At home with Salesforce: Chatter

Chatter is an often overlooked and sometimes misunderstood feature all Salesforce users have access to.

Some clients fear it is an instant messaging service that their team will use to ‘chatter’ all day. Some see it as an unstructured, un-reportable comment tool.

In reality, Chatter is all about collaboration. Much like Twitter, it gives users the ability to “follow” things (companies, opportunities, other users in their team) and get updates in digestible regular emails, in real time in their Salesforce feed, or by looking at the feed on any record.

This is particularly powerful for remote teams. It give sales managers an easy way to get real time updates on their team’s opportunities. Customer service users can see what actions their global colleagues have taken on cases overnight and if you have a customer Community, your users can keep track on how your customers are engaging. 

From exposing your teams collaboration alongside your already rich CRM data, providing a place for users to share valuable insights, or simply giving a contextual location for sales teams to congratulate each other’s successes, Chatter provides a human face to your CRM.