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Four Tips for Making Chatter Into a CRM Power Tool

July 15, 2010  

Salesforce.com has released a beta of Salesforce Chatter, its "real-time collaboration cloud" that offers sales teams "a brand-new way to collaborate with people at work." So what exactly does Chatter offer? "Updates on people, groups, documents, and your application data come straight to you in your real-time feeds," the Chatter homepage promises. And, according to Adam Honig in a recent post at Innoveer's CRM Insights blog, Chatter may offer new ways to boost your sales team's CRM efforts.

Among Honig's Top 10 Tips for using Chatter to aid CRM:

Channel client details. "Savvy salespeople trying to close a deal are likely already following their contacts' LinkedIn or Twitter feeds," Honig notes. Think of Chatter as a tool for sharing client-related intelligence throughout your sales team, he advises.


Build a 360-degree customer view. Timely Chatter updates about a prospect or client can "help busy salespeople seize limited-time opportunities they might have missed," he notes.

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