Success with Chatter The 3 step plan Greg Munster June 16, 2011RTP Salesforce.com User Group
Success with Chatter Preparation Deployment Adoption 2
Success with Chatter Preparation Design your Chatter setup (feed settings, initial groups, etc.) Create Business Conduct Guidelines Identify your Chatter Evangelists within your company Prepare and present a “What is Chatter” presentation Develop basic training materials Send out teasers and coming soon announcements Deployment Adoption 3
Success with Chatter Preparation Deployment Create a go-live war room Host recorded live sessions to demo and hold Q&A Create initial groups and populate membership on private groups Create All Sales group and auto-populate Deliver initial training materials Announce within SFDC and via an email blast Complete profiles and postings from senior management Adoption 4
Success with Chatter Preparation Deployment Adoption Create new groups, retire unused groups Add additional Chatter users (using Chatter Free license) Leverage your Chatter Evangelists within your company Move newsletters and other email to Chatter Post a Tip of the day and use #hints Deploy Chatter Mobile Lead by example, provide guidance to course correct Measure success 5
Announcement Plans: Day of Announcement SFDC View New Chatter tab 1 2 Your profile updates show to anyone following you 34 Updates show with most recent at top (Alex to post Day 1). SFDC Status is a permanent section on the Home Page. Red Hat will add text and links to FAQ, training, and guidelines. 6
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