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Pulse is where your team runs its outreach and follows it through to a sale. You bring the contacts you already have and describe the kind of customer you want to reach. Pulse writes a personal first message for each contact when you ask, you approve it and send it, and the later steps of the sequence follow on schedule. Replies come back to one inbox. When a conversation turns into an opportunity, you track it as a deal and send a quote. Pulse does not find new contacts for you. It works with the contact list you already have.

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How Pulse is laid out

The top of the Pulse Dashboard, with the period and account filters and the Total leads, Pipeline value, Weighted forecast, Reply rate and Win rate figures.
Settings sits at the bottom of the sidebar.

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Contacts move through a pipeline

New

Added to Pulse, not contacted yet.

Contacted

You have reached out.

Replied

They have written back.

Qualified

Worth pursuing as a deal.

Disqualified

Not a fit, or not now.
Pulse moves a contact to Contacted when it sends them a campaign email, and to Replied when their reply reaches your inbox. You move them on from there.

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Deals move through stages

A deal starts at Initial Contact and moves through Evaluation, Proposal and Negotiation until it is Closed Won or Closed Lost. Each stage has a probability, and Pulse uses it to weight your forecast.

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Who can do what

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Where to start

Add your contacts

Bring in the people you already sell to.

Describe who you are writing to

Set up personas and message templates.

Run a campaign

Send a sequence of messages to the contacts you choose.

Send a quote

Price a deal and get it accepted.

Lexis

The companies you sell to in Pulse are the same accounts your learners belong to in Lexis.

Prism

Your Pulse deals are a built-in source in Prism, with no export or import step.

Aegis

Support for your clients, with every ticket in one place.

Vera

Chatbots that answer from your own knowledge.

Nucleus

Manage, test and improve your AI prompts.