Hearsay for Salesforce
Facilitate more personal client engagement and greater productivity, while enriching your CRM
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Download nowFinancial services professionals must engage with clients and prospects on modern channels—including social media and text messaging—while adhering to required regulatory standards. Connecting Hearsay toSalesforce bridges the gap between corporate data and field activities, creating a complete end-to-end view of the client journey while optimizing business outcomes across teams and digital channels.