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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30-day free trial · Your data · No upfront payment
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

Stoneridge plans a CEO succession

A leadership change creates timely D&O, E&O, governance, and operational continuity conversations.

Pipeline Pulse signal for Stoneridge's planned CEO retirement and succession, showing a 92 direct-fit score, why it matters, selling angles, and key highlights
Open full-size Stoneridge example

H.B. Fuller offers to acquire Advanced Medical Solutions

The proposed acquisition opens D&O diligence, integration, P&C, and product liability discussions.

Pipeline Pulse signal for H.B. Fuller's offer to acquire Advanced Medical Solutions, showing a 100 direct-fit score, why it matters, selling angles, and key highlights
Open full-size H.B. Fuller example

Kroger expands through its Giant Eagle acquisition

The $1.65B deal surfaces regulatory, divestiture, executive risk, and cyber integration exposures.

Pipeline Pulse signal for Kroger's $1.65 billion Giant Eagle acquisition, showing a 99 direct-fit score, why it matters, selling angles, and key highlights
Open full-size Kroger example
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

2

Pulse preps the angle and next action

3

Drill-down view for detail

4

Pulse enables team management

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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