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Sales Assets Management

Sales Assets Management

The Sales Assets Management module of ZINFI’s partner sales management (PSM) platform enables your organization to set up and upload various buyer-facing assets that any platform user—including channel marketing reps, partner sales reps and others—can access and use to drive sales. These assets can be quickly modified and customized by users before they provide them to the target audience.

Asset Management

Asset Management

ZINFI’s Sales Asset Management module allows your organization to upload and manage multiple types of sales and marketing assets in a variety of formats, including HTML, HTML5 and PDF. The module automates and simplifies the process of distributing these assets to the appropriate channel sales teams for use in customer-facing activities. Users can edit the available content or customize it to meet their unique requirements. Sales assets management tools include publish date and expiration date configuration so you can easily manage the validity of assets and keep content current. Our multilingual capability enables you to manage assets on a global level so your country teams can upload and manage localized content that’s appropriate to partners and customers in their region.

Key Features Include:

  • Asset Setup & Upload
  • Asset Expiration Management
  • Asset Access Control
  • Partner Notifications
  • Asset Access Reporting

Asset Metadata Management

The Sales Assets Management module offers tools that make it easy for your organization to manage various asset schemas. We offer an end-to-end process and governance framework for asset creation, control, enhancement, attribution, definition and management within a repository, enabling granular visibility control. With more than 20 different metadata parameters, our Sales Asset Management module makes it possible for your organization to quickly configure metadata for every asset uploaded in the partner portal. This enables more effective categorization and organization of assets, and makes it easy for users to search for and find specific assets.

Key Features Include:

  • Asset & Agency ID Management
  • Campaign Association Management
  • Fiscal Quarter Management
  • Group & Country Association Management
Asset Metadata Management
Asset Approval Management

Asset Approval Management

Using the Sales Assets Management module, vendor organizations can set up multiple contributors for any specific asset. It’s a simple process to configure multilevel approval flow for asset uploads or asset updates before publishing for channel partner access. With this granular asset approval management capability, your organization can easily restrict portal admins from uploading or publishing unapproved assets. The Sales Assets Management module also includes system alerts that you can configure to notify your team members and the portal admins of new asset uploads as well as the acceptance or rejection of assets.

Key Features Include:

  • Multi-level Asset Approval Management
  • Asset Feedback Management
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