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Configurable Channel Management Platform

Configurable Channel Management Platform

ZINFI’s Unified Channel Management (UCM) platform comes with a dynamic configuration tool (FlexiFlowTM) that facilitates the design, configuration and automation of various business processes. It guides ZINFI customers and their partners through a step by step process to develop automated business and campaign workflows. The ZINFI FlexiFlowTM user interface enables teams to easily grasp how channel programs and campaigns are executed from start to finish. The tool establishes a logical, iterative design process in which every part of a business flow is tested before it goes into production. With FlexiFlowTM, the days of coding are gone and now you just have to drag, drop and build what you want to automate.

FlexiFlow™ Process Automation

Create sophisticated, targeted flows without the headaches, and give every contact in your database the attention they deserve. The FlexiFlowTM visual editor makes it easy to envision workflows in real time—while building simple or complex follow-up workflows. Use advanced segmentation logic to determine exactly who gets enrolled in your organization workflows and when.

The FlexiFlowTM engine automates the regular and repetitive tasks of a business process, allowing your organization to define workflows without any code changes, thus saving both time and money. The FlexiFlowTM engine also helps you to improve the stability of the platform—again, with no code changes required.

Key Features Include:

  • Automated emails based on defined conditions
  • Automated task creation and assignment to users
  • Automatic value update in the database based on user-provided criteria
  • Define workflows for MDF, lead management, campaigns, deal reg., etc.

FlexiFlow™ Campaign Management

ZINFI’s FlexiFlowTM capability enables your channel management organization to create campaigns with a combination of easily configurable elements. Define actions for every record in the platform via Program Step. Use Decision Rule to define a process for records to flow through.

In FlexiFlowTM campaign management, Wait Step allows your organization to define a wait process across all or selected steps. With Switch Step, you can define a process that permits users to easily switch between different existing flows in the platform.

Key Features Include:

  • Program Step Management
  • Decision Rule Management
  • Wait Step Management
  • Switch Step Management
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