Actively Listen to your Customer

Customers are not always great at describing exactly what they need, especially when technology is involved.  They often do not use the right terminology.  They can get confused, hurried, frustrated, and irritated, especially if there is a language barrier.  Understanding your customer’s needs requires active listening.  This means giving your customer your full attention and…

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Managing Expectations

When clients and partners are contacting us it is usually because they are having trouble in the moment.  They want to be able to complete what they are doing now.  Unfortunately, depending on what the issue is, that is not always possible.  Helping customers set appropriate expectations can help them avoid unexpected surprises.  Here are…

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Enhance Rapport via Email and Chat

You will regularly communicate with customers via email and chat.  Building rapport can be extra tricky here because customers can not see your smile, view your body language, or hear your voice.  The following techniques will help you write more positive response emails and chats. Use a personalized greeting to give your message a friendlier…

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Building Rapport

A customer is anyone you serve.  Here at PI those are clients, partners, prospects, and internal co-workers.  Building rapport with these people we serve is one of the most essential skills in customer service.  You are creating a personal connection with the other person and hopefully getting them to know and trust you. When interacting…

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Defining Outstanding Customer Service

“Customer Service is the experience we deliver to our customer. It’s the promise we keep to the customer. It’s how we follow through for the customer. It’s how we make them feel when they do business with us.” If you ask a group of people how they define outstanding customer service, you will probably receive…

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PI Internal Site and Google Shared Drive

PI Internal Site PI has an internal site for all employees.  This site informs us of our annual objectives, key initiatives, departmental contacts, how to nominate a team member for a THREADS or FABRIC award, and so much more. Here are a key things on the internal site you do not want to miss: PIoneer…

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PI Learn

What is PI Learn? PI Learn is our learning hub for all content related to Talent Optimization. In addition to finding great software how-to content, users can complete courses and certifications. Clients and partners can access PI Learn by using their software credentials. Locating Support Documents in Learn Software how-to/support documents are housed in Learn and…

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Your guide to Seismic

Seismic is the content management system (CMS) we use, where you can access our extensive library of support content, marketing, and sales enablement materials, science content, and the latest news in the Partner Network. These articles are intended for our Partners and internal team.  Clients do not have access to view these articles. In this…

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GURU

To access GURU, you should have received an email invitation.  Click on the link provided in that email to set up your account.  If you have not received an email, contact your manager. Information GURU is a knowledge center that is built by those who use it.  The product is only as good as the…

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Certified Partners

A Certified Partner, or casually referred to as ‘partner’, is a company or individual that sells the Predictive Index to Clients.  PI Certified Partners are independently operated companies and their associates who are authorized to sell, service, consult, and train on the Predictive Index platform.  This includes both Agents whose billings are handled by PI…

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Your Toolbox

Workstation By now you should have received your email address and workstation from our IT team, and have set up the accounts they provided you and any other hardware.You should have received the following pieces of equipment: Laptop (Mac or PC) Docking Station 1 or 2 External Monitors Wireless Mouse External Keyboard Headset External Camera…

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PIoneers

Now that you know a little bit about the team you just joined, let’s learn about the other teams within the organization. Check out the interactive below to learn more about each department. Try it out When questions arise that involves any of these departments, reference the PI Contact Index to determine who to contact,…

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