HEARSAY + Salesforce

Bridge the gap between CRM data and field activities

Optimize business outcomes across teams and digital channels with an end-to-end view of the client journey

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Compliant texting, embedded right in Salesforce

As Salesforce’s preferred compliant texting partner, we help field teams optimize efficiency and improve the client experience by reducing context- and device-switching. Communicate with clients from anywhere within Salesforce, while taking advantage of advanced texting functionality like delegation, broadcast messaging, and real-time alerts.
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Do more with Hearsay for Salesforce

Gain ‘last-mile’ visibility into client activities
Gain ‘last-mile’ visibility into
client activities
Intelligently orchestrate Salesforce workflows
Confidently deploy digital
client engagement channels
Deploy compliant texting with confidence
Embed compliant text
messaging within Salesforce

“Hearsay’s last-mile customer engagement platform is a natural addition to our Salesforce applications. With a growing set of regulations introduced across industries, firms need to ensure that their sales, service, and marketing teams follow compliant communications with customers. With Hearsay, we are excited to deliver these enhanced capabilities to Salesforce customers.”

Bill Patterson, Salesforce

Bill Patterson

EVP of CRM Applications, Salesforce.com

“Fidelity leverages Hearsay’s platform to enhance our customer focus by simplifying communications through text messaging, which integrates with our Salesforce CRM. Digitally-driven capabilities like these give our advisors more time to spend on what’s most important—serving their clients.”

David Dintenfass

David Dintenfass

Chief Marketing Officer, Fidelity Investments

Explore the latest

2024 Social Selling Blueprint

Your primer for building a strategic social selling program
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Compliant texting in financial services: 8 essential use cases

Drive and sustain business growth with these eight proven tactics
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2024 Social Selling Content Study

Insights and trends to help you elevate your social selling program
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Interested in learning more?

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Hearsay for Salesforce

Facilitate more personal client engagement and greater productivity, while enriching your CRM
Hearsay partners with Salesforce to close the loop on last-mile client engagement

Hearsay partners with Salesforce to close the loop on last-mile client engagement

In 2020, we’re seeing a new engagement model emerge in financial services to support human connections in a remote-first environment.

Hearsay Systems announces Hearsay Managed Package on Salesforce AppExchange

June 7, 2021

Want to learn more about Hearsay for Salesforce?

Hearsay powers the last mile of one-to-one compliant communications and seamlessly syncs with your instance of Salesforce to facilitate integrated, personal client engagement.

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Hearsay Systems
2261 Market Street, Ste. 5397
San Francisco, CA 94114
+1 415.373.0673

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