Head of sales asking where to start with agents? Send them this.
@salesforce is the one rolling AI out at the biggest companies in the world, so this is the best playbook I’ve found on how an enterprise should approach agents. It shows how much the data matters and how to build the next layers on top of the CRM.
Salesforce refreshed its playbook, Become an Agentic Enterprise. It’s built on what they call Customer Zero, testing everything on their own 80,000 employees first, plus a 2026 study of 2,000+ AI decision-makers.
Six chapters, the best bit from each:
→ Goals. Pilots stall on resistance and low AI fluency.
→ People. 99% of companies running agents keep humans overseeing them.
→ Use case. “Agents that live in the flow of work get used.”
→ Processes. Built-in AI beats bolted-on tools on adoption.
→ Data. Salesforce grades its SDR agent against six million human SDR emails. It generated nearly $120M in pipeline.
→ Coaching. Asymbl’s sales team coaches its agent every week. 3,789% ROI.
Workflows, data and the record of how your best reps sell already live in your CRM. Build the agents there and keep a human coaching them.
Read the full playbook →
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