Partner Management

ZINFI’s Partner Management application is the foundational architectural layer of the ONBOARD zone, engineered to provide a Unified Partner Record (UPR) across global channel ecosystems. This high-density management engine serves as the Single Source of Truth (SSoT) for multi-tier partner profiling, recruitment, and lifecycle orchestration. By utilizing low-code workflow automation, the application enables vendors to consolidate disparate partner data points into a cohesive, searchable directory. It facilitates the creation of sophisticated, logic-based onboarding paths and accreditation tracking, ensuring that global compliance and regional requirements are met with surgical precision. Designed for high-scale B2B SaaS environments, ZINFI’s Partner Management optimizes administrative bandwidth while providing the granular visibility necessary to drive long-term partner engagement and ecosystem growth.

Partner Management

Partner Prospects

Track and manage potential partner organizations in your recruitment pipeline.

Capture prospect details through forms or API
Assign ownership and track stages from interest to onboarding
Automatically convert qualified prospects into partner records

This module helps accelerate recruitment with visibility into prospect pipelines and conversion rates.

Partner Companies

Maintain a single, unified profile for each partner organization in your ecosystem.

Store core company information, such as HQ location, size, region, and specialization
Track active programs, regions served, and certifications
Link accounts, contacts, deals, and historical activities

This foundational record keeps every partner profile centralized, clean, and easily accessible.

Partner Contacts

Manage individual users across partner organizations with detailed role and access control.

Add and categorize partner contacts by role (sales, technical, marketing, etc.)
Set communication preferences and portal access rights
Track engagement history including training, deal registrations, and event participation

This contact-level granularity improves collaboration and compliance across partner teams.

Partner Accounts

Organize sales, support, or service-specific accounts linked to a partner company.

Track multiple sub-accounts under one parent partner company
Manage account-specific sales targets, support tickets, and revenue data
Assign account managers for better accountability

These structures align with complex partner business models, including MSPs and multi-location VARs.

Partner Types

Categorize partners to align with your go-to-market strategies and service models.

Define partner types (e.g., Reseller, System Integrator, Distributor, OEM)
Tailor onboarding paths, portal views, and program access by type
Apply type-specific rules for incentives, co-marketing, and content access

Partner types drive personalization and operational agility across your ecosystem.

Tiers

Establish and manage your tiering strategy based on partner performance and engagement.

Define tier levels (e.g., Silver, Gold, Platinum) with custom criteria
Automate tier assignments based on revenue, certification, or deal volume
Trigger tier-based access to content, rewards, and resources

Tiers help recognize high performers and motivate continuous growth.

Badges

Gamify and incentivize partner engagement through a dynamic badge system.

Assign digital badges for completing certifications, attending events, or hitting targets
Display badges in the partner portal and reports
Track badge history for compliance and motivation

Badges drive engagement and loyalty through visual, goal-based recognition.

Channel Scorecard

Gain a 360° performance view of your partner ecosystem through real-time scorecards.

Monitor KPIs like revenue, pipeline, engagement, certifications, and support metrics
Customize scorecard formulas by partner type or region
Benchmark partners against goals and peers

Scorecards enable data-driven decision-making and transparency in partner performance.

Frequently Asked Questions

How does ZINFI manage data privacy for global partner records?

ZINFI is built with a security-first architecture, offering GDPR and CCPA compliance tools. Administrators can set granular permissions and data residency rules to ensure that partner PII is handled according to regional legal requirements.

Can we customize the partner application process for different countries?

Yes. The application supports localized recruitment workflows. You can configure unique forms, vetting requirements, and approval paths for different regions within the same centralized environment.

Does the Partner Management module support multi-tier distribution models?

Absolutely. The system is designed to handle complex relationships, including 1-tier, 2-tier (Distributor/Reseller), and multi-tier ecosystems.

How is partner performance data integrated into the profile?

ZINFI acts as an integrated hub. Performance data from the SELL and INCENTIVIZE zones is automatically aggregated and displayed within the core Partner Profile.

Can the onboarding process be triggered automatically upon partner approval?

Yes. Once a partner application moves to the ‘Approved’ state, ZINFI can automatically trigger an enrollment into specific Partner Programs.

Partner Management