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Skip to the content * Why ZINFI * Unified Channel Management * Industry Leader * GDPR Compliance * CCPA Compliance * Customer Success * Our Clients * Success Stories * News * Innovation Awards * Press Releases * Company * About ZINFI * Leadership * Our Values * Our Name * Contact Us * Subscribe Our Newsletters * Careers at ZINFI 1 925 750 8915 ZINFI Technologies, Inc. * Products * Portal Administration ManagementMobile Apps, Alerts & Notifications, Content Management, Partner Profiles and more * Partner Portal ManagementDocuments Library, Co-Branded Assets, Products Catalog, Communicate to Partners, Community and more * Affiliate Marketing ManagementMarketplace Management, Promotion Management, Referral Management, Payment Management * Partner Relationship ManagementOnboard, Contracts, Plans, Learning, Leads, Deals, CPQ, CDM * Partner Marketing ManagementSearch, Social, Direct Mail, Email, Microsite, Event, Web, Multi-Touch * Partner Incentives ManagementCommission, MDF, Rewards, Rebates * Solutions * By Channel Maturity * Jump Start Experience * High Performance Experience * Compare JSX vs HPX * By Industry * Automotive * Communications * Financial Services * Franchises * High Technology * Insurance * Life Sciences * Manufacturing * Retail * By Roles * Channel Marketing * Channel Partner * Channel Partner Administrator * Channel Sales * Channel Sales Operations * Distribution Management * Field Marketing * IT Administration * Partners * Agency Overview * Partner Resources * Learn More * Resources * Technology Platform * Platform Architecture * Resources Library * Best Practices Articles * Best Practices Guides * Best Practices Videos * Best Practices Podcasts * Feet on the Street Videos * Analyst Webinars * Analyst Reports * G2 Grid Report * Forrester Wave PRM 2020 * Forrester Wave TCMA 2020 Demo Request Contact Sales Search for: Close search Close Menu * ProductsShow sub menu * Portal AdministrationShow sub menu * Mobile Apps * Alerts & Notification * Content 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Rebates Management * SolutionsShow sub menu * By Channel MaturityShow sub menu * Jump Start Experience * High Performance Experience * Compare JSX vs HPX * By IndustryShow sub menu * Automotive * Communications * Financial Services * Franchises * High Technology * Insurance * Life Sciences * Manufacturing * Retail * By RolesShow sub menu * Channel Marketing * Channel Partner * Channel Partner Administrator * Channel Sales * Channel Sales Operations * Distribution Management * Field Marketing * IT Administration * PartnersShow sub menu * Agency Overview * Partner Resources * Learn More * ResourcesShow sub menu * Technology PlatformShow sub menu * Platform Architecture * Resources LibraryShow sub menu * Best Practices Articles * Best Practices Guides * Best Practices Videos * Best Practices Podcasts * Feet on the Street Videos * Analyst Webinars * Analyst ReportsShow sub menu * G2 Grid Report * Forrester Wave PRM 2020 * Forrester Wave TCMA 2020 * Data Privacy ResourcesShow sub menu * GDPR Compliance * CCPA Compliance * Why ZINFIShow sub menu * Unified Channel Management * Industry Leader * GDPR Compliance * CCPA Compliance * Customer SuccessShow sub menu * Our Clients * Success Stories * NewsShow sub menu * Innovation Awards * Press Releases * CompanyShow sub menu * About ZINFI * Leadership * Our Values * Our Name * Contact Us * Subscribe Newsletters * Careers at ZINFI * Contact Sales BEST PRACTICES GUIDES UNIFIED CHANNEL MANAGEMENT BEST PRACTICES: A GUIDE TO THE FUTURE OF THE CHANNEL INDUSTRY Download Now PARTNER MARKETING MANAGEMENT BEST PRACTICES: A GUIDE TO SUCCESSFUL PARTNER MARKETING EFFORTS Download Now PARTNER RELATIONSHIP MANAGEMENT BEST PRACTICES: TO BUILD A HIGH-PERFORMING CHANNEL Download Now DIGITAL MARKETING STRATEGY FOR SAAS LEADERS BEST PRACTICES: LEARN HOW SAAS LEADERS CAN DEPLOY PRACTICAL, COST-EFFECTIVE STRATEGIES TO COMPETE WITH INDUSTRY GIANTS AND BUILD A STRONG ONLINE PRESENCE Download Now MASTERING PARTNER MANAGEMENT BEST PRACTICES: LEARN ABOUT THE PROMISING CAREER OPPORTUNITIES THAT ARE EMERGING IN THE PARTNER ECOSYSTEMS Download Now MAXIMIZING EFFICIENCY AND