Free Trial Contact Sales

Unified Channel Management – Partner Relationship Management – Channel Marketing Automation

Build A High-Performing Partner Ecosystem G2 names ZINFI as a
Leader in Summer 2020
for Partner Management
Software
Read More
Forrester PRM Report
G2 Crowd Summer 2020 Press Release
Forrester TCMA Report

Our Most Popular Modules & Capabilities.

Portal Content Management

Create a beautiful, mobile-responsive partner portal that partners can use to navigate through your channel programs and quickly find the content, campaigns and programs that they are eligible for. Use a complete set of easy-to-use, do-it-yourself tools to set up and manage content, campaigns and applications across various user groups, partner types, languages, regions and territories.

  • Set up mobile-responsive content with user-friendly DIY tools
  • Dynamically update, manage and distribute content to partners
  • Promote and track utilization of your channel programs
Popular Modules

Communicate to Partners Management

Create partner-facing (“Market-To”) campaigns that can be used to communicate to new prospective partners for recruitment efforts – or to existing partners, for awareness of new programs, events or other portal offerings. Leverage all campaigns tactics (email, events, microsites, social, etc…) to develop integrated campaigns to communicate with new or existing partners.

  • Admin can launch integrated campaigns to all partner types
  • Create recruitment or awareness movement among your eco-system
  • Track campaign response or engagement for partner scoring
Popular Modules

Onboarding Management

Leverage your Training/LMS courses and certification tracks, combined with other documentation and activity criteria – to build onboarding programs for your various partner segments. Include contracts, business plans or various miscellaneous parameters to get your partners up to speed and granularly track where your new partners are in their journey to onboard into your programs.

  • Set up unlimited programs segmented to partner types, verticals, etc…
  • Dynamically assign resources or content along their journey
  • Provide access and content based upon program progress or completion
Popular Modules

Partner Learning Management

Import or sync LMS content (documents, materials, videos, etc…) to build multi-section courses that can be combined into certification tracks to train your partners in various levels. LMS+ features SCORM-compliant packet delivery and player to provide industry-standard learning capabilities for your partners and internal users. Build comprehensive assessments to test in different parameters.

  • Feature all file types in your course materials
  • SCORM compliant delivery and player capabilities
  • Easily test users and track certifications & scoring
Popular Modules

Partner Planning Management

Customize & assign business plan templates for marketing, sales, etc…to your partners – and provide dynamic sections they can fill out & submit. Review and approve plans in a collaborative way, and track partner performance against planned activities & goals. Tie portal engagement and access to content/programs to the progress of these planned goals.

  • Create & assign templates for all plan types
  • Review partner submissions and customize your approval flow
  • Report on the performance & achievement of their planned goals
Popular Modules

Co-Branded Assets & Library Management

Upload a variety of digital asset types—web banners, videos, data sheets, case studies, success stories, price lists, etc…in multiple formats, including HTML, HTML5, PDF, MS Office and more. Make it easy for partners to co-brand and download web-ready or hi-res print-ready digital assets. Control which documents or parts of documents partners can edit or modify based on profile criteria (type, tier, region, language, etc…)

  • Quickly upload various digital assets for partner editing and co-branding
  • Provide web-ready or hi-res print quality downloadable assets & content
  • Track usage by partner types, locale & other variables for improved content ROI
Popular Modules

Partner Incentives Management

Accelerate partner sales performance by dynamically managing incentive programs such as market development funds (MDFs), co-op funds, sales rewards, rebates and commissions. Review and collaborate with partner plans online prior to approval. When they upload proof of performance, automate claim approval through appropriate currency exchanges. Then track incentives ROI with our powerful data analytics engine.

  • Review and upload programs, funds and incentives for partners
  • Allow partners to submit plans for approval after online review
  • Track partner proof of execution and disbursements, and monitor program ROI
Popular Modules

Partner Marketing Management

Digitally deploy co-branded campaigns (search, social, syndication, email, event, microsites, etc…) and enable your partners to run integrated campaigns with just a few clicks. Effortlessly track the performance of programs and campaigns, and determine what is working and what needs changing for partners to generate more leads at a lower cost. Enable agencies and third-party concierges to access and run programs for partners.

