Sales is a team sport. Closing big deals requires everyone to have their head in the game and work together. When the time is running out, and you have a golden opportunity at hand, how do you get everyone to execute in a quick, coordinated way, all from the same page? Also:

  • How does each player understand their role in the sale?
  • How do you instantly synchronize the actions of your whole team?
  • How do you ensure coordinated, quick responses from everyone?

You can send emails, leave voicemails, struggle with calendars and wait for a response. Or, you can bring your whole team together in the Chatter feed.​

Take action in the customizable, flexible Chatter feed

The Chatter feed is a great way to quickly coordinate your sales team--enabling shared access to conversations, resources and records focused on any sales, service, or marketing process.  Moreover, Chatter is your home base for taking quick, focused action to drive deal progress. Whether you are on your phone or at your desk, you can perform any action in the Chatter feed. You can open a case, create a deal, or launch a custom action like requesting deal support or kick-starting a project. Whatever you are doing,  your team stays in lockstep and can dive in to help out.

For example, when you create an deal from the publisher, it gets posted to the feed. Your manager gets engaged and provides coaching. Your team can bring in experts with an @mention, so you get what you need. And you have just launched a process to get work done, with more impact, and faster, than ever.

Game, Set, Match.

Interested in details?

Chatter is the the world’s leading enterprise social network, bringing conversation and collaboration into the context of business:

  • Sales reps get insight into customer data and collaborate with teams
  • Service teams close cases faster by crowdsourcing experts
  • R&D teams innovate more quickly by managing projects and easily sharing new ideas

As a result of social and mobile technology, there has been a paradigm shift in the way work gets done. Today, we collaborate on files, crowdsource answers, share links in the most effective way possible: from within a relevant, real-time news feed, using any of our many devices.

And now, with the new Publisher and Custom Actions, we have moved beyond accessing business data from the feed, and empowered users to quickly create business actions directly from the publisher.

Get moving with the new Chatter Publisher

You can now take any business action, like creating an opportunity, directly from the Chatter Publisher on any device.

For example, from the new publisher you can:

  • Create an opportunity
  • Launch a support case
  • Create a new contact
  • Assign a task

 

Creating an Opportunity
Creating an Opportunity

 

 

But what if you want to customize the actions you can make from the publisher, to launch projects, request deal support, or log IT tickets? Not a problem. You can create any custom action right on the Salesforce Platform.

Every action is customized to your business needs. You can minimize the fields users have to complete in order to create opportunities, cases, or any custom object. And companies are able to determine which users need quick access to the actions most relevant to them, with every action built instantly available on any mobile device with the new Chatter mobile. Your sales teams can quickly create opportunities from their phone, and marketing leaders can  launch a campaign in just a few taps.

With the new publisher, everything is posted into the feed, accessible from any device, and designed to help you work faster than ever.

Kick start collaboration within the Chatter Feed

Sales, service and marketing actions that start in the publisher are posted directly into the feed. WithIn the feed, these business actions naturally invite collaboration. Users see when objects are created, and get a summary of key information about a given opportunity, case, or custom object, and provide feedback, instantly. They are able to @mention another individual or group to instantly get support and share information.

Because you can configure any action to your specifications,  all of the information you need is shared within every feed post:

Critical Information


Salesforce has helped companies break down silos to better engage with their customers, develop and deliver innovative products and services, empower employees and partners to take action with the right insights, at the right time.  With the new Chatter publisher and more powerful feed, every employee can supercharge productivity, efficiency and collaboration from any device.

Learn more about successful sales performance and collaboration with our free ebook at the button below.

MC_BlogButton_Sales