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What is Pulse?
Pulse is a data-driven task and follow-up engine that connects to your company’s back-office systems. It identifies key business events and turns them into actionable tasks, helping you stay on top of your business and follow up at the right time.
What Pulse Tracks:
- First orders
- Recent orders (within 90 days)
- Older orders (beyond 90 days)
- Failed shipments
- Canceled or expired subscriptions
- Payment issues (example: declined cards)
How Pulse Works:
- Data is pulled from your company’s systems
- Activity is grouped into categories (buckets)
- Tasks are created based on that activity
- You are prompted to take action
Why Pulse Matters:
- Helps you follow up at the right time
- Improves customer engagement
- Recovers lost revenue opportunities
- Keeps your business organized