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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

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Hearsay empowers compliant texting by mobile phone, or from within Salesforce, to offer a seamless experience for advisors and agents.

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, Salesforce

Bill Patterson

EVP of CRM Applications, Salesforce.com

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.