Playbooks by industry.
-
Private Equity Firms -
Wealth Management Firms -
Insurance Companies -
Mortgage & Lending -
Manufacturers -
Construction Companies -
Commercial Trades & Field Service -
Law Firms -
Professional Services Firms -
Retail & Consumer Goods -
Health & Life Sciences -
Agriculture -
Energy & Utilities -
Education -
Nonprofits -
Hospitality & Transportation
Playbooks by team.
For the people who run Salesforce day to day: the workflows, products, rollout plan, integrations, metrics and mistakes to avoid for each team.
Buyer's guides by product.
Deciding on a Salesforce product? What each one does, when it fits and when to wait, how industries use it, the rollout plan and the mistakes to avoid.
What every industry playbook includes.
- Which Salesforce products fit. Up to five products in depth, with use cases, how the data is modeled and the questions buyers ask.
- How to implement, migrate and integrate. Who needs to be in the room, what moves from your current system, and the systems to connect.
- Regulation and compliance. The rules a Salesforce design in that industry has to account for from the start.
- A readiness checklist and metrics worksheet. Decisions to make before you start, and the numbers to baseline before the build.
- Local guides and data. Links to our local guides for the industry, and for sectors the federal data reports separately, the metros where that sector is the largest share of the economy.