Expansion

At this point in the relationship the client understands PI and if they didn’t come on board with their full organization, it’s an opportune time to begin discussing this. Today, many clients utilize only a small portion of what talent optimization has to offer. The 1:1 Talent Strategy Session gives you the opportunity to add…

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Upselling

Your renewal date is not the only time to upsell clients but it is an easier time to do so. At this point, clients have had enough time to reflect on what PI has helped them accomplish and what they still have aspirations for. The number one rule is to tie everything back to the…

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Renewal Best Practices

Just like that first impression with the client, renewals are also vital in the client lifecycle. It’s important to follow these best practices to ensure a smooth process. Having a regular quarterly business review ensures continuous communication with the client. That being said, you also want to communicate when the renewal is approaching. Don’t wait…

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Renewal Engagement FAQ

Renewals can be a perfect time to discuss how clients can take PI to the next level. However, at renewal time it can be hard to get a hold of clients. Below is an FAQ around what you can do if a client isn’t engaged with you come renewal date:

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Introduction to renewal upsell and expansion

Video Length: 1 Minute

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Introduction to driving value and engagement

Video Length: 1 Minute

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QBR

A Quarterly Business Review or QBR, is a great way to maintain client engagement. This way, if you weren’t able to try out those engagement ideas before, now’s your chance. This is something we encourage all partners do with their clients. Both client and partner can assess how the client is doing and look at…

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Client Success Story

Still don’t believe us about the power of Hero Points and Domo? Check out this success story of how we anticipated needs based on data. Video length: 2 minutes Additional engagement ideas Looking for additional ways to engage your clients. Use the tips and tricks below. Not sure what PI tools come with which modules?…

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Hero Point Actions

We bucket these into four different ranges as shown here. In our previous example, which group would that client belong to? If you said the green heart group, you’d be correct since they had a dollar per hero point value of 4.22. The reason we keep these different categories is because of the difference in…

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Hero Points

Driving value can be tough if you don’t have insight into what your clients are doing. That’s why we created Hero Points! Hero Points are a driving source for understanding your client usage and value from the PI solution. They measure the overall health of a client. Why do Hero Points matter? How do Hero…

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