales messaging & content15%41%+26 pt gapMarketing messaging & content31%57%+26 pt gapMarketing workflow automation8%32%+24 pt gapChatbots21%39%+18 pt gapCustomer retention8%20%+12 pt gapLead scoring & segmentation9%20%+11 pt gapDemand gen13%20%+7 pt gap
WalkersRunners

“What is your current level of AI adoption in each of the following Go-to-Market (GTM) areas?” GTM Decision Makers · n=249 · Wave 3 · Significant (95%)

Finding 5

PLG loses its crown

PLG dropped 19 points and is no longer the primary GTM motion cited by GTM decision makers. PLG’s share appears to have been absorbed across multiple GTM motions — account-based, outbound, inbound, and channel — all of which benefit from the GTM productivity gains in sales messaging and content creation increasingly visible in these Wave 3 benchmarks. We believe the higher-touch impact of non-PLG motions is being unlocked at scale by AI agents — potentially an agent-led GTM motion that this research does not capture yet.

As B2B software increasingly delivers value through agentic features that customers discover and activate themselves, the acquisition and expansion dynamics look less like classic PLG and more like a new GTM motion. Wave 4 will explore a potential emerging AI-agent-led GTM motion explicitly.

PLG as the primary GTM motion

PLG as the primary GTM motion

PLG fell 19 points in one wave — from 37% to 18% as the primary GTM motion — the combined findings in this chapter provide a theory as to why.

0pts
Primary GTM motion by segment, Wave 2 vs Wave 3

“What is your organization’s primary GTM motion?” GTM Decision Makers · n=249 · Direct W2 → W3 · Significant (95%). PLG decline confirmed genuine within-segment shift — 98% real movement, 2% composition effect.

0%10%20%30%40%Account-basedAccount-based — Enterprise W2: 19%19%Account-based — Enterprise W3: 29%29%Account-based — Growth-stage W2: 22%22%Account-based — Growth-stage W3: 22%22%Partnership / channelPartnership / channel — Enterprise W2: 16%16%Partnership / channel — Enterprise W3: 23%23%Partnership / channel — Growth-stage W2: 13%13%Partnership / channel — Growth-stage W3: 18%18%PLGPLG — Enterprise W2: 40%40%PLG — Enterprise W3: 21%21%PLG — Growth-stage W2: 37%37%PLG — Growth-stage W3: 16%16%OutboundOutbound — Enterprise W2: 13%13%Outbound — Enterprise W3: 15%15%Outbound — Growth-stage W2: 11%11%Outbound — Growth-stage W3: 19%19%InboundInbound — Enterprise W2: 5%5%Inbound — Enterprise W3: 7%7%Inbound — Growth-stage W2: 10%10%Inbound — Growth-stage W3: 16%16%
Enterprise W2Enterprise W3Growth-stage W2Growth-stage W3

“What is your organization’s primary GTM motion?” GTM Decision Makers · n=249 · Direct W2 → W3 · Significant (95%). PLG decline confirmed genuine within-segment shift — 98% real movement, 2% composition effect.

Finding 6

Expectations are running ahead of the metrics

Forward-looking confidence appears to be strong. Two-thirds of GTM decision makers expect agentic AI to materially change how their function operates within the next year. This confidence crosses all GTM decision-maker segments we analyzed, including company-size and AI-maturity segments. The gap between what GTM decision makers expect and what the metrics currently show will be a closely watched benchmark — will we see expectations meet production-level outcomes in Wave 4?

Expect high or transformational agentic GTM impact

Expect high or transformational agentic GTM impact

65% of GTM decision makers in Wave 3 expect high or transformational agentic impact on their function in the next 12 months.

0%

Expected agentic AI impact on the GTM function (next 12 months)

“What level of impact do you expect agentic AI to have on your GTM function in the next 12 months?” GTM Decision Makers · n=249 · Wave 3 · Significant (95%)

Expected impact18%48%26%8%0%100%
TransformationalHigh impactModerateLow / uncertain

“What level of impact do you expect agentic AI to have on your GTM function in the next 12 months?” GTM Decision Makers · n=249 · Wave 3 · Significant (95%)