PX State Of Union
PX 101
OCN Fun Facts
100
Software/Technology
T or F: Paychex is rated #1 for small business software by G2
False!
ADP RUN is rated #1 small business software by G2 in 2026, two years running.
100
T or F: Paychex offers 'dedicated specialist support' on their flex bundles
Support - Prospect assume that Paychex will provide better service being "smaller than ADP"
HOWEVER - Paychex recently removed "dedicated specialist support" off the top two bundles - hinting that Paychex may be going away with dedicated support and is focusing on more virtual/tele-data service models
Paychex pitches: 24/7 service centers and implemented service chatbot
100
Who is the top Paychex takeaway rep in office?
Anthony Freshour, Ruby Nazarian, Andrew Pucci, Daniel Palacios, Justin Sarabia
Anthony Freshour 10 wins YTD! Everyone else at 4-5 wins :)
200
Market Share
Paychex pays ____ in _____ Americans.
1 in 12 Americans (2nd place behind ADP)
200
Paychex Pricing
HONEYMOON PRICING
Promotion strategy. Known to aggressively discount in order to win deals, but then systematically raises prices in subsequent years.
200
Who is the 1st rep in OCN to get a Paychex May Unit doubler?
Domyana Anwar
300
On Tuesday, January 7th, 2025, Paychex announced that it had entered a definitive agreement to acquire _____, which is Paychex's largest acquisition by far.
Paychex CEO John Gibson emphasized the opportunity to upsell Paycor clients as a key factor driving the deal, particularly through introducing Paychex's PEO and HR Advisory Services to meet the demand among larger enterprises, and by upselling Paychex's Retirement Services to Paycor's base to enhance its benefit offerings.
300
What are Paychex's 3 bundles?
300
Who is the #1 RS Team in the region?
Team Fabian! $147k in RC YTD
Shanelle $140k & Cris $126 & Sydney $85k
400
Paychex Revenue Share Program
0-9 clients: 25% revenue share
10-29 clients: 40% revenue share & 5% residual (3 years)
30+ clients: 50% revenue share & 10% residual (3 years)
400
Name a product not included on Paychex unless on their 'Paychex Pro' that is included on our enhanced bundle. (100 pts for every feature)
Garnishment Payment Service
General Ledger Service
Background Checks (5)
SUI Service
400
How do I qualify for 100% CLUB as an ADM?
5 RETIREMENT DEALS/ WC / CLOVER
401K/SIMPLE/SEP
500
The CPA Channel generates ____ of Paychex's business
33% or 1/3
500
What are three documents needed to do a benchmark from Paychex?
Client Fee Disclosure
Participant Fee Disclosure
Adoption Agreement
500
Who is winning the Battle of the West?
OCN, DUH!! #NORTHONTOP