The Hearsay Dynamics 365 Connector dramatically increases financial services firms' field’s CRM adoption, accelerates advisor productivity and improves the overall customer experience. With data flowing seamlessly into and out of Dynamics 365 (or Dynamics 365 for Sales) via the connector, corporate (“home office”) sales and marketing teams quickly acquire a deeper understanding of their advisor’s client engagement activities. The insights gleaned from this real-time, quality data allow for the creation of more targeted and successful customer and advisor experiences and programs. And with an increase of 10-15x the quality data captured in Dynamics 365, the value and utility of your CRM increases too.
Hearsay is used by more than 150,000 advisors and agents at the world’s largest financial services and insurance firms.