You’ve got Salesforce Chatter. But how do you put it to good use? How about to have better meetings?
The challenge with meetings is making the best use of everyone’s time. How many times have you left a meeting thinking “that was a waste of time”!
Meetings are unproductive when people spend a lot of time reporting on things.
The best meetings are focused on “action.”
By action, I mean what will each person do to help achieve the goals of the team. This consists of each person being clear on what their commitments are to everyone else and also looking for how they can help others to ensure a successful outcome.
Meetings become reporting sessions (and a waste of time for those who don’t want to hear what’s being reported on) because teams don’t have an effective way to communicate among themselves other than when they are in the meeting. So when in the meeting they catch up things, share stories, report on what’s new, etc.
Enter Salesforce Chatter.
Salesforce Chatter provides teams, regardless of their size, with a secure and easy way to communicate all of the information that needs to be shared before the meeting takes place!
Then in the meeting, the more important conversations can take place. And those conversations will be more focused on moving the goals of the meeting forward, and less about reporting on things, because of the information already exchanged in Chatter!
With Salesforce Chatter you can create a Chatter Group for the meeting topic and invite the attendees to be members of the group.
An example would be “Sales Team” Group. Now using this group you can distribute information you would like to share with the team. Others on the team can respond, collaborate on ideas, and everyone on the team can see what everyone else is saying, without a lot of emails being created.
With Salesforce Chatter anyone can share a link or document to quickly provide information to others on the team. Anyone can solicit ideas from others without having to be in the same conference room.
Here are some related best practices to consider for Chatter use:
– Set up Groups in Chatter for teams, departments, or any group that meets on a regular basis.
– Let others in a Chatter Group know when you need help.
– Share useful links that you have found
– Solicit feedback and ideas using Salesforce Chatter!
– Share customer stories and lessons learned. Get the word out on what works!
– Post meeting notes to keep your team informed.
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