Partner Lead Management

Partner Lead Management

With the Partner Lead Management module of ZINFI’s partner sales management (PSM) platform, your organization can efficiently distribute leads to your partner base and manage the “contacts to contracts” process end to end. This module helps you engage partner sales reps using “round robin,” “shark tank” and other lead management mechanisms.

Shark Tank Management

Shark Tank Management

ZINFI’s Partner Lead Management module allows your organization to distribute leads to different partners or partner groups based on various “shark tank” criteria. You can also connect the module to an existing CRM system for smooth transition of data between the two platforms. Using simple tools provide in the Partner Lead Management module, your organization can define a timeframe for lead follow-up activities and pre-schedule system notifications at regular intervals in case planned activities are not performed. The module also includes pullback functionality, which allows a lead to be pulled from a partner and reassigned to another if the activity timeframe isn’t met.

Key Features Include:

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

End-user Account Management

The Partner Lead Management module gives your organization and its channel partners complete control of the entire buyer journey of prospective leads. This automated sales approach encourages partner engagement and yields enhanced productivity. You can also use our Partner Lead Management module to track leads based on their age. This helps users to sort the leads and prioritize follow-up activities. System alerts send notifications automatically to users according to a predetermined schedule.

Key Features Include:

  • Lead Upload & Update
  • Lead Conversion
  • Activity Tracking
  • Notes & Task Association
End-user Account Management
Opportunity & Deal Management

Opportunity & Deal Management

With the Partner Lead Management module your organization can easily set up an automated review and approval mechanism for all submitted opportunities and deals made by the channel sales team. It also allows you to push submitted opportunities and deals to your internal CRM through configured system connectors. The dynamic reporting engine of the Partner Lead Management module gives you access to detailed data and insight into the sales funnel created by the channel sales team. Individual channel partners can track their sales activity progress by reviewing their own progress dashboard.

Key Features Include:

  • Opportunity Management
  • Deal Registration
  • Approval & Review Management


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