Successful Chatter deployment often hinges on gaining executive sponsorship and engendering employee interest. So how do you communicate the value of Chatter to stakeholders across your organization? Join us to hear Chatter evangelists share their strategies, tactics, and internal marketing techniques to create Chatter champions.

1. Launchplan: Getting Everyone
Mobilized
Mike Gerholdt, ACT, Inc, Manager of Social Enterprise
@MikeGerholdt

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3. Matt Jadhav
Success Accounts Manager
@twittername
Linked-in

4. Mike Gerholdt
Manager of Social Enterprise
@Mike Gerholdt

5. All about ACT,Inc.
ACT is an independent, not-for-profit organization that
provides a broad array of assessment, research,
information, and program management solutions in the
areas of education and workforce development
§ Enterprise Edition.
§ Used Salesforce for over 7 years
§ Over 500 users

6. Agenda
Spend 30 minutes understanding how to identify the
characteristics of your company’s culture and get Action steps to
drive Chatter adoption.

7. Elements of Company Culture
Metaphors
Rituals
Stories
Artifacts
Heroes &
Heroines
Performances
Values

8. Metaphors

9. Action Step!
Chatter it to me!
“Instead of meeting on this, can we just create a Chatter group?”
“Be sure to post that to the Account record in Salesforce and at
(@) mention the NW Sales Executive.”

10. Rituals

11. Action Step!
Propose a new ritual!
§ No meetings
• Everyone is responsible for 1 status update and 1 question to a group.
• Answers and statuses need to be checked at least 1 a week
• Meetings are bi-weekly and collaborative to address anything NOT posted to the
group.

12. Stories

13. Action Step!
Create a plan to gather stories about collaboration
§ Work with your internal communication team to get the stories told.
§ Post the stories to an internal blog
§ Post the stories to chatter
Create a video of co-workers talking about why the like Chatter

14. Artifacts

15. Action Step!
Grab SWAG!
§ Give it away as prizes
Encourage people to display it prominently
Create a “Chatter Super User Award” that can be displayed a
person’s desk to create conversations.

16. Heroes & Heroines

17. Action Step!
Work to get time with key Heroes & Heroines to talk about
Chatter.
§ Find their pain points and work with them to address them
§ Try to solve problems with Chatter first
§ Encourage them to tell their story
Important note- Heroes & Heroines don’t have to be high-level
people, but influential people who have had real-world problems
solved for them making their job easier.

18. Performances

19. Action Step!
Create a customer group to share your stories
As an Admin you should be the MOST active on chatter
Be the example you want to set

20. Values

21. Action Step!
Align your Chatter goals to that of the mission statement or goal
of the company
Create a “Chatter Charter”
§ Incorporate words found in your mission statement to the charter
§ It should not be “We should use Chatter because it’s cool.”

22. Elements of Company Culture
Metaphors
Rituals
Stories
Artifacts
Heroes &
Heroines
Performances
Values

23. Speaker Name Mike Gerholdt Speaker Name Speaker Name
Speaker Title, Manager of Social Speaker Title, Speaker Title,
@twittername Enterprise, @twittername @twittername
@MikeGerholdt

25. CONTENT GUIDELINES

26. These Are 16:9 Slides!
• Your standard 4:3 slides will NOT transfer over automatically
• Copy & Paste any graphics you would like
• Then resize by holding down the shift key and drag from any corner

27. Sample Bullet Slide
• Primary bullets are 65-point
• Secondary bullets (press return & tab key) are 55-point
• All bulleted text is sentence case
• Second level bullet goes here
• Tertiary bullets (press return & tab) are 45-point and use blue for highlight text
• To go back to large bullets from small press return, hold down shift key & press tab
• Keep points clear and simple and use blue for highlight text
• Try to not exceed six bullets

28. Animation Guidelines .
Use animation to time and illustrate your points without distracting the reader.
With animation you can more carefully pace your presentation and remain in
control of what you say when.
FOR GRAPHICS Use Fade In , Fade Out , set to Very Fast
FOR BULLETS Use Appear
FOR ARROWS Use Wipe to show movement. Set direction for wipe.
• Use other custom animation types at your discretion to illustrate important points.
• Be conservative: Avoid animations that fly objects all around the screen.

29. Click to add title - use initial cap, other words are
lowercase
This is Lorem ipsum dolor sit amet, consectetur adipiscing elit.
Lorem ipsum dolor sit amet, consectetur adipiscing elit.
§ And this is a bullet
• Lorem ipsum
• Lorem ipsum
§ And this is a bullet
• Lorem ipsum
– Lorem ipsum
» Lorem ipsum

31. GRAPHICS LIBRARY

32. iPad Template
Content Introduction
YOUR
CONTEN
• Bullet Point 1
• Bullet Point 2
T HERE
• Bullet Point 3 Just change the
YOUR background layer
CONTENT (right-click > arrange)
HERE

33. Additional Graphics Salesforce Graphics Library:
http://bit.ly/lopDD9
Divider Line
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Ma d
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Touch Icon HTML5 Icon Connected People Content Wrapper

34. Color Palettes
SFDC Primary
service & engage (Service)
connect & sell (Sales)
collaborate (Chatter)
automate & extend
product & partners
site.com category
social marketing
social profile
social apps
Rypple
DF12
PMS 124C PMS 382C PMS 369C PMS 299C PMS 636C PMS 286C PMS 2425C PMS 485C PMS 144C PMS 268C
0/28/100/6 29/0/100/0 67/0/98/5 85/19/0/0 45/0/9/0 100/66/0/2 37/100/0/26 0/95/100/0 0/48/100/0 82/100/0/12
EEB111 B5D334 6CB33F 1798C1 83D2E4 005DAA 850C70 EE3124 F8971D 4F2683

35. Salesforce Logo Library

37. Slide parts

38. Official Social Icons

39. Slide parts
Use certification logos as appropriate; copy and paste next to speaker name

40. The Perfect PITCH
Pace the Inspire with Tell stories Customer Hold
session social with Demos speakers Q&A
& Videos
5 minute content Position for social in iPad Demos Q&A format Last 15 minutes
intervals first 5 minutes
New features 1 takeaway slide
30 minutes of
content

41. Show Flow Example
Breakout Session Show Flow Date TIme Key
Slides
Speaker Duration
Video
Intro
Demo
Video 4
Customer
Speaker
Section 1
Slides Speaker 1 10
Demo 5
Customer Speaker Company, Name, Title 5
5
Section 2
Slides 5
Demo 7
Customer Speaker Company, Name, Title 5
Q&A 15
Total Time:

42. CONTENT TEMPLATES

43. Speaker Name Speaker Name Speaker Name Speaker Name
Speaker Title, Speaker Title, Speaker Title, Speaker Title,
@twittername @twittername @twittername @twittername

44. Case Study: EXAMPLE
Pandora Manages Advertising Sales in the Cloud
• 250+ Users
• More effective collaboration between
teams with Chatter
“Chatter gives us real-time
• Increased sales productivity through
information and a sense of complete views and mobile access
community.” (37-point)
• Analyze real-time metrics with
- Mark Brennan, Sr. Director IT ( 28 –point) dashboards