Our Most Popular Modules & Capabilities
Unified Partner Management
- Overview
- Onboard
- Enable
- Market
- Sell
- Incentivize
- Accelerate
- Admin
Overview
Partner Overview: Personalized Portals for Engagement & Performance.
The ZINFI Partner View customizes the portal experience with co-branding, zones for onboarding, enablement, sales, and incentives, plus personalized dashboards showing pipeline, MDF, deadlines, and points. Features include multilingual support, search, alerts, and AI-powered reporting. Content and applications are tailored by partner type, ensuring each partner accesses only what’s most relevant.
Onboard
Programs: Onboard Partners Faster.
This video showcases how partners access, enroll, and complete tailored programs for onboarding, upskilling, or renewals, with real-time progress tracking, integrated activities, and completion rewards like badges or tier upgrades. The platform streamlines partner engagement. Communication tools ensure ongoing support, helping partners progress confidently through every step.
Contracts: Simplifying Partner Agreements.
ZINFI’s Contract application centralizes vendor-partner agreements, displaying contract types, years, and renewal details. Partners can send agreements for e-signature, download them, and receive expiry alerts. It also hosts terms and conditions for quick acceptance, ensuring clarity and compliance while streamlining contract management and renewals.
Plans: Driving Partner Alignment.
The Partner Plan application streamlines collaboration between vendors and partners. Using assigned templates, partners outline strategies, provide data like SWOT or pipeline numbers, and set targets. Plans support real-time tracking, enablement tasks, and marketing campaigns. With joint input, approvals, and ongoing updates, the tool ensures alignment for quarterly or yearly goals.
Enable
Content Library: Centralized Access to Partner Assets.
The Content Library gives partners easy access to assigned materials through customizable folders, filters, and views. Partners can preview, favorite, download, or share assets securely, while engagement is tracked with view and download counters. With video integration, mobile access, and AI-driven reporting, the library streamlines content use, training, and customer engagement.
Learning: Empowering Partners with Courses & Certifications.
The Learning application provides partners with tailored courses and certifications. Features include progress tracking, assessments, reward points, and downloadable content. Certifications may unlock badges, new resources, and portal access. With detailed reports and AI-powered queries, partners can track participation and achievements, ensuring continuous skill growth and compliance with vendor training requirements.
Assets: Co-Branding Made Simple.
This video demonstrates how partners easily access, customize, and manage co-branded assets. From uploading logos to adding company details, the system ensures brand consistency while allowing personalization. Assets are high-resolution and print-ready, with reporting tools for tracking usage and team activity. This streamlined process boosts partner marketing efficiency.
Market
Emails: Smarter Campaigns with AI & Real-Time Reporting.
The Email application guides partners through creating, customizing, and launching campaigns. With AI-assisted content generation, flexible templates, and recipient list management, partners can personalize emails and schedule blasts easily. Detailed reporting tracks opens, clicks, and engagement, while AI queries deliver deeper insights, making partner-led campaigns more effective and data-driven.
Social: Empowering Partners with Social Media Marketing.
The Social application enables partners to connect accounts, access ready-to-use posts, edit or schedule content, and even opt into auto-posting by vendors. Engagement metrics like likes, shares, and comments are tracked through detailed reports. With AI-driven queries, partners gain deeper insights into performance, making social campaigns seamless, efficient, and impactful.
Campaign Library: Driving Partner Marketing with Smart Flows.
The Campaign Library enables partners to launch single-touch or multi-touch campaigns tailored to their markets. With prebuilt flows, integrated tactics, and self-service or agency support, partners can run campaigns efficiently. Detailed tracking, prospect histories, and AI-powered reporting provide insights into engagement, helping partners turn prospects into qualified leads through structured, data-driven campaigns.
Microsites: Personalized Partner Landing Pages.
This video highlights how partners create co-branded microsites with customizable templates, AI-assisted content editing, and flexible page options. Partners can link microsites to email campaigns, capture leads with gated forms, and track performance through detailed reports. This streamlined process empowers partners to launch professional landing pages quickly and effectively.
Events: Streamlined Co-Branded Campaigns for Partner Success.
The Events application enables partners to co-brand event templates, create landing pages, and link them with email invitations. With AI-assisted personalization, customizable templates, and recipient list management, partners can launch targeted campaigns efficiently. Real-time tracking, lead scoring, and detailed event reports—enhanced by AI queries—ensure better engagement insights and campaign effectiveness.
Sell
Leads: Smarter Prospect-to-Deal Management.
The Leads application empowers partners to manage prospects, accounts, opportunities, and deals in one system. With tools for lead assignment, deal registration, product line tracking, and price books, partners streamline sales cycles. Integrated reporting and AI queries provide real-time pipeline insights, enabling partners to track performance, improve collaboration, and accelerate revenue growth.
