Best Sales Software for Global Relay

Identify the ideal buyers, gain valuable insights, and connect through tailored outreach efforts. Monitor significant changes in leads and companies while reaching out and engaging with potential clients. Utilize a search tool that helps pinpoint the best individuals and organizations, ensuring you connect with the most pertinent prospects. Quickly identify key personnel within your target accounts, benefiting from personalized suggestions designed for your specific needs. Effortlessly save your leads and accounts, logging your Sales Navigator activity to your CRM with just one click. Access crucial insights regarding your accounts and leads, including any job transitions that may occur. Efficiently categorize your leads and accounts using tags and take notes that can seamlessly synchronize with your CRM. Additionally, explore an expanded view of who has interacted with your profile over the past three months, enhancing your networking potential. This comprehensive approach not only streamlines your prospecting efforts but also maximizes your engagement with potential clients, leading to greater opportunities for success.

Hearsay Systems is redefining the human-client experience in financial service. The Hearsay Client Engagement Platform empowers more than 200,000 agents and advisors to authentically and intelligently build business relationships. It guides and captures the last mile of digital communications and actively guides them. Hearsay's SaaS platform is used by the world's most prestigious financial firms, including New York Life, Morgan Stanley and Charles Schwab. It allows them to expand their reach, maximize sales engagements, and provide exceptional client service in a consistent, compliant way. Hearsay has a headquarters in San Francisco and globally distributed teams in North America, Europe, and Asia.