Unified Channel Management
Unified Channel Management
Our Most Popular Modules & Capabilities.
Create a beautiful, mobile-responsive partner portal that partners can use to navigate through your channel programs and quickly find the content, campaigns and programs that they are eligible for. Use a complete set of easy-to-use, do-it-yourself tools to set up and manage content, campaigns and applications across various user groups, partner types, languages, regions and territories.
Create partner-facing (“Market-To”) campaigns that can be used to communicate to new prospective partners for recruitment efforts – or to existing partners, for awareness of new programs, events or other portal offerings. Leverage all campaigns tactics (email, events, microsites, social, etc…) to develop integrated campaigns to communicate with new or existing partners.
Leverage your Training/LMS courses and certification tracks, combined with other documentation and activity criteria – to build onboarding programs for your various partner segments. Include contracts, business plans or various miscellaneous parameters to get your partners up to speed and granularly track where your new partners are in their journey to onboard into your programs.
Import or sync LMS content (documents, materials, videos, etc…) to build multi-section courses that can be combined into certification tracks to train your partners in various levels. LMS+ features SCORM-compliant packet delivery and player to provide industry-standard learning capabilities for your partners and internal users. Build comprehensive assessments to test in different parameters.
Customize & assign business plan templates for marketing, sales, etc…to your partners – and provide dynamic sections they can fill out & submit. Review and approve plans in a collaborative way, and track partner performance against planned activities & goals. Tie portal engagement and access to content/programs to the progress of these planned goals.
Upload a variety of digital asset types—web banners, videos, data sheets, case studies, success stories, price lists, etc…in multiple formats, including HTML, HTML5, PDF, MS Office and more. Make it easy for partners to co-brand and download web-ready or hi-res print-ready digital assets. Control which documents or parts of documents partners can edit or modify based on profile criteria (type, tier, region, language, etc…)
Accelerate partner sales performance by dynamically managing incentive programs such as market development funds (MDFs), co-op funds, sales rewards, rebates and commissions. Review and collaborate with partner plans online prior to approval. When they upload proof of performance, automate claim approval through appropriate currency exchanges. Then track incentives ROI with our powerful data analytics engine.
Digitally deploy co-branded campaigns (search, social, syndication, email, event, microsites, etc…) and enable your partners to run integrated campaigns with just a few clicks. Effortlessly track the performance of programs and campaigns, and determine what is working and what needs changing for partners to generate more leads at a lower cost. Enable agencies and third-party concierges to access and run programs for partners.
Connect to your existing CRM (or upload directly into our portal) and seamlessly manage the distribution of leads to partners, then easily track partner-led demand performance. Allow partners to register deals within the ZINFI platform while your channel team reviews, manages and approves. Run detailed analytics to understand which regions, partners and products perform well and identify areas for improvement.
Run activity and performance reports in real time across various partner groups, territories, programs and campaigns. Monitor performance on the fly, and build customized drill-down reports with a few clicks and drag-and-drop activities. Assign and mail reports to yourself or other members of your team, including selected partners. Generate increased ROI by correlating cross-program activities.
Your Portal. Your Way.
Modular Design Lets You Enable Only The Tools You Need.
ZINFI’s Unified Channel Management™ Platform features a fully customizable suite of Partner Relationship Management, Partner Marketing Management & Partner Sales Management tools to explore – making your solution as simple or robust as your business requirements:
Introducing Unified Channel Management (UCM™) Platform:
Best Practices Guidebooks,
Industry Best Practices Webinars & Analyst Reports