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Partner Lead Management

The Partner Lead Management module of ZINFI’s partner relationship management (PRM) platform enables your organization to distribute leads to your partner base and manage the complete “contacts to contracts” process. This module helps engage partner sales reps via “round robin,” “shark tank” and other lead management distribution mechanisms.

Shark Tank Management

The Partner Lead Management module allows your organization to distribute leads to different partners or partner groups based on various criteria established in a “shark tank” lead distribution scheme. Lead management data can also be synchronized with data in an existing CRM system for smooth integration between the two platforms.

Using the Partner Lead Management module, your organization can easily define a time frame for lead follow-up, including pre-scheduled system notifications at regular intervals when no activity has occurred. Pullback functionality allows a lead to be automatically pulled from one partner, in case of non-activity, and reassigned to another.

Key Features Include:

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

End-user Account Management

With our Partner Lead Management module, your organization and your channel partners can manage the entire journey of a prospective lead from generation to close through an automated system. This automated sales approach encourages partner engagement and yields enhanced productivity.

The Partner Lead Management module also includes functionality to track leads based on their age. This helps users quickly sort leads and logically prioritize follow-up activities. Organizations can easily configure system alerts to generate automated notifications to users on schedule dates and at scheduled times.

Key Features Include:

  • Lead Upload & Update
  • Lead Conversion
  • Activity Tracking
  • Notes & Task Association

Opportunity & Deal Management

Organizations use our Partner Lead Management module to set up an automated review and approval mechanism for all submitted opportunities and deals completed by the channel sales team. The module also allows you to push submitted opportunities and deals submitted to your internal CRM through configured system connectors.

The dynamic reporting engine of the Partner Lead Management module provides clear insight into the every level of the sales funnel created by your channel sales team. Individual channel partners can also track their own sales activity progress by reviewing their individualized progress dashboard.

Key Features Include:

  • Opportunity Management
  • Deal Registration
  • Approval & Review Management


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