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Partner Relationship Management (PRM)

Organizations selling through the channel need to focus on building core processes related to partner relationship management (PRM). Typically, partner relationship management activities include partner recruitment, onboarding, training, marketing enablement, sales enablement and incentives management. The nature of these activities varies considerably across industry verticals. Also, there are various types of channel partners—including dealers, agents, resellers, franchisees and so on—depending on the vertical in question.

ZINFI is an industry leader providing a Unified Channel Management (UCM) platform that comprises SaaS applications for Partner Relationship Management (PRM), Partner Marketing Management (PMM) and Partner Sales Management (PSM). Partner relationship management is a foundational application for UCM. It establishes the partner portal as the gateway through which a vendor connects and communicates with its partner base. PRM also tends to come with a cluster of core applications.

The following is a brief overview of PRM modules that are provided in ZINFI’s partner relationship management (PRM) SaaS application platform.

PRM Modules

PRM - Portal Content Management

Portal Content Management

ZINFI’s PRM comes with a Portal Content Management module that enables organizations to set up and manage partner portal content and “to partner” campaign content. All content can be assigned to different partner groups with granular access control.

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PRM - Channel Profile Management

Channel Profile Management

ZINFI’s PRM comes with a Channel Profile Management module that enables organizations to granularly manage partner records (accounts, contacts, performance data, etc.). This allows organizations to segment partners effectively into groups with various parameters to optimize management activities.

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PRM - Partner Onboarding Manangement

Partner Onboarding Management

ZINFI’s PRM comes with a Partner Onboarding Management module that enables organizations to automate the partner recruitment and onboarding process by providing a step-by-step approach to these activities. Based on partner type, engagement, etc., organizations can create different onboarding tracks for different partner categories.

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PRM - Partner Contracts Management

Partner Contracts Management

ZINFI’s PRM comes with a Partner Contracts Management module that enables organizations to dynamically manage and monitor all of the contractual agreements that channel partners sign during the various phases of partner engagement cycle.

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PRM - Partner Documents Management

Partner Documents Management

ZINFI’s PRM comes with a Partner Document Management module that enables organizations to upload various types of partner-facing documents into folders. Organizations can assign these documents and folders to various partner groups with granular access control.

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PRM - Partner Business Planning

Partner Business Planning

ZINFI’s PRM comes with a Partner Business Planning module that enables organizations to develop business plans by working with internal and external partner stakeholders to ensure plan execution and compliance.

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PRM - Partner Learning Management

Partner Learning Management

ZINFI’s PRM comes with a Partner Learning Management module that enables organizations to manage channel partner training and certification by various partner tiers and types and to grow partner competencies in a systematic way through structured curricula.

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PRM - Co-Branded Assets Management

Co-Branded Assets Management

ZINFI’s PRM comes with a Co-branded Assets Management module that enables organizations to provide digital assets to channel partners, who can then co-brand these assets and reuse them for various marketing- and sales-related activities.

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PRM - Partner Lead Management

Partner Lead Management

ZINFI’s Partner Lead Management module enables organizations to distribute leads to their partner base and manage the “contacts to contracts” process. This module helps organizations engage partner sales reps via “round robin,” “shark tank” and other lead management mechanisms.

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PRM - Market Development Funds Management

Market Development Funds Management

ZINFI’s PRM comes with a Market Development Funds Management module that enables organizations to allocate market development and co-op funds to partners and help them apply for program funding and claim compensation by supplying proper proof of execution.

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PRM - Partner Rewards & Rebates Management

Partner Rewards & Rebates Management

ZINFI’s PRM comes with a Partner Rewards & Rebates Management module that enables organizations to automate management of various incentives schemes, such as sales rewards, company rebates and commissions to drive channel performance.

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PRM - Business Intelligence Reports

Business Intelligence Reports

ZINFI’s PRM comes with a Business Intelligence Reports module that provides hundreds of default reports and the ability to create custom reports. This allows users to understand what is working and what needs improvement in global and local channel performance and programs.

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