Category Archives: Team Collaboration

Working with Salesforce Account Teams

Salesforce Account teams is a group/team of users working together on an account, making tracking of collaboration on account easier. Suppose there is a team of people working on an Application says ‘ProjectBuilder’. This team contains developers, team lead, project manager, delivery manager, Sales Manager, Executive Sponsor.

Now each of the account team salesforce members has a role to play. Developer is responsible for developing the application, team lead is responsible for managing the developer, project manager is responsible for planning and monitoring of the project., and the delivery manager is responsible for the timely and accurate delivery of the application, sales manager is responsible to reach the established sales target and executive sponsor is responsible to project aligned with organization’s strategy. Now the account is ProjectBuilder and developer, team lead, project manager, delivery manager. Sales Manager and Executive Sponsor are the users. To track the progress of the team of users both the internal and the partner user, Account Team concept is used.

Continue reading
Posted in Salesforce, Team Collaboration. Tagged with , , , , , .

Team Temperature Agile – an easy way to measure your current state

Over the years I have worked on many process/org improvement initiatives with my internal teams and the client teams as a consultant. I have used a few tools/models/techniques to assess the current state. Of all things I have used, myfavorite technique is a very simple one which gives me very good insights into the current state in about 15 minutes. It is a concept somewhat driven from Net Promoter Score (NPS) concept. I call it Team Temperature Agile. I can’t take credit for the term as it has been used by other guys before me. Probably my variation and usage of the technique may give a heart aches to some who use it differently.

Continue reading

Posted in Agile, Team Collaboration.