Best Practices Articles
7 Reasons to Deploy A PRM System for Manufacturing Organizations

7 Reasons to Deploy A PRM System for Manufacturing Organizations

A robust Partner Relationship Management (PRM) platform is essential for manufacturing organizations today. It provides the core infrastructure to efficiently manage complex, multi-tiered channel partner networks. Manufacturers rely heavily on...
ZINFI Releases New Complimentary Guidebook on Lead Management Best Practices

ZINFI Releases New Complimentary Guidebook on Lead Management Best Practices

Latest guidebook in the ZINFI series focuses on lead management best practices and automation, and provides detailed instructions for seamlessly integrating the ZINFI UPM and SugarCRM platforms Pleasanton, CA —...
Leads, Leads Everywhere… How to Staff Up for Your Channel Lead Management Strategy

Leads, Leads Everywhere… How to Staff Up for Your Channel Lead Management Strategy

In my previous articles on lead management, I explained why building the right strategy is important, and how a thoughtful structure can make a big difference. In this article, we...
ZINFI Partners with SugarCRM to Launch an Advanced, End-to-End, Fully Integrated CRM-Partner Relationship Management Solution

ZINFI Partners with SugarCRM to Launch an Advanced, End-to-End, Fully Integrated CRM-Partner Relationship Management Solution

New solution allows enterprises to integrate partner systems of record and single sign-on, achieve seamless record flow and centralized reporting functions Pleasanton, CA — November 19, 2019 — ZINFI Technologies,...
5 Mistakes of Deal Registration Programs

5 Mistakes of Deal Registration Programs

Most companies selling through an open channel tend to implement deal registration programs. While some deal registration programs are helpful and actually help channel partners close deals and serve their...

Deal Registration

Podcast – 5 Mistakes of Deal Registration Programs

Podcast – 5 Mistakes of Deal Registration Programs

Most companies selling through an open channel tend to implement deal registration programs. While some deal registration programs are helpful and actually help channel partners close deals and serve their own interests,...
Lead Management. Leads Everywhere. How to Build the Right Organization?

Lead Management. Leads Everywhere. How to Build the Right Organization?

In my previous article on lead management, I discussed how to develop the right lead generation and management strategy by tying it to market segments, product types, pricing, complexity and...
ZINFI Platform Named a Leader in G2’s Fall 2019 Report on Partner Management Software

ZINFI Platform Named a Leader in G2’s Fall 2019 Report on Partner Management Software

Reviews from G2 user community as well as data aggregated from online sources and social networks earn ZINFI a spot in the G2 Partner Management “Leaders” quadrant; platform earns #1...
Lead Management Strategy? Which Management Strategy Should I Follow?

Lead Management Strategy? Which Management Strategy Should I Follow?

Channel sales are dependent on partners’ ability to generate, manage and close sales leads. Sometimes partners are able to generate new opportunities for a vendor, but in most cases vendors...
ZINFI Partner Portal Plays a Key Role in NEC Upgrade Campaign Executed by Central Telephone Sales and Service

ZINFI Partner Portal Plays a Key Role in NEC Upgrade Campaign Executed by Central Telephone Sales and Service

NEC Partner Uses the Partner Portal to Download and Co-brand Direct Mail Brochure in Coordination with a Telephone Campaign Touting Phone System Upgrade Pleasanton, CA — July 23, 2019 —...
NEC Partner Central Telephone Sales and Service, an NEC Partner, Uses the ZINFI Partner Portal to Run a Successful Campaign

NEC Partner Central Telephone Sales and Service, an NEC Partner, Uses the ZINFI Partner Portal to Run a Successful Campaign

NEC Partner Central Telephone Sales and Service Uses Marketing Assets from the ZINFI Partner Portal to Make Sales during NEC Upgrade Promotion Download Success Story PDF » Challenges According to...
ZINFI Releases New Complimentary Guidebook on Deal Registration Best Practices

ZINFI Releases New Complimentary Guidebook on Deal Registration Best Practices

Latest Guidebook in the ZINFI series focuses on the key components of an effective deal registration program, and provides practical advice for selecting and setting up deal registration software Pleasanton,...
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