Consultant Resources

There are two ways to find content in Seismic: You can either browse by selecting folders, or you can use the search function. Browsing through the folders is a great way to familiarize yourself with the existing resources, but the search bar is the most efficient way to locate specific files. You can view folders…

Seismic is The Predictive Index’s content management center. We use it to share everything from marketing assets to our latest research with our Certified Partner Network. Only partners and PI employees can use Seismic—clients don’t have access. How do I access Seismic? You can access Seismic using Force BC. Go to Force BC. In the…

Sometimes clients will want a formal security questionnaire or survey, even after you’ve explained PI’s security measures. If this happens, ask them to send the questionnaire to you. From there, submit the questionnaire to this form. Before you send the questionnaire, make sure the following statements are true: How long will it take for the…

PI maintains several publicly facing webpages containing more detailed information about Security and Privacy. These links can be freely shared with clients requesting more information. Privacy Policies: Contains privacy policies for the public website, as well as the Software (under “Services”). Also contains a link to our standard Data Processing Agreement (DPA). California Privacy Notice:…

Basics One of the most important parts of winning a client? Safety. If a client doesn’t know how their data is being used or doesn’t trust PI to keep it safe, they’re unlikely to subscribe to our software. As a result, it’s important to set expectations early. FAQs When considering PI, many clients will ask…

Close the client’s renewal Go to the client’s current open renewal opportunity. Select “Edit” from the action bar. In the “Stage” field, select “Closed Lost.” In the “Closed Lost Reason” field, select a relevant reason. Select “Save.” Create an Account Pause Opportunity Go back to the client’s account. Select the arrow dropdown from the action…

Per PI’s data policy, client data is anonymized 120 days after an account is retired. The Account Pause program enables PI to retain the data of non-renewing clients for up to 12 months, that way they will have their data when they re-sign. It does not offer future price protection. Retired clients can take advantage…

Often, our partners miss out on useful Force BC features that help them find and understand the data they need. We’ve listed some of these features below. Search report table When you look at a report, you can search for specific keywords. To do this, select the magnifying glass and start typing in the search…

There are many reports available in Force BC, ranging from cases submitted to client activity and workshop information. Some of our most popular reports are described below. Active Client Subscription Data Shows the product level, headcount, and related PI software data for all active clients. Client User Activity Shows software access, usage, and other related…

In addition to Domo, we have dozens of reports in Force BC that give partners valuable insights about their clients and business. You can find data on client subscription details, client health, software usage, renewals, workshops, performance, and more. You can find out how to access these reports below. Go to Force BC. In the…