Case Study: PrismHR automates customer training and saves time with YouCanBookMe

A YouCanBookMe Case Study

Preview of the PrismHR Case Study

How PrismHR uses YouCanBookMe to automate their training and engage customers

PrismHR, an HR software company that processes payroll and benefits for more than two million workers, needed a better way to handle customer training. Their existing process for scheduling training was highly customized, labor-intensive, and involved multiple manual steps, quotes, and follow-ups.

Using YouCanBookMe, PrismHR created always-available booking pages for prepackaged training, with upfront payment, automated reminders, and integrations that trigger Salesforce cases and internal workflows. This streamlined the process, eliminated repetitive admin work, and saved the PrismHR team more than 160 hours a year while making customers more engaged and getting them trained faster.


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PrismHR

Kim Roberts

Support Systems Administrator


YouCanBookMe

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