One Platform, Many Solutions. Unified Channel Management (UCM) allows a vendor organization selling through the channel to take an integrated approach by aligning channel policies, channel programs, channel people (both internal employees supporting the partner base and employees of external partners), business process automation and channel partners to build a high-performing global channel. This unified approach to channel management requires end-to-end automation of three core sub-processes, e.g., partner relationship management (PRM), partner marketing management (PMM) and partner sales management (PSM).
- Products
- Portal Administration Management
- Native Applications for Mobile DevicesEnjoy on-the-go access to all the tools you need
- Alerts & Notification ManagementManage email, SMS and mobile alerts in a single interface
- FluidCMS Content ManagementBuild a portal or microsite in minutes with simple tools
- FlexiFlow Workflow ManagementAutomate & customize workflows to adapt to changing needs
- Partners Profile ManagementSegment partners into groups for optimal management
- Identify and Access Management (IAM)Control access rights of users and groups portal pages
- Enterprise Change ManagementTrack changes made to the portal in real time
- Business Intelligence ReportsDefault and custom reports provide actionable insight
- Users & Group ManagementAssign users to groups and profiles to manage accounts
- Centralized Interconnection ManagementSeamlessly connect to third-party applications
- Partner Portal Management
- Products Details ManagementUpload product details for marketing and sales assets
- Projects & Tasks ManagementEnable frictionless teamwork on projects and programs
- Communicate To Partners ManagementRecruit, engage and enable partners with these tools
- Marketplace ManagementList products/services partners can buy for their business
- Partner Survey ManagementGet feedback and insight from your partner base
- Documents Library ManagementManage distribution of partner-facing documents
- Co-Branded Assets ManagementProvide partners with easily co-brandable assets
- Partner Support ManagementDevelop a highly structured support infrastructure
- Community & Discussions ManagementFacilitate communication and collaboration among partners
- Partner Locator ManagementCreate a directory end users can search to find partners
- Partner Relationship Management
- Partner Business Plans ManagementProvide digital planning forms & approval workflow
- Partner Leads ManagementEngage partner reps & manage deal registrations
- Partner Contracts ManagementUpload, categorize & manage partner contracts
- Market Development Funds ManagementAutomate tracking & approval of plans & claims
- Partner Learning ManagementDigitally train & track partner certification process
- Deals Registration ManagementManage the entire deal registration process in one place
- Partner Onboarding ManagementAutomate recruitment & onboarding process
- Rebates ManagementGranularly manage partner records & access rights
- Partner Marketing Management
- Search Marketing ManagementQuickly set up co-branded search marketing campaigns
- Microsite & Landing Page ManagementEngage prospects with co-branded microsites
- Social Syndication ManagementDistribute content via partners’ social networks
- Event Marketing ManagementEmpower partners with “event -in-a-box” campaigns
- Direct Mail Marketing ManagementOur direct mail tools help you make a powerful statement
- Web Syndication ManagementAmplify reach with web-based solution showcases
- Email Marketing ManagementCreate templates for co-branded emails
- Multi-Touch Campaign ManagementCreate libraries of multi-touch campaigns and tactics
- Partner Sales Management
- Rapid Dialer ManagementStreamline lead generation with cloud-based auto-dialer
- Sales Gamification ManagementMotivate partners via sales goals and rewards
- Buyers Engagement ManagementEnable partners to track end-user engagement
- Commissions ManagementEffective commissions programs incentivize sales reps
- Configure Price Quote (CPQ) ManagementAutomate quotes review, approval and delivery
- Sales Rewards ManagementWell-managed rewards programs motivate partners to sell
- Channel Data Management (CDM)Manage your channel inventory, sales in and out
- Sales Desk ManagementUse Desk to understand customers and their buying patterns
- Portal Administration Management
- Solutions
- By Channel Maturity
- By Industry
- AutomotiveManage your internal sales and external dealers
- Life SciencesEnable your front-line mobile salesforce with tools
- CommunicationsEnable your sales, master agents and agents
- ManufacturingEmpower your dealers, wholesalers and resellers
- Financial ServicesEmpower your sales, brokers and agents
- RetailManage, monitor and drive outlet performance
- FranchisesManage, monitor and drive franchise performance
- High TechnologyEnable partners with the right tools and programs
- InsuranceEmpower sales teams, master agents and agents
- By Roles
- Channel MarketingRecruit, engage, enable and manage partners
- Field MarketingMaximize efficiency in multi-partner scalable programs
- Channel PartnerGrow sales by leveraging vendor’s tools and programs
- IT AdministrationConnect to sub-systems and manage workflows
- Channel Partner AdministratorLearn, engage, execute vendor programs efficiently
- Channel salesEngage, collaborate and track partner performance
- Channel Sales OperationsManage channel programs, workflows and initiatives
- Distribution ManagementEmpower distribution partners for higher performance
- Services
- Partner Marketing Services
- Partner Incentives ManagementOnboard your partners into incentive programs
- Partner Marketing ConciergeDrive adoption of partner programs and campaigns
- Partner Onboarding ServicesOnboard partners into key programs and initiatives
- Partner Recruitment ServicesFind, engage and recruit the right partners to expand reach
- Partner Research ServicesExplore and learn what makes your partners successful
- Partner Marketing Services
- Resources
- Technology Platform
- Asset Library
- Best Practices Events
- Analyst Reports
- Data Privacy Resources
- GDPR OverviewThis section says all about GDPR regulations
- CCPA OverviewThis section says all about CCPA regulations
- GDPR FAQsAll questions about GDPR
- CCPA FAQsAll questions about CCPA
- GDPR Policy DocumentsZINFI policy documents on GDPR
- CCPA Policy DocumentsZINFI policy documents on CCPA
- GDPR Functional DocumentsZINFI-GDPR Functional Documents
- CCPA Functional DocumentsZINFI-CCPA Functional Documents
- Partners
- Company