Sometimes clients will want to change their service mid-contract. This could involve increasing their headcount, adding a new product, or other changes. If this happens, you’ll need to send the client a prorated agreement. A prorated agreement changes the price and services for the remaining months of the client’s contract. Just as a client agreement…
On rare occasions, due to an outage or other situations, you might not want to use Adobe Sign to receive a signature. You’ll need an image of the signature in order to do this. Go to Force BC. In the top menu, select “Opportunities.” Find and select the opportunity. In the top-right action menu, select…
Generate the contract agreement Go to Force BC. Select “Manage Opportunities and Leads.” Find and select the opportunity. Confirm an “Opportunity Key Contact” is listed. Select the link under “Primary Quote.” This will take you to a new page. Select “Generate Document.” A pop-up will appear. Make sure the “Quote Document” and “Quote: Subprocessor Addendum.pdf”…
When a client creates or renews a subscription, we need their signature on the final documents to confirm they’re satisfied with the price and products. That’s where Adobe Sign comes in. Adobe Sign is a cloud-based e-signature service that allows clients from anywhere around the world to sign our documents through their computer or smartphone….
Find a renewal opportunity Renewals can be found one of two ways: Close a renewal opportunity Once a client has agreed to renew service at a specific price, you’ll need to close the opportunity in Force BC and send it off for approval. There’s two different processes, depending on whether the client is renewing or…
When clients sign contracts with PI, they don’t agree to indefinite service. Instead, PI agrees to provide them service for a certain number of years. As a result, when a new client is signed, Force BC automatically creates what’s called a “renewal opportunity.” When the client’s contract is nearly up, the client’s partner will be…
Branding materials PI’s Brand Resources page contains everything from social media icons to Reference Profile icons. Marketing materials Need a cool graphic or a well-written paper to sway a client? Use our marketing materials in Seismic. Zoom backgrounds Ever wonder how to set your Reference Profile as the background for your Zoom account? Likewise, want…
PI provides a wealth of marketing materials to our partners. We encourage you to use them, while adhering to the restrictions below: Marketing Materials DO Create your own original videos and presentations. Use graphics and videos of Pl products and services supplied to the Network. Publish your own blog/website with original content DON’T Don’t publish…
Building a brand isn’t just about choosing the right buzzwords or communicating your values. It’s about standing out from the crowd. With over 1,000 PI Certified Partners, that can be a challenge. If you align your brand too closely with PI, sure, there’s a risk you’ll break our brand guidelines. The bigger issue, though? Clients…
The way our clients see our products is everything—and it starts with how those products are named. Take, for example, “behavioral assessment” versus “personality survey.” You might think they’re the same. But if you had to spend ten thousand dollars based on name alone, which would you choose? Talent optimization is a competitive marketplace and…