LevelShift Improves the Chatter Functionality of a Leading Food Manufacturer and Distributor to Enhance Security and Collaboration

The client is a leading food manufacturer and the largest independent food service distributor through a family of companies in the US.

Improper Chatter implementation can lead to communication gaps, reduced productivity, trigger data overload, and elevate security risks. It hinders collaboration and innovative thinking and wastes resources. It may also hinder technological growth and adaptability.

LevelShift optimized Chatter to enhance organization-wide collaboration, streamline communication, and facilitate knowledge sharing. This leads to better decision-making, improved efficiency, and a robust company culture.

LevelShift enhanced the client’s Chatter framework by:

• Reconfiguring Chatter to establish a secure shared record environment and address prior security concerns.
• Aligning visibility with the role hierarchy to enable seamless collaboration between service and sales teams.
• Providing unrestricted executive access to support informed decision-making.
• Implementing role-driven record sharing to boost sales efficiency and performance.
• Centralizing communication within Salesforce, eliminating fragmented channels like email, chat, and phone.

• Enhanced security: The reconfigured Chatter setup provided a more secure shared record environment and addressed the previous security concerns.
• Improved collaboration: Aligning Chatter visibility to the role hierarchy enabled the service team to access service and sales team records seamlessly, facilitating better collaboration.
• Executive oversight: Executive leadership at the top of the hierarchy gained unrestricted access to all records and helped them make informed decisions.
• Improved sales operations: The role hierarchy-driven sharing of records ensured sales teams could access the information they needed, improving efficiency and sales performance.
• Centralized communication: LevelShift eliminated scattered and centralized communication across various channels (email, chat, phone, etc.)Reconfiguring Chatter to establish a secure shared record environment and address prior security concerns.