Hearsay | Contact & Activity Connectors
For financial services firms that have deployed CRM and client engagement tools, capturing last-mile engagement data - which comprise critical interactions between a trusted advisor or agent and a client - remains a glaring gap. Hearsay empowers advisors and agents to engage with clients and prospects on modern channels like social media, text messaging, and mobile calling while adhering to the strictest regulatory standards. Connecting Hearsay to Salesforce captures the last-mile of digital communications to bridge the gaps between corporate data and field activities, providing a complete view of the customer journey and delivering better business outcomes. With Hearsay’s Contact & Activity Connectors for Salesforce, firms gain last-mile visibility into client/advisor communications. Hearsay’s Contact Connector ensures a unified contact record exists across systems, and our Activity Connector automatically syncs Salesforce with detailed SMS and mobile calling activity between advisors and clients. Hearsay’s Connectors work seamlessly across Salesforce Clouds, including Sales Cloud, Service Cloud and Financial Services Cloud.
Top keywords
- hearsay5×3.13%
- salesforce4×2.50%
- activity3×1.88%
- between3×1.88%
- client3×1.88%
- cloud3×1.88%
- contact3×1.88%
- last-mile3×1.88%
- advisor2×1.25%
- advisors2×1.25%
- calling2×1.25%
- clients2×1.25%
AI Voice for Salesforce Calling, Dialer| Voice | Telephony
WatBox provides a 100% native CTI,SMS and WhatsApp Business integration for Salesforce, allowing agents to send and receive Calls, SMS and WhatsApp messages from Leads, Contacts, Accounts, Cases, and custom objects. Auto Calling with Call recording , transcripts and Power dialer | AI call coaching insights. Our built-in messenger lets your team communicate instantly inside the Salesforce utility bar—no more switching between Salesforce and Slack. Chat one-on-one or in groups, share updates, and collaborate faster across Sales, Service, and Support teams. Make calls and send Whatsapp, SMS directly from Salesforce using an intuitive interface.Automations to trigger SMS alerts, reminders, status updates, and personalized customer messages. Calling is also integrated with Salesforce—offering click-to-call, call logging, and with recording and transcripts. Automate end-to-end communication journeys across WhatsApp and SMS using Salesforce Flow, Process Automation, and AI-driven logic. AI coaching insights for call recording and messages , sentiment analysis
Top keywords
- salesforce6×4.08%
- sms5×3.40%
- call4×2.72%
- whatsapp4×2.72%
- messages3×2.04%
- recording3×2.04%
- ai2×1.36%
- call recording2×1.36%
- calling2×