Paychex 101
Sales Skills
Random
Referral Partners
Just for Fun
100

This is Paychex primary cloud based HCM platform

Paychex Flex

100

Before pitching a great product a great salesperson should do this

Ask discovery questions
100

This fruit is traditionally bobbed for

apples

100

This professional frequently works with business owners who need payroll and tax guidance

CPA or Accountant

100

The beverage most likely to get a sales person through a Monday morning

coffee

200

Name 3 services Paychex can provide other than payroll

HR, Retirement, Merchant, Benefits, Insurance, TAA

200

A prospect says "I'm happy with my current provider" What do you do next?

Ask a follow up question to uncover what they like and what could be better

200

This classic Halloween movie features the Sanderson sisters

Hocus Pocus

200

What 1 way to provide value to a CPA before asking for referrals?

Send them business, share resources, help their clients, make introductions, etc

200

The place where salespeople swear they entered their activity yesterday

Salesforce

300

This type of business can still benefit from payroll even when the owner is the only employee

owner-only S corp

300

What is more valuable in a meeting, talking or getting the prospect talking?

Getting the prospect talking

300

Oktoberfest originated in this German city

Munich

300

This professional talks to your clients about retirement and tax credits

401k partner

300

Worst thing for your dsm to hear at the end of the month

This sale is pushing to next month

400

What does HCM stand for

Human Capital Management

400

Name 3 common payroll pain points

Service, taxes, errors, technology, pricing, etc

400

This popular fall flavor combines cinnamon, nutmeg, cloves

Pumpkin Spice

400

This professional talks about credit card processing fees 

Merchant Service Referral Partner

400

How many meetings do you log every week without your DSM nagging you 

40 

500

This federal form tells an employer how much federal income tax to withhold from an employees paycheck. 

a w4

500

You client does not want to switch payroll at the moment but tells you about HR pain points you pivot to

Six Fifty

500

Sticking with the Halloween theme - Who's name shouldn't you say 3 times 

Beetlejuice

500

This professional talks to clients about pay as you go options we offer

Workers Comp Referral Partner

500

You close your biggest deal of the month at 4:59 on last day of the month. What's your next move?

Celebrate

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