Partner Relationship Management
#1 Customer & Analyst Rated
Automate Profitable GrowthTM
Powered by AI & Autonomous Workflow Orchestration
Experience unparalleled efficiency and growth with ZINFI’s Unified Partner Management (UPM) platform. Our autonomous workflows streamline partner management processes, while AI capabilities enhance content creation, support, and analytics.
ZINFI: The #1 PRM Platform
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
- Onboard
- Enable
- Market
- Sell
- Incentivize
- Accelerate
- More…
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.
- 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.
Onboard
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ZINFI Unified Partner Management’s Partner Programs Module automates recruitment, onboarding, and program creation, assigning programs based on partner details.
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The Partner Contracts Module is ideal for dynamic, organized management of partner-signed documents throughout the engagement cycle.
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Partner Business Planning automates business plan development and enhances collaboration for effective execution and compliance.
Enable
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Unified Partner Management’s Documents Library Management offers easy access to sales and marketing collateral, enabling customization and sharing with partners.
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Use ZINFI’s Learning Management Application for partner training, featuring standards-compliant e-learning and flexible, bite-sized content.
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Automate asset distribution to partners for co-branding and versatile marketing and sales use within your organization.
Market
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Our platform simplifies multi-touch co-brandable emails for partner organizations, ensuring responsive design for visible CTAs on all devices.
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Unified Partner Management’s application allows partners to create multi-touch marketing campaigns easily with a user-friendly interface.
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ZINFI Unified Partner Management’s Social Syndication Management simplifies social media content distribution across partner networks.
Sell
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Partner Leads Management streamlines lead distribution to partners, facilitating the ‘contacts to contracts’ process.
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Our Deal Management consolidates partner contact, record, and deal data for a comprehensive customer view.
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The CPQ module empowers your organization with special pricing and automated quote approvals for partner sales.
Incentivize
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The Commissions Management application sets sales and referral commission parameters, based on registered deals, invoices, and leads.
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Our Market Development Funds Management application efficiently allocates market development and co-op funds to partners.
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ZINFI’s Rewards & Rebates Management application automates incentives like sales rewards, company rebates, and commissions.
Accelerate
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Community module enables like-minded individuals to discuss, problem-solve, and comment.
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The Marketplace Management enables an organization a private marketplace for partner transactions.
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ZINFI’s mobile-first approach prioritizes the app development for on-the-go partner management.
An Autonomous PRM
Autonomous PRM Workflow Automation refers to the use of technology to automate partner relationship management processes, reducing manual intervention and increasing efficiency. It streamlines operations by eliminating repetitive tasks and improving consistency.
ZINFI PRM platform includes automating tasks such as partner onboarding, training, performance tracking, and communication. 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.
