Rating
5.0
Reviews
1
Pricing
Free to install
Listed since
2021

About Hearsay

Compliant text messaging right in Salesforce.

Supporting both employee-owned (BYOD) and company-issued mobile devices, Hearsay empowers tens of thousands of sales reps and relationship managers to engage with customers on modern channels through text messaging and mobile calling. By leveraging Hearsay’s persistent texting capabilities, firms in high-touch industries like financial services can better equip their field to engage and service customers while adhering to the regulatory and brand care standards.

Embedded Relate for Salesforce optimizes field efficiency and the client experience with compliant 1:1 texting right within Salesforce. Hearsay enriches your CRM to provide full context into critical customer and prospect relationships, while also unlocking value-add capabilities like integration with Salesforce workflows - including Lightning Flows, Tasks, Action Plans and Journeys - and embedding Hearsay communication solutions within the Salesforce user interface.

Hearsay’s Managed Package works seamlessly across Salesforce Clouds, including Sales Cloud, Service Cloud, Financial Services Cloud and Marketing Cloud.

Highlights

  • UNLOCK PERSISTENT, 1-TO-1 TEXTING FOR RELATIONSHIP MANAGERS AND SALES REPS Unlike chat solutions, Hearsay offers the freedom to start, pause and resume conversations - ideal for complex, continuous customer interactions rather than quick transactions.
  • EMBED TEXTING ANYWHERE IN SALESFORCE Embedded in Sales Cloud, Service Cloud, and Financial Services Cloud, with workflow integration and real-time activity sync of calls and text messages in Salesforce Contact, Lead, Person, and Household records.
  • GET UP AND RUNNING IN WEEKS, NOT MONTHS Take advantage of Hearsay's industry-specific compliance rules engines with baked-in best practices (available for Insurance, Wealth Management, and Banking) to configure quickly and accelerate time to deployment.

Screenshots

View full relationship context, while simultaneously messaging with a client .

Image 1 of 4

View full relationship context, while simultaneously messaging with a client .

Pricing

Free to install.

Compatibility

Works with
  • Sales Cloud
  • Service Cloud
  • Financial Services Cloud
Requires
  • Sales Cloud
Salesforce editions
  • Essentials
  • Professional
  • Enterprise
  • Unlimited
  • Performance
  • Developer
Lightning Experience
Supported
Salesforce mobile app
Not supported
Salesforce security review
Passed on June 13, 2024
Industries
  • Financial Services
Languages
  • English
  • French
  • German
  • Italian
  • Portuguese
  • Spanish

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