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May 29, 2025
Last updated on July 11, 2025
Read Time: 4 minutes

Why AI is no longer optional: Insights from SaaS Capital’s 2025 B2B Benchmarking Survey

Quick Summary: AI is no longer optional in SaaS—it’s a proven driver of efficiency, profitability, and competitive advantage. Companies adopting AI at the workflow and product levels are already seeing stronger margins and operational gains, making now the time to move from experimentation to execution.

Some SaaS trends simmer; others ignite. Then there’s AI, in a category all of its own. This year, SaaS Capital’s industry-leading B2B Benchmarking Survey covered AI adoption and outcomes for the first time and the results are unequivocal: AI is no longer optional in SaaS.

What started as an experimental tool has quickly become a defining lever of efficiency, productivity, and now profitability. In our latest webinar, SaaS Capital’s Rob Belcher and ChurnZero’s You Mon Tsang and Rob Belcher explored how AI is changing the operating model of SaaS companies in 2025, and how customer-facing leaders can stay one step ahead.

Watch the webinar in full here, then keep reading for our top AI takeaways and tips from the SaaS largest survey of its kind.

YouTube video player

Our top takeaways from Rob and You Mon’s discussion:

1. AI is already everywhere, but it’s unevenly deployed.

AI adoption is growing fast. SaaS Capital’s benchmark survey shows that 70% of companies now have some level of AI in their product, and a similar number are using AI internally across workflows.

The scope and seriousness of that adoption varies widely. Some companies are building AI-native platforms. Others are experimenting at the edges. And, while you might expect early-stage startups to be ahead of the curve, the data tells a more nuanced story.

“The proliferation is the biggest with the large companies,” says Rob. “That feels upside down. I would’ve thought all the new companies would be all-in on AI.”

Internally, however, smaller companies are leading the way. They’re adopting AI into planning, content creation, analysis, and execution, and they’re moving faster and more consistently than some larger firms.

“More companies relative to the previous slide are using AI internally day-to-day,” says Rob. “Almost all the companies are using it.”

Related: Need to drive AI adoption faster? Find your customer team’s AI champion.  

2. Profitability is already higher for companies using AI.

One of the most compelling takeaways from the survey data is that companies using AI are more likely to be profitable, especially among equity-backed firms. 43% of equity-backed companies using AI are profitable or break-even, while only 30% of those not using AI can say the same.

“This actually says that AI is more efficient,” says Rob. “It’s helping these companies be more efficient.”

Even bootstrapped companies using AI show a slight edge in profitability over their non-AI peers. While correlation doesn’t equal causation, the message is clear: AI isn’t a shiny object; it’s a tool for doing more with less.

Related: How to leverage AI for customer retention and churn risk management

3. AI adoption barriers mirror early cloud skepticism.

If you’re still cautious about AI, you’re not alone. Concerns around liability, data security, and confidentiality were common among survey respondents. However, says Rob, this moment mirrors previous technological shifts.

“I feel like AI is very similar to cloud in the late 2000s,” he says. “I hesitate to trust AI with my data; back then, companies didn’t trust AWS. You couldn’t sell a cloud product to Oracle, for example—it had to be in a closet in their building.”

The implication? These concerns will fade as case law, best practices, and internal governance will evolve. As with the cloud before it, AI will become business as usual.

Related: When is it time to centralize your customer team’s AI?

The bottom line: AI efficiency is the next battleground.

“The productivity expectations around AI are real, whether they’re coming from your board, your CXO, or your competitors, says You Mon. “ The idea of companies becoming more efficient is going to be a headline message for years to come.”

By embracing AI now—not just in vision decks, but in daily workflows and customer touchpoints—you’ll position your team and company to emerge stronger, leaner, and more competitive in the long run.

If you’re a late adopter, here’s what to do.

Start using AI in your daily work!

Adopt AI tools to streamline common workflows — from summarizing QBRs to writing customer emails to spotting risk patterns. Consistent use across your team will compound efficiency

Push AI into your product roadmap.

If your product has only light or experimental AI functionality, it may not be enough. The window is closing between early adopters and everyone else. It’s time to move decisively.

Address internal risk barriers head-on.

Data confidentiality and legal risk are real, but they’re not new. Companies faced the same concerns during the transition to cloud. Those that overcame them early gained the most.

Track ROI, not just usage.

Adoption is just the start. Prove AI’s value with real impact: time savings, improved productivity, and margin growth. Companies that tie AI to financial outcomes will lead the next phase of SaaS.

Get more actionable advice on adopting AI technology in ChurnZero’s new AI guide for customer teams.

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