PULSE Sales Intelligence
- Pilot program in preparation
- By quote
- In development
An up-to-date pipeline, with your team in charge
Your pipeline exists. Nobody has time to keep it current.
PSI Team is planned with all six PSI agents, designed to work with your CRM: research, qualification, messages, follow-ups, industry watch and reports. Your team will set the rules and approve every message.
What you could gain
One shared history for every prospect, instead of details scattered across inboxes.
Forecasts built on current data, with estimates kept apart from measurements.
A watch on your industries and competitors, from public, cited sources.
PSI Team
The agents planned for this offer
Prospecting
PlannedFinding companies or contacts close to your ideal client, with the source of every detail.
Qualification
PlannedRanking contacts against your criteria so your time goes to the most promising ones.
Personalized sales communication
PlannedDrafting first messages in your tone, for you to review before anything goes out.
CRM follow-up
PlannedScheduling follow-ups and keeping the history of every exchange.
Sales and market intelligence
PlannedWatching your industries and competitors from public, cited sources.
Performance reporting and analysis
PlannedReporting on activity while keeping what is measured apart from what is estimated.
PlannedEvery capability described on this page is planned: it is being designed and is not available yet.
How it will work
- A scoping workshop with your sales team
- A feasibility review of the connection to your CRM
- A three-month pilot
- A weekly check-in
- A written review for leadership
By quote · Three-month pilot
Being prepared
Demo
The dashboard of a fictitious 60-person manufacturer is being prepared. You can ask to be notified when it's ready.
Fair questions
My team won't use it.
The rules will be set with them, and each rep will approve their own messages.
We already have a CRM.
That's the idea: the aim is to work with your tool rather than add another one. Feasibility will be checked in the review before any commitment.
Who will see our data?
Keeping each client's data separate is a design requirement; access will be set out in the contract and data processing agreement.
Frequently asked questions
Can you connect to our CRM?
That's planned, subject to a review of your tool. The quote will say what is and isn't feasible; no connection is guaranteed before that review.
Who sees our data?
Your team and the Peaceful staff assigned to the pilot, within the limits set by the contract and data processing agreement.
Where will the data be hosted?
Hosting location and any cross-border transfers will be set out in the quote and contract, after legal review.
How does the team approve messages?
Each rep is meant to approve the messages for their accounts before anything goes out.
Can you host it separately?
Dedicated hosting, billed separately, is an option under consideration; installation on your side comes with PSI Enterprise.
What you can count on
- A log of agent actions is planned
- The option to pause everything
- Return and then deletion of your data at the end of the contract, as agreed
See where your prospecting stands
Twelve questions, about three minutes, a result worked out in your browser.