Chatter
Chatter
Overview
Recent Reviews
Popular Features
View all 23 features- Chat (50)8.989%
- Discussions (51)8.282%
- Mobile Access (49)7.979%
- Notifications (53)7.474%
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Pricing
View all pricingEntry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting / Integration Services
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Alternatives Pricing
Features Scorecard
Project Management
8.1
81%
Communication
8.4
84%
File Sharing & Management
8.4
84%
Product Details
What is Chatter?
Salesforce Chatter is a collaboration platform with integration into the business process and the ability to conduct actions like approving expense reports and creating support cases from the activity feed itself. Other key features include a mobile application and document management functionality.
Chatter Technical Details
Operating Systems | Unspecified |
---|---|
Mobile Application | No |
Frequently Asked Questions
Salesforce Chatter is a collaboration platform with integration into the business process and the ability to conduct actions like approving expense reports and creating support cases from the activity feed itself. Other key features include a mobile application and document management functionality.
Reviewers rate Integrates with GoToMeeting and Integrates with Google Drive highest, with a score of 9.
The most common users of Chatter are from Mid-sized Companies (51-1,000 employees) and the Computer Software industry.
Comparisons
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Reviews and Ratings
(96)
Reviews
(1-25 of 56)- Popular Filters
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May 07, 2021
Amazing social network with effective results
[Chatter] is the platform that is being used to help our organization for communication purposes. Through
Chatter I easily share the data and files even we can connect with the main
body for the new training sessions. This tool is the one window solution that
let you connect with your employees, your customers, and the experts for expert decisions.
- Chatter has connected us on one platform where we mutually work for the uplift of our organization it has provided me with amazing features by which I can easily boost up my business campaigns and I can engage my team in an effective way.
- This tool is the medium for each member to easily communicate and discuss their business ideas so that we can draft the best sales plan.
- Its mobile application is worthy to use which provides me the real-time update about the current working status of my team members and make it feasible for me to track their work.
- I do not have any major issue, but there are some features which are very difficult to use and learn.
- Salesforce always provides efficient services with great results. Chatter is an amazing tool of Salesforce which is a fully-featured and advanced kind of tool.
- I appreciate its team which keeps on organizing this tool amazingly.
December 04, 2020
Great Option for a Communication tool
We have a couple of different departments utilizing Chatter. It keeps us in touch with each other and helps recognize and celebrate wins within departments. It's a great communication tool to stay connected with each other. I think it's a great tool to communicate with each other and stay up to date.
- Very well organized
- Easy to utilize
- Promotes team communication
- I've experienced a lot issues logging in to Chatter
- Did not experience a lot support with figuring out log in issues
April 04, 2020
Chatter: Get social within Salesforce!
Essentially the entire organization uses Chatter because of our use in Salesforce. Chatter is a great way to keep things organized, communicate directly in SFDC, and stay on top of our daily tasks. We have other ways to message each other internally, but sometimes it is nice (when it is Salesforce related) to be able to talk directly in Salesforce, and it leads to faster response time and things getting done within Salesforce at a more effective rate.
- Chatter connects us internally quickly and efficiently.
- Chatter helps us to maintain Salesforce hygiene.
- Chatter helps us to keep track of what we need to get done.
- Chatter can be difficult to understand. I'm sure there are plenty of features I've never used.
- Chatter can be difficult to come back to and check, things move around sometimes.
- Chatter can take more time than other conversation methods.
We are using Salesforce as our CRM so undoubtedly Chatter plays a great role when it comes to sharing any updates, leads, and opportunities within our sales team. I need to keep track of all activities on my team so Chatter does wonders connecting us securely within our groups. The best part is that it can be used on various platforms, so being mobile with the best UI makes it better than others.
- Keeping track of all activities.
- Helps sharing files or syncing any data.
- Its being mobile is best for our sales managers to keep an track while traveling.
- Showing a score for the level of opportunity helps to prioritize the sales funnel.
- Didn't find many cons as it's doing its job best.
- It works best for mid size to large companies only.
- Some lighter version for small companies with some features and a cheaper cost could be an added advantage for small companies
- Overall, we didn't find any cons as it's working its best for us.
We use Chatter for technical questions and capabilities of our software. It is a space where Sales Reps can post questions to understand functionality. This could be asking about ERP integrations, SSO capabilities, etc. The main departments that use Chatter are Sales Reps, Support individuals, and Solutions Consultants. It is a great way to have questions answered and a search so the same questions isn't brought up all the time.
- Easy to see answers to questions.
- Does a great job of allowing users to add links or PowerPoints to highlight answers.
- Able to break down barriers of having reps across the nation.
- It is not always easy to Search for former Topics.
- This is more how we use it but Groups should be easier to navigate.
- Notifications.
February 29, 2020
Chatter Works for Us
Chatter is used as a centralized source to track opportunity notes and progress within Salesforce. We use it collaboratively across our demand generation, and sales organization to coordinate who will reach out with what and when. It helps our teams stay organized across the different disciplines and make sure we're staying top of mind with the prospect.
