Hearsay Systems’ customers can now bridge the gap between corporate data and last-mile digital communication channels for advisors and agents
Hearsay Systems today announced it has launched the Hearsay for Salesforce managed package on Salesforce AppExchange, empowering customers to integrate the Hearsay platform with Salesforce to sync last-mile engagement channels, orchestrate more effective Salesforce workflows, and enrich Salesforce records with advanced embedded capabilities like compliant texting to engage clients and prospects quickly and effectively.
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“The Hearsay managed package is a vetted, out-of-the-box solution that helps firms bridge the gap between corporate data and last-mile agent and advisor touch points on social media, text messaging, and mobile calling,” said Adam Dyer, of Hearsay Systems.
Hearsay Systems is a trusted leader in compliant digital communications, delivering an authentic, human-client experience for the financial services industry. The Hearsay for Salesforce managed package adds to Hearsay’s extensive Salesforce integration capabilities, including Contact and Activity Connectors that automatically capture and bi-directionally sync last-mile advisor-client engagement data.
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Key Features for the Hearsay for Salesforce Managed Package
- Connect Hearsay’s compliant client engagement platform with customer’s instance of Salesforce
- Embed compliant texting within the Salesforce user interface, for a single view into the client relationship and instant client communication
- Integrate Hearsay’s text and mobile calling solution into Salesforce Lightning Flows, Tasks, Action Plans and Marketing Cloud Journeys to leverage smart triggers and orchestrate workflows
Comments on the News
- “Understanding the customer journey—from first interaction to last mile—is core to delivering an optimal customer experience,” said Adam Dyer, VP of Engineering at Hearsay Systems. “The Hearsay managed package is a vetted, out-of-the-box solution that helps firms bridge the gap between corporate data and last-mile agent and advisor touch points on social media, text messaging, and mobile calling. Businesses can now unlock value-add capabilities like Lightning Flows, Action Plans and Journeys to optimize business outcomes across teams and digital channels.”
- “The Hearsay for Salesforce managed package is a welcome addition to AppExchange, as they power digital transformation for customers by syncing compliant last-mile engagement channels to orchestrate more effective Salesforce workflows,” said Woodson Martin, GM of Salesforce AppExchange. “AppExchange is constantly evolving to connect customers with the right apps and experts for their business needs.”