Deals: Streamline Partner Deal Registration.
The Deal application simplifies partner deal and referral management. Partners can register opportunities or prospects, add product line items, and track approvals with unique deal IDs. Integrated with leads, the system ensures visibility throughout the sales cycle. Customizable reports and AI queries provide real-time insights into registered, pending, or rejected deals, boosting transparency and collaboration.
Quoting: Simplifying Partner Sales from Quote to Order.
The Quoting application lets partners create, manage, and approve quotes directly from opportunities. With price books, currency support, and product line integration, partners can customize quotes, add discounts, and track approvals. Once approved, quotes can convert into sales orders, ensuring a seamless process from lead management to deal closure.
Incentivize
Commissions: Clear Rewards for Partner Sellers
The Commissions application helps partners track individual sales rewards or revenue shares. It supports percentage-based payouts, product-specific rates, and accelerators for exceeding thresholds. Partners can view commission IDs, amounts owed, and customize reports to include details like payment status or dates. This transparency ensures sellers understand earnings and receive recognition for their contributions.
MDF: Simplifying Market Development Fund Management.
ZINFI’s MDF (Market Development Fund) application helps partners plan, request, and claim Market Development Funds. Partners can create plans, split budgets across activities, upload proof like invoices, and request extensions. Approval workflows, tier-based rules, and detailed reporting provide transparency. With locked yet customizable reports, partners track approved, rejected, and pending MDF claims efficiently, ensuring smoother fund utilization.
Rebates: Rewarding Partner Organizations with Transparency
The Rebates application tracks incentives at the organizational level, showing rebate IDs, deal links, percentages, and payout schedules. Rebates can be based on percentages, flat rates, or entitlements with accelerators. Partners can customize views, monitor payment status, and filter data for clarity, ensuring full visibility into earned rewards and expected payments.
Accelerate
Communities: Driving Partner Collaboration and Engagement.
The Communities application enables partners to join vendor-assigned groups for collaboration and knowledge-sharing. Features include chat walls, file sharing, likes, comments, and customizable notifications. Partners can toggle between multiple communities, favorite groups, and search posts for quick access. This platform fosters stronger communication, peer interaction, and engagement across sales, marketing, and learning communities.
Marketplace: Connecting Partners, Offerings, and Opportunities.
ZINFI’s Contract application centralizes vendor-partner agreements, displaying contract types, years, and renewal details. Partners can send agreements for e-signature, download them, and receive expiry alerts. It also hosts terms and conditions for quick acceptance, ensuring clarity and compliance while streamlining contract management and renewals.
Admin
Portal Admin: Guided Setup for Scalable Management.
The ZINFI Admin Portal streamlines portal setup with step-by-step tools for access management, user onboarding, branding, workflows, and connectors. Admins can configure menus, notifications, and emails while leveraging application-specific setup options. Rollup reports track partner onboarding, enablement, sales, marketing, and incentives. Highly configurable, the portal ensures flexibility, scalability, and full visibility for administrators.
Access Management: Personalizing Partner Experiences.
The Access Management tool lets admins tailor portal experiences with groups, profiles, tiers, and attributes. Groups control content access, while profiles define functionality and zones. Tiering assigns partners to levels like Gold, Silver, or Platinum based on criteria such as revenue. With granular visibility and permissions, the system ensures precise, role-based partner engagement.
Users: Simplifying User Setup & Access Management.
The Users module allows administrators to add and manage partner users efficiently. Each user record links to a partner account, defines roles, access zones, content groups, and approval status. Admins can configure details like reporting hierarchy, language, time zone, and territories, ensuring accurate permissions and smooth onboarding within the partner ecosystem.
CMS: Flexible Portal Design Made Easy.
ZINFI’s CMS (Content Management System) lets administrators customize portals with pages, menus, branding, and multi-language options. Using drag-and-drop blocks, templates, and audience-specific content controls, admins can build landing pages quickly. Features include translation, responsive previews, HTML imports, and dynamic layout tools. This flexibility ensures tailored partner experiences across roles, regions, and devices.
Workflows & Flexiflow: Powering Automation and Customization.
The Workflows and Flexiflow tools let administrators automate processes and customize applications. With best-practice templates, visual workflow canvases, and field-level editing, admins can design lead routing, approvals, and dynamic forms. Flexiflow enables page, field, and button configuration in development mode, then publishes for use—making the platform highly flexible, automated, and partner-ready.
Connectors: Seamless Integrations Across Platforms.
ZINFI’s Connectors application enables integration with CRMs, marketing tools, LMS, SSO, ERP, CMS, and more. Admins can map fields, manage custom objects, and control sync jobs by triggers, schedules, or batches. With flexibility to integrate any system via API, Connectors ensure smooth data flow, error tracking, and scalability across partner ecosystems.
