Overview: Salesforce Chatter and Evernote as Collaboration and Productivity Category solutions.

Salesforce Chatter and Evernote both excel in collaboration and productivity, but they cater to different needs. Salesforce Chatter is ideal for businesses focused on improving internal communications through strong data integration and analytics, while Evernote offers robust content management and workflow features, appealing to enterprises that prioritize document sharing and efficiency. Both products provide comprehensive support, with Evernote being favored by large enterprises and diverse industries for its extensive feature set.

Salesforce Chatter: Salesforce Chatter boosts productivity, innovation, and success through enhanced enterprise social networking and collaboration. Teams can seamlessly share information and ideas within the platform.

Evernote: Evernote helps capture and prioritize ideas, projects, and to-do lists. A free trial is available to ensure nothing falls through the cracks.

Salesforce Chatter and Evernote: Best Use cases based on the customer satisfaction data

Key Capabilities Supported

Salesforce Chatter focuses on collaboration and communication management, helping teams to engage effectively and manage content with ease. read more →

Evernote shines in collaboration and content management, providing tools for efficient document sharing and workflow management. read more →

Business Goals

With Salesforce Chatter, businesses can enhance customer relationships and improve internal communication, aligning with organizations looking to boost sales and revenue. read more →

Evernote aids in enhancing customer relationships and acquiring new customers, while also focusing on improving operational efficiency. read more →

Core Features

Salesforce Chatter offers data import and export features with strong integration capabilities, making it ideal for custom reporting and ease of migration. read more →

Evernote stands out with its massive data import and export capabilities and comprehensive integration options, supporting a wide array of custom reports. read more →

Vendor Support

Salesforce Chatter provides 24/7 support with robust chat, phone, and email options to cater to varied customer support needs. read more →

Evernote offers extensive 24/7 support, including email and phone channels, reflecting its commitment to assisting large-scale enterprises. read more →

Segments and Industries

Salesforce Chatter is utilized by mid-market and enterprise customers, with a strong presence in IT services, manufacturing, and consumer electronics. read more →

Evernote serves large enterprise customers, especially in computer software, marketing, and advertising industries, making it versatile across sectors. read more →

Operational Alignment

Salesforce Chatter fits well in organizations focusing on internal communications and stakeholder relations, integrating seamlessly into operational workflows. read more →

Evernote integrates into operational workflows needing robust document and workflow management, proving effective in complex operational environments. read more →

Applying your context and needs changes the comparison

Failure Risk Guidance?

Low Medium High

Compliance Risk

low

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low

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Security & Privacy Risk

low

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medium

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Integration Risk

low

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medium

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Migration Risk

medium

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medium

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IT and Other Capabilities

Low
Medium
High

Ease of migration

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Data

Data Export

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Data Import

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Support

Chat Support

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Phone Support

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Email Support

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24/7 Support

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Others

Analytics

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Custom Reports

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AI Powered

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Most deployed common Use Cases for Salesforce Chatter and Evernote

How can Salesforce Chatter and Evernote optimize your Collaboration Workflow?

Salesforce Chatter and Evernote both facilitate collaboration among teams. Salesforce Chatter integrates directly with a CRM, making it suitable for sales teams to share information and track progress on projects. Evernote, on the other hand, focuses on note-taking and information organization, allowing for collaborative document sharing and project management. While both tools offer features for team communication, Salesforce Chatter is more specifically tailored for sales-focused collaboration, while Evernote provides a broader platform for general information sharing and teamwork. Evernote's collaborative features require a paid subscription.

"...There are also numerous other collaboration platforms that one should consider out there, which can all displace email (including this one) so the right enterprise technology strategy design should be considered before jumping in...." Peer review by Eugene C.

"...Multiplatform solution, webapp and mobile app that integrates all your notes and even you can share and collaborate with your team...." Peer review by Germán Andrés C., Business Developer & Content Marketing, Computer Software

How does Salesforce Chatter and Evernote address your Communication Management Challenges?

Salesforce Chatter facilitates communication within a company by sharing announcements, sending private messages, and managing projects. Evernote enables teams to share and edit notes, coordinate projects, and store files. Both tools allow users to send messages, but Salesforce Chatter focuses on internal company communication while Evernote offers broader capabilities including external sharing and note-taking features. While both tools have strengths, limitations exist in their ability to communicate with users outside the platform.

"...I like the fact that you can tag the other person and it sends them an email...." Peer review by User

"...With its powerful editor and self saved tool I have been able to give myself the luxury of saving the articles of an extensive blog in Evernote and then publish it on the web...." Peer review by Kevina V, IT Project Manager

How can Salesforce Chatter and Evernote enhance your Content Management process?

Salesforce Chatter and Evernote both enable sharing documents, pictures, and links. Salesforce Chatter integrates with the Salesforce platform, allowing for easy access to shared content within the existing system. Evernote facilitates document collaboration and storage, providing a cloud-based platform for sharing files, photos, videos, and voice recordings. However, Evernote's sharing capabilities are limited when users lack the application, while Salesforce Chatter may be less suitable for creative collaboration or sharing documents with individuals outside the Salesforce ecosystem.

"...Allows you to share pictures/links with ease...." Peer review by Project Manager in Marketing

"...If you're looking for a productivity and document-sharing service for your company, Evernote is also it...." Peer review by Jenny D., Media Production

How can Salesforce Chatter and Evernote optimize your Sales Document Management Workflow?

Salesforce Chatter and Evernote both allow users to share documents with others. Salesforce Chatter focuses on collaboration within a business context, allowing teams to share and discuss documents related to sales, contracts, and projects. Evernote offers a broader range of document sharing capabilities, enabling users to share notes, files, photos, and audio recordings with individuals or groups. However, Evernote's document sharing features are less robust for business use, and some users find it lacking compared to other tools.

"...One of the biggest benefits of Chatter is the ability to send/share documents between diverse teams, all while housed within the greater Salesforce platform...." Peer review by Joshua Melder, Process Optimization Analyst, Quad

"...Evernote Business makes it INCREDIBLY easy to share documents, notes and lists with other on your team. . ...." Peer review by Melanie G., Director of Sales, Hospitality