Forrester & G2 Name ZINFI a Leader
In Through Channel Marketing &
Partner Relationship
Management

Unified Channel Management

Our Most Popular Modules & Capabilities

Design

Portal Content Management

Portal Content Management

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.

  • Set up mobile-responsive content with user-friendly DIY tools
  • Dynamically update, manage and distribute content to partners
  • Promote and track utilization of your channel programs

Recruit

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Communicate to Partners Management

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.

  • Admin can launch integrated campaigns to all partner types
  • Create recruitment or awareness movement among your eco-system
  • Track campaign response or engagement for partner scoring

Onboard

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Onboarding Management

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.

  • Set up unlimited programs segmented to partner types, verticals, etc…
  • Dynamically assign resources or content along their journey
  • Provide access and content based upon program progress or completion

Train

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Partner Learning Management

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.

  • Feature all file types in your course materials
  • SCORM compliant delivery and player capabilities
  • Easily test users and track certifications & scoring

Plan

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Partner Planning Management

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.

  • Create & assign templates for all plan types
  • Review partner submissions and customize your approval flow
  • Report on the performance & achievement of their planned goals

Enable

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Co-Branded Assets & Library Management

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…)

  • Quickly upload various digital assets for partner editing and co-branding
  • Provide web-ready or hi-res print quality downloadable assets & content
  • Track usage by partner types, locale & other variables for improved content ROI

Incentivize

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Partner Incentives Management

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.

  • Review and upload programs, funds and incentives for partners
  • Allow partners to submit plans for approval after online review
  • Track partner proof of execution and disbursements, and monitor program ROI

Market

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Partner Marketing Management

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.

  • Quickly upload and set up digital multi-touch campaigns for partners to use
  • Specify which campaigns can be edited and to what extent by partner groups
  • Track partner-led demand generation activities by using your co-branded assets

Sell

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Partner Lead Management & Deal Registration

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.

  • Perform instant, batch or scheduled synchronizations with your CRM platform
  • Manage vendor-fed or partner-led lead generation to drive deal registration
  • Collaborate via notes, tasks and other tools to manage and approve leads & deals

Analyze

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Business Analytics & Intelligence

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.

  • Generate real-time reports across your programs, campaigns and partner activities
  • Identify strategies that will drive better program ROI and partner productivity
  • Build correlational models based on past activities to better predict future ROI

Introducing Unified Channel Management Platform

Collaborative Work Flow Management

SCALE
Partner Relationship Management
Increase Efficiency & Performance

Plans

Contracts

Learning

Onboarding

Leads

MDF

Deals

Rebates

Partner Marketing Management
Control Brand & Extend Reach

Search

Social

Direct Mail

Email

Microsites

Events

Web

Multi-Touch

Partner Sales Management
Build Pipeline & Close

Dialer

Engagement

CPQ

CDM

Gamification

Commission

Rewards

Desk

EXPAND

Products

Project

Communicate

Marketplace

Survey

Library

Assets

Support

Community

Locator

START
MOBILE

Native Apps

Alerts

ADAPTIVE

FluidCMS

FlexiFlow

GLOBAL

Partner

Access

INTELLIGENT

Change

Reports

CONNECTED

CENTRi

Users

Adaptive SaaS

ZINFI Unified Channel Management

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:

Best Practices Guidebooks,
Industry Best Practices Webinars & Analyst Reports

  • Best Practices Webinars

    Attend or Watch

    Learn from industry analysts and ZINFI experts various aspects of Channel Marketing, Partner Management etc.

    Webinars
  • Best Practices Guidebooks

    Download a Guide

    Learn how you can build a high performing channel by optimizing your partner training, recruitment, demand-gen and more.

    Download
  • Analyst Reports

    How We Differentiate

    Read up on how ZINFI stands out among industry competitors and what our visionary UCM platform brings to the game.

    Reports

Our Customers’ Partners Succeed Using ZINFI

0 X OVER EFFICIENCY
e-Contact

Genesys Partner Portal

0 % INCREASED REVENUE
360 Profit Masters

ZINFI Partner Marketing Concierge

0 GENERATED LEADS
AuDeo

Barco Email Marketing

0 X OVER EFFICIENCY
e-Contact

Genesys Partner Portal

0 % INCREASED REVENUE
360 Profit Masters

ZINFI Partner Marketing Concierge

0 GENERATED LEADS
AuDeo

Barco Email Marketing

0 X OVER EFFICIENCY
e-Contact

Genesys Partner Portal

0 % INCREASED REVENUE
360 Profit Masters

ZINFI Partner Marketing Concierge

0 GENERATED LEADS
AuDeo

Barco Email Marketing