For most PEO's the proposal system grew out of Excel, it was the best option available. Contracts have their own system. Monitoring Pipeline Volume and Sales Goals are still another Process. Analysis on Profitability and Closing Ratios are very time consuming. Documents are scattered across the desks of sales people admin. assistants and sales managers. Now there is one system does it all.
Automated Analysis Lowers your Overhead Costs:
For every proposal you need SUTA costs & Caps by State by Year by PEO, Comp costs by state, by code, by year for each PEO with its own mod. You could pay someone to look them up, but wouldn't you rather let the database keep track of all these?
True Sales Management:
Get the best objective data you can, and make decisions based on performance. It's not new, it just hard to get the data. We provide actual results of volume, sales goals, profitability and sales goals by salesperson, region, lead source and industry. Now you have the hard data to make hire/fire decisions; what region to invest in; where training is needed; which industry to pursue, and if you are getting enough benefit from your advertising dollars.
Push Button Renewals - Means More Profits:
How many PEO's lose money because renewals are not done timely? We display which clients are up for renewal and with a push of a button, all the necessary data is there.