Skip to content

Advisor Actions lead followup section

Lead Follow-Up

Rapid responsiveness is the expectation of today’s customers and the greatest predictor of conversion rates. With Hearsay Lead Follow-Up Actions, agents and advisors can quickly respond to an inbound lead, simply by tapping a “click-to-call” notification. Hearsay Relate connects the call and guides follow-up based on whether the call was answered. Sales managers and home office teams receive reports on response times and can provide real-time coaching.

See How