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Text Content

Skip to the content

 * Customer Success
   * Our Clients
   * Success Stories
 * News
   * Innovation Awards
   * Press Releases
 * Company
   * About ZINFI
   * Leadership
   * Our Values
   * Our Name
   * Contact Us
   * Careers at ZINFI
 * Partners

1 925 750 8915

ZINFI Technologies, Inc.
 * Why ZINFI
   * Unified Channel Management
   * Industry Leader
   * GDPR Compliance
   * CCPA Compliance
 * 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
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     * Compare JSX vs HPX
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     * Channel Marketing
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     * Channel Partner Administrator
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 * Resources
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   * Analyst Reports
     * Forrester Wave PRM 2020
     * Forrester Wave TCMA 2020
     * Forrester Wave PRM 2018
     * Forrester Wave TCMA 2018
     * SiriusDecisions PRM 2017

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Close Menu
 * Why ZINFIShow sub menu
   * Unified Channel Management
   * Industry Leader
   * GDPR Compliance
   * CCPA Compliance
 * ProductsShow sub menu
   * Portal AdministrationShow sub menu
     * Mobile Apps
     * Alerts & Notification
     * Content Management
     * Workflow Management
     * Partner Profiles
     * Identity & Access
     * Change Management
     * BI Reports
     * Connectors Management
     * Users Management
   * Partner PortalShow sub menu
     * Documents Library
     * Co-Branded Assets
     * Products Catalog
     * Communicate To Partners
     * Community Management
     * Partner Locator
     * Partner Help Desk
     * Partner Survey
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     * Project Management
   * Affiliate MarketingShow sub menu
     * Marketplace Management
     * Promotion Management
     * Referral Management
     * Payment Management
   * Partner RelationshipShow sub menu
     * Partner Onboarding
     * Contracts Management
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     * Learning Management
     * Leads Management
     * Deal Registration
     * CPQ Management
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   * Partner MarketingShow sub menu
     * Search Marketing
     * Social Syndication
     * Direct Mail
     * Email Marketing
     * Microsite & Landing Pages
     * Event Management
     * Web Syndication
     * Multi-Touch Campaigns
   * Partner IncentivesShow sub menu
     * Commissions Management
     * MDF Management
     * Rewards Management
     * 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
   * Partner Marketing ServicesShow sub menu
     * Partner Marketing Concierge
     * Partner Onboarding Services
     * Partner Recruitment Services
     * Partner Research Services
 * ResourcesShow sub menu
   * Technology PlatformShow sub menu
     * Platform Architecture
   * Resources LibraryShow sub menu
     * Best Practices Articles
     * Best Practices Guides
     * Best Practices Podcasts
     * Analyst Webinars
     * Symposium Videos
   * Analyst ReportsShow sub menu
     * Forrester Wave PRM 2020
     * Forrester Wave TCMA 2020
     * Forrester Wave PRM 2018
     * Forrester Wave TCMA 2018
     * SiriusDecisions PRM 2017
   * Data Privacy ResourcesShow sub menu
     * 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
   * Careers at ZINFI
 * Partners
 * Contact Sales




FORRESTER & G2 NAME
ZINFI A LEADER IN
THROUGH CHANNEL MARKETING &
PARTNER RELATIONSHIP MANAGEMENT

Learn More

 * 
 * 
 * 
 * 
 * 


UNIFIED CHANNEL MANAGEMENT


OUR MOST POPULAR MODULES & CAPABILITIES

 * Design
 * Recruit
 * Onboard
 * Train
 * Plan
 * Enable
 * Market
 * Sell
 * Incentivize
 * Analyze
 * More


DESIGN

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


RECRUIT

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


ONBOARD

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


TRAIN

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


PLAN

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


ENABLE

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


INCENTIVIZE

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


MARKET

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


SELL

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


ANALYZE

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


INTRODUCING UNIFIED CHANNEL MANAGEMENT PLATFORM


COLLABORATIVE WORK FLOW MANAGEMENT

SCALE
Affiliate Marketing
Management

AMPLIFY YOUR
BRAND’S REACH

Marketplace

Promotion

Referral

Payment

Partner Relationship
Management

INCREASE EFFICIENCY
& PERFORMANCE

Onboarding

Contracts

Plans

Learning

Leads

Deals

CPQ

CDM

Partner Marketing
Management

CONTROL BRAND
& EXTEND REACH

Search

Social

Direct Mail

Email

Microsite

Event

Web

MultiTouch

Partner Incentives
Management

INCENTIVIZE TO
MAXIMIZE PERFORMANCE

Commissions

MDF

Rewards

Rebates

Partner Portal Management
EXPAND

Library

Assets

Products

Communicate

Community

Locator

Support

Survey

Exchange

Project

Portal Administration Management (Core)
START

MOBILE

Mobile Ready

Alerts

ADAPTIVE

FluidCMS

FlexiFlow

GLOBAL

Partners

Access

INTELLIGENT

Change

Reports

CONNECTED

CENTRi

Users

Adaptive SaaS

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:


BEST PRACTICES GUIDEBOOKS,
INDUSTRY BEST PRACTICES WEBINARS & ANALYST REPORTS


 * BEST PRACTICES WEBINARS
   
   
   ATTEND OR WATCH
   
   Learn from industry analysts and ZINFI experts various aspects of Channel
   Marketing, Partner Management etc.
   
   Webinars


 * BEST PRACTICES GUIDEBOOKS
   
   
   DOWNLOAD A GUIDE
   
   Learn how you can build a high performing channel by optimizing your partner
   training, recruitment, demand-gen and more.
   
   Guidebooks


 * ANALYST REPORTS
   
   
   HOW WE DIFFERENTIATE
   
   Read up on how ZINFI stands out among industry competitors and what our
   visionary UCM platform brings to the game.
   
   Reports


OUR CUSTOMERS’ PARTNERS SUCCEED USING ZINFI

1 X OVER EFFICIENCY

E-CONTACT

Genesys Partner Portal

11 % INCREASED REVENUE

360 PROFIT MASTERS

ZINFI Partner Marketing Concierge

41 GENERATED LEADS

AUDEO

Barco Email Marketing

1 X OVER EFFICIENCY

E-CONTACT

Genesys Partner Portal

11 % INCREASED REVENUE

360 PROFIT MASTERS

ZINFI Partner Marketing Concierge

41 GENERATED LEADS

AUDEO

Barco Email Marketing

1 X OVER EFFICIENCY

E-CONTACT

Genesys Partner Portal

11 % INCREASED REVENUE

360 PROFIT MASTERS

ZINFI Partner Marketing Concierge

41 GENERATED LEADS

AUDEO

Barco Email Marketing




TECHNOLOGY PARTNERS




RECENT POSTS

 * ZINFI Expands Its Unified Channel Management Platform with Affiliate
   Marketing Management Solutions
 * How to Use PRMs to Manage Commission Payments to Your Partners
 * How to Use PRMs to Manage Your Affiliate Network


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 * CCPA Compliance
 * Terms of Use
 * Privacy Policy
 * Cookie Policy
 * Accessibility Policy
 * Site Map


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