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Hearsay | Embedded Relate
by Hearsay SystemsSalesforceFreemium
Adds 1:1 texting and mobile calling workflows inside Salesforce Sales Cloud.
PRICINGFreemium
DEPLOYMENTCloud
CATEGORYProductivity
UPDATED ON MARKETPLACE
What it does
Embedded Relate places one-to-one texting within Salesforce and records calls and messages in customer and prospect records. It supports conversations that can be paused and resumed, rather than only short exchanges. The add-in connects with Lightning Flows, Tasks, Action Plans and Journeys, and supports employee-owned and company-issued mobile devices. Hearsay states that its rules engines include configurations for insurance, wealth management and banking.
Key capabilities
from the Salesforce AppExchange listingSalesforce texting
Provides one-to-one text messaging within Salesforce.
Mobile calling
Supports mobile calling for sales representatives and relationship managers.
Activity synchronization
Synchronizes calls and text messages with Salesforce Contact, Lead, Person and Household records.
Workflow integration
Connects Hearsay communications with Lightning Flows, Tasks, Action Plans and Journeys.
Persistent conversations
Allows text conversations to be paused and resumed for ongoing customer interactions.
Compliance rule engines
Offers industry-specific rules engine configurations for insurance, wealth management and banking.
Use cases
- Sales representatives can continue customer conversations across multiple text-message sessions.
- Financial-services firms can record mobile calls and messages in Salesforce relationship records.
- Teams using employee-owned devices can access texting and mobile calling alongside company-issued devices.
Who it's for
The add-in is named for sales representatives, relationship managers and field teams.
In the catalog
29 plugins in Sales Cloud · Productivity
Price distribution: 7 free, 4 freemium, 18 paid
Pricing & deployment
Platform
Salesforce
Product
Sales Cloud
Deployment
Cloud
Pricing
Freemium
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What the vendor says
«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 …»