New York Life Builds Single, Data-Rich Customer View with Hearsay’s CRM Integration [Video]
February 22, 2018
See how New York Life is building a world-class, integrated agent marketing and sales enablement ecosystem by partnering with Hearsay. At Salesforce’s Dreamforce event, Steve Abramo, Head of Enterprise CRM at New York Life, explains how Hearsay’s integration with New York Life’s field system of record is unlocking new data-driven insights that drive productivity, retention and business growth.
With Hearsay, activities on social media, mobile, websites and email are synced automatically with New York Life’s CRM system, eliminating the need for agents to manually enter information and providing a complete, data-rich view of every client or prospect.
Learn more about Hearsay’s Advisor Cloud and CRM integration capabilities, and check out the Hearsay Systems Connector listing on the Salesforce AppExchange.
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