Challenge:

Paychex was looking for a solution that could help reduce quote times and enable multi-site quoting. The current quote process was taking too long and not meeting the needs of the sales team. To address this, Paychex is considering implementing a new system that can streamline the quote process, resulting in faster quotes and improved efficiency.

Solution:

PW provided a system configuration that will enable multisite quotes for SMB sellers. This will improve the quote process, resulting in a faster quote turn around and improved customer satisfaction. Then PW implemented a similar capability for another 1000 users across additional business units. Integrating CPQ and ecommerce has allowed the customer to have a self-service buying journey.

Results:

  • Happy with the integration

Integrations

"Streamlining our quote process with a new system has increased sales and customer sat.”
Paychex
Director

Learn from the best

Voice of Leadership – Ellen Daley
Who’s Who of CPQ
Total Commerce Maturity Model pt. 1

Tailor each transformation

Meet the unique needs of your business by intelligently combining direct, partner and self-service sales channels.