Chatter Reviews

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Score 7.8 out of 101

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Reviews (1-25 of 44)

Gideon Carter profile photo
Score 5 out of 10
Vetted Review
Verified User
Review Source
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.
Initially, our Chatter integration was fairly poor. It was a useless feature that I barely recognized post-rollout.

We evolved in our usage of the software and it has been fairly beneficial. I'm able to keep internal communications around a specific deal or opportunity on the page in Salesforce. I'm able to refer to it at any time on the specific page without needing to hunt long.
Read Gideon Carter's full review
Mauricio Belmonte Mireles profile photo
Score 7 out of 10
Vetted Review
Verified User
Review Source
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.
Chatter only works with Salesforce so the use is limited to Salesforce users. You can not communicate with external people. It works great for the Salesforce related things, pulling the chatter from the CRM is convenient when referring to prospects or clients and to have the direct link in the same place.
Read Mauricio Belmonte Mireles's full review
Claudia Dominguez profile photo
October 08, 2019

Chatter Review

Score 10 out of 10
Vetted Review
Verified User
Review Source
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.
Chatter is well suited for general communication/announcements such as change management and training tools. It is also very helpful in getting feedback on a product or collaborating where users should see each other's responses. It is less appropriate for private/one-to-one communications.
Read Claudia Dominguez's full review
Meredith Chandler profile photo
August 17, 2019

