New to PrismHR LIVE is the Business Efficiency (Pulse / ClientSpace) Track, featuring eleven sessions on how to automate, simplify and streamline your business processes. The schedule includes customer stories and best practices with a special focus on PrismHR Pulse (powered by ClientSpace technology) and all the time-saving, task-managing, alert-generating things it can help you do.

Did I mention the track goes to eleven?

Who Should Attend the Business Efficiency Track

Who wouldn’t be interested in learning how to improve customer satisfaction and productivity? There’s something for everyone in the Business Efficiency Track, especially if have responsibilities in the following areas:

  1. Customer support
  2. IT / application services
  3. New client implementations
  4. Operations
  5. Risk management and compliance
  6. Sales

2018 Business Efficiency Track Highlights

Tips and tricks. New product previews. Stories from your peers. The Business Efficiency (Pulse / ClientSpace) Track will give you both practical advice and an opportunity to see what’s possible. Here are some of the highlights. (Interested in the full list of conference sessions?)

Improving Productivity and Client Service

Chris Alexander | Engage PEO
June 11, 2 p.m.

Learn how Engage uses ClientSpace technology to manage and streamline client service and improve team efficiency. You will learn about the business challenges that Engage faced and how new systems for managing client cases assisted with getting away from email driven communication to ultimately improve organizational visibility into our clients and improve efficiency within key business units. Lastly, you’ll learn about Engage’s tips for how you can make this work for your organization.

Sales Management and Implementation Overview

John Ykema | PrismHR
June 11, 3:30 p.m.

How do you manage your sales cycle, leads and opportunities? How do you handle pricing, proposals, quoting and underwriting? What about implementing new clients. If you are like many HROs, you know this process could be better coordinated, save you time and be much smoother for your team, your prospects and your clients. This session will help you understand how you can streamline and manage the flow from lead to customer better than ever.

Tips on Improving Sales Efficiency to Win More Deals

Blythe Kazmierczak | Axios HR
June 12, 9:30 a.m.

Learn how Axios HR uses ClientSpace-powered technology to accelerate the sales cycle and focus on profitable opportunities. Axios HR has invested in optimizing their processes, improving their team’s ability to convert leads and close business more quickly. Don’t miss this opportunity to gain actionable insight that will help you increase the efficiency of your sales operations and win more deals.

Pulse / ClientSpace Meet the Team

June 12, 11 a.m.

Get your questions answered and put a face to a name in this informal meet and greet session with members of the team that created ClientSpace, the technology that powers PrismHR Pulse. You’ll hear about team culture, product vision, and have the opportunity to chat 1-on-1 with Randy, John and Tim.

How Extensis is Building the Infrastructure for Growth

T.J. Mignone | Extensis Group
June 12, 3:30 p.m.

Scaling your business isn’t just about bringing on more clients. You also have to build the infrastructure to support growth, including assembling the right people, designing efficient systems, and implementing the right technology. Learn how Extensis, one of the country’s largest and fastest-growing PEOs, has managed these these challenges and improved its business processes across sales, client service and risk management. This fireside chat-style conversation will be followed by a Q&A session.

Transform Data into Insight with Business Intelligence Reports

Randy Wadle | PrismHR
June 13, 11 a.m.

Using data to inform decision making and monitor your business performance can be powerful—if you have the time and technology to make sense of it. See how business intelligence in Pulse and ClientSpace makes it easy to create customized dashboards and reports that simplify data analysis and add insight across client service, sales and risk management. You’ll see examples of the most popular reports used by PrismHR customers, as well as a preview of new functionality. Interested in working smarter? Start here.

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