the six steps to success With chAtteR

the six steps to success With chAtteR

Welcome to the frameWork.
We gathered research from customer
interviews, data analysis, & expert
consultations to help you understand what
you can achieve with chatter and where to
start. it all boils down to six simple steps.

explore
buisiness
processes
Navigate
roll-out
Get
sponsors
Activate
users
Gauge
success
evolve

think about each department. List its
business processes, and figure out which
ones you can improve with chatter.
Get started with our top 50 use cases:
www.salesforce.com/chatter50ways
Any process done by email, meetings, and
spreadsheets is usually a good candidate.
Explore which business processes
could be socially enabled
every department’s business processes can be improved with chatter.

this handy chart will help you understand
how to create the greatest value for your
business with chatter.
First, consider your company culture.
then plot your uses from the previous
page on this chart, and you’ll have a
plan for your chatter rollout.
phase 1
take it slow and start with the Quick Wins -
they’re easy to implement and have a big
business impact.
Navigate roll-out.
Plot your uses, then follow the plan.
Phase 1: Start with Quick Wins
ceo All hands call
competetive intelligence
examples from salesforce.com

this handy chart will help you understand
how to create the greatest value for your
business with chatter.
First, consider your company culture.
then plot your uses from the previous
page on this chart, and you’ll have a
plan for your chatter rollout.
phase 2
these are easy to implement and have
less business impact, but are perfect for
encouraging people to connect.
Navigate roll-out.
Plot your uses, then follow the plan.
Phase 2: low-hanging fruit
Affinity Groups
Airing of Grievances
examples from salesforce.com

this handy chart will help you understand
how to create the greatest value for your
business with chatter.
First, consider your company culture.
then plot your uses from the previous
page on this chart, and you’ll have a
plan for your chatter rollout.
phase 3
these processes are harder to implement. But
once you do, your company will experience a
fundamental shift with profound results.
Navigate roll-out.
Plot your uses, then follow the plan.
Phase 3: Social transformation
Dreamforce
R&D
examples from salesforce.com

this handy chart will help you understand
how to create the greatest value for your
business with chatter.
First, consider your company culture.
then plot your uses from the previous
page on this chart, and you’ll have a
plan for your chatter rollout.
phase 4
these are processes that might sound good,
but realistically are difficult to implement and
have little business impact.
Navigate roll-out.
Plot your uses, then follow the plan.
Phase 4: avoid “fool’s Gold”
social for social’s sake
examples from salesforce.com

pick an executive and community manager
to work together as sponsors for each Quick
Win and social transformation.
for executive sponsors, we recommend
three posts per week: questions, thanks,
or status updates.
community managers should curate
content, @mention experts, and repost
important posts.
Get sponsors.
An executive & a community manager
executives:
Managers

time to educate your employees.
create a video, start an email campaign,
make demo webinars, or you can even set
up mobile download stations in the
breakroom – get creative.
Whatever methods you choose, your goal
is to build anticipation and help employees
understand how chatter helps them get
real work done.
Activate users
with education.

understanding how people are using chatter
can help you adapt your deployment. chatter
usage Dashboards from the Appexchange
are a great way to start.
Look over the last seven days of results
and record:
• number of feed posts
• number of comments on feed posts
• which groups have the most members
• measure the trend in group creation
• who has the most followers
Gauge your success –
measure & monitor.

With results in hand, go back to the
beginning and see how your needs may
have shifted.
Re-evaluate each step of eNGAGe to
customize what works best for the unique
aspects of your company.
see how these companies have evolved
with chatter.
Evolve Chatter use
in your company
Bob Beauchamp
chairman and ceo,
BMc software
Steve Singh
ceo and chairman,
concur
michael chasen
president and ceo,
Blackboard, inc.

to SUcceeD.
Your strategic roll-out plan helps chatter
bring your social transformation to life.
have questions or want to learn more?
contact us
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