Hearsay Relate Overview

Hearsay Relate by Hearsay Systems enhances client satisfaction through compliant, efficient text and voice communications. It is specifically designed for financial services field teams.

Use Cases

Customers recommend Engaging And Following Up, Workflow Management, Call Analytics, as the business use cases that they have been most satisfied with while using Hearsay Relate.

Other use cases:

  • Meeting Management
  • Creating Contact List
  • Customise Loyalty Program
  • Conversion Management
  • Content Publishing
  • Sending & Publishing Communications
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Business Priorities

Acquire Customers and Enhance Customer Relationships are the most popular business priorities that customers and associates have achieved using Hearsay Relate.

Other priorities:

  • Increase Sales & Revenue
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Hearsay Relate Use-Cases and Business Priorities: Customer Satisfaction Data

Hearsay Relate works with different mediums / channels such as Phone Calls.

Reviews

"This is an incredibly powerful sales productivity tool that is going to help people be more efficient and create deeper engagement earlier on in the process." - Caroline Feeney

Peer review evidence (same sources as the product rating summary)

"...Enable your advisors to engage with clients on _their preferred channel, compliantly...." Peer review from Hearsay Systems
"...Protect your company and individual advisors through contextualized pre-review, using our Universal Dashboard and workflows, drastically reducing time and resources for supervision...." Hearsay Systems
"...Rich call analytics, synced with CRM...." Peer review from Hearsay Systems

Hearsay Relate, belong to a category of solutions that help Sales Enablement. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Popular Business Setting

for Hearsay Relate

Top Industries

  • Insurance

Popular in

Hearsay Relate is popular in Insurance, and is widely used by

Hearsay Relate Customer wins, Customer success stories, Case studies

How can Hearsay Relate optimize your Engaging And Following Up Workflow?

CUSTOMERS TESTIMONIALS
Hearsay Relate testimonial

Caroline Feeney

CEO

U.S. Insurance & Retirement Businesses

This is an incredibly powerful sales productivity tool that is going to help people be more efficient and create deeper engagement earlier on in the process. Testimonial By Caroline Feeney
CUSTOMERS TESTIMONIALS
Hearsay Relate testimonial

Caroline Feeney

CEO

U.S. Insurance & Retirement Businesses

This is an incredibly powerful sales productivity tool that is going to help people be more efficient and create deeper engagement earlier on in the process. Testimonial By Caroline Feeney

Mail Boxes Etc. - Retail - Large

Milan, Italy

Mail Boxes Etc. used Yext to improve its digital presence across six countries. The company focused on accurate business information and consistent branding for over 1,100 locations. Yext helped cent...ralize online listings, manage reviews, and boost local search visibility. Mail Boxes Etc. saw a 26% increase in clicks for directions in 2025 compared to 2024. The partnership made it easier to turn online searches into real customer visits.

Beltone - Hospital & Health Care - Large

Glenview, USA

Yext Scout helped Beltone boost local clinic visibility as AI changed how patients find care. Beltone's marketing team used Scout audits and real-time data reviews at their national meeting. They upd...ated 70,000+ listings, leading to a 34% increase in local search visibility and a 186% rise in AI citation counts. Owners created new headshots and welcome videos to improve Google profiles. Beltone now tracks patient sources and sees more clinics found via ChatGPT.

Webster First Federal Credit Union - Banking - Medium

Worcester, USA

Yext helped Webster First Federal Credit Union streamline operations and improve customer insights. The credit union managed scattered location data and frequent updates with a small marketing team. ...Yext's platform centralized information, making branch updates and branding changes easier. Review management features enabled fast, relevant responses and deeper member trust. The team used search analytics to update website content and close information gaps for members.

Central England Co-operative - Retail - Large

Lichfield, UK

Yext Search Experience Cloud helped Central England Co-operative answer thousands of online customer questions. About 70% of queries returned rich knowledge graph results. The company used Yext to im...prove digital experiences and manage information across its website. Search insights revealed that 75% of queries were about products, guiding content updates. The team reduced customer service inquiries and gained new data to shape digital strategy.

Whitbread Restaurants - Hospitality - Very Large

Dunstable, UK

Yext helped Whitbread Restaurants boost their online visibility. After using Yext, Google search views rose by 55%. Google Maps views increased by 52%. Listing clicks went up by 33% year over year. W...hitbread managed over 18,000 real-time listings and updated thousands of business details. The platform made it easy to keep information accurate across many channels.

St. Augustinus Group - Hospital & Health Care - Large

Neuss, Germany

Yext helped St. Augustinus Group improve its digital presence. The group used Yext to ensure accurate online listings and remove duplicate information. This made it easier for patients to find correc...t contact details and service information. Yext's platform also helped manage and respond to online reviews. The partnership strengthened trust with patients and improved the group's reputation online.

Hearsay Relate Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Custom Reports

4.02/5

Read Reviews (3)
Analytics

3.93/5

Read Reviews (3)
CAPABILITIES RATINGS AND REVIEWS
Custom Reports

4.02/5

Read Reviews (3)
Analytics

3.93/5

Read Reviews (3)

Software Failure Risk Guidance

?

for Hearsay Relate

Top Failure Risks for Hearsay Relate

Yext, Inc. News

Executive

Yext Appoints Cynthia Paul to Board of Directors

Yext has appointed Cynthia Paul as an independent director on its Board of Directors. Ms. Paul, with over 24 years of investment experience in the technology sector, currently serves as the CEO and CIO of Lynrock Lake LP. Her expertise is expected to enhance Yext's strategic growth and governance as the company advances in AI-driven agentic marketing.

Executive

Yext Appoints Cynthia Paul to its Board of Directors

Yext has appointed Cynthia Paul as an independent director on its Board of Directors. Paul brings over 24 years of investment experience, particularly in the technology sector, and currently serves as the Chief Investment Officer and CEO of Lynrock Lake LP. Her expertise is expected to contribute to Yext's strategic growth and shareholder value.

Product

Yext Opens Platform for Agentic Marketing Execution

Yext has opened its platform for agentic marketing execution, enabling enterprise marketing teams to access brand-verified data and competitive intelligence through various interfaces. The platform supports AI workflows, offering insights into local market performance and competitive positioning. Key features include the Yext Knowledge Graph and Scout, providing real-time intelligence and execution capabilities.

Product

Yext opens platform access for AI marketing workflows

Yext has opened its platform for enterprise AI marketing workflows, allowing integration through its interface, mobile access, MCP, and API. This enables marketing teams to leverage verified brand data and Yext's Scout smart assistant for enhanced brand visibility and competitive analysis. The platform helps identify market opportunities and optimize brand presence across multiple channels.

Yext, Inc. Profile

Company Name

Yext, Inc.

Company Website

https://www.yext.com/

Year Founded

2006

HQ Location

One Madison Avenue, 5th Floor, New York, NY 10010

Employees

1001-5000

Social

Financials

SERIES F