The Partner Onboarding Management module of ZINFI’s partner relationship management (PRM) platform enables your organization to automate the partner recruitment and onboarding process with a series of step-by-step activities through a configured Partner Onboarding Flow. The module helps you create varied Partner Programs comprising a hierarchy of Program Levels integrated with Program Tasks. Partner Onboarding Programs can be auto assigned to Partners based on the partner details and segmentation logic.
Partner Onboarding Flow
The Partner Onboarding Management module gives your organization a hawk’s eye view and complete control over the new partner engagement cycle. Define Programs comprising of Program Levels to be completed by the Channel Partner. Further, configure Program Levels comprising of Level Tasks which may comprise multiple assets or activities to be performed by your Partners based on the configuration defined by you. Your organization can easily define a flow of Program Levels involving multiple sequence of Level Tasks which needs to be completed by a prospective Channel Partner allocated to a specific Group – Group Account/Account/Contact during the onboarding cycle. Channel Partners through the onboarding process can review and track the completed and still-outstanding Programs, Program Levels and Level Tasks, helping them monitor their own engagement process.
Promote your Partners with eligible Benefits, Badges & Certificates associated with completion of Program Levels. Automate your Partners progress to hierarchical Program Levels by completing associated Level Tasks to unlock special Benefits, Badges & Certificates.
Key Features Include:
- Partner Onboarding Flow Configuration
- Auto Assignment of Programs to Partners
- Program Enrolment
- Program Level Advancement
- Provision Benefits, Badges and certificates
Certificate Management
With ZINFI’s Partner Onboarding Management module, you can manage the entire certification process more efficiently and accurately. Our easy-to-use tools allow you to automatically assign certificates or badges to users, accounts or the entire company as steps in the onboarding program are completed.
The module includes a certificate template management editor which makes creating and managing HTML versions of certificates simple. Certificates can be automatically populated with the appropriate data using the field hash code(s).
Each configured certificate can be either assigned to a specific user or an account.
Key Features Include:
- Certificate Template
- Certificate Type Association
Program Level Management
For each program created in ZINFI’s Partner Onboarding Management module, you can create various achievement levels for partners, each with a series of sequential steps to be completed for each level. You can also configure the program to make specific content accessible to user(s) as they achieve specific levels.
You define the program, and you determine whether levels to be achieved by a user, an account or the entire partner organization.
Key Features Include:
- Program Level
- Level Task Management
- Level Benefit Management
