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The Facebook Revolution coming to a CRM near you!

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Jarrett

Jarrett

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Nov 24, 2009
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Jarrett
#1
In retail auto there is great effort in trying to tackle "Social Networks" and harness their power. This short blurb is written to introduce a new angle and I think an awesome approach to social networks. Learn more about our existing customers and their interactions with our dealership by following them from the inside.

Salesforce.com recently created an social network for their CRM product, Chatter. This network is limited to the users in the business. I am not a vendor but instead an end user, and thus see all other users I chose to follow within my business.

I am so excited by this concept of collaboration from with-in that I felt compelled to share our story with other users of this forum, both vendors and retail guys alike.

How it works...

We tell our CRM what data / customer info we want to follow (Sales leads, service RO's, Parts transactions, Used Car Recon...) and we are included in a live feed showing everything going on with that entity.

Lets say I want to know every time a certain customer has any interaction with our dealership, I can now follow them in real-time and know more about them. This is very powerful. If they come in to our service dept. I am alerted. If they special order an accessory, I am alerted. This social knowledge crosses all departments and all users.

Check out the screen shots below.

chatter-1.jpg
chatter-2.jpg
 
Hrizn SEO Ai Overviews
#2
So does it only show you the activity going on from the employees at the dealership and what they are doing in the CRM? It doesn't show anything about your customers?

Looks like it is just "activity" happening in the CRM itself among employees?
 
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✨ AI Highlights

  • Jarrett introduces Salesforce Chatter, a new internal social networking feature within CRM systems that allows dealership staff to follow and collaborate on customer data and employee activities within the platform.
  • The key distinction clarified through discussion is that this tool creates an internal network of CRM activity and events among dealership employees, rather than connecting to external social media platforms or customer social networks.
  • The primary value proposition is improved internal collaboration and visibility into how team members are interacting with customer information.

Jarrett introduces Salesforce Chatter, a new internal social networking feature within CRM systems that allows dealership staff to follow and collaborate on customer data and employee activities within the platform. The key distinction clarified through discussion is that this tool creates an internal network of CRM activity and events among dealership employees, rather than connecting to external social media platforms or customer social networks. The primary value proposition is improved internal collaboration and visibility into how team members are interacting with customer information.

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