The use cases on this page are examples of workflows Pulse Core can run. Pulse Core customers today are healthcare organizations. Every story on this page is a Services engagement: a Salesforce project delivered by Pulse Professional Services.

Jump to: Healthcare, Financial services, Nonprofit, Real estate, Technology

Healthcare is where Pulse started. Pulse Care runs referral intake, admissions, caregiver recruiting and field outreach for home care, behavioral health and skilled nursing operators, on Pulse Core. See Pulse Care

Care settings: Home care, Behavioral health, Addiction treatment, ABA therapy, Skilled nursing, Multi-location enterprise

Need Salesforce work beyond Pulse? Pulse Professional Services has completed 53 healthcare projects since 2018. See the Healthcare practice

• Use case: client onboarding. New clients move through each onboarding step, with every approval recorded on the client record.
• Use case: service requests. Requests are routed to the right team, with SLAs and the time spent in each stage tracked.
• Use case: review cadences. Scheduled client reviews run as workflows, with each step, owner and due date in view.

• Use case: program enrollment and case management. Participants move from application to enrollment to active case work, with an owner on every step.
• Use case: grant application review. Applications move through review stages, with each reviewer and decision recorded on the application.
• Use case: volunteer onboarding. Volunteers move from sign-up through screening and training to their first assignment.

• Use case: leasing pipeline. Prospects move from inquiry to tour to signed lease, with every step tracked. The Pulse Core product demo runs on a leasing workflow like this one.
• Use case: property onboarding. New properties move through intake, documents and listing, with an owner and due date on each step.
• Use case: tenant requests. Tenant requests are routed to the right team, with SLAs and the time spent in each stage tracked.

Pulse Professional Services delivers Salesforce for commercial real estate teams. See the Real Estate practice

• Use case: customer onboarding and implementation projects. Each new customer moves from kickoff to go-live, with SLAs and the time spent in each stage tracked.
• Use case: renewals. Each renewal moves through review, quote and signature, with an owner and due date on every step.
• Use case: deal desk to case management. A closed deal hands off to case management with the context the service team needs, and every handoff is tracked.

Want to talk it through with the people who would build it? Pulse Professional Services scopes every engagement before work starts. Talk to Professional Services