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Channel Profile Management

Channel Profile Management

The Channel Profile Management module of ZINFI’s partner relationship management (PRM) platform enables your organization to granularly manage partner records, such as accounts, contacts and performance data. This allows you to segment partners effectively into groups with various parameters for optimized management.

Partner Profile Management

Partner Profile Management

The Channel Profile Management module allows your organization to manage channel partner profiles more quickly and effectively. Your organization can easily create partner records in the system, including business information such as partner address, number of employees, annual revenue, etc.

Using the partner profile management features of our Channel Profile Management module, channel management team members can easily track detailed partner profile information as well as sales history, lead generation and other channel program-related activities.

Key Features Include:

  • Partner List Upload & Management
  • Partner Entity Management
  • Partner Contacts Management

Module Management

The Channel Profile Management module enables your organization to set up and manage various modules in the partner portal using the module management functionality. This allows you to manage the visibility of modules and features to be made available to various user groups, depending on their profile.

With the module management features of our Channel Profile Management module, you can pick and choose from a list of available modules and make those modules available to your channel partners. You can also make specific modules available to portal users based on their role and access privileges, allowing you to manage portal access at a granular level.

Key Features Include:

  • Portal Modules Setup
  • Portal Modules Management
  • Modules & Zone Access Management
Module Management
Role Management

Role Management

Using the Channel Profile Management module, your organization can set up various roles in the partner portal which can be tagged with different users or user groups. Our role management features allow you to provide different access rights to portal users with a granular management capability.

With the role management features of our Channel Profile Management module, your organization enjoys the flexibility of changing permissions and removing users without having to make changes to individual profiles throughout the portal. This makes managing a multi-tier partner network much simpler.

Key Features Include:

  • Role Setup & Management
  • User Association
  • Portal Action Restriction Management

Partner Tier Management

The Channel Profile Management module allows your organization to manage a multi-tier channel partner model by categorizing various partner tiers based on variables like number of technical certifications, number of sales employees, annual revenue, commission rate, etc.

With the partner tier management features of our Channel Profile Management module, you can set up system alerts for partners to receive automatic updates regarding contract renewal or status upgrade. Each renewal or status upgrade gets tracked in the portal in real time, which helps your organization closely monitor the activities performed by each partner engaged in specific programs.

Key Features Include:

  • Partner Tier Addition
  • Partner Tier Management
  • System Alerts Setup
Partner Tier Management
Business Model Management

Business Model Management

The Channel Profile Management module allows your organization to set up different business models in line with partner tiers for further categorization of your channel partners, enabling you to further simplify management of the channel ecosystem.

Using the business model management features of our Channel Profile Management module, you can set up and manage distinct business models for classification of partners beyond tier categorization, based on the product category or industry vertical they do business in. Users have granular access management across the multi-tier partner model.

Key Features Include:

  • Business Model Addition
  • Business Model Management

 

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