Chatter Best Practices: Tips and Tricks to Get Started Quick 'n Easy


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Chatter is easy to turn on, and even easier to use. We're ready to show you how to activate Chatter, increase user adoption, and get your users fired up! Hear directly from companies who've activated Chatter so you can see for yourself how simple and easy it is. You'll take home all the best practices you need plus a dose of excitement!

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  • Top down, exec approach to staff – if you don’t use it, they won’t use itWe asked execs to actively participate for user adoptionImportant that execs were the example
  • Keep users engaged-Example of how we showed users how their ideas came to fruition and how we recognized the individual ideas/employees. (visual??)-Point out ROI and give example – emphasize!!! Use CCRs as example.Rep is Habit-What exactly did we do – example!!
  • Introduce by: My First Tip is – Don’t Just Turn It On
  • Make to look email – snag-it from originalMy second tip
  • My third tip is:Who are my users:At plt our users aren’t social media advocates and needed to sell them on how chatter would work for them. For the most part as a company we are not a social media company and we had to
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  • Chatter Best Practices: Tips and Tricks to Get Started Quick 'n Easy

    1. 1. Chatter Best Practices<br />Tips and Tricks to Get Started Quick 'n Easy<br />
    2. 2. Agenda<br />Rollout Experiences<br />Belkin<br />Freeman<br />Plantronics<br />Chatter Rollout Checklist<br />Q&A<br />
    3. 3. Heather Peterson<br />Application Engineer<br />
    4. 4. Global Leader in Connectivity Solutions<br /><ul><li>United Kingdom
    5. 5. Netherlands
    6. 6. Australia
    7. 7. India
    8. 8. Hong Kong</li></ul>Founded in 1983<br />Award Winning Innovations<br /><ul><li> Networking
    9. 9. Mobile & Laptop Accessories
    10. 10. Energy Conservation</li></ul>Best in Class Solutions<br /><ul><li> KVM Switches
    11. 11. LCD Rack Consoles
    12. 12. USB
    13. 13. Cables</li></li></ul><li> @ BELKIN<br /> 5 Year Customer<br /> 324 Users, Globally<br /><ul><li>Sales
    14. 14. Accounting
    15. 15. Product Management
    16. 16. Marketing
    17. 17. IT</li></ul> Supports 20+ Business Processes<br /> 15+ Custom Objects/Tools<br />Chatter Pilot Participant<br />
    18. 18. Why Chatter?<br />Major Communication Barriers!<br />Visible/Centralized Collaboration<br />Employee Engagement !!!!!!!<br />
    19. 19. Plan It!We have definitely learned from our past mistakes<br />Lay out a realistic launch plan and set goals<br />Establish reasonable expectationsof use case<br />Have a simple training<br />Have a funnel for and listen to feedback/ideas<br />Don’t forget - follow through with your users<br />
    20. 20. Market It!Spread the word and get your users and company EXCITED!<br /> Brief your Execs!!!<br /> What is social networking? …not everyone is a social media junkie!!<br /> What is Chatter? How does it differ?<br /> “What’s in it for me/us”?!?<br />…it’s coming!!!<br />
    21. 21. Be It!“Practice what you preach…”<br />EXECUTIVES – Start Chattering!! <br />
    22. 22. Keep It Moving!Every train needs a conductor.<br /> Keep Your Users Engaged<br /> Repetition is Habit - “Chatter Me!”<br />
    23. 23. Where is Belkin with Chatter now?<br /> 50% consistent Chatter adoption in the USA<br /> Increasing awareness and adoption, globally<br /> 5 active “Chatter Groups”<br />
    24. 24. …to sum it all up<br /><ul><li>Plan It!
    25. 25. Market It!
    26. 26. Be It!
    27. 27. Keep It Moving!
    28. 28. Have Fun with It!</li></li></ul><li>Kevin Richardson<br />CRM Manager<br />
