Hearsay for Salesforce integrates compliant client engagement channels, such as social media and text messaging, into Salesforce, enhancing financial professionals' productivity while adhering to regulatory standards. By syncing Hearsay’s Contact and Activity Connectors with Salesforce, client contact data and engagement activities are automatically updated, enriching CRM with actionable insights for tools like Einstein and Tableau. This eliminates manual data entry, increases CRM adoption, and allows advisors to focus on client relationships. Hearsay’s embedded compliant texting streamlines outreach, improves response times, and boosts efficiency with real-time alerts, automated workflows, and seamless Salesforce integration.

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