Increase Efficiency and Performance

Partner Relationship Management

To be successful, any partner program requires several key elements. It requires a structured partner program. It requires clear channel policies so partners know exactly what they need to do to perform successfully and how their performance is going to be measured and rewarded. It requires clear programs that address both technical and non-technical aspects of the partner program. Finally, a successful partner program requires a platform that enables a comprehensive, unified approach to partner management.

Business Benefits

Increase Partner Performance

ZINFI’s Partner Relationship Management (PRM) can enable you to build understanding of what programs, policies and processes are working, increase your channel ROI with visibility, you need to change to drive better performance while you increase partner satisfaction of doing business with you.
Reduce Overall Cost

ZINFI’s Partner Relationship Management (PRM) automates labor intensive manual process steps, eliminates errors, and keeps track of various local and global compliance requirements. It also allows you to understand what programs are working and what needs changing by saving more time and additional costs.
Increase Intelligence

ZINFI’s Partner Relationship Management (PRM) empowers you to make better decision by giving you visibility and insights into partner activities and performance across various stages of their engagement with your field organizations with better visibility. This visibility helps you to focus and get better channel ROI.

Feature Modules

Partner Onboarding Programs Management

Automate your partner onboarding process through contracts, business planning, training, marketing and sales activities to reduce cost and improve partner experience
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Partner Contracts Management

You can dynamically manage and keep track of all of the contractual documents that your partners sign during the various phases of partner engagement cycle
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Partner Business Planning

Your partner business managers (PBMs)/channel account managers (CAMs) have the ability to do business planning, keep track and make sure partners are following the plan
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Partner Learning Management

This allows you to manage your partner training and certification by various partner tiers, etc., and grow your partner competencies in a systematic way
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Partner Leads Management

You can turn on deal registration and manage the approval of deals, etc. This module can also be connected to your existing CRM infrastructure for seamless review and approval
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Deals Registration Management

Automate deal registration, and integrate data about opportunities and deals with your internal CRM
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Configure Price Quote Management

This module can allow special pricing and quotes approval from partner sales reps to your partner reps and partner management team members
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Channel Data Management

Use this module to access point-of-sales data from distributors and resellers to track performance by region, territory, reseller and product, and to proactively manage inventory
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Differentiators

Modular

ZINFI’s Partner Relationship Management (PRM) comes with a comprehensive set of 8 individual modules, but you can pick and choose what you need. This allows you to start automating your partner activities based on the defined processes you have today. As you define more partner programs, policies and processes, our PRM platform grows with you at no additional cost.
Adaptive

ZINFI’s Partner Relationship Management (PRM) platform can be quickly configured to fit into your existing infrastructure and connect to other available sub-systems. It also gives you the flexibility to quickly change or modify processes and workflows based on your regional and global needs. This unique ability to apply different workflows to different regions allows you to tailor your partner management approaches around the world based on local requirements.
Intelligent

ZINFI’s Partner Relationship Management (PRM) platform gives you an integrated, 360-degree view of your partner programs, policies and processes to drive partner performance. The more modules you turn on, the better business intelligence you can gather and correlate programs and policies to high-performing partners and partner tiers. This intelligent approach to partner management enables you to build a high-performing channel.