Case Study: PathGoal Employer Services achieves faster sales and streamlined client onboarding with PrismHR

How PathGoal Improved Sales Effectiveness and Streamlined Client Onboarding

PathGoal Employer Services, a Raleigh-based PEO that provides HR outsourcing and benefits to small and mid-sized businesses nationwide, was struggling with manual sales tracking, inefficient pricing and underwriting, and inconsistent client onboarding. Those gaps left the team with poor pipeline visibility, last-minute implementation pressure, and time-consuming internal coordination that risked deals and strained staff.

By deploying PrismHR Sales Management and PrismHR Implementation, PathGoal automated pricing and proposal generation, gained real-time pipeline visibility, and standardized onboarding workflows with auto-assigned tasks, alerts, and a shared milestone timeline. The result: faster, more accurate proposals, smoother handoffs between sales and implementation, less manual follow-up, improved collaboration and client communication, and a quicker, more consistent onboarding experience that helps secure stronger client relationships.

PathGoal Employer Services

Shane Underwood

HRIS Manager