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Success with Chatter
       The 3 step plan


                Greg Munster
                June 16, 2011

RTP 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




                3
4




                    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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Chatter for rtp sfug

  • 1. Success with Chatter The 3 step plan Greg Munster June 16, 2011 RTP Salesforce.com User Group
  • 2. Success with Chatter Preparation Deployment Adoption 2
  • 3. 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
  • 4. 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
  • 5. 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
  • 6. Announcement Plans: Day of Announcement SFDC View New Chatter tab 1 2 Your profile updates show to anyone following you 3 4 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