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Boost Sales Performance with Streamlined Processes, Real-Time Insights and Advanced Profitability Tools
Focus your team on high-margin clients with a powerful pricing engine that allows you to easily project profitability and commissions. Track the progress of leads and opportunities in your pipeline, manage contacts and give your entire team a view of account activity.
PrismHR ClientSpace Sales Management helps you optimize your sales, pricing and underwriting processes to win more deals.
Create quotes with a powerful pricing engine which automates complex calculations and accelerates the deal process.
Reduce the back-and-forth between sales, your client and underwriting with built-in tools to create proposals, validate pricing rules and thresholds and collect required documentation by contract type (e.g., PEO, ASO).
Seamlessly integrate PrismHR ClientSpace Sales Management with industry-leading services, such as ZoomInfo and DocuSign, to accelerate your sales activity, reduce research time and get contracts signed quickly and securely with these third-party leaders.
Track sales activity and monitor the progress of deals through each stage of your pipeline. Keep your finger on the pulse of each opportunity while improving your team’s ability to convert leads and close business quickly.
Access detailed account profiles, key contacts and activity history all in one place, giving you a complete view of your prospects and clients. Give your sales team the tools they need to track prospects, stay organized and update the system with feedback from their customer interactions.
Capture leads from multiple sources (e.g., web forms, emails or manual entry) and automatically assign them to the appropriate sales representative based on predefined criteria. Ensure leads are followed up promptly and managed efficiently.
PrismHR has changed the game for HR outsourcers and their clients by creating a new Unified Employee Experience. Learn how the intuitive UEX can help you and your clients.
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We’ve compiled a list of 25 payroll and HR-related legal developments to look out for in 2025. Find out what should be on your radar in this white paper.
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The right technology can streamline operations, enhance efficiency and provide a competitive edge. Learn how to choose the best solution for you—and your clients.
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Discover how you can boost your sales efficiency with PrismHR ClientSpace Sales Management.