COST SAVINGS WITH A UNIFIED PARTNER ECOSYSTEM MANAGEMENT PLATFORM: LEARN HOW INNOVATIVE BUSINESSES ARE USING INTEGRATED PARTNER MANAGEMENT SOFTWARE Download Now AI-DRIVEN PARTNER MARKETING BEST PRACTICES: LEARN HOW ARTIFICIAL INTELLIGENCE IS REVOLUTIONIZING PARTNER MARKETING AUTOMATION Download Now AGENCY PARTNERS BEST PRACTICES: LEARN ABOUT NEW, EXCITING OPPORTUNITIES FOR AGENCY PARTNERS Download Now NEW STRATEGIES FOR CHANNEL MANAGEMENT BEST PRACTICES: HOW TO BUILD NEW APPROACHES FOR BUILDING AND MANAGING YOUR EVOLVING PARTNER ECOSYSTEM Download Now PRM SOFTWARE BEST PRACTICES & CORE CAPABILITIES GUIDE: HOW TO SELECT THE RIGHT PRM SOFTWARE FOR YOUR PARTNER ECOSYSTEM Download Now AI-POWERED MARKETING STRATEGIES BEST PRACTICES: A GUIDE TO USE AI-POWERED TOOLS TO LEVERAGE NEW SOURCES OF VALUE IN CUSTOMER DATA Download Now PARTNER ONBOARDING BEST PRACTICES: A GUIDE TO DEVELOP AN EFFICIENT AND AUTOMATED PROGRAM Download Now AFFILIATE MARKETING MANAGEMENT BEST PRACTICES: A GUIDE TO BUILDING A HIGH-PERFORMING CHANNEL Download Now PARTNER PORTAL BEST PRACTICES: A GUIDE TO PROVIDING THE BEST SUPPORT TO YOUR CHANNEL Download Now LEAD MANAGEMENT BEST PRACTICES: A GUIDE TO ACQUIRE AND MANAGE LEADS EFFICIENTLY Download Now MARKET DEVELOPMENT FUNDS BEST PRACTICES: A GUIDE TO INCENTIVIZE PARTNERS TO GENERATE LEADS & CLOSE SALES Download Now MULTI-PARTNER DEMAND GENERATION BEST PRACTICES: A GUIDE TO ACHIEVE POSITIVE RETURN ON INVESTMENT Download Now PARTNER INCENTIVES MANAGEMENT BEST PRACTICES: A GUIDE TO ACHIEVE PARTNER LOYALTY & POSITIVE ROI Download Now DEAL REGISTRATION BEST PRACTICES: A GUIDE TO LOWER CHANNEL CONFLICTS BETWEEN YOUR INTERNAL SALES TEAM Download Now CHANNEL MANAGEMENT METRICS BEST PRACTICES: A GUIDE TO TRACK CORE SET OF CHANNEL MANAGEMENT METRICS Download Now PARTNER MARKETING CONCIERGE BEST PRACTICES: A GUIDE TO INCREASE CHANNEL PROGRAM ROI Download Now LEAD MANAGEMENT USING ZINFI UCM AND SUGARCRM: A GUIDE TO BUILDING EFFECTIVE LEAD MANAGEMENT PROGRAMS Download Now ZINFI has recently been named as a “Strong Performer”, and been ranked as a #1 analyst-related SaaS Platform in a number of industry-leading analyst reports. Please find “Best Practices Guides” under the “Resources” section in the main menu to find out how we stack up against other Partner Relationship Management and Channel Marketing Automation providers in the industry today. Also, to see the platform in action, please contact us to set up a personal, customized demo – and find the answer to your specific set of needs, in an easy-to-use, intuitive and comprehensive solution. ZINFI’s Global Marketing Services can assist your ROI and Demand Generation campaigns with various market-to and market-through activities supported by our expert team. BEST PRACTICES GUIDES KEY FEATURES INCLUDE: * Unified Channel Management * Portal Administration Management * Portal Portal Management * Affiliate Marketing Management * Partner Relationship Management * Partner Marketing Management * Partner Incentives Management RECOGNITIONS ZINFI AGAIN NAMED LEADER IN PARTNER MANAGEMENT SOFTWARE FALL 2023 G2 GRID® REPORT Press Release ZINFI CONSOLIDATES PARTNER MANAGEMENT SOFTWARE LEADERSHIP POSITION IN G2 SUMMER 2023 REPORT Press Release ZINFI AGAIN NAMED LEADER IN PARTNER MANAGEMENT SOFTWARE SPRING 2023 G2 GRID® REPORT Press Release ZINFI AGAIN NAMED LEADER IN PARTNER MANAGEMENT SOFTWARE G2 WINTER 2023 REPORT Press Release FORRESTER WAVE™ PARTNER RELATIONSHIP MANAGEMENT Q4 2020: A GUIDE TO THE FUTURE OF THE CHANNEL INDUSTRY Press Release FORRESTER WAVE™ THROUGH-CHANNEL MARKETING AUTOMATION Q2 2020: LEARN WHY ZINFI IS A LEADER IN TCMA Press Release Best Practices Guides 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. TECHNOLOGY PARTNERS RECENT POSTS * Video – Empowering Partner Ecosystems with Through-Channel Marketing Automation: A Comprehensive Guide * The Transformative Power of Artificial Intelligence in Channel-Based Sales * Video – Accelerate Revenue at a Lower Cost by Automating Partner-Driven Co-Selling USAGE LINKS * GDPR Compliance * CCPA Compliance * Terms of Use * Privacy Policy * Cookie Policy * Accessibility Policy * Site Map SITE SEARCH Search for: © 2023 ZINFI Technologies, Inc. ↑