A necessary, if not clunky, addition to Salesforce
August 06, 2019

A necessary, if not clunky, addition to Salesforce

Anonymous | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User

Overall Satisfaction with Chatter

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.
  • It's a good service to publicly note account changes, steps in the sales process, and documentation.
  • Organization is a little bit better than what we had before.
  • As with any software, its usefulness only goes as far as user adoption. It's tough getting everyone to use it the same way.
It's okay. It can be a little clunky, and formatting isn't the best within Chatter. That being said, it could be much worse. Just a few things make it a little bit more difficult to use. The tagging system is easy to figure out, and can autocomplete users for ease of use.
Would like to say more about this, but haven't really had any support experiences within Chatter. It doesn't have a wide enough use that anyone I know of has submitted a ticket or worked with support.
Chatter was within Salesforce already, so we simply went with it because it's attached and integrated well within Salesforce and Google Drive and Gmail.
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.

Chatter (discontinued) Feature Ratings

Task Management
5
Gantt Charts
Not Rated
Scheduling
6
Workflow Automation
5
Mobile Access
4
Chat
7
Notifications
9
Discussions
9
Internal knowledgebase
9
Integrates with GoToMeeting
Not Rated
Integrates with Gmail and Google Hangouts
9
Integrates with Outlook
Not Rated
Versioning
Not Rated
Video files
Not Rated
Audio files
Not Rated
Document collaboration
7
Access control
Not Rated
Advanced security features
Not Rated
Integrates with Google Drive
8
Device sync
Not Rated