Improved communication for Salesforce users
December 14, 2017

Improved communication for Salesforce users

Naveen Gabrani | TrustRadius Reviewer
Score 9 out of 10
Vetted Review

Overall Satisfaction with Chatter

We use it for some of our projects and also to help clients that use Chatter extensively. Chatter is typically used by our clients to discuss the status of records among team members. For example, if there are interesting updates about a customer, a contact, or an opportunity.

So some typical examples are:
Company XYZ: I visited the client in December 2017. They are growing at a fast pace and are likely to be acquired by a Fortune 500 company
Contact Jane Smith: Jane reports to the CEO and is a critical decision maker for our product.
Opportunity Sale of machinery: This could be a quick win for us. Although this is a small Opportunity in terms of revenue, long-term strategic business is high.

Pros

  • Communication between team members
  • Capture historical information for future reference
  • Escalate to Management issues or critical importance

Cons

  • Definition of rules that allow users to automatically follow and unfollow records.
  • Chatter has lead to improved communication within the Sales team.
  • Chatter leads to increased knowledge sharing about business
  • It also leads to more informed Management
Skype is used more for audio calls. Chatter is used to track updates on items of interest in Salesforce. Chatter is deeply integrated with other Salesforce products. No other competing products come close. Slack is a traditional project management tool. So it does not compete with Chatter. Because of its close integration with Salesforce, it is a unique tool for Salesforce users.
If you are using Salesforce then Chatter increases the benefits of Salesforce. It leads to improved communication between team members. It is also useful for understanding the background of customers and business for new employees. Users can also get regular updates on Opportunities or Accounts or Cases they are interested in without logging into Salesforce. As an example, if you are heading Sales in California, you can get updates on opportunities in your region in your inbox at the beginning of your day.

Chatter (discontinued) Feature Ratings

Task Management
8
Gantt Charts
5
Scheduling
5
Workflow Automation
8
Mobile Access
10
Search
9
Visual planning tools
5
Chat
9
Notifications
9
Discussions
9
Surveys
9
Internal knowledgebase
9
Integrates with GoToMeeting
7
Integrates with Gmail and Google Hangouts
8
Integrates with Outlook
8
Versioning
9
Video files
9
Audio files
9
Document collaboration
8
Access control
9
Advanced security features
8
Integrates with Google Drive
9
Device sync
9

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