Business Pulse

BACKGROUND

Please describe your company and position.

I am the Finance Director of Optimum Funding Solutions, LLC

Describe what your company does in a single sentence.

As a fintech company, we deal with tons of transaction data every day.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Business Pulse to accomplish?

• I wanted faster reporting and sharper forecasts, and now both are possible just by chatting.

SOLUTION

How did you find Business Pulse?

Online Search

Why did you select Business Pulse over others?

• Pricing fit our budget
• Good value for cost

How many teammates from Business Pulse were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

I use it to pull together budgeting, cash flow, and spending insights in one place.  

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Reporting is 50% faster and forecasting accuracy improved by about 20%.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

The fact that something which took days now takes minutes. Actually even less than that. 

What was your primary form of communication with Business Pulse?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

I was impressed with the fact that they did something which took days in minutes.

Are there any areas for improvement or something Business Pulse could have done differently?

Not yet, 

BACKGROUND

Please describe your company and position.

I am the Sales Manager of Confianz Global Inc

Describe what your company does in a single sentence.

A SaaS startup that helps small businesses streamline their HR and payroll

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Business Pulse to accomplish?

• My goal was to stop wasting time on dashboards and actually see sales performance instantly. This is now possible with Business Pulse, all information is available through chat.

SOLUTION

How did you find Business Pulse?

Online Search

Why did you select Business Pulse over others?

• Pricing fit our budget
• Good value for cost

How many teammates from Business Pulse were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

I needed Business Pulse for checking pipeline movement, quotas, and conversion rates.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

I’m 25% faster when answering prospects in meetings now, because I can pull numbers on the spot.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Perfect 

What was your primary form of communication with Business Pulse?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

The speed! Data comes back in seconds without an analyst’s help, just by chatting. 

Are there any areas for improvement or something Business Pulse could have done differently?

Would be awesome if it had more options for visualizing forecasts.

BACKGROUND

Please describe your company and position.

I am the Marketing Director of Koalify - 360 Digital Marketing Agency

Describe what your company does in a single sentence.

We run multiple campaigns across social and paid channels.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Business Pulse to accomplish?

• Honestly, I just wanted one place to see how our campaigns were performing, and now I’ve got it. I can chat with Business Pulse and get answers to any question.

SOLUTION

How did you find Business Pulse?

Online Search

Why did you select Business Pulse over others?

• Pricing fit our budget
• Great culture fit
• Good value for cost

How many teammates from Business Pulse were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Business Pulse came in to simplify campaign tracking and reporting across all channels.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

We’ve cut reporting time by 60% and our budget allocations are way more accurate (about 30% better).

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Yes, absolutely. All information was a chat away. 

What was your primary form of communication with Business Pulse?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

I don’t need tech skills at all. Just ask in plain English and I get answers.

Are there any areas for improvement or something Business Pulse could have done differently?

Nothing as such, the tool is great so far. 

BACKGROUND

Please describe your company and position.

I am the Billing & Coding Specialist of UW Health Verona Clinic Family Medicine Clinic

Describe what your company does in a single sentence.

We are a healthcare provider delivering patient care, diagnostics, consultations, and technology-enabled medical management services.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Business Pulse to accomplish?

• That's fantastic! Collaborating with HSK Digitronix to leverage AI technology can truly transform your diagnostics, patient management, and overall healthcare innovation. If you'd like, I can help you craft announcements, website content, or strategic messaging to showcase this partnership.

SOLUTION

How did you find Business Pulse?

Online Search

Why did you select Business Pulse over others?

Pricing fit our budget

How many teammates from Business Pulse were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

That's excellent! Your AI-powered diagnostic models, patient management systems, predictive analytics tools, and automated healthcare reporting solutions demonstrate a strong commitment to innovation in healthcare. If you need assistance with creating content to showcase these advancements—such as website descriptions, brochures, or presentations—I'd be happy to help.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

That's fantastic! Highlighting these benefits—improved accuracy, faster patient care, streamlined operations, and enhanced decision-making—can effectively communicate the value of your AI-driven solutions. If you'd like, I can help you craft a professional message, website content, or marketing material to showcase these advancements. 

Describe their project management. Did they deliver items on time? How did they respond to your needs?

That's wonderful! Highlighting their efficiency, punctuality, responsiveness, and support can really strengthen your messaging. If you'd like, I can help you craft a testimonial, a case study, or a professional overview to emphasize these qualities. 

What was your primary form of communication with Business Pulse?

Email or Messaging App

What did you find most impressive or unique about this company?

Their profound expertise in AI for healthcare and their dedication to innovation surpassed expectations, leading to significant and impactful outcomes.

Are there any areas for improvement or something Business Pulse could have done differently?

They could improve post-launch training and deliver more detailed and comprehensive system documentation.

BACKGROUND

Please describe your company and position.

I am the CMO of Inhabit Real Estate LLC

Describe what your company does in a single sentence.

Inhabit Real Estate LLC is a Durham North Carolina company offering real estate sales, management and investment services with integrity.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Business Pulse to accomplish?

• We engaged Business Pulse for ERPNext development to optimize our operations for real estate, correspondence with clients, and workflow.

SOLUTION

How did you find Business Pulse?

Online Search

Why did you select Business Pulse over others?

• Pricing fit our budget
• Great culture fit
• Company values aligned

How many teammates from Business Pulse were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Business Pulse introduced tailored developments for modules to their ERPNext solution, incorporated property listings, automated work-flows, extended reporting and intuitive dashboards for better business management.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

ERPNext solution uplifted in maintaining property, boosting interdepartmental communication, diminishing time-lags in operations and bringing about transparency in transactions, thereby making overall real estate management more systematic, efficient and effective.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Their project management was outstanding—they completed tasks very quickly, were very clear in communication, and turned around to respond to our needs well.

What was your primary form of communication with Business Pulse?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

We were impressed with his deep technical acumen, personalized touch, and his dedication to become highly solutions driven that was tailored to our specific business.

Are there any areas for improvement or something Business Pulse could have done differently?

We were particularly impressed by their extremely strong technical expertise, tailored solutions, and solution-focused approach that took into account what our business does.

BACKGROUND

Please describe your company and position.

I am the Director of Illinois Department of Human Services - Family Community Resource Center

Describe what your company does in a single sentence.

We are an HR consultancy company specializing in assisting companies to simplify their recruitment, employee management and organizational growth through innovation

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Business Pulse to accomplish?

• We are working with Business Pulse on a recruiting CRM that can help with employee data management, recruitment effectiveness, and performance management.

SOLUTION

How did you find Business Pulse?

Online Search

Why did you select Business Pulse over others?

• Pricing fit our budget
• Great culture fit

How many teammates from Business Pulse were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Business Pulse implemented our intuitive CRM based platform, embedded recruitment modules, automated reporting and streamlined workflows, user-friendly dashboards for HR tasks to work more effectively.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Our CRM not only made recruiting 40% faster but also reduced manual errors; it enhanced the monitoring of the staff’s performance and we had a boost in data that was on demand in real-time, resulting in smarter decisions and HR processes that are well-optimized, overall.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Their project management was top-notch, delivering everything according to schedule and keeping in clear communication and making adjustments when necessary as well.

What was your primary form of communication with Business Pulse?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

They could understand our HR processes meticulously and provided customized solutions as well in a very professional manner of working.

Are there any areas for improvement or something Business Pulse could have done differently?

There was not a great enough initial training for our staff so they could understand the system with greater ease given how amazing those results were.