An insight layer for Microsoft Dynamics 365

Your CRM already has the data. Pulse tells you who to call today.

AI-ranked leads and opportunities, matched to the market signals that actually move a deal.

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Pipeline Pulse Opportunity Pulse kanban view inside Microsoft Dynamics 365, with accounts ranked by AI-scored signals
Pulse · Why this matters

UnitedHealth Group disclosed a $3.3B acquisition this week. That M&A trigger reopens D&O and integration coverage before renewal.

Source: BusinessWire · 2d ago
100+
Dynamics deployments

Built and shipped by a team that has lived inside Dynamics 365 for a decade.

MSFT
Certified partner

Pipeline Pulse installs as a Microsoft AppSource solution, reviewed and signed.

AI Signals
FROM NEWS TO NEXT STEP

Pulse turns outside signals into the selling angle and next action for each account.

2 Hours
From install to insight

About 2 hours of IT time on install day for live insights.

Why this matters

The modern sales pipeline is broken, and everyone feels it.

Pulse fixes all of it automatically.

Generic news alerts are too much, too little, too late

Reps spend hours sorting signals instead of selling

Managers struggle to see priorities and progress

IT teams face painful onboarding and disconnected tools

Signals in action

Real world signals that move deals

UnitedHealth Group disclosed a $3.3B acquisition this week.That M&A trigger reopens D&O and integration coverage before renewal.

New CFO appointed at a Fortune 500 manufacturer.Leadership changes shift buying authority.

Cyber incident reported at a regional bank.Risk coverage conversations accelerate.

The difference

Pipeline Pulse vs. Generic Alerts

Generic Alerts

  • Match on a keyword; the same headline is blasted to everyone
  • No CRM connection; reps screenshot and lose context
  • No geography filter
  • No scoring; 40 alerts a day, all weighted the same
  • No angle; reps read three articles to find the “so what”

Pipeline Pulse

  • Matches against your actual Accounts and Leads in Dynamics
  • Lives on the record with source-linked cards
  • Geo-aware and only fires for your territories
  • AI-scored by industry, ICP, and signal criteria
  • Writes the angle and next action for every signal
The workflow

How Pulse works

1

Pulse reads your pipeline and surfaces the signals that matter, ranked by fit

Strategic, leadership, operational, and risk triggers.

2

Pulse preps the angle and next action

Every signal is scored, explained, and ready for outreach.

3

Drill-down view for detail

Every insight includes a verifiable news source.

4

Pulse enables team management

Visual rep dashboards, ownership assignment, and task tracking.

Pipeline Pulse open opportunities ranked across four sales stages
Configured to your business

Pulse detects signals based on your customization

Strategic

  • M&A announced
  • Private equity deal
  • IPO filing

Leadership

  • New CFO or CRO
  • New CEO or GC
  • Board changes

Operational

  • New facility opening
  • Capacity expansion
  • New-state expansion

Risk

  • Lawsuit filed
  • Regulatory or SEC inquiry
  • Cyber incident
Geography that works for you

Territory-Aware Intelligence

Pulse ranks signals based on your territory.

In-territory events surface higher in the feed.
Example · Midwest territory
Example Midwest sales territory showing Minneapolis, Chicago, Indianapolis, Detroit, and Cleveland

See it for yourself.

Book a 30-minute walkthrough. If there's fit, qualified teams move into a 30-day free trial. Pulse running against your own pipeline, no upfront payment.

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