Case Study: Atlantic Payroll Partners automates onboarding and sales with Docubee

Atlantic Payroll Partners Automates Onboarding & Sales with Docubee

Atlantic Payroll Partners, a professional employer organization, faced challenges with a slow and inflexible client onboarding process. Their existing system was expensive and lacked the necessary capabilities to support sales automation, leading to delays and manual paperwork handling. They sought a new solution to improve efficiency and turned to Docubee's intelligent contract automation platform to address these issues.

By implementing Docubee, Atlantic Payroll Partners automated its employee onboarding and created new workflows for its sales department, utilizing features like digital forms and eSignatures. This eliminated lost paperwork, improved the accuracy of collected information, and enabled the sales team to cross-sell services more effectively. The vendor's solution helped the company unlock new revenue streams and explore further process automation, leading to significantly improved efficiency across their services.

Atlantic Payroll Partners

Roché Johnson

Marketing Coordinator