Partner Lead Management

ZINFI’s Partner Relationship Management (PRM) platform comes with an integrated Partner Lead Management module for partners to use. This allows tracking of marketing activities and results from multiple campaigns and communication channels such as email, search, social media, telephone, print, etc. The CRM systems need to track click metrics, site visits details and develop detailed lead scoring metrics

Lead Management

Partner Lead Management

This module can a vendor to allocate leads to partners, track and manage, but also provides a seamless integration to a vendor’s and a partner’s existing CRM infrastructure. This module also enables each partner with a completely secure, private, and confidential access to their entire prospect and customer list.

Key Features Include:

  • CRM Connectors
  • Lead Upload & Allocation
  • Lead Scoring & Distribution
  • Lead Processing & Management
  • Opportunity Management & Deal Reg.

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