    29. 29. The industry’s leading provider of integrated services for face-to-face marketing and brand building events. We produce more than 4,300 expositions and 11,000 corporate/special events annually<br />Salesforce Customer since 2004<br />875 User<br />Active on Chatter since September 7, 2010<br />Who is Freeman<br />
    30. 30. Collaboration Challenges<br />Social technologyLearning Curve<br />Divisional silos<br />Traveling user base<br />
    31. 31. Tip #1: Plan the Work, Work the Plan<br />Success = Adoption<br />Create the Project Plan<br />Define Success Metrics<br />
    32. 32. <ul><li>Educate & Train Key Leaders – multi-sensory
    33. 33. See - Show them how Chatter changes collaboration
    34. 34. Email thread vs. Chatter Collaboration
    35. 35. Touch – Setup Chatter in a developer/sandbox org and allow your leaders to try it out
    36. 36. Feel - Connect them to other customers using Chatter</li></ul>Tip #2: Engage Execs – Show Not Tell<br />
    37. 37. Tip #3: Prepare the Field<br /><ul><li>Include executives – Let them talk up Chatter for you
    38. 38. Show examples of how Chatter is
    39. 39. More effective
    40. 40. More efficient
    41. 41. More fun
    42. 42. Promote Chatter – written & multi-media
    43. 43. Explain the guidelines (Chattiquete)</li></li></ul><li>Tip #4: Prepare the App<br /><ul><li>Pre-populate groups with users based on divisions, teams, roles
    44. 44. Create a FAQ group and pre-populate all users
    45. 45. Feed Tracking (what to track and when)
    46. 46. Prepare 1st day posts from several key leaders/executives</li></li></ul><li>Tip #5: Report Early, Report Often<br /><ul><li>Share stats regularly
    47. 47. First day stats
    48. 48. First week stats
    49. 49. Ongoing monthly stats</li></li></ul><li>Rebekah Bretz<br />Business Analyst<br />
    50. 50. Who is Plantronics<br />Plantronics, Inc. founded in 1962<br /> 1st Headset on the Moon<br />We Enable Collaboration<br /> Customer Since 1997<br />450+ Users<br />Using All Modules<br />Steering Committee<br />
    51. 51. Why Do We Need Chatter<br />Global Account Manager need more collaboration with their Global Teams<br />Cross Regional Communication<br />Reduce Emails<br />Real Time Communication<br />
    52. 52. Don’t Just Turn It On<br />
    53. 53. Communicate<br />Give Your Users Reasons To Use Chatter<br />Explain The Benefits<br />Start Early<br />Stay Focused <br />
    54. 54. What Not To Do<br />
    55. 55. Know Your Audience<br />Evaluated User Base<br />Understand Your Users Needs And Wants<br />Business Case Documentation<br />Understand Users Abilities<br />
    56. 56. Don’t be Afraid to Re-LaunchIncrease User Adoption<br />Global Team Collaboration<br />Increase in collaboration<br />Cross Regional Communication<br />Sharing knowledge<br />Reduce Emails<br />Created specific groups<br />Real Time Communication<br />Aggregate communications<br />
    57. 57. Tips & Tricks<br />Don’t just turn it on<br />Communicate<br />Don’t Be Afraid to Re-launch<br />Know your audience!<br />
    58. 58. Chatter Rollout Checklist<br /><ul><li>Start With a Communication Pain Point
    59. 59. Know Your Audience
    60. 60. Create a Plan
    61. 61. Get Upper Management Involved
    62. 62. Market It
    63. 63. Create a Feedback Loop
    64. 64. Visit the Salesforce Chatter: Getting Started Site</li></li></ul><li>Salesforce Chatter: Getting Started Site<br />
    65. 65. Helpful Links<br />Walk-through on how to pre-populate Chatter Groups<br />Web Analytics tool for tracking usage<br />Chatter Exchange for all Chatter related App Exchange applications<br />Chatter Combo Pack – Includes all our most popular free Chatter extensions<br />
    66. 66. Q&A<br />
    67. 67. How Could Dreamforce Be Better? Tell Us!<br />Log in to the Dreamforce app to submit<br />surveys for the sessions you attended<br />Use the Dreamforce Mobile app to submit surveys<br />OR<br />Every session survey you submit is a chance to win an iPod nano!<br />