Case Study: The Payroll Company achieves faster closes and streamlined, professional proposals with Proposify

The Payroll Company can’t imagine life before Proposify

The Payroll Company, a Middleton, Wisconsin HR and payroll services firm founded in 1999, faced rapid growth that made their manual proposal process untenable: they needed to produce professional, customizable quotes within minutes and have the process work alongside their CRM, Salesforce. After finding Salesforce’s quote builder inflexible and time-consuming, The Payroll Company selected Proposify to modernize proposals and streamline sales workflows.

Proposify was implemented as a Salesforce-integrated proposal solution that provides intuitive templates, easy editing, digital signatures and real-time proposal activity tracking. The result: quotes are built faster, customers can sign with one click, close times have shortened, implementation and signing are much quicker, and sales reps use Proposify daily to follow up more effectively — enabling The Payroll Company to close more deals. Proposify is now an essential part of their sales process.

The Payroll Company

Melissa Versnik

Vice President, Business Development