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Partner Business Planning

Partner Business Planning solves the problem of misalignment and manual tracking by providing a unified, automated platform. It offers customizable templates, automated approval workflows, and real-time KPI tracking (like lead generation and deal closure). This ensures that every partner’s plan is actionable, measurable, and perfectly aligned with the vendor’s strategy, driving mutual growth and simplifying management.

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Partner Business Planning Plan Template Dashboard

Plan Template Dashboard

Easily manage business plan templates from a centralized hub with full control and customization.

  • Create, edit, and delete templates with just a few clicks.
  • Build custom views and saved searches for fast access.
  • Ensure partners always work from the latest approved frameworks.

This application centralizes and simplifies partner business plan management with templates, dashboards, and automated approvals.

Plan Template Details

Get complete visibility into every template with performance-focused parameters.

  • Configure plan type (Sales or Marketing) and partner type (Distributor, Reseller, VAR, Services)
  • Set KPIs including lead generation, deal closure, and customer satisfaction
  • Assign templates directly to users or groups for rollout

For effective evaluation, gain a 360-degree view of every partner plan, including key performance indicators and tailored parameters.

Partner Business Planning Plan Template Details
Partner Business Planning Add or Edit Templates

Add or Edit Templates

Quickly build new templates or adjust existing ones to reflect changing business needs.

  • Select partner type and plan type to tailor each template
  • Set objectives with measurable values and success metrics
  • Save and assign templates instantly to streamline adoption

Streamline template creation and modification to keep pace with evolving partner strategies and business objectives.

Partner Plan Dashboard

Centralize the management of all submitted partner plans in one place.

  • View all submitted plans in a single dashboard
  • Use filters, search, and saved views to find data quickly
  • Eliminate manual tracking with real-time access

Centralize and gain real-time visibility into all submitted partner plans from one dashboard, eliminating the need for manual tracking.

Partner Plan Dashboard
Partner Plan Details

Partner Plan Details

Access a 360° view of partner submissions for deeper insight and accountability.

  • Review partner company information, SWOT, and GTM strategy
  • Track quarterly pipeline projections and certifications achieved
  • Monitor campaign calendars and target accounts in detail

Gain a comprehensive, 360° view of partner submissions, including company information, pipeline projections, and campaign calendars, to evaluate growth potential.

Campaign Calendar Tracking

Stay on top of partner campaign execution from planning to completion.

  • Compare proposed vs. actual execution dates
  • Monitor campaign list sizes and outcomes
  • Ensure marketing alignment with approved strategies

This ensures partners execute campaigns on time, at scale, and in full alignment with strategic marketing goals.

Campaign Calendar Tracking
Approval Workflow Transparency

Approval Workflow Transparency

Automate approvals with clear visibility into every step of the process.

  • Track submitter, approver, comments, and status history
  • Maintain governance with detailed audit trails
  • Accelerate approvals while ensuring compliance

Plan Approval Workflows delivers faster, compliant decision-making with full accountability and end-to-end visibility.

Partner Business Planning with End-to-End Automation

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Best Practices Resources

Browse & Access our Industry Best Practices Webinars, Best Practices Guidebooks and Analyst Reports

  • Best Practices Webinars

    Learn from industry analysts and ZINFI experts various aspects of Channel Marketing, Partner Management etc.

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  • Best Practices Guidebooks

    Learn how you can build a high performing channel by optimizing your partner training, recruitment, demand-gen and more.

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  • Analyst Reports

    Read up on how ZINFI stands out among industry competitors and what our visionary Unified Partner Management platform brings to the game.

    How We Differentiate

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Recent Posts

  • Next-Gen PartnerOps Video Podcast featuring Anthony Graziano – Orchestrating Partnerships: GTM Strategy in Workday Ecosystem
  • Hyperscalers, ISVs, and AI: Shaping the Future of B2B Software Distribution
  • Simplifying the Tech Stack: How PartnerOps Fuels AI-Driven RevOps Automation

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