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DataChi Pulse · Live call guidance

Real-time call intelligence that helps you close more deals.

Most sales calls still run on memory, notes, and a dozen open tabs. Pulse joins Meet, Zoom, or Teams so your brief, playbook, and CRM stay with you — before, during, and after the conversation. Less admin. More deals won.

Pulse On the call

Joins Meet, Zoom, and Teams so guidance arrives while the conversation is still live.

What becomes possible

Prep the call. Win the call. Automate the admin.

Think of Pulse as a second set of eyes on the call: one timely card from your team's playbook when it matters, then the admin handled after you hang up.

Prep

Pre call briefing

Walk in prepared. Pulse builds a one-page brief from CRM and account context — stakeholders, open deals, prior threads, and the risks that matter. Example: “Head of Operations · recent funding · expansion review due.”

Live enrich

Real time data enrichment

Context that used to take five tabs now updates while you talk — firmographics, role changes, news, and CRM fields — so you stay with the buyer, not the browser.

In call

Competitor battlecards

When a competitor comes up, your approved comparison points and discovery questions appear so you can reframe in the moment, not in the recap email.

Live coach

Real time objection handling

Price, timing, security, or status-quo pushback is normal — scrambling for the right answer mid-call is the problem. Pulse surfaces the reframe and proof points your team already approved. Example: “It's too expensive” → value reframe + approved evidence.

Expansion

Revenue & expansion signals

Buyers often hint at a bigger opportunity while you're still on the first deal. Pulse flags multi-thread and expansion cues so you can notice them before the call ends. Example: “Our partner team has this problem too.”

Automation

Pre & post call automation

The conversation shouldn't die in a blank CRM form. Agreed actions, owners, and timing stay clear; recaps, next steps, and field updates draft for write-back so the system matches what actually happened.

How it works

Before, during, and after the call

If you've never used live call guidance: Pulse prepares you, joins the meeting, helps when a moment appears, then captures what was agreed — as the call layer of DataChi (after Scout, Sonar, and Outreach have booked the meeting).

01.

Prep

Before the call, Pulse builds a brief from CRM, inbox, and account context — who you're meeting, what's open, and what usually goes wrong in this segment.

02.

Join

Pulse joins Meet, Zoom, or Teams with you. Your deal context stays with the call instead of living in a separate tab you never open.

03.

Guide

When an objection, competitor, or expansion cue appears, Pulse matches it to your playbook and shows one timely card — so you can respond while the moment is still live.

04.

Capture

After hang-up, Pulse drafts the recap, stage notes, and tasks, then proposes CRM updates so the record matches the conversation.

05.

Improve

Marking a card helpful or dismiss helps your team refine what shows up next — playbooks get better from real calls, not only from slide decks.

In practice

From discovery to expansion

Same sales moments you already know — discovery, price pushback, expansion, coaching — with guidance on the call and less cleanup after.

AE · discovery

Walk in briefed

Open the brief five minutes early. See the account, last three touches, and the objections this segment usually raises.

Brief opens Risks ranked First questions ready
AE · competitive deal

Battlecard on the name drop

Prospect mentions a rival. Pulse surfaces the battlecard and the two questions that reframe the comparison.

Competitor detected Card loads Talk track offered
AE · negotiation

Handle price live

Discount pressure hits mid-call. Pulse prompts value anchors and approved concession paths from your playbook.

Objection tagged Pulse offered CRM note queued
CSM · QBR

Spot expansion in the room

Usage and seat signals surface mid-QBR so expansion is a conversation, not a follow up three weeks later.

Expansion flag Talk track Opportunity drafted
Manager · coaching

See patterns without joining every call

Post-call summaries and objection patterns give managers a coaching loop without sitting on every Zoom.

Recap lands Patterns flagged 1:1 agenda built
RevOps · hygiene

CRM that reflects the call

Stage moves, next steps, and contact enrichment write back automatically so forecasting isn't rebuilt from memory.

Call ends Fields proposed Rep confirms
How we run it

Designed to help — with clear guardrails

If you're new to live call guidance, the important part is control: your workspace, your playbook, your CRM, and a clear place for security detail.

Workspace-controlled access

You choose who gets live guidance — enablement is controlled per workspace.

Your playbook, your words

Cards come from battlecards and objection paths your revenue team has approved — not random internet answers.

Tied to the deal in CRM

Briefs and write-backs stay attached to the opportunity you're actually on.

Security & residency

EU residency options, DPA, and full data-handling detail live on the Trust page.

FAQ

Frequently Asked Questions

What is Pulse, in plain terms?
Pulse is live call guidance for sales. It joins Meet, Zoom, or Teams with your rep, shows a brief and one timely card from your playbook when something important happens (objection, competitor, expansion cue), then helps update the CRM after. It's for teams that still run calls on memory and cleanup on Friday.
What does Pulse do on a sales call?
Before: a short brief from CRM and account context. During: live guidance — battlecards, objection prompts, enrichment, expansion flags. After: drafted recap, next steps, and CRM field updates so the system matches the conversation.
Which meeting tools does Pulse work with?
Meet, Zoom, and Teams. Pulse is built to stay with the call and the deal record — so the rep doesn't have to leave the conversation to hunt for answers.
Will Pulse update our CRM automatically?
Yes. After the call Pulse can draft the summary, stage notes, follow-up tasks, and enrichment fields, then write them back to Salesforce, HubSpot, Pipedrive, or your connected CRM — with reps staying in the loop on what gets committed.
What does the rep see during the call?
The deal context they need: pre-call brief, a battlecard if a competitor comes up, objection prompts from your playbooks, enrichment as the account updates, and expansion flags when the buyer opens a larger door — one card at a time so focus stays on the buyer.
How does Pulse fit with the rest of DataChi?
Scout finds accounts, Sonar times buying intent, Outreach books the meeting, and Pulse helps through the live conversation. Same pipeline — the step that happens on the call itself.
Will prospects know Pulse is on the call?
You control disclosure. Pulse is built for the seller's side of the call — briefs and cues for the rep. How and when you inform participants follows your company policy and the meeting tool's rules; we can help you set a clear default for your team.

Bring your playbook into the live call.

If your team still prepares on tabs and updates the CRM after hours, Pulse is how the brief, the moment, and the write-back stay in one flow. Book a call to see it on your stack.

Brief before you joinOne card when it mattersCRM updated afterYour playbook, your rules
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