Solutions Architects record all customer and prospect activity to promote transparency and collaboration. By consistently capturing our prospect or customer-facing activity, we can perform analysis for further reporting to establish efficient decision making for GitLab's business.
SA prospect/customer activity is recorded into
Task objects within Salesforce based on the
Log a Call action on an
Opportunity. However, Troops.ai is leveraged to simplify the capture of required and optional fields via Slack to alleviate the SA from navigating through Salesforce.
Log a Callfor the activity (easiest method)
/troops-actionin Slack and click on the
/troops <name of account>and choose the appropriate opportunity. Click
Log Activity(NOT the
Log a Callbutton)
Opportunityassociated with the activity.
Nameis currently a single select field. Choose any contact that was part of the meeting, if possible. In the future, we may have the ability to select multiple contacts.
Individual Contributor, Manager/Director, Exectuive
We provided a SCM and CI/CD demo for the head of application development, Homer Simpson, that was well-received. His team is responsible for building a suite of catalog services and API for their partner merchants. They are using Spring Boot to develop microservices and struggling with deployment consistency and complexity. As a next step, we are scheduling a review of their current path to production. More detailed notes are here: <link to detailed notes>
When anyone logs an activity, Troops.ai will provide the update in a team Slack channel. It is highly encouraged that all members of the SA organization, as well as any GitLab team member, take time to review the updates to understand our business better, but also to exercise our value of collaboration. When reviewing updates, look for opportunities to provide a team member with some efficiency by sharing related work or knowledge you have that could assist with an opportunity. Also, it's a great way to understand what your team members do so that you can leverage their experience in the future. Words of encouragement and congratulations are also encouraged.
All troops activity updates channels are of the format
#troops-activities-<region or segment name>:
Tip: You can create a dedicated slack section for all of your troops related channels. This will allow you easy access to updates for cross-team collaboration.
To assist with the analysis of SA guided technical evaluations by our prospects and customer, the SA team maintains four opportunity fields in Salesforce. These four fields can also be updated through Troops.ai or within the opportunity in Salesforce:
You just had a meetingnotification - select the opportunity by searching in the
Search Salesforcebox. Click the
/troops <opportunity name>in Slack and clicking on the
Proof of Values are tracked in salesforce but can be added or updated through Troops by:
Add a Proof of Valuebutton
You just had a meetingnotification in slack
/troops <search>in Slack
Update a Proof of Valuebutton
/troops <name of POV>in Slack
You can update activity that was previously logged in Salesforce or through troops.ai by clicking the
Update Activity button on the update notification posted by troops.ai to your team activity channel.
If a contact you'd like to associate your activity updates with does not yet exist on the account in Salesforce, you can create the contact through troops.ai:
/troops-actionsin Slack and click the
Create Contactbutton. The contact will now appear in the
Namefield when logging an activity through troops.ai. (Create a Contact Video)
#troops-usersslack channel - Discuss and ask questions related to Troops.ai and SA activity capture
#troops-gitlabslack channel - Discuss and ask questions related to Troops.ai with the Troops account team covering GitLab