ZINFI Partner Relationship Management
Partner Relationship Management
Recruit, onboard, enable, market, sell and incentivize channel partners across the full lifecycle — on one shared system of record with direct and customer motions.
- Full partner lifecycle
- Deal registration
- Co-marketing & MDF
- Tiering & incentives
The partner lifecycle, end to end
01
Recruit & onboardBranded application flows, automated qualification and guided onboarding journeys per partner type.02
EnableCertification paths, learning tracks and a governed content library scoped to partner tier.03
MarketCo-branded campaigns, syndicated content and MDF requests with claim and proof-of-execution tracking.04
SellDeal registration, opportunity protection and joint pipeline visible next to direct pipeline.05
IncentivizeTiers, rebates, SPIFs and payouts calculated from the same revenue records the deals live on.06
AccelerateScorecards, business planning and AI-assisted next-best actions for every partner account.What changes
OnboardingWeeks, not quartersCode-free portal configuration puts a working partner experience live fast.
PipelineOne shared viewPartner-sourced deals sit beside direct deals on the same data model.
GovernanceTier-scoped accessRole- and tier-based permissions on every asset, program and payout.
Who it is for
Channel chief
One view of partner-sourced revenue and program ROI.
Partner manager
Account plans, scorecards and next actions in one place.
Channel marketing
Co-branded campaigns and MDF governed end to end.
Partner org
A self-serve portal for content, deals, claims and support.
See it running
Sign in to the demo environment and browse the partner portal running on the same platform as sales and customer.
Capabilities
ONBOARD
SubscriptionSelf-serve partner sign-up and tiering
PartnersUnified partner records and hierarchy
ProgramsDesign multi-tier partner programs
ContractsDigital agreements and e-signature
PlansJoint business planning by partner
ENABLE
TrainingCourses, paths and certifications
CertificationTrack competencies and badges
Content LibraryGoverned asset distribution
PlaybooksGuided motions for every stage
Support DeskPartner help and case routing
MARKET
Campaign CenterTurnkey to-partner campaigns
Co-BrandingAutomated asset personalization
Email SyndicationPartner-branded nurture streams
Social SyndicationScheduled partner social posts
MicrositesPartner landing pages in minutes
SELL
Deal RegistrationProtect and approve partner deals
Lead DistributionRoute leads by rules and score
Co-SellShared pipeline with your partners
Quotes & PricingConfigure partner-ready quotes
Opportunity InsightsPipeline health across tiers
INCENTIVIZE
MDF ManagementRequests, claims and proof of spend
RebatesTiered rebate rules and accruals
SPIFFsShort-term seller incentives
PayoutsAutomated global disbursement
Loyalty PointsReward sustained partner behavior
ACCELERATE
Performance AnalyticsPartner scorecards and trends
Business IntelligenceCross-module reporting engine
POEM AI AgentsAgentic assistance you control
Automation StudioCode-free workflow builder
Ecosystem GrowthRecruit and activate at scale
Common questions
See partner management running in your own portal.
Request a Demo