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Customers and Analysts Agree

ZINFI is the Leader in Partner Management Software

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ZINFI’s Unrivalled Excellence

Customers rate ZINFI’s Unified Partner Management (UPM) platform as #1 due to its advanced web architecture emphasizing security, speed, and user-friendliness.

Unified Partner Management’s unmatched capabilities in mobility, connectivity, and intelligence, combined with unique integrated tools, set it apart, ensuring businesses excel in partner management where other solutions fall short.

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Our Most Popular Modules & Capabilities

Unified Partner Management

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Unified Partner Management (UPM)

Unified Partner Management (UPM) is a comprehensive approach that centralizes and integrates the management of an organization’s partnerships, including channel partners, resellers, distributors, and alliances.

Administration

CMS

Simplifies portal creation with drag-and-drop, aiding application developers.

Workflow

Simplifies business process automation without coding, or drag-and-drop design.

Connectors

Unifies third-party platforms, streamlines data management, and ensures security.

Alerts

Alerts improve mobility for admins, notifying users of key events.

Users

Simplifies security admin for enterprises, easing user and group management.

Access

Offers granular partner record management and convenient visibility configuration.

Change

Tracks and allows rollback of portal audit records related to groups, users, content, workflows, etc.

Reports

Offers detailed reports to measure and enhance channel performance.

Onboard

Partners

Unifies global partner management with structured programs.

Programs

Automates recruitment, onboarding, and partner program setup.

Contracts

Manages contracts through entire partner engagement cycle.

Plans

Automates planning for internal and external collaboration.

Enable

Content

Securely store, customize, and share marketing materials.

Videos

Centralized partner video management for training efficiency.

Learning

Offers SCORM-compliant training for partner enablement.

Assets

Automates co-branding and digital asset distribution.

Market

Email

Launch co-branded campaigns through email automation.

Social

Simplifies social media content distribution through channel partners.

Microsites

Creates co-branded microsites and landing pages for partners.

Events

Creates co-branded event campaigns for partner engagement.

Sell

Referral

Empower affiliates to register referrals & manage commissions.

Deals

Centralizes and tracks registered partner deal activity.

Co-Sell

Streamlined partner collaboration for joint sales opportunities.

CPQ

Automates quoting with configurable pricing and approvals.

Incentivize

Commissions

Calculates commissions based on defined partner performance.

MDF

Automates funding requests and marketing activity approvals.

Rebates

Manages rebates tied to performance-based milestones.

Payment

Set up payments and claim commissions.

Accelerate

Community

Facilitates peer collaboration and informal knowledge sharing.

Marketplace

Enables storefront access to partner ecosystem applications.

Support

Validating, prioritizing, escalating and resolving support tickets.

Mobile Ready

Offers mobile-first partner tools and management capabilities.

Administration

Administration

Our partner automation software offers user-friendly, code-free tools for customizing and managing organization’s partner operations independently. No IT involvement needed.

CMS

Simplifies portal creation with drag-and-drop, aiding application developers.

Workflow

Simplifies business process automation without coding, or drag-and-drop design.

Connectors

Unifies third-party platforms, streamlines data management, and ensures security.

Alerts

Alerts improve mobility for admins, notifying users of key events.

Users

Simplifies security admin for enterprises, easing user and group management.

Access

Offers granular partner record management and convenient visibility configuration.

Change

Tracks and allows rollback of portal audit records related to groups, users, content, workflows, etc.

Reports

Offers detailed reports to measure and enhance channel performance.

Onboard

Onboard

Create rich recruitment and onboarding programs for your partners using these applications: Programs to generate step by step, cadenced onboarding, Contracts to integrate agreements and contracts for eSign, and Plans to develop collaborative business plans.

Partners

Unifies global partner management with structured programs.

Programs

Automates recruitment, onboarding, and partner program setup.

Contracts

Manages contracts through entire partner engagement cycle.

Plans

Automates planning for internal and external collaboration.

Enable

Enable

Ready your partners with the tools and skills they need to sell your products and services by creating courses and certifications tracks in Learning, access key documents and files in Library and create co-branded collateral with Assets.

Content

Securely store, customize, and share marketing materials.

Videos

Centralized partner video management for training efficiency.

Learning

Offers SCORM-compliant training for partner enablement.

Assets

Automates co-branding and digital asset distribution.

Market

Market

Through-Partner Marketing has never been easier – provide your partners with co-brandable Email templates and Social posts, and have them launch integrated Campaigns utilizing built in Microsite and Event landing pages.

Email

Launch co-branded campaigns through email automation.

Social

Simplifies social media content distribution through channel partners.

Microsites

Creates co-branded microsites and landing pages for partners.

Events

Creates co-branded event campaigns for partner engagement.

Sell

Sell

Pipeline generation and deal closure is an easy success for your partners when using our Deals application to manage transactional & referral deal registration, Leads to manage lead routing & nurture, and CPQ to manage quoting & invoicing.

Referral

Empower affiliates to register referrals & manage commissions.

Deals

Centralizes and tracks registered partner deal activity.

Co-Sell

Streamlined partner collaboration for joint sales opportunities.

CPQ

Automates quoting with configurable pricing and approvals.

Incentivize

Incentivize

Your partner will realize true value in doing business for you when you provide easy Commissions distribution & rules, MDF plans & claims to promote their co-marketing, and Rebates to incentivize them to close.

Commissions

Calculates commissions based on defined partner performance.

MDF

Automates funding requests and marketing activity approvals.

Rebates

Manages rebates tied to performance-based milestones.

Payment

Set up payments and claim commissions.

Accelerate

Accelerate

Take your partner engagement and adoption to the next level – have your partners collaborate & engage through Community, conduct business with new end-user leads & alliance vendors through Marketplace, on-the-go access to your portal programs & tools.

Community

Facilitates peer collaboration and informal knowledge sharing.

Marketplace

Enables storefront access to partner ecosystem applications.

Support

Validating, prioritizing, escalating and resolving support tickets.

Mobile Ready

Offers mobile-first partner tools and management capabilities.