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 Affiliate Marketing Management (AMM). 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.
Partner Onboarding Management
Partner Onboarding Management module 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.Learn More
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.Learn More
Partner Business Plans Management
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.Learn More
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.Learn More
Partner Leads Management
ZINFI’s Partner Leads 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.Learn More
Deal Registration Management
ZINFI’s Deal Registration Management module associates partner-related contact, record and deal and opportunity information to provide a complete customer view for your group in a single place.Learn More
Configure Price Quote (CPQ) Management
ZINFI’s Configure Price Quote (CPQ) Management module can allow special pricing and quotes approval from partner sales reps to your channel reps and channel management team members.Learn More
Channel Data Management
Use this module to access point-of-sales data from distributors and resellers to track performance by region, territory, reseller and product, and to proactively manage inventory.Learn More