Our partner automation software offers user-friendly, code-free tools for customizing and managing organization’s partner operations independently. No IT involvement needed.
- Users: Allows swift user setup and group management for secure systems.
- Partners: Fosters global partner management with clear guidelines.
- Access: Enables granular partner record control and visibility customization.
- Alerts: Offers administrators mobility for displaying event-based alerts to users.
- CMS: Facilitates easy portal creation and dynamic content management.
- Connectors: Facilitates secure API-based communication and data processing.
- Workflow: Simplifying automated workflow creation without coding.
- Change: Tracks portal changes and enables record rollback for restoration.
- Reports: Offers default and customizable partner performance measurements.
- Mobile Responsive: Boosts field teams, partners with competitive advantage.
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Automates partner recruitment, onboarding, and program management.
Manages partner contracts throughout the partner engagement cycle effectively.
Automates business planning, enhancing internal-external partner interactions.
Instant access, customization, and secure sharing of sales and marketing materials.
Integrates SCORM-compliant Learning Management for flexible partner e-learning.
Automates co-branding, and distributing digital assets to channel partners effectively.
Email Marketing Management enables partners to execute co-branded emails.
Simplifies social media content distribution through channel partners.
Enhances partner marketing with multi-touch campaign drag and drop.
Automates lead distribution, engagement, and “contacts to contracts”.
Deal Management associates partner-related data for customer view.
Streamlines pricing and automated quote approval mechanism for partners.
Automates commissions based on deals, products & tier parameters efficiently.
Automates Market Development Funds allocation for channel partners.
Automates rewards, rebates, and incentives for enhanced channel performance.
The Community module enables discussion groups to share ideas and solutions informally.
Enables an organization a private marketplace for partners.
Prioritizes on-the-go app development for effective channel management.
Partner Relationship
Partner relationship management activities focus on internal channel management optimization and automation to simplify how partners do business with a vendor.
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Name ZINFI a Leader
Powered by AI & Workflow Automation Management
We empower partnerships that thrive: onboard, enable, co-market, co-sell, and incentivize your partners to accelerate profitable growth.
Our Customers & Partners Love Us
Recognized as a leader in Partner Relationship Management (PRM), ZINFI’s Unified Partner Management (UPM) platform has garnered top ratings from both industry analysts and users. Its comprehensive features and ease of use set it apart in the market.
In G2’s Winter 2025 Grid Report, ZINFI was named a “Leader” and identified as “Best & Easiest to Use” in PRM software. These accolades reinforce its position as the top choice for organizations seeking an intuitive and powerful PRM solution.
Our Most Popular Modules & Capabilities
Unified Partner Management
Administration
Portal Administration Management
Our partner automation software offers user-friendly, code-free tools for customizing and managing organization’s partner operations independently. No IT involvement needed.
Onboard
Partner Programs Management
ZINFI Unified Partner Management’s Partner Programs Module automates recruitment, onboarding, and program creation, assigning programs based on partner details.
Partner Contracts Management
The Partner Contracts Module is ideal for dynamic, organized management of partner-signed documents throughout the engagement cycle.
Partner Business Planning
Partner Business Planning automates business plan development and enhances collaboration for effective execution and compliance.
Enable
Documents Library Management
Unified Partner Management’s Documents Library Management offers easy access to sales and marketing collateral, enabling customization and sharing with partners.
Partner Learning Management
Use ZINFI’s Learning Management Application for partner training, featuring standards-compliant e-learning and flexible, bite-sized content.
Co-Branded Assets Management
Automate asset distribution to partners for co-branding and versatile marketing and sales use within your organization.
Market
Email Marketing Management
Our platform simplifies multi-touch co-brandable emails for partner organizations, ensuring responsive design for visible CTAs on all devices.
Multi-Touch Campaign
Unified Partner Management’s application allows partners to create multi-touch marketing campaigns easily with a user-friendly interface.
Social Syndication Management
ZINFI Unified Partner Management’s Social Syndication Management simplifies social media content distribution across partner networks.
Sell
Partner Leads Management
Partner Leads Management streamlines lead distribution to partners, facilitating the ‘contacts to contracts’ process.
Deal Registration Management
Our Deal Management consolidates partner contact, record, and deal data for a comprehensive customer view.
Configure Price Quote
The CPQ module empowers your organization with special pricing and automated quote approvals for partner sales.
Incentivize
Commissions Management
The Commissions Management application sets sales and referral commission parameters, based on registered deals, invoices, and leads.
Market Development Funds
Our Market Development Funds Management application efficiently allocates market development and co-op funds to partners.
Rebates Management
ZINFI’s Rewards & Rebates Management application automates incentives like sales rewards, company rebates, and commissions.
Accelerate
Community Management
Community module enables like-minded individuals to discuss, problem-solve, and comment.
Marketplace Management
The Marketplace Management enables an organization a private marketplace for partner transactions.
Mobile Ready Application
ZINFI’s mobile-first approach prioritizes the app development for on-the-go partner management.
End to End Workflow Automation
PRM Workflow Automation refers to using technology to automate partner relationship management processes, reducing manual intervention and increasing efficiency. It streamlines operations by eliminating repetitive tasks and improving consistency.
The ZINFI PRM platform automates tasks such as partner onboarding, training, marketing, selling, and performance tracking. These capabilities allow organizations to manage partner relationships more effectively.
AI-Enabled Content Creation
Artificial intelligence streamlines the production of high-quality content across various formats, including web pages, digital assets, and marketing campaigns. It automates repetitive tasks, allowing teams to focus on strategy and innovation.
By automating tasks such as text generation and data analysis, AI tools enhance creativity and efficiency. These capabilities enable marketers to deliver personalized and engaging content at scale.
AI-Enabled Partner Enablement
Artificial intelligence enhances partner enablement by providing personalized support, real-time guidance, and tailored resources. It ensures that partners receive relevant information based on their needs and engagement levels.
AI-powered systems can deliver customized training content, instant assistance, and data-driven insights. These capabilities enable partners to access help content, support materials, and guided assistance efficiently.
AI-Enabled Analytics
Artificial intelligence enhances analytics by automating data analysis, uncovering patterns, and generating actionable insights. It streamlines data processing, allowing organizations to extract meaningful information efficiently.
In Partner Relationship Management (PRM), AI-driven analytics enable organizations to monitor partner performance, predict trends, and make informed decisions. These capabilities help optimize strategies and foster more effective partnerships.
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