Deal Registration Management

ZINFI’s Deal Registration Management application is a mission-critical revenue orchestration engine within the SELL zone, designed to automate the end-to-end sales deal lifecycle. Functioning as the Single Source of Truth (SSoT) for channel opportunity management, this module utilizes a high-density, logic-driven framework to mitigate channel conflict and protect partner investments. By implementing real-time, multi-dimensional duplicate checks and automated approval routing, the platform ensures a transparent and frictionless transition from deal submission to closure.

Deals Registration Management

Streamline Deal Registration

Provide partners with a simple, guided process for registering new deals and ensuring all necessary information is captured from the start.

Partners register deals with full customer and opportunity details.
Auto-populate deal fields using existing contact and account data.
Partners add contacts/accounts directly from the deal registration page.

Reduces administrative friction and speeds up the deal registration process, allowing partners to focus on selling.

Automate Deal-Based Workflows

Automate the entire deal lifecycle, from submission and approval to real-time tracking of deal status and related tasks.

Auto-generate approval workflows using predefined criteria.
Notify partners when a deal status changes automatically.
Filterable, sortable, centralized list of all deal history.

Increase sales velocity by providing a clear, automated path for deals from registration to closing.

Prevent Channel Conflict

Protect your partners and your business with a transparent, defined process for deal approval that reduces conflicts.

Real-time check prevents duplicate, ensuring unique deals.
System cross-references new deals, flagging potential conflicts.
Consolidated real-time view resolves deal conflicts quickly.

Protecting partners’ investments and providing transparent deal management improves partner satisfaction and loyalty.

Flexible Price Book and Product Management

Manage product and service information effortlessly and create flexible price books to align with various partner types and programs.

Store product data: SKU, price, and version details.
Create custom price books for partners and affiliates.
Define product eligibility for incentives: MDF, rebates, and more.

Increases pricing flexibility and control, enabling you to tailor product offerings and incentives to specific partner needs.

Robust Data Management and Reporting

Access powerful data management tools and comprehensive reports to analyze deal performance and optimize your channel strategy.

Export deal records to Excel for business integration.
Use advanced search to find specific deals and contacts.
Create custom views to monitor pipeline and track KPIs.

Enhances business insights and decision-making by providing a holistic, data-driven view of your sales channel.

Frequently Asked Questions

How does ZINFI handle prioritization logic?

The modular logic engine allows vendors to define rules (e.g., “First-Look” vs. “First-to-Submit”) applied consistently by the SSoT.

Can we sync with Salesforce?

Yes. Deep, bi-directional synchronization ensures approved deals update Opportunity records in your CRM.

What happens with duplicate deals?

The system triggers a “Conflict Resolution” workflow, rejecting duplicates or routing them for review based on rules.

Can registrations expire?

Yes. Automated expiration triggers prevent “deal hoarding” if milestones aren’t met within a set timeframe.

Is end-customer data secure?

ZINFI uses RBAC; partners only see their own deals, ensuring absolute confidentiality in a multi-tenant architecture.