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

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Compliant texting, embedded right in Salesforce

As Salesforce’s preferred compliant texting partner, we help field teams optimize efficiency and improve the client experience by reducing context- and device-switching. Communicate with clients from anywhere within Salesforce, while taking advantage of advanced texting functionality like delegation, broadcast messaging, and real-time alerts.
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Do more with Hearsay for Salesforce

“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, Salesforce

Bill Patterson

EVP of CRM Applications, Salesforce.com

“Fidelity leverages Hearsay’s platform to enhance our customer focus by simplifying communications through text messaging, which integrates with our Salesforce CRM. Digitally-driven capabilities like these give our advisors more time to spend on what’s most important—serving their clients.”

David Dintenfass

David Dintenfass

Chief Marketing Officer, Fidelity Investments

Explore the latest

Vetting digital communication channels

A how-to guide that explains how to identify the right digital communication channels for your firm.
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The Hearsay Platform

See how Hearsay provides efficient and compliant tools to engage across the client journey
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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.