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Hearsay | Embedded Relate

By Hearsay Systems

Compliant text messaging right in Salesforce.

Paid Add-On Required  

Payment required for external services or products

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

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.

  • Watch: Embed compliant texting anywhere within Salesforce

Highlights

UNLOCK PERSISTENT, 1-TO-1 TEXTING FOR RELATIONSHIP MANAGERS AND SALES REPS Unlike chat solutions, Hearsay offers the freedom to start, pause and resume conversations - ideal for complex, continuous customer interactions rather than quick transactions.

EMBED TEXTING ANYWHERE IN SALESFORCE Embedded in Sales Cloud, Service Cloud, and Financial Services Cloud, with workflow integration and real-time activity sync of calls and text messages in Salesforce Contact, Lead, Person, and Household records.

GET UP AND RUNNING IN WEEKS, NOT MONTHS Take advantage of Hearsay's industry-specific compliance rules engines with baked-in best practices (available for Insurance, Wealth Management, and Banking) to configure quickly and accelerate time to deployment.

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.

Pricing is variable according to the unique enterprise integration needs of our customers. For more specific details, please fill out a request form above.

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Hearsay | Contact & Activity Connectors
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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"