Partner Business Planning

ZINFI’s Partner Relationship Management (PRM) platform comes with a dynamic Partner Business Planning module. Organizations that manage top tier partners directly via a field or channel management infrastructure, very likely need to carry out quarterly, bi-annual or yearly joint business planning activities. ZINFI’s Partner Business Planning module can allow an organization to systematize the business planning process with an online form and approval flow.

Business Plan

Partner Business Planning

By using this module a vendor upload business plan templates and assign them by partner groups, location, etc. Once a business plan template has been assigned a partner needs to populate the plan with the right amount of detail for vendor approval.

Key Features Include:

  • Plan Set up & Upload
  • Plan Expiration Management
  • Plan Access Control
  • Partner Notifications
  • Business Plan Reporting

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