Partners Profile Management
Centralized Partner Onboarding & Management
Streamline the entire partner lifecycle from initial recruitment to ongoing management with an intuitive, centralized platform.
- Use the Partner Onboarding Manager to automatically initiate the onboarding process for new partners, ensuring a smooth start.
- A new partner record is automatically created and associated with a unique ID, simplifying data management.
- You can manage the partner account status and details, including contact information and location.
- The platform provides a comprehensive view of all partners in a single list that can be sorted and filtered for easy access.
This centralized approach reduces administrative effort and provides a single source of truth for all partner data.
Tailored Profile and Access Control
Create and manage detailed partner profiles with granular control over their access and visibility to ensure they only see relevant information.
- Define and assign partner types, such as Reseller, Distributor, or Affiliate, to categorize your partners accurately.
- The system allows you to create customized partner tiers, enabling you to reward high-performing partners with exclusive benefits.
- You can configure each partner’s access rights to different tools and applications within the platform, ensuring they have the right resources for their role.
This level of customization helps you build strong relationships with your partners and ensures they have a personalized experience.
Partner-Centric Design
The application provides a user-friendly and intuitive experience for your partners, allowing them to manage their own profiles and access a wide range of tools.
- The campaign creation process includes options for co-branding various marketing assets like emails and social posts.
- Partners can easily access and customize campaign assets with their logo, contact information, and specific messaging.
- This feature ensures brand consistency while giving partners the flexibility to connect with their local audience.
Co-branding drives higher partner engagement and local market penetration by making campaigns more relevant to their customer base.
Partner Record Integration and Single Sign-On (SSO)
Streamline partner management by integrating partner records from external systems and simplifying the login process with SSO.
- ZINFI Connectors enable seamless integration of partner records from third-party systems like your CRM.
- Syncing data ensures all partner information, such as profiles and associated accounts, is consistently up-to-date across platforms.
- Integration with Single Sign-On (SSO) simplifies the partner login experience, providing a quick and secure way for partners to access the platform.
- The platform automatically manages partner tiers and profiles, updating them based on predefined rules and real-time data from integrated systems.
This integration and SSO functionality reduces administrative overhead and enhances the partner experience by providing a unified and secure platform.
Real-Time Performance Tracking
Track partner performance and engagement in real-time with a comprehensive dashboard and detailed reports.
- The system tracks key metrics such as a partner’s overall score, activity history, and engagement level with campaigns and other initiatives.
- You can view a complete history of all assignments, including the dates of entry and the users who made the assignments.
- Generate dynamic reports to gain insights into partner performance, identify trends, and optimize your channel strategy.
Data-driven insights empower you to make informed decisions about partner programs and resource allocation.
