Chatter at a glance
August 17, 2019

Chatter at a glance

Meredith Chandler | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Chatter

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."
  • Helps us keep track of accounts coming in and out, where to focus our sales energy.
Super intuitive and easy to use.
I have not had to use support, that's how easy it is!
Please see previous comments. Not appropriate for anything you don't want everyone in the organization to see.

Chatter Feature Ratings

Task Management
Workflow Automation
Mobile Access
Visual planning tools