- Collaboration
- Easy to read
- File sharing
- Not robust
- Only Salesforce users can access
February 23, 2020
Chatter is obsolete
Before I began using Chatter in this role, the organization as a whole relied far too heavily on Chatter. It was used as a place to store important files, conversations, and information that should be saved in easily searchable areas, preferably files or something outside of Salesforce. Chatter should only be used as a notification system, checking up on tasks, sending the praise, and other non-important matters. We have changed our use habits to more directly match that idea, but some team members still use it far too often.
- Quick way to check on tasks
- Public way to commend teammates
- Not searchable
- Sometimes dates are grouped into months, rather than showing the exact date (about a month ago).
February 22, 2020
A Crucial Component in Managing Work Flow Communication
Chatter is used daily as our primary CRM system to better manage our data, update files and client requests, and keep heavy surveillance on our target goals with daily revenue updates. Chatter is utilized by everyone within my company and is the reason we can put up such consistent revenues each month.
- Critical Communication Accessibility
- Effective Notification Settings
- Lack of built-in Dialer
- Occasional unneeded task reminders
February 11, 2020
Chatter: A collaborative communication tool
Our operations and sales department have started using Chatter to communicate across departments and to have a centralized place for important communications.
- Allows several contributors
- Centralized communication
- Chatter has been very helpful. I do not have any feedback for how they could work differently.
January 21, 2020
Great way to keep up with updates!
Chatter is used to track changes within the CRM system.
- Shows what changes have been made.
- Allows connections with new employees.
- Constantly updates which can clog up the system.
January 17, 2020
Chatter: A great feature of Salesforce!
Chatter is used by sales and IT to make note of notable events and calls that occur with existing accounts.
- Chatter lets me tag coworkers in notes that they would be interested in.
- It's very customizable.
- I can't link Chatter notes to multiple accounts.
- I have to go to a specific tab to see Chatter; I'd love to see it available in the "recent activity" of an account.
January 02, 2020
Gladder with Chatter
It is being used by our Sales and Marketing teams to communicate minor announcements and updates. Like a forum for communication within the company.
- Organized look.
- Provides details with dates and times of communication.
- File size limits.
- Lots of empty space on screen.
December 12, 2019
Friendly and easy tool that helps employees connect in one place.
It's a friendly tool, we use Chatter for the whole organization:
- to ask questions
- follow groups
- ask for travel approvals
- ask for budget requests and pending reimbursements
All the company guidelines and questions you can find there.
I feel the whole company can be reached in one place, you can connect with people around the globe, having your same question and post. See the latest activity.
- to ask questions
- follow groups
- ask for travel approvals
- ask for budget requests and pending reimbursements
All the company guidelines and questions you can find there.
I feel the whole company can be reached in one place, you can connect with people around the globe, having your same question and post. See the latest activity.
- Easy to read and post a question.
- Possibility to attach files.
- I think it's useful for large companies, as they need to have a tool to control all the requests. Not for small companies.
- I would like to see in the principal page all the groups I can follow OR the latest addition in my organization, I'm only following the ones that I use in my daily job. Ex: accounts payable, etc.
November 08, 2019
As a sales-rep, Chatter is a forget-able feature that has little impact on day to day activities
Chatter is used throughout the organization for anyone who deals with customer or sales-facing activities. It allows the user to communicate within the product and specifically allows for opportunity specific conversations between Support teams (finance, deal management, legal, etc...) to share information within an opportunity, as well as discuss existing tickets within Salesforce on the platform.
- It simplifies modes of communication.
- Increases the speed of internal services within Salesforce.
- Allows for easy, traceable communication at the opportunity, contact or account level with support.
- Hard to recognize Chatter is even running in the background.
- Clunky and unintuitive.
- Many of the features seem useless, as a sales rep I wouldn't interact with it if I didn't have to.
October 28, 2019
Only a must-have if you already use Salesforce
Chatter is being used mainly by the sales department, other departments such as customer success, sales ops, and legal. Others have access but don't use it as much. In the sales department, we use it to communicate inside the Salesforce platform and it makes easy to refer to contacts, leads, opportunities, and accounts without leaving SFDC.
- Communicating with team members inside SFDC.
- Having direct reference to leads, opportunities and/or accounts.
- Keeps a record of all the related communications.
- Personalizable view. The look and feel are very old.
- You need to go to SFDC to reply.
- Usage of emojis.
October 08, 2019
Chatter Review
We use Chatter to communicate between reps and departments. If a client calls in looking to speak with a certain department that is not mine, I am quickly able to get information to them from using Chatter.
- Easy collaboration.
- Easy flow of documents for projects. When working with a client and need to attach documents to send to another team member, the process is easy and fast.
- Feed comments can sometimes be duplicated.
- Privileges and getting started.
October 08, 2019
Chatter Review
We use it in our department. With so many communication tools that are subject to change throughout the year, it is nice to have all of our CRM users connected in one place.
- Notify users of posts.
- Allow me as an admin to hold polls that help me prioritize what the org needs.
- Organize different groups/committees throughout the department.
