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Hearsay | Contact & Activity Connectors

By Hearsay Systems

Power the Last-Mile of Client Engagement

No Ratings
Paid Add-On Required  

Payment required for external services or products

Industries
Financial Services
Business Need
Collaboration
Sales Intelligence
Chat & Web Conferencing
Requires
Sales Cloud
Compatible With
Sales Cloud
Service Cloud
Financial Services Cloud

Hearsay’s Contact & Activity Connectors automatically capture the ‘last mile’ of advisor-client engagement data, enriching Salesforce with a more complete view of the customer journey. For Hearsay’s Managed Package, search "Hearsay | Embedded Relate"

Highlights

GAIN ‘LAST-MILE’ VISIBILITY INTO CLIENT ACTIVITIES Automatically sync client contact information with last-mile text (SMS) and mobile calling activity within Salesforce, to ensure contact records are up-to-date with full visibility across channels.

ELIMINATE DATA ENTRY AND ENSURE ADOPTION Save your field team’s time by automatically syncing contacts and activities, pushing last-mile interaction data into CRM, while driving adoption of your CRM investment

DELIVER FIELD-LEVEL ANALYTICS AND INSIGHTS Measure field productivity and uncover best practices by integrating client activity across texting and mobile calling. Further enrich CRM insights, making Einstein analytics and reporting even more powerful.

Provider Details

Hearsay Systems
2261 Market Street, Suite 5397
Founded
2009
Website
Email
Phone
US: 888.990.3777, INTL: +1 415.692.6230

Hearsay Systems is reinventing the human-client experience in financial services. The Hearsay Client Engagement Platform empowers over 200,000 advisors and agents to authentically and intelligently grow business relationships by proactively guiding and capturing the last mile of digital communications. The world’s leading financial firms—including Allstate, New York Life, Morgan Stanley, and Charles Schwab—rely on Hearsay’s SaaS platform to scale their reach, optimize sales engagements, and deliver exceptional client service in a consistent and compliant manner. Hearsay is headquartered in San Francisco, with locations throughout North America, Europe and Asia. Connect with us on Facebook, Twitter, LinkedIn and the Hearsay blog.

Pricing Details

Paid Add-On Required

You must pay for a product or service that is external to Salesforce for this solution to work.

Hearsay Systems requires an enterprise license and contract.

More From This Provider

Hearsay | Embedded Relate
by Hearsay Systems
Hearsay enriches Salesforce with embedded, compliant texting and powerful workflows to drive personalized customer experiences. Our asynchronous, persistent texting solution integrates with Salesforce to automatically capture critical customer activity.