Chatter at a glance

Score 10 out of 10
Vetted Review
Verified User
Review Source
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."
Please see previous comments. Not appropriate for anything you don't want everyone in the organization to see.
Read Meredith Chandler's full review
Joel Williams profile photo
Score 10 out of 10
Vetted Review
Verified User
Review Source
Chatter is utilized to provide a consolidated report and the reps past activity. Mainly, the sales department can see exactly which accounts were worked the day prior. In addition, managers can easily see their reps progress on accounts.
  • Chatter consolidates previous activity.
  • Sends you an email so it is easy to view the report.
  • Provides links to the accounts that you worked so you can easily pick up where you left off.
  • There should be a way to opt out of the email so they don't clog your inbox.
  • Email should provide more detail. It just says "Created a task" but doesn't say the name of the account.
  • Should be a way to edit and filter the information that Chatter sends you. A more customized experience.
Chatter can be useful in providing a consolidated overview of your activity for the day prior. It helps in preventing accounts falling through the cracks.
Read Joel Williams's full review
Pete Bennett ☁️ profile photo
Score 9 out of 10
Vetted Review
Verified User
Review Source
We use Chatter internally in multiple ways. We use direct messaging to send private messages back and forth between users. But what we really use it for the most is the Chatter feed on records. We are able to host info about a record in the feed, so in the future we have a reference of what has happened previously.
  • Can store files via Chatter Files. We use this for picture files the most
  • Notifications. It's great for sending alerts
  • Using the Chatter feed is a great way to keep info specific to a record
  • Having message functionality in the Salesforce One app
It is well suited for uploading files and attaching them to records. It is not as well suited for mobile messaging. There used to be a mobile chatter app, but not anymore, so the private messaging between users is not really available at the moment. The Salesforce One app has the ability for Chatter, but lacks small portions of functionality.
Read Pete Bennett ☁️'s full review
Karim Mahroug profile photo
Score 8 out of 10
Vetted Review
Verified User
Review Source
Chatter is used by the whole organization since we are working with Salesforce. It helps to develop communication between the teams. It's an important tool to share capital information within the organization and to develop a team spirit.
  • Facilitates communication between employees.
  • Helps to share information within the organization.
  • Fosters a team spirit.
  • It could be more intuitive.
  • Some functionalities, such as calling, could be developed more.
  • Could work on the ease of use, because it can sometimes look a bit heavy.
Chatter is very appropriate to use in my organization as we have to share a lot of information during the day. It's also a great help to remember tasks and points that you shared and developed with your team during the day. It creates nice interactivity between and within the teams.
Read Karim Mahroug's full review
Ted Cook profile photo
Score 7 out of 10
Vetted Review
Verified User
Review Source
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
Chatter is great for interoffice communications and integration with the CRM platform. It's not great as a front customer facing communication platform.
Read Ted Cook's full review
Evans Kyalo profile photo
Score 10 out of 10
Vetted Review
Verified User
Review Source
In StileCreations Co., Chatter is used when consolidating reports and representing past activities. Mainly, this software enables the sales department to have a clear image of the accounts which were balanced in the past. In addition, it enables the managers to clearly see rep progress on their accounts.
  • The software allows easy and authentic consolidation of past accounting activities
  • It has a notification capabilities which makes it for managers to have a timely review of accounting reports
  • When working on an account and the leaves it incomplete, the software provides a link to the accounts so that you can pick up easily
  • The software does not allow users to opt out of emails so they end up clogging the inbox
  • There should also be a way to filter and edit information send by Chatter. This will give a more customized experience
Consolidating accounting reports and representing past activities.
Read Evans Kyalo's full review
Long Dai profile photo
Score 8 out of 10
Vetted Review
Verified User
Review Source
We use Chatter to collaborate with information between records. Chatter is a great place to look to see recent updates and new activities. Chatter works similar to Twitter posts but for business users.
  • Embedded into our Salesforce CRM.
  • A one-stop shop to find all related communication regarding the case, account, or any object, through a feed-based layout.
  • Ability to attach images very useful.
  • We use the flow designer to post automated updates to records into Chatter feed.
  • It keeps all information attached to the record.
  • Chatter has filters that can easily find specific updates if one record has a lot of entries and it is hard to find.
  • Some more customization would be nice.
  • Layout of Chatter in Salesforce Lightning can be better improved.
  • There are big differences between Chatter in Lightning vs Classic and a new user might not understand how to navigate the interface.
  • External users can't @mention internal users. This would be very helpful.
  • CSS in community feed needs a designer to have it look good. It should look good right out of the box.
  • Being able to post videos would also be helpful.
Chatter is well suited in a large office with multiple departments working on the same records in a CRM. It would be less appropriate if it was just a small shop.
Read Long Dai's full review
No photo available
Score 8 out of 10
Vetted Review
Verified User
Review Source
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
Chatter is a great tool for select teams to stay in touch with each other. It's also great for smaller companies to be used company-wide. If there are certain departments that need to keep in touch with each other I would recommend Chatter to them, as it's a great option for staying connected.
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Score 10 out of 10
Vetted Review
Verified User
Review Source
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.
Chatter is well suited for organizations already using Salesforce every day, it is a great way to leave notes and comments on certain objects and records. I would only recommend using Salesforce chatter if your team is actively using Salesforce CRM every day for customers and prospects. Chatter is great for sales, support, and marketing communication.
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No photo available
Score 9 out of 10
Vetted Review
Verified User
Review Source
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
Chatter is a great, easy to use front line for end users to bring up initial requests. The flexibility of the submission form allows for quick changes. Additionally, once the ticket is created, being able to tag specific teams or topics makes it easy for every use to know who needs to work on what.
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Score 7 out of 10
Vetted Review
Verified User
Review Source
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.
If your sales force uses Salesforce, Chatter is a no brainer. It facilitates collaboration and communication all within Salesforce, which is sometimes the hardest thing to get reps to do: be in Salesforce. If there is any form of team selling happening within your company, you'll have to communicate, and Chatter will help.
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Score 6 out of 10
Vetted Review
Verified User
Review Source
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.
It works well if you are living within SFDC. However so many people have moved to Slack that it feels like double duty to use Chatter as well.
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Score 5 out of 10
Vetted Review
Verified User
Review Source
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.
  • 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
I think Chatter may be suited for very, very large enterprises. Great tool if leadership needs to update a large team about something. When lots of conversations are happening other tools may be more user-friendly.

It's a simplified chat log. Great for basic communication, file sharing, and keeping a searchable history of conversations.
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Score 6 out of 10
Vetted Review
Verified User
Review Source
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.
Chatter is well suited for companies who live and die in Salesforce and have large teams that upper management would like to get context on their manager/rep's conversations around opportunities as the sale cycle progresses.

