AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Hearsay | Embedded Relate

Compliant text messaging right in Salesforce.

Overview

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.

1 of 5

See How Hearsay | Embedded Relate Works

  • 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.

Supporting both employee-owned (BYOD) and company-issued mobile devices, Hearsay empowers tens of thousands of sales reps and relationship managers to engage with customers on modern channels through text messaging and mobile calling. By leveraging Hearsay’s persistent texting capabilities, firms in high-touch industries like financial services can better equip their field to engage and service customers while adhering to the regulatory and brand care standards. Embedded Relate for Salesforce optimizes field efficiency and the client experience with compliant 1:1 texting right within Salesforce. Hearsay enriches your CRM to provide full context into critical customer and prospect relationships, while also unlocking value-add capabilities like integration with Salesforce workflows - including Lightning Flows, Tasks, Action Plans and Journeys - and embedding Hearsay communication solutions within the Salesforce user interface. Hearsay’s Managed Package works seamlessly across Salesforce Clouds, including Sales Cloud, Service Cloud, Financial Services Cloud and Marketing Cloud.

Categories

Business Needs
Productivity
Chat & Web Conferencing
Industries
Financial Services
Personas
Executive
Marketer
Sales Representative / Manager
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
No Limits
Lightning Ready
Person Accounts
Managed Package
Lightning App Builder

More from Hearsay Systems

  • Hearsay | Contact & Activity Connectors
    by Hearsay Systems
    No Ratings
    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"
    CollaborationSales Intelligence