Sales Management

Optimize your sales and pricing. Win more deals.

PrismHR Sales Management helps you accelerate the sales cycle and close more deals. It keeps your team organized and focused on profitable opportunities, eliminating wasted time on low-margin prospects.

Sales Management extends the functionality of PrismHR Pulse℠, a central place where your team can see everything going on with your prospects and clients.

Pricing & Proposals

Create quotes quickly with a powerful pricing engine that automates complex calculations, and enables you to project profitability and commissions. Generate proposals using your own templates and export them in Word, PDF or Excel (or manage them through DocuSign integration).

Underwriting

Minimize the back and forth between sales, prospects and underwriting. The built-in tools validate pricing rules and thresholds, and ensure the required documentation is collected by contract type (e.g., PEO, ASO). After a deal is submitted, you can assign tasks and manage the approval process between your team and underwriters all from the same intuitive interface.

Lead & Opportunity Management

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.

Contact Management

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 intelligence about their customer interactions.

See What Customers Are Saying About Pulse

Integration with ZoomInfo and DocuSign

PrismHR works seamlessly with the following industry-leading services to help you add even more power and efficiency to your sales operations.

Accelerate your sales activity and reduce research time by auto-populating account details and importing key contacts from the world’s most comprehensive B2B database.
Get contracts signed quickly and securely with the leading electronic signature solution, used by over 200 million users. Your clients can access and authorize documents completely digitally, on any device. DocuSign accelerates transactions up to 25x faster than paper-based processes, delivering immediate ROI and a far better customer experience.

HROs using sales management software report a higher growth rate.*

Schedule a demo to see how Sales Management can help your sales team.

*2018 PrismHR Trends Report

Accelerate Your Sales and Marketing with PrismHR SEEDS

The PrismHR SEEDS program provides content and training resources specifically designed to help PEOs and ASOs market and sell PrismHR technology.