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Channel Data Management (CDM)

ZINFI’s partner sales management (PSM) platform comes with a Channel data Management Module that gives you clear visibility into point-of-sales data from distributors and resellers to dynamically track which regions, territories, resellers and products are selling through and which are not. Use the module proactively manage inventory to and through the channel.

Data Feed Management

ZINFI’s Channel Data Management module makes it easy for your organization to set up a dynamic data collection process from your distributors and resellers to keep track of what is selling, who is selling, where products are selling and why. This module allows you to connect to individual data feeds in various formats—web services, XML, EDI via an on-demand integration or CSV—via manual upload. Once various data streams are connected and sales data has been gathered in the system, you or ZINFI’s concierge team can using ZINFI’s cleansing and normalizing engine to prepare the data for validation and enrichment activities. When the data has been properly cleaned and formatted, it is ready for further analysis to generate insights related to various sales drivers.

Key Features Include:

  • On-demand data feed management
  • FTP/website upload management
  • Data transformation engine
  • Data validation engine
  • Data enrichment engine

Reseller Data Management

Track the performance of your distributors, dealers and partners. With the Channel Data management module, you can manage data streams by individual distributor, but also aggregate reseller data across multiple distributors. This gives you the ability to monitor your medallion partners’ activities and track their performance in real time. It also allows you to track activities in detail across multiple regions, territories and sub-territories. Drill down to the product level and reveal real-time inventory trends across your entire channel.

Key Features Include:

  • Distributor data management
  • Reseller data management
  • Territory analysis and management
  • Product mix management
  • Inventory management

Dynamic Sales Analytics

ZINFI’s Channel Data Management module comes with deep analytical capabilities that give you dynamic insight into a variety of sales-related performance metrics. Run real-time analyses of what is selling, who is selling and where. Use historical data to build a model providing more accurate predictions of your sales performance. The module comes with a dynamic report builder that allows you to create correlational reports on the fly so you can go deep into diverse aspects of your channel performance. You can also download the analytical data and reports in multiple user-friendly formats, including PowerPoint, PDF and Excel.

Key Features Include:

  • Dynamic report builder
  • Automatic report emailing
  • Pre-scheduled analytical runs
  • Sales-out forecasting
  • Inventory modeling
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