- As an admin I would like to make it so that all users receive notifications, to help implement it into their daily practice.
- If Chatter license users could have a bit more access to view reports, that could be utilized more by us.
October 08, 2019
An Excellent Collaboration Tool
Chatter is used across our whole organization and is an excellent source of communication. My favorite part about using Salesforce chatter in regards to other chat services is the fact that everything is inside the CRM we are already using every day, so you can leave chatter comments on salesforce leads, contacts and opportunities to collaborate with your team.
- Leaving comments on different objects, records etc.
- Tagging certain users in your chatter posts.
- Chatter alerts.
- More functionality with notifications.
- Better user interface.
September 24, 2019
Great for interoffice communications and Saleforce CRM intergrations
We use chatter for our internal communications and it's complete integration with the salesforce platform.
- Since it's made by Sales Force it's integration is seamless
- Great for intranet communication between departments and teams
- Allows users to manage there chatter feeds
- With SalesForce provided better free support options
- Better API integration with Dynamic
- Better outlook plugins for tracking emails
September 17, 2019
Chatter is a simple, useful tool
We use chatter for initial support tickets, collaboration with our teams asking for advice, to assign tasks to teams, and track initial status. The use of team and key words allows us to track trends and see what still needs work. It is simple enough for end users to use, making it a great first line.
- Mentioning team
- Tracking topics
- Allowing reporting for others
- Setting permissions can get tricky
- It could be easier to combine asks
- More out of the box options
September 14, 2019
Chatter is simple, but necessary
Chatter is used to communicate about specific artifacts in our Salesforce instance. It improves collaboration and clarity within accounts, and allows us to spend more time in Salesforce versus going to a separate application and getting distracted. This is used across sales and marketing within my company. It's very easy to use.
- I like being able to @mention my colleagues.
- It lives in Salesforce, which is great.
- Flexible enough to communicate some personality through its messaging.
- Notification rules are hard to find and tweak.
- It feels a bit antiquated.
- The instructions for use could be clearer.
August 26, 2019
Check out my thoughts on Salesforce Chatter
It is used by the sales and marketing teams to support updates or action items to ensure that everyone is on the same page. The ability to tag people and integrate Chatter or chat into opportunities and prospects makes it easy for the various teams to use it on a daily basis.
- Communication. If you are deep in the SFDC ecosystem then Chatter becomes a default mechanism to stay in touch.
- Updates. Salesforce is very good about keeping its users up to date with the latest ways to use their new tools.
- More real-time aspects. Not sure if this can be changed, but Chatter feels very asynchronous in its style and not dynamic like other chat systems. More like how you get notified of a change to Google Docs vs Hangouts.
- Feels a bit siloed and can be cluttered with how comments appear.
August 26, 2019
Chatter Review - Does what it needs to, nothing more
Chatter is being used by our Global Sales Team as a vehicle to post about news, sales tips, updates, etc. It is directly connected to our Salesforce so we can have conversations about opportunities, and everything can be tracked, searched, and ultimately lives within Chatter/SFDC
It is great because you can create multiple groups within Chatter. We have groups by department, teams within those functions, strategic groups for knowledge share, etc.
It is great because you can create multiple groups within Chatter. We have groups by department, teams within those functions, strategic groups for knowledge share, etc.
- Very easy to go back and search. It keeps a history.
- Ability to comment and tag users on a thread.
- You have the ability to share articles, attachments, decks, etc that may be relevant
- Ability to conduct polls within a group or chat
- Looks very dated.
- Not user-friendly on mobile.
- Feels cumbersome.
- Not as many features or functionality as a tool like Slack
August 22, 2019
Chatter does it's job but is often not used by employees
Currently, we use Chatter as a way to communicate on open opportunities in Salesforce. This is widely used across the sales organization, and our teams have put a high emphasis on using it to communicate on pipeline and opportunities. Chatter is great as our managers are easily able to message us and add context to questions they have when referencing an opportunity in Salesforce. This keeps a log of conversations based on an opportunity rather than losing it in G-chat.
- Keeps conversations organized and relevant.
- Allows management a view into conversations around multiple opportunities with multiple reps.
- Logs everything in Salesforce for reference later down the road, rather than losing the conversation in G-chat.
- It seems a bit out-dated and is not very user-friendly.
- It often gets forgotten as G-chat is easier to use.
- If you are not constantly following, conversations often get forgotten.
August 17, 2019
Chatter at a glance
Sales uses it as a tool to communicate from sales rep to manager and vice versa. For example, if there is something I want my manager to take a look at, they tag me on Chatter. I am instantly notified in my email, and I can go directly to the account. I like that it documents every communication back and forth, so there is a running history. We also use it to move accounts around, i.e, "take this out of my name, move to another rep, new rep this is now in your name," and avoids Slack messages that could get lost in the shuffle. Highly recommend.
- Time Stamps: clear history of communication.
- Instant notification: the relative person is aware right away that an account needs attention.
- Perhaps after adding tags or action items, the rep can check them off so the received knows how important the notification is. I.E, "new account in your name, needs immediate attention, etc."