PRODUCT

Partner Programs Management

Partner Programs Management of ZINFI’s Unified Partner Management (UPM) platform enables your organization to automate the partner recruitment, onboarding, and enablement process with a series of step-by-step activities through a configured Partner Program Flow. The module helps you create varied Partner Programs of onboarding/enablement types comprising a hierarchy of Program Levels integrated with Program Level Tasks and Requirements. Partner Programs can be auto-assigned to Partners based on the partner details and segmentation logic.

GET A DEMO DOWNLOAD DATASHEET

Partner Setup and Tracking

Using Partner Programs Management, your organization can manage partner portal access for newly onboarded and existing channel partners so that partners can view and access the Portal as configured for them. Admins can easily track assigned Partner Programs via Partner Program Sessions with the related list upgraded to display Username, Last Session Activity Date, and Status and Completion Status. Similarly, Partners can utilize the View My Programs details page to view the Progress Donut Graph to keep track of his/her progress.

With Partner Programs setup management features, once channel partners sign contracts, they can be provided access to various partner training materials and UPM Applications based on the Partner Group Auto-assignment as per the Partner Program Configuration. Channel partners receive automated system notifications for each activity performed during this phase, keeping them posted on the progress they have made.

Key Features Include:

Contract Sign-up & Management
Program Sessions Management
Partner Profile Configuration
Training Assets/Program Management

Partner Onboarding and Enablement Flow

The Partner Programs Management application gives your organization a hawk’s eye view and complete control over the new and existing partner engagement cycle. Partner Programs can be configured for the Partner Account or individual Contacts via Program Type and via Accreditation Type – Programs can be created for existing or ready-to-be onboarded Partners. Partner Programs comprising priority-based Program Levels are further segregated into Program Level Tasks inclusive of Task Requirements -with defined activities to be performed by your Partners to complete the Partner Program successfully. Through the Programs process, Channel Partners can review and track the completed and still-outstanding Programs, Program Levels, and Level Tasks, helping them monitor their engagement process.

Promote your Partners to upgraded Partner Groups and Profiles with eligible Benefits, Badges, and certificates associated with completing Programs. Automate your Partners’ progress through hierarchical Program Levels, review completed Program Level Tasks, and override completion status.

Key Features Include:

Partner Program Flow Configuration
Auto Assignment of Programs to Partners
Program Level Advancement
Provision Benefits, Groups & Profiles, Badges, and certificates

Program Levels and Tasks Management

Partner Program Management of ZINFI’s Unified Partner Management (UPM) platform makes it easy for your organization to automate the partner recruitment/onboarding/enablement process through a series of step-by-step activities. Partner Programs Management helps you configure program levels and task requirements for Partners assigned based on partner type, profile, level of engagement, and other variables.

Partner Program Management gives your organization a detailed view of and complete control over the partner engagement cycle. Dashboard-based Program management helps you quickly track and manage channel partners in your existing channel ecosystem.

Key Features Include:

Manage Program Levels and Tracks
Auto-assign and Upgrade Partners via Programs
Channel Ecosystem for your Partners

Outside impact
Customizable
Flexible criteria
Big picture

45% more qualified leads because customers trust you

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.

LEARN MORE LET'S CHAT

45% more qualified leads because customers trust you

LEARN MORE LET'S CHAT

45% more qualified leads because customers trust you

LEARN MORE LET'S CHAT

45% more qualified leads because customers trust you

LEARN MORE LET'S CHAT

The partnership program manager identifies potential partners, negotiates agreements, and aligns parties to work toward common goals. They also monitor performance and report to senior management.

Partner programs may develop incentives around specific sales initiatives, like acquiring new customers. Deal registration. Partners use deal registration systems to register sales leads and request exclusive rights for pursuing the deal. Deal registration helps partners protect their investment in sales opportunities.

A partner program (also called a partnership program) is a business initiative that connects companies to multiple types of partners who provide marketing support, leads, and ultimately, revenue.

Identify partners. ...
Explore the relationship. ...
Establish goals and create a written plan. ...
Facilitate integration and training. ...
Develop communication strategies. ...
Track success metrics and optimize the program.

Partner Programs Management

Partner Setup and Tracking

Key Features Include:

Partner Onboarding and Enablement Flow

Key Features Include:

Program Levels and Tasks Management

Key Features Include:

Get the most out of your metrics

Outside impact

Customizable

Flexible criteria

Big picture

45% more qualified leads because customers trust you

45% more qualified leads because customers trust you

45% more qualified leads because customers trust you

45% more qualified leads because customers trust you

Need clarification?

What is partner program management?

What is the role of a partner program?

What does partner program do?

How do you structure a partner program?

One tool for all your metrics