Name: Payroll CRM
Author: Marketing All Day

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Data Deduplication

Data Science

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Mainframe Monitoring

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Output Management

Robotic Process Automation (RPA)

SaaS Management

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Information Technology

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Data Cleansing

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Payroll CRM is a customer relationship management (CRM) solution tailored specifically for the payroll industry, according to the vendor. It is designed to streamline and enhance the payroll and human capital management (HCM) processes for businesses of various sizes. The product is said to offer features that cater to the needs of payroll service providers, human resources departments, accounting and finance professionals, small business owners, and professional employer organizations (PEOs).

## Key Features

**Payroll Processing**: According to the vendor, Payroll CRM aims to streamline and automate the payroll process, calculate and track employee wages, deductions, and taxes, generate accurate and timely paychecks, and handle payroll compliance and tax filing requirements.

**Employee Data Management**: The vendor claims that Payroll CRM allows businesses to maintain a centralized database of employee information, track employee demographics, employment history, and benefits, manage employee onboarding and offboarding processes, and monitor and update employee records and documents.

**Time and Attendance Tracking**: Payroll CRM offers features to capture and manage employee attendance data, track employee work hours, breaks, and time off, generate timesheets and attendance reports, and integrate with time clock systems for accurate data collection, according to the vendor.

**Benefits Administration**: The vendor states that Payroll CRM enables businesses to manage employee benefits programs and enrollments, track and update employee benefit plans and coverage, automate benefits eligibility and enrollment processes, and generate benefit statements and reports.

**HR Compliance and Reporting**: Payroll CRM is designed to ensure compliance with labor laws and regulations, generate HR reports and analytics for data-driven decision-making, track and manage employee certifications and training, and stay updated on HR compliance changes and requirements, according to the vendor.

**Performance Management**: According to the vendor, Payroll CRM offers features to set and track employee goals and objectives, conduct performance evaluations and reviews, provide feedback and coaching to employees, and identify and develop high-performing employees.

**Employee Self-Service Portal**: Payroll CRM provides employees with access to their personal information, allowing them to view and update their records, request time off, and view pay stubs, according to the vendor. This feature aims to enhance employee engagement and empower self-service.

**Analytics and Reporting**: Payroll CRM offers features to generate comprehensive reports and analytics on payroll and HR data, analyze key metrics and trends for workforce planning, monitor and track HR KPIs and performance indicators, and gain insights to optimize payroll and HR processes, according to the vendor.

**Integration and Data Exchange**: According to the vendor, Payroll CRM seamlessly integrates with other HR and payroll systems, allowing businesses to exchange data with time and attendance systems, benefits providers, and more. This integration aims to ensure data accuracy and consistency across platforms and streamline data entry.

**Mobile Accessibility**: Payroll CRM provides mobile accessibility, enabling users to access payroll and HR information on-the-go, according to the vendor. This feature aims to enable remote access for managers and employees, provide mobile apps for easy and convenient usage, and allow users to manage HR tasks from anywhere.

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Essentials

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Advanced - Extra Features

Payroll CRM

Customer Relationship Management applications are used to manage a company’s interactions with customers, clients, and sales prospects. 

It involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support.

Marketing All Day

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Lead management

This includes lead generation, scoring, qualification, routing, and nurturing.

Email marketing

This involves the ability to send mass email to groups of people based on particular qualifications.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Custom fields

Users can create custom fields to store additional information on standard and custom objects.

Custom objects

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Social data

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

Social engagement

The software can facilitate and track engagement with customers via social channels.

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Marketing automation

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

Compensation management

The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

Platform

Mobile access

Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

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Payroll CRM

Overview

What is Payroll CRM?