Chatter is not well suited for smaller organizations. G-chat and emails would likely get them by because they have fewer opportunities and sales reps to manage.
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Score 6 out of 10
Vetted Review
Verified User
Review Source
Chatter is being used across my organization since we switched to Salesforce as our primary CRM. It's used to help track and note any questions or concerns across the sales and delivery teams along the sales and delivery process. If there's a question related to a specific opportunity, it'll generally be asked through Chatter.
  • Easy to tag teammates
  • Sends you email notifications when you've been chattered
  • Easy to link messages to one account or opportunity
  • No one seems to know how best to tag people - Do you have to keep doing it within a thread, or does it need to be done just once?
  • It's tough to keep track of all chatter messages.
  • The general UI for writing out a message is a little tough. Hitting enter might send the message, or create a new line. It isn't very consistent.
Chatter's strength is that it will take you directly to the opportunity you're talking about, or the account in question. If you get comfortable with it and the tagging system, it can be useful. It doesn't really cut too many corners though. My organization uses Google Hangouts much more often to communicate, and its ease of use is much higher. Unless I need to document something on an opportunity or account, I'm going to be using Google Hangouts.
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October 08, 2019

Chatter Review

Score 7 out of 10
Vetted Review
Verified User
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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.
Chatter makes it very easy to collaborate with certain clients and see the end-to-end communication that sometimes get missed via email.
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May 23, 2019

A Salesforce must

Score 8 out of 10
Vetted Review
Verified User
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We use Chatter for our entire organization. Chatter is a great way to share, communicate internally, and collaborate in real time. Chatter allows everyone in our organization to connect and collaborate, even if we are not in the same office or space. We can act on critical tasks in a timely manner. It has also been a great forum for teams across the organization to share ideas.
  • Allows users to stay productive and maintain focus.
  • Connects users across multiple channels in a secure way.
  • Allows us to use one platform to share and collaborate, which decreases distractions.
  • Can be a little complicated to learn.
If an organization is using Salesforce, Chatter is a must. You can collaborate as a whole within one application. It's best for larger organizations that share sensitive information, or those that have employees working remotely, or multiple organizations within one company that need to communicate. It saves larger organizations a lot of time and adds to the productivity of the workforce.
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August 05, 2019

