Pulse the heartbeat of your operations

Pulse represents the
pinnacle of operational technology solutions, offering unparalleled efficiency, customization, and security. With its robust features and
Salesforce Lightning foundation, Pulse is the essential tool for organizations aiming to excel in an increasingly digital and dynamic environment.

POWERED BY SALESFORCE

Pulse Core

Offering unparalleled workflow automation tailored to sophisticated needs. It empowers business users to create custom workflows with preset criteria, facilitating smooth and efficient task management. The application includes pre-configured industry workflows, making it easy to standardize and streamline operations. The user-friendly interface supports drag-and-drop functionality, allowing workflows to be seamlessly integrated into any Standard or Custom Object Page. This flexibility ensures that Pulse Core adapts to the unique requirements of each organization.

Advanced Workflow Actions

  • Automated Process Builder Easily deploy your own custom processes using the workflow interface.
  • Process Intelligence Inform your workflow by seamlessly integrating guides, documentation, and industry insights, ensuring every decision is informed by your best resources.
  • Workflow Library Install pre-built workflows to address industry specific processes and compliance requirements.
  • Workflow Teams Improve cross-team collaboration features within the workflow.
  • Independent Actions Manage and track individual tasks easily and on demand.
  • AI Insights Leverage AI insights to quickly determine outstanding actions, and measure the performance of your workflow with instant record summaries.

Proactive Oversight

  • Executive Reporting Leverage pre-built business intelligence reporting and dashboards to inform decisions and drive results.
  • Process Simulator Simulate processes to identify and optimize inefficiencies.
  • Access Control Allow permissions to be set per filter to ensure data security.

Transcription & Notetaking

  • Transcription Transcribe your meetings directly to Salesforce for superior access control, and automatically relate the transcription to any Salesforce record, ensuring the right team has access to to the complete picture.
  • Instant Followups Manage action items by automatically creating and assigning tasks in bulk after your meeting.
  • AI Prompting Experience real time prompt suggestions, tailored specifically for the nature of the meeting, to ensure the right questions are asked and answered every time.

Functional Accessibility

  • Dynamic Filters: Use customizable filters to support user navigation and data relevance.
  • Updated Actions: Customizable action options available on the home page for quicker user interactions.
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