Recently, our vice president of operations and I worked to make Chatter a mainstay at our company, and it is proving to be a wise decision. Below are just three of the ways we leverage Chatter. If you are emailing a coworker, sending them a text message about a customer, prospect, case, contact, opportunity, you name it — you should send a Chatter post instead.
Example: If you want to inquire about the status of a customer relationship, navigate to the account and mention the owner of that account with your question.
Once you mention someone, an email is sent to them, and the post remains on the account. They can either reply to the email or log into Salesforce to respond to you. If someone else takes over ownership of the account, they have all of the historical internal communication. Chatter is also a great place to boost morale by providing a way for coworkers to give shout-outs to each other.
Our organization uses this platform to congratulate account owners on the opportunities they uncover and any closed-won deals that come from the leads they generate. Topics are the hashtags of Chatter.
Users can pull up any information related to a topic by simple adding the hashtag before the topic. They also give users the ability to search by topic and bring up all messages that are tagged with the same topic. But if your team is drowning in their inboxes, you should think about moving more internal communication to Chatter. Here are 4 reasons why:. Ever needed to track down an old email in your inbox? Chatter makes it much easier to organize your communication because each Salesforce record has its own feed.
But with any tool, once most of your coworkers are using it, it can be difficult to filter out all of the noise. Good thing Chatter allows each user to fully customize their notification email alerts.
For example, you could set your notifications so that you only get emailed when a colleague messages you directly or replies to one of your posts. Have it send you a monthly email digest of its activity — any more would lead to a Hawaiian shirt overload. Perhaps the reason for their advantage is their use of a Twitter and Facebook account for reaching out to prospective customers. Tom used Chatter to share this article with his team. An idea, conversation, and decision all took place instantly on Chatter in real-time.
In any other setting, this could have taken months to achieve. Sharing an important file with multiple employees to seek feedback and the next steps of action. In the example above, Jan has shared a resume with two important decision-makers at Purrfect Paws.
No printing, no faxing, and no emailing necessary. Just a clean post, clean comments, and the use of call-outs to get the attention of those specific people Jan needed to address for this project. Collaborate within a record in Salesforce to discuss anything relating to that data. By simply using Chatter, Jan asks the open-ended question inviting anyone to respond.
Salesforce Chatter is a wonderful application that will greatly improve communication and collaboration. We consider our Salesforce Chatter environment a powerful and effective business tool and if you would like to learn more about how we use Chatter please contact us. Do you need help with getting the most out of your Salesforce Chatter?
Do you need ideas on how to improve it for your organization? Also published on Medium. Want to Use Salesforce Chatter Better? Here is What You Do Salesforce Chatter is a native Salesforce application that companies use to improve communication, collaboration and efficiencies throughout the organization.
Salesforce Chatter is so much more. Some of its robust features are: Follow and Connect with Your Colleagues — Anyone within the organization can be followed by someone else in the organization. Connect to Business Processes — Whether you need to create a support case, update an opportunity or approve various records, Salesforce Chatter enables you to interact with defined business processes all from the Chatter wall.
Create Groups — Set up groups that are business-specific or of common interest so that everyone in that group can communicate and collaborate.
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