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        Unifies global partner management with structured programs.
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Referral Management

Referral Management application streamlines lead capture, tracking, and commission automation for affiliates. It offers customizable intake forms and automated workflows for routing and approvals, accelerating conversion and revenue. Partners get transparent tracking of their pipeline and success, while the system automates conversion-based rewards to incentivize high-quality referrals.

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Referral Management module

Referral Management Streamlined Referral Intake

Streamlined Referral Intake

Create a seamless experience for your partners and customers to submit high-quality referrals. With customizable forms and easy data capture, every referral opportunity is recorded accurately from the start.

  • Embed referral forms in your partner portal
  • Auto-populate partner and account details
  • Support multiple referral types and categories

Automated Workflow & Approvals

Eliminate manual processes and ensure timely follow-up with built-in automation. Route referrals to the right internal teams based on rules you define.

  • Configure multi-stage approval workflows
  • Set routing based on product, region, or partner tier
  • Enable real-time status tracking and alerts
Automated Workflow & Approvals
Integrated Referral Tracking

Integrated Referral Tracking

Gain complete visibility into every referral’s progress—from submission to closure. Use a centralized dashboard to monitor deal status, partner involvement, and outcomes.

  • Filter referrals by date, region, partner, or opportunity stage
  • Monitor referral conversion rates and sales impact
  • Export data for CRM integration or reporting

Transparent Partner Engagement

Build trust and drive loyalty by keeping partners informed throughout the referral lifecycle. Let partners track their own referral pipeline and success.

  • Give partners access to their referral history and status
  • Notify partners on approval, assignment, or deal closure
  • Recognize top-performing referrers
Transparent Partner Engagement
Conversion-Based Rewards

Conversion-Based Rewards

Tie referral success to tangible rewards. Whether through commissions, credits, or recognition programs, incentivize partners to send more high-quality leads.

  • Define reward criteria based on referral outcome
  • Automate eligibility tracking and reward notifications
  • Align incentives with partner performance tiers
Demo Request

Best Practices Resources

Browse & Access our Industry Best Practices Webinars, Best Practices Guidebooks and Analyst Reports

  • Best Practices Webinars

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

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  • Best Practices Guidebooks

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

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

    How We Differentiate

Technology Partners

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Recent Posts

  • Hyperscalers, ISVs, and AI: Shaping the Future of B2B Software Distribution
  • Simplifying the Tech Stack: How PartnerOps Fuels AI-Driven RevOps Automation
  • RevOps Meets PartnerOps: Aligning Go-to-Market Execution for Scalable Growth

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