Chat within Salesforce

Score 8 out of 10
Vetted Review
Verified User
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It is used to communicate across organizations on existing records that need attention. This solves the problem for sending Salesforce records one by one to fix the problem.
  • Easy communication in Salesforce
  • Tagging people that need attention on the records
  • Only can be used when in Salesforce
  • Average Attachment loader
Best suited for people who use Salesforce.
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Glen Tylee profile photo
Score 8 out of 10
Vetted Review
Verified User
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We use Chatter to solve a number of problems in our department. One of the main purposes it has is to distribute the correct information to a wider team and have an ongoing conversation around points that are relevant to a specific topic for all to see. This can help reduce e-mail clutter and also provide a reference going forward. This is not only done with news articles relating to the company, but also major regulatory changes, procedural changes and general conversation.
  • Chatter provides us with a live internal conversation for all to see without the noise that other mediums have i.e. e-mail.
  • One of the main features that really works well is the 'Groups' that you can join. We have multiple groups set up to not only distribute procedural changes and communicate news etc, but also have conversations around upcoming tasks in the months ahead.
  • Chatter works really well in instances where we need to look over historical conversations that have been had and the sentiment of those conversations with our shareholders, often using hashtags.
  • Possibly could go with a change of layout, a slight redesign to make it look and feel more user friendly. It's not terrible but for someone who hasn't used Twitter before, they may find it a bit hard to navigate.
  • Possibly to have certain people prioritized within a company's Chatter feed. So if the CEO has posted something, this appears first as a priority post for all to see, and then can be sent further down your feed once read.
  • Could possibly do with a feature to create an incentive for people to contribute more. There's still a lot of conversations that happens outside of Chatter that would be better suited for Chatter. There is an 'Influencer' feature but there is little known about this and has minimal meaning or purpose to most people.
Chatter is very well suited for internal conversations around specific news topics and articles. It may however attract unnecessary conversation as some may treat it like Facebook. Chatter could possibly have a filter or something that reads what someone is about to post and then ask the user if this is a work related conversation.
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Joshua Melder profile photo
Score 8 out of 10
Vetted Review
Verified User
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Chatter is utilized within nearly all admin areas of our organization. I work on a marketing process team and we use Chatter nearly every day while navigating Salesforce for other team-related needs. One of the biggest benefits of Chatter is the ability to send/share documents between diverse teams, all while housed within the greater Salesforce platform. The organization that I work for is rather large, with many locations, and Chatter helps bring individuals together across great divides. Personally, I appreciate all-encompassing platforms that are able to solve large organization business needs. Chatter helps round out the analytical tool of Salesforce and adds an effective communication function worth integrating into day-to-day communication.
  • Chatter integrates the complex analytical reporting of Salesforce and gives users the ability to effectively communicate across diverse teams.
  • Chatter is extremely user-friendly and offers standard social features, such as joining groups and following specific individuals.
  • File sharing is extremely efficient, and the search functionality for files works incredibly well!
  • Chatter can sometimes feel almost too much like a social networking site.
  • While the chat feature is welcome within the Salesforce ecosystem, traditional email has had better response rates.
  • The feed can push important announcements down prior to being seen.
Chatter / Salesforce is rather expensive per employee, and can be an expensive social option for smaller businesses. For smaller businesses, there are definitely more effective platforms for the price. I would recommend Chatter for large-scale organizations spread between multiple and diverse locations. Chatter is extremely well-suited for those large organizations where files and information (especially among Sales teams) are relevant quickly. Furthermore, Chatter is able to leverage the data and reporting tools that many companies rely on to track their sales leads, opportunities, wins, and losses.
Read Joshua Melder's full review
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Score 10 out of 10
Vetted Review
Verified User
Review Source
Across the whole organization. Chatter allows Salesforce users to comment on specific Accounts, Contacts and Opportunities in Salesforce. This allows for a constant stream of communication to be done on one record by multiple people.
  • Allows for communication on one record.
  • Gives communication history for record
  • Different departments can comment.
  • Better notification system
  • One singular place to see all of your Chatter conversations
Chatter is well suited to talk about specific Opportunities in Salesforce.
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Score 8 out of 10
Vetted Review
Verified User
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Salesforce Chatter is used between colleagues to share updates and "live feed" company information. It is available to the whole organization, but not widely used. It addresses gaps in communication. It's like a private social network.
  • Respects privacy.
  • Easy communication.
  • Get to know other employees.
  • I wish it could be built into an existing product; there seem to be so many programs we have to use. It's sometimes too much to handle so we rarely use it.
It's great for a manager to give helpful hints or tips to a team. It's a great way to announce PD opportunities. It's fun to get to know coworkers' personalities.
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Feature Scorecard Summary

Task Management (27)
7.0
Gantt Charts (14)
7.5
Scheduling (22)
6.8
Workflow Automation (23)
7.0
Mobile Access (38)
7.2
Search (34)
7.9
Visual planning tools (24)
6.6
Chat (39)
8.3
Notifications (42)
7.9
Discussions (40)
8.4
Surveys (27)
7.9
Internal knowledgebase (26)
8.7
Integrates with GoToMeeting (10)
8.7
Integrates with Gmail and Google Hangouts (13)
7.5
Integrates with Outlook (16)
7.9
Versioning (20)
7.1
Video files (24)
7.3
Audio files (21)
7.9
Document collaboration (31)
7.8
Access control (26)
7.7
Advanced security features (24)
8.1
Integrates with Google Drive (13)
8.2
Device sync (20)
7.9

About 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.
Categories:  Collaboration

Chatter Technical Details

Operating Systems: Unspecified
Mobile Application:No