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Salesforce Chatter Consulting

Ready to deploy Chatter but not sure where to get started? Or have you deployed Chatter but are looking to gain adoption and implement best practices? If so, Red Argyle Salesforce Chatter Consulting is perfect for you! Our team will work to get Chatter up and running for your organization so you can take advantage of this powerful collaboration tool. Red Argyle knows that every business has unique needs, and we tailor our consulting to best fit your individual goals.

Features/Benefits:

  • Fast ramp-up time
  • Guidance from Salesforce experts
  • End user training with real-world examples

Chatter Consulting Services:

Discovery Session 

In this session we work collaboratively with you to understand your business goals, organizational structure, and current Salesforce implementation. If you have launched Chatter, we will spend time reviewing current groups, usage, and adoption issues.

Chatter Best Practices

Based on your goals–and our expertise–we help craft Chatter best practices that are in line with your company. This includes Chatter usage suggestions, compliance regulations, privacy review, and determining success metrics.

Chatter Launch Materials 

We provide you with customized pre-launch messaging and accompanying documentation based on your organization’s needs and goals.

Chatter Training – Management 

We bring our Chatter training materials and experience, and you provide the management. In this session we work with managers of all levels to understand how to engage with employees to drive collaboration. We cover the use of Chatter, responding to Chatter via email, and Chatter Desktop.

Chatter Training – End Users 

Next, we bring our Chatter training materials and experience, and you provide the staff. In this session we work with employees of all levels to understand how to engage in groups, how to use records, and when to bring people into the conversation. We cover the use of Chatter, responding to Chatter via email, and Chatter Desktop.

Chatter Reporting 

Understanding how to use the tool is only one step. We provide you with the standard reports that your company can use to understand how individuals and departments are using Chatter.

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