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HEARSAY + Salesforce

Bridge the gap between CRM data and field activities

Optimize business outcomes across teams and digital channels with an end-to-end view of the client journey

Today’s customers expect one-to-one, immediate communications with their financial advisors, bankers, and insurance agents. Hearsay empowers compliant texting by mobile phone, or from within Salesforce, to offer a seamless experience for advisors and agents. At last, firms can bridge the gap between corporate data and last-mile touch points on social media, text messaging, and mobile calling, with Hearsay and Salesforce.

Intelligently orchestrate Salesforce workflows

Integrate Hearsay into workflows—Lightning Flows, Tasks, Action Plans and Marketing Cloud Journeys—to leverage smart triggers and enable intelligent, automated outreach for client acquisition and servicing use cases.
Hearsay Actions feature
“Hearsay’s last-mile customer engagement platform is a natural addition to our Salesforce applications. With a growing set of regulations introduced across industries, firms need to ensure that their sales, service, and marketing teams follow compliant communications with customers. With Hearsay, we are excited to deliver these enhanced capabilities to Salesforce customers.”
Bill Patterson
EVP of CRM Applications, Salesforce.com

Explore the latest

Last-mile digital maturity model

A new phase of digital maturity is underway – how does your program stack up?
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2021 Financial services social selling content study

Read key insights about how financial professionals use social media in our 3rd annual Content Study
Read white paper
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Want to learn more about Hearsay for Salesforce?

Hearsay powers the last mile of one-to-one compliant communications and seamlessly syncs with your instance of Salesforce to facilitate integrated, personal client engagement.