Lead Follow-up, powered by Hearsay Triggered Actions

As advisors and agents are out and about tending to their current clients and meeting with new ones, new leads can languish: an average of 4 days elapses before an advisor connects with an inbound lead. By that point, it’s too late – their call goes straight to voicemail just like 96% of cold calls.

Find out how Hearsay Triggered Actions can help advisors and agents instantly receive a new lead via mobile notification, email or text message in real-time, see relevant lead background information from your CRM system and conduct pre-scripted outreach with just a single click.