Pulse is designed based on Salesforce Sales Cloud, which provides all of the functionalities plus much more to accommodate the organizations to effectively manage opportunities and business operations end-to-end.
With very minimal customization and configuration, Pulse allows you to manage your Leads and Opportunities. Out of the box functionality gives you to manage and track Standard Opportunities and RFP Opportunities.
Pulse provides in-depth functionality to track your RFPs from Review stage to Closing. You will be able to gather lot of data points and Pulse provides statistics for due days, how long each activity took and track checklist for RFP completion.
Pulse provides out of the box functionality to score your opportunities in detail, also provides suggestion on whether to pursue with an opportunity or not, based on the calculated score.
Manage your accounts of various types (Partners, Vendors, Competitors, Customers etc.) and their associated Contacts, Opportunities, Partner Accounts and Projects with very minimal configuration.
Pulse comes with out of the box functionality to manage your projects completely. It includes in-built functionality to track Resource Requests & Assignments, Milestones, Releases, Sprints, Backlog & Epics, RAID Log, Weekly Status Reports etc.
Pulse has the ability to request resources for a project and assign resources to a project with allocations, durations etc., Resources will be able to submit timecards based on the assigned.
Pulse comes with several out of the box reports and dashboards for Leads, Opportunities, Forecasting, RFP Statistics, Accounts, Contacts, Projects, Project Management Reports & Dashboards, Timecards Reports, Project Budget/Cost Reports etc.
Pulse provides out of the box functionality to track, monitor and evaluate the Contracts, Invoices and Payments. The features include Contract Line Items and Invoice Line Items, and the Payments are automatically rolled up.
Use Pulse to review and score opportunities for responses and track the status
Track your projects end-to-end in one place, track all changes for audit purposes and improvement
Better way to manage your contracts, invoices, and payments from the clients
Pulse offers comprehensive data analytics, reports, and dashboards right from the start, for every persona.
Maximize the functionality of Pulse on your mobile device, utilizing its full range of features with ease, anywhere.
Enhance collaboration and facilitate seamless data synchronization between systems by integrating Pulse with any platform.
Tell us what is not working, what you are trying to accomplish, or where your team needs additional support.