Asure Software Inc · NASDAQ:ASUR
Asure Software — 2024 Asure Reseller Partner Conference (Evolve)
27 slides from Asure Software's conference presentation, Jun 17, 2024
Slide 1: Asure’s Go To Market Strategy
Asure’s Go To Market Strategy 2024 Asure Reseller Partner Conference Presented by Pat Goepel, Chairman and CEO of Asure
Slide 2: Welcome to Evolve!
Welcome to Evolve! Eyal Goldstein President and Chief Revenue Officer, Asure
Slide 3: Outline
Outline ▪Going Wide – Shift to bundles ▪Our GTM approach: ▪Product areas of focus
Slide 4: Going Wide | The Shift to Bundles
Going Wide | The Shift to Bundles
Slide 5: Why Bundle?
Why Bundle? It’s how we already buy…
Slide 6: Why Bundle?
Why Bundle? Small business owners know their craft. They don’t know ALL of the ingredients to HR success…
Slide 7: Why Bundle?
Why Bundle? No one is selling just payroll…
Slide 8: Asure’s Bundle Principles
Asure’s Bundle Principles Bundles align to HR strategy Our job is to uncover their pain and prescribe a forward-leaning HR strategy
Slide 9: Asure’s Bundle Principles
Asure’s Bundle Principles Begin with Access to Capital, not payroll
Slide 10: Asure’s Bundle Principles
Asure’s Bundle Principles Sell the value, not the feature Your clients don’t know every aspect of payroll and HR, Teach them how much value you bring
Slide 11: Asure’s Bundle Principles
Asure’s Bundle Principles Differentiate with HR Break HR software and services into discrete components to create unique offerings
Slide 12: Biggest differences in bundles is HR
Biggest differences in bundles is HR
Slide 13: Asure’s Go-to-Market
Asure’s Go-to-Market Spoiler Alert: Don’t lead with Payroll
Slide 14: We live in a post-pandemic world
We live in a post-pandemic world and there's no such thing as going “back to normal” ‘ote © Access to Capital Staying Compliant Managing Talent Inflation, volatility, and monetary policy have Explosion of new Federal, State, and Local HR Labor shortage is making it harder and more reduced bank's ris
Slide 15: Why Access to Capital?
Why Access to Capital? A majority of owners rely on personal savings (71%) and credit cards (67%) as the top sources for funding their small businesses. - US Chamber of Commerce
Slide 16: Why Compliance?
Why Compliance? Leave Laws Pay Transparency Fair Chance Laws Salary History Bans Marijuana Laws
Slide 17: Why Talent (vs. Payroll & HR)?
Why Talent (vs. Payroll & HR)?
Slide 18: GTM = Messaging & Product Positioning
GTM = Messaging & Product Positioning
Slide 19: Product Areas of Focus
e Product Areas of Focus
Slide 20: Asure 401(k)
‘SS Secure Act 2.0 Good for Employees + Increased min. distribution age + Larger catch-up contributions + Long-term, part-time employees + Saver's matching from govt’ Student loan matching Good for Employers + Recruit and retain talent + Tax credits up to 100% of start-up and admin cost for first 3
Slide 21: Asure 401(k) | Reseller Revenue Share
Asure 401(k) | Reseller Revenue Share *Example 20 employee company • Recurring Revenue = 20% Rev- Annual Share Profit • One-time revenue = 10% Setup Year #1 $1,000 10% $100 Year #2 $1,000 10% $100 Year #3 $1,000 10% $100 $3,000 Recordkeeping Year #1 $1,860 20% $372 Year #2 $1,860 20% $372 Year #3 $1
Slide 22: Proactive Health Insurance
The PHMP Proactive (Proactive Health Management Plan) Health Insurance Section 125 Family Telemedicine Behavioral Health Diet and Nutrition Disease Management Pre-Tax Benefits Health Risk Assessment Biometric Screening Immunizations Health Coaching Online Knowledgebase DNA Screening Hospital Daily I
Slide 23: Proactive Health Insurance
Proactive Health Insurance Savings for Employees and Employers Employee Savings Employer Savings (Example employee w/$60K Salary) (Reduced FICA per employee) 52
Slide 24: Tax Credits
Unlike other WOTC providers, HRlogics dives deeper and looks for Tax other tax credit opportunities, based on the location, growth, and operations. Their team of credit experts will scan for 3,000 state & Credits federal credits, incentives and grants. • Investment Tax Credits • Incumbent Worker Tra
Slide 25: Payroll Tax Management
Payroll Tax Management Payroll Tax Management (PTM) HCM firms and complex, multi-state enterprises manage all aspects of payroll tax filing SUI Rate Notice File Schedule Exchange Tracking Taxes Liabilities Employee & Employer Tax Tax API Engine Tax Data Payroll Federal State Local Engine 14,000+ Tax
Slide 26: Thank You!
Thank You! 2024 Asure Reseller Partner Conference
Slide 27: Agenda
Agenda ▪Rewind to Evolve 2023 ▪2024 Roadmap ▪API Strategy ▪Artificial Intelligence
Asure Software — 2024 Asure Reseller Partner Conference (Evolve) on 6ix