Demostack/Spend Mgmt
This piece of daily Demostack advice was provided by Lisa Merkel regarding what to do as soon as you open the app (for the first time each day)
What is check for updates
According to the Managed Services Sales FAQ located within the PCTY Managed Services page on Highspot, the acronym MSA is defined as this
What is Managed Service Associate
Name 3 of the many PCTY roles/positions that Christian mentioned trying to leverage as a way "in" with hard to engage clients?
Who are AMs, AEs, TSEs, BTAs, Benefits Acct Mgrs, AB partners
Phobias are generally more common in this gender
What is female
These are the 4 Core Spend Categories within PCTY Spend Management
What are Employee Expenses, Corporate Cards, Accounts Payable, Procurement
Does Managed Payroll help with properly documenting 1099s?
No, 1099 administration is not currently part of Managed Payroll
This was the advice given by Michelle to Drew when reviewing his email attempts to CFO Steve Moore of Life Pacific University?
What are: Highlighting our tools to assist with Spend Mgmt, using more CFO Buyer persona "lingo"
One of the most common phobias in the U.S. is the fear of spiders. Spell the phobia
What is Arachnophobia
Demostack Certification must be completed by all CAEs by this date?
What is EOD 4/3/26
For clients with Managed Payroll, the MSO team will conduct quarterly audits of employees with missing benefits and FT/PT status and average hours worked against FT/PT status. The results are surfaced to clients for feedback and correction. These are benefits of having this Managed Payroll prerequisite module
What is Compliance
These are the 2 tips that Christian gave regarding what to look for when digging into a client's website (Peoples Bank was the example he illustrated)
What are look for email addresses/contact info for individuals and look for news stories they are posting about their business.
This phobia is the fear of flying
What is aerophobia
What is the specific definition of Spend Management as provided by Shaheen Axtle during his CFC PowerPoint presentation on 3/10/26
What is controlling how money leaves a company
What Is Spend Management?
○ Spend* Management = controlling how money leaves a company
The next available MSO office hours are on this date
What is April 3rd (11am CT)
This is the filter edit that Christian made to the SF New DM Report as a means to find folks to engage
What is changing the creation date to equals Last 180 Days (vs default of equals This Month)
Numerophobia is the fear of what?
What is the fear of numbers