Tapping into Untapped Team Productivity

Factors that impact team dynamics and solutions that can help.  

There are many factors that impact team dynamics, including having shared goals, building trust, and creating an environment that fosters open communication.  

But what makes a team truly cohesive and effective? The Society for Human Resource Management (SHRM) article, Unlocking Team Potential: Effective Collaboration Overcomes Common Pitfalls offers insights. “‘How team members relate to each other and collaborate across boundaries such as functional lines, physical distance, or expertise is key to optimizing team effectiveness,’ said Rob Cross.” Cross is a professor of global leadership at Babson College, and a SVP of research at i4cp.

Having an effective team is also a key element to overall organizational success. “Yet research shows that poor collaboration and misaligned individual and team behaviors are resulting in significant productivity and performance losses,” adds the SHRM article.

“Research from i4cp shows an average 39% productivity loss among teams due to poor collaboration. That loss jumps to 60% for the least effective teams,” explains the SHRM article.

For an organization to work effectively in Salesforce, it's important to know what the other teams are doing with a given account and how those things impact the relationship for that account. That’s why we created a solution to help teams stay on the same page. Using our Work Trail app, teams can create a note overview display at the Account level in Salesforce.

For example, if a big sale is pending with a given account (Opportunity), the sales team may be unaware of issues that account is experiencing (Case), while the operations team may be unaware of the big sale that is pending. When each group is aware of the activity that’s happening across the different teams, then they each will be able to create a game plan of how to prioritize their efforts. To get more details, read Displaying a Note Overview at the Account Level use case.

What Teams Love About Work Trail

Work Trail allows users to quickly identify to-do’s, status, or roadblocks when viewing a record. Teams can quickly create notes with different types, statuses, and background colors. Then as the record moves along its lifecycle, team members can display task sets and see which tasks have been completed, preventing duplicate work. The result is increased productivity, strengthened team dynamics, and organizational success.

Additional Resources

Unlock Team Productivity By Breaking Down Silos

Uncovering the Hidden Costs of Unnecessary Tasks & Team Inefficiencies

Introducing Work Trail, Passage Technology’s Latest App

Work Trail is designed for any Salesforce user or team, whether it's sales, customer support, marketing, or any other role. To learn more, go to the Work Trail Overview page on Passage Technology's website or check out Work Trial on the AppExchange.