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…
Performance This Dashboard shows partner firm performance. Reports include “Partner Tiering and Level Progress,” “Partner Performance Metrics,” and others. Renewals This Dashboard contains reporting and data on client opportunities that are past contract renewal date or approaching contract renewal date. Hero Development The Hero Development dashboard provides insight on client health, workshop data, and new…
Domo data is structured into dashboards and reports. Reports contain specific data, like how often your clients use their software. Each dashboard, in turn, contains several reports with related data. Like all of our partner services, accessing Domo dashboards starts in Force BC. You can access them by following these steps: Go to Force BC….
Domo is a business intelligence and data visualization platform we use to present partner and client data. It contains data from a variety of sources, from real-time customer insights in our software to client health in Force BC. The data isn’t just there to look pretty, though: It drives client satisfaction and growth. For example,…
Sometimes you’ll need to edit a quote you’ve already created. Once you’ve navigated to the correct area, as shown in the video below, the process is identical to building a new quote. Note: A quote can only be edited if the opportunity is open. If the opportunity is closed, you’ll need to contact Partner Relations…