Clients have four payment options to pay their invoice: Credit Card ACH Wire Transfer Check Below you will find instructions for each payment method. Credit Card To submit a payment via credit card, the client will want to navigate to the credit card link found on their latest invoice PDF. They will copy the link…
Billing frequency of a deal is changed on the quote level. To change billing frequency, go to the quote page and edit the “billing frequency” field. Most request to change billing frequency come AFTER the opportunity is marked Closed Won. Meaning, the only way to change the frequency is to void out the current opportunity and…
If a closed won renewal opportunity is incorrect in any way, a new one will need to be created to make any necessary corrections, and to send out a new invoice. This can only be done by a UOS. A partner is not able to edit a close won opportunity, nor are they able to…
When an agent partner is setting up their quote and ready to close win their opportunity, they must indicate what the client’s billing frequency and payment terms will be. This information tells PI and the client when invoices will be generated and how much time they have from receiving the invoice until when the payment…
Before we jump into how invoices are paid and when they are paid, lets review pricing and packaging. Pricing for the software change on a semi-annual basis, and within a given year discounts and sales may be offered to new and renewing clients. These documents can always be found in Seismic. In 2020, clients selected…
As you will recall from your Salesforce training, partners are defined as either an Agent or a Licensee. Licensee’s are either seasoned partners that have been with us for a long time or they are international partners. All new domestic partners are agents. The difference between the agent and the licensee partner is how billing…
Our finance department is concerned with acquisitions, financing, and the management of assets with the overall company goal in mind. We work together to assist our partners and clients in ensuring their invoices are accurate and able to be paid so that they can continue to utilize their software without any interruptions in service. The…
All active client accounts are required to have a signed and current Client Agreement on file. If a prospect/client signs the generated agreement via Adobe Sign during the sales process, their account will automatically update reflecting the signed agreement. If a prospect/client signs without Adobe Sign, then this must be uploaded manually before the account…
PI maintains several publicly facing webpages containing more detailed information about Security and Privacy. These links can be freely shared with clients and/or partners requesting more information. 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) Outlines PI’s adherence…
If a prospect/client has been given all the resources and they are still requesting a formal questionnaire or survey to be completed, they will send that request using this form. Those cases should automatically route to the Tier 2 team. However, if you find one in Tier 1, acknowledge receipt of their request and let…
1. Client’s own their data. In terms of client access, the client administrator (or higher) is responsible for the creation/deletion of users and assigning access rights. At PI, only engineers and the User Operations team have access to client data. UOS can not share assessment results or score id’s (BSID) with assessment takers. Assessment takers…
Data security is extremely important to the Predictive Index as it gives our customers the assurance that their data is being collected, processed, and stored securely. PI has implemented data privacy principles that adhere to international privacy laws and data protection requirements. In this next lesson we will highlight a few important rules that UOS…
Once a partner has submitted their Partner Directory entry, a case is automatically created for the User Operations team to approve. Currently, these cases are being directed to the Tier 2 – Business Escalations, however, you may be asked at times to approve an entry. The following video walks you through how to approve an entry….