  • Quickly upload and set up digital multi-touch campaigns for partners to use
  • Specify which campaigns can be edited and to what extent by partner groups
  • Track partner-led demand generation activities by using your co-branded assets
Popular Modules

Partner Lead Management & Deal Registration

Connect to your existing CRM (or upload directly into our portal) and seamlessly manage the distribution of leads to partners, then easily track partner-led demand performance. Allow partners to register deals within the ZINFI platform while your channel team reviews, manages and approves. Run detailed analytics to understand which regions, partners and products perform well and identify areas for improvement.

  • Perform instant, batch or scheduled synchronizations with your CRM platform
  • Manage vendor-fed or partner-led lead generation to drive deal registration
  • Collaborate via notes, tasks and other tools to manage and approve leads & deals
Popular Modules

Business Analytics & Intelligence

Run activity and performance reports in real time across various partner groups, territories, programs and campaigns. Monitor performance on the fly, and build customized drill-down reports with a few clicks and drag-and-drop activities. Assign and mail reports to yourself or other members of your team, including selected partners. Generate increased ROI by correlating cross-program activities.

  • Generate real-time reports across your programs, campaigns and partner activities
  • Identify strategies that will drive better program ROI and partner productivity
  • Build correlational models based on past activities to better predict future ROI
Popular Modules

ZINFI

Your Portal. Your Way.

Modular Design Lets You Enable Only The Tools You Need.

ZINFI’s Unified Channel Management™ Platform features a fully customizable suite of Partner Relationship Management, Partner Marketing Management & Partner Sales Management tools to explore – making your solution as simple or robust as your business requirements:

Introducing ZINFI Unified Channel Management ZINFI (UCM™) Platform:

Collaborative Work Flow Management

Partner Relationship Management

Partner Business Plans Management
Plans
Partner Leads Management
Leads
Contracts Management
Contracts
Market Development Funds Management
MDF
Learning Management
Learning
Deals Management
Deals
Onboarding Management
Onboarding
Rebates Management
Rebates

Increase Efficiency & Performance

Partner Marketing Management

Search Marketing Management
Search
Microsites Management
Microsites
Social Syndication Management
Social
Event Marketing Management
Events
Direct Mail
Direct Mail
Web Syndication Management
Web
Email Marketing Management
Email
Multi-Touch Campaign Management
Multi-Touch

Control Brand & Extend Reach

Partner Sales Management

Rapid Dialer Management
Dialer
Sales Gamification Management
Gamification
Buyers Engagement Management
Engagement
Commissions Management
Commission
Configure Price Quote
CPQ
Rewards Management
Rewards
Channel Data Management
CDM
Desk Management
Desk

Build Pipeline & Close

Partner Portal Management

EXPAND

Products Management
Products
Library Management
Library
Project Management
Project
Assets Management
Assets
Partner Communication
Communicate
Support Management
Support
Marketplace Management
Marketplace
Community Management
Community
Survey Management
Survey
Partner Locator
Locator

Portal Administration Management

CORE

Native Apps
Native Apps
Alerts Management
Alerts
M MOBILE
FluidCMS
FluidCMS
FlexiFlow
FlexiFlow
A ADAPTIVE
Partners Profile Management
Partner
Access Management
Access
G GLOBAL
Change Management
Change
Business Intelligence Reports
Reports
I INTELLIGENT
CENTRi
CENTRi
Users Management
Users
C CONNECTED

Best Practices Guidebooks, Industry Best Practices Webinars & Analyst Reports

Our Customers’ Partners Succeed Using ZINFI.

e-Contact

e-Contact

Genesys Partner Portal

360 Profit Masters

360 Profit Masters

ZINFI Partner Marketing Concierge

AuDeo

AuDeo

Barco Email Marketing