Complimentary Guidebook on Partner Portal Best Practices by ZINFI

Latest Guidebook in the ZINFI series focuses on must-have features, strategies for partner portal planning and management, future trends in portal technology, and tips for making the portal more effective

Pleasanton, CA — May 14, 2019 — ZINFI Technologies, Inc., a company leading the definition and creation of Unified Partner Management (UPM) solutions, today announced it is offering a complimentary download of its latest publication on channel marketing automation, the Partner Portal Best Practices Guidebook.

The new guidebook helps organizations marketing and selling in the channel develop a more structured approach to planning their portal, organizing its content for maximum relevance and usability, and managing the portal across the channel network as solutions and channel programs change over time. After a brief introduction, the guidebook’s second section presents a series of chapters that focus on partner portal basics, including the most important features and tools every portal should offer, what partners look for in a portal, and how to select and deploy a partner portal solution. The third section of the guidebook provides hands-on advice and practical tips for making the portal work for both vendors and partners. Topics include why partners fail to use the portal, why the user interface is so important, using social marketing to increase usage by partners and core metrics for assessing the effectiveness of the portal.

The last section of the guidebook introduces the concept of Unified Partner Management, which encompasses partner relationship management (PRM), partner marketing management (PMM), partner sales management (PSM) and global marketing services (GSM).

“In the channel marketing landscape, the partner portal is an essential means of communication between vendors and their partners and an important tool for lead management and sales enablement,” said Sugata Sanyal, CEO and founder of ZINFI Technologies. “Unfortunately, many partners don’t use a vendor’s partner portal at all. The Partner Portal Best Practices Guidebook will give even the most experienced channel marketers a better understanding of what makes partner portals effective and why partners sometimes fail to engage. Readers will learn which features are most important and most useful to partners, and how to set up the portal so partners can easily access tools and content within a friction-free user experience.”

The complimentary Partner Portal Best Practices Guidebook can be downloaded here.

In 2018, ZINFI received recognition for its channel marketing automation leadership in two separate analyst reports from Forrester Research. Most recently, ZINFI was named a leader in The Forrester Wave™: Partner Relationship Management report, earning 13 perfect (5.0) scores for a broad range of specific evaluation criteria. Forrester cited ZINFI’s horizontal approach to the market and its “strong engineering pedigree,” noting that “ZINFI’s PRM solution provides robust global capabilities with excellent functionality, flexibility through a modular approach, and infinite customizations for complex channel environments.” Earlier in 2018, ZINFI was named a leader in The Forrester Wave™: Through-Channel Marketing Automation report, which praised the “robust functionality, modularity, and customizations” of ZINFI’s Unified Partner Management (UPM) platform—the only solution in the marketplace developed as a native platform for complete integration of partner relationship management (PRM), partner marketing management (PMM) and partner sales management (PSM).

For more information about ZINFI’s Unified Partner Management Platform or to download a copy of one of ZINFI’s other best practices guides, please visit www.zinfi.com. Follow ZINFI Technologies on LinkedIn at https://www.linkedin.com/company/zinfi-technologies, and at the ZINFI Channel Marketing Best Practices blog, https://www.zinfi.com/category/all/.

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About ZINFI Technologies

ZINFI Technologies, Inc., a company leading the definition and creation of Unified Partner Management (UPM) solutions, enables vendors and their channel partners to seamlessly collaborate in a virtual environment to achieve profitable growth on a global SaaS platform.

Headquartered in Silicon Valley, USA, we at ZINFI see an immense opportunity to build high-performing sales channels by deploying a powerful virtual collaboration platform that has been rated #1 by leading analyst firms for simple to complex enterprise channels.

ZINFI’s state-of-the-art SaaS Unified Partner Management (UPM) automation platform allows brands and their global partner networks to work together remotely throughout the entire partner lifecycle via three core state-of-the-art SaaS applications—partner relationship management, partner marketing management and partner sales management. ZINFI’s UPM is super easy to use and affordably priced, and it comes with a complete set of do-it-yourself tools in multiple languages.

For more information about ZINFI’s Unified Partner Management platform, please visit our website at www.zinfi.com. You can also follow ZINFI Technologies on LinkedIn and at the ZINFI Channel Marketing Best Practices blog.