Resources
Playbooks
Curated playbooks from Salesforce, HubSpot, and Adobe Marketo — covering Agentforce, ABM, AI fluency, Customer 360, and global marketing strategy. All free to download.
6 Playbooks
Free to Download
Agentforce Playbook
Your step-by-step guide to deploying AI agents across sales, service, and marketing
Salesforce's official Agentforce Playbook walks you through how to design, deploy, and scale autonomous AI agents across your customer-facing teams. Covers agent architecture, use-case prioritization, data readiness, and governance — everything you need to move from pilot to production.
What's Inside
- Agent design patterns for sales, service, and marketing
- Data and CRM readiness checklist before deployment
- Governance and trust layer configuration
- ROI measurement framework for AI agents
- Step-by-step implementation roadmap
5 Ways to Scale Your Sales Team with Agents
Practical AI agent use cases that drive pipeline, speed, and seller productivity
This Salesforce guide outlines five high-impact ways AI agents can augment your sales team — from automated prospecting and lead qualification to deal coaching, forecasting, and post-sale handoffs. Includes real-world examples and implementation guidance for each use case.
What's Inside
- Automated prospecting and outbound sequencing
- AI-powered lead scoring and qualification
- Real-time deal coaching and next-best-action
- Forecasting accuracy improvements with AI
- Post-sale handoff automation to CS teams
The Definitive Guide to Account-Based Marketing
From strategy to execution: the complete ABM operating guide for B2B marketers
Marketo's definitive ABM guide covers every dimension of a high-performing account-based marketing program — ICP definition, account selection, intent data, multi-channel orchestration, personalization at scale, and the measurement frameworks that prove pipeline impact. A must-read for any B2B marketing team.
What's Inside
- ICP definition and account selection methodology
- Intent data, firmographics, and technographic signals
- Tier-based ABM: 1:1, 1:few, and 1:many strategies
- Content personalization and multi-channel orchestration
- ABM measurement: pipeline influence, velocity, win rate
2024 Global Marketing Playbook
How the world's top marketing teams are adapting strategy, technology, and measurement
HubSpot's 2024 Global Marketing Playbook synthesizes data from thousands of marketers worldwide to reveal the strategies, channels, and technologies driving growth. Covers AI adoption trends, content strategy shifts, channel performance benchmarks, and the operational changes high-growth teams are making.
What's Inside
- AI adoption benchmarks across marketing functions
- Top-performing channels by industry and company size
- Content strategy and format trends for 2024+
- Marketing measurement and attribution best practices
- Operational changes in high-growth marketing teams
AI Fluency Playbook
Building the organizational AI literacy your teams need to compete in the agent era
The Salesforce AI Fluency Playbook provides a framework for building AI literacy across your entire organization — not just your technical teams. Covers how to assess current AI fluency levels, design role-specific learning paths, and create the cultural conditions that allow AI adoption to accelerate rather than stall.
What's Inside
- AI fluency assessment framework by role and function
- Role-specific learning paths for marketing, sales, and ops
- Change management strategies for AI adoption
- Building an internal AI center of excellence
- Measuring AI fluency progress and business impact
The Customer 360 Playbook
Unifying your data, teams, and technology around a single view of the customer
Salesforce's Customer 360 Playbook provides a practical roadmap for breaking down data silos and building a unified customer view across marketing, sales, service, and commerce. Covers data architecture, integration strategy, identity resolution, and the organizational changes required to make Customer 360 a reality.
What's Inside
- Data architecture and integration strategy for Customer 360
- Identity resolution and customer data unification
- Cross-cloud data sharing between Marketing, Sales, and Service
- Privacy, consent, and data governance frameworks
- Measuring the business impact of unified customer data
Want These Frameworks Applied to Your Business?
Our team can help you implement the strategies in these playbooks — tailored to your technology environment, team structure, and growth goals.
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