ZINFI Unified Partner Management (UPM) Features

Allows affiliates to create custom links for products

Able to generate affiliate links

Supports the creation of smartlinks that redirect users to relevant offers based on predefined conditions such as device type, geolocation, etc.

Provides both companies and affiliates with email updates on campaign performance

Track and document all activities across devices, networks, and other systems

Allows for tracking without the use of cookies

Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads

Assigns information access rights based on company, user role, group, or tier

Tracks partner leads, opportunities, and monitors deals through pipeline stages

Allows partners to move deals into the main channel while retaining input and receiving compensation

Manage allocation and performance of financial assets

Ability to upload and automatically distribute leads, as well as lead nurturing and scoring capabilities.

Allows channel partners to create co-branded or locally customized content from centrally managed templates.

Ability to assign groups and users different levels of access depending on the role of those groups and users.

Ability for channel partners to create personalized emails, newsletters, or announcements using your branding and content.

Allow channel partners to generate traffic and enhance visibility via search engines through both paid and unpaid activities.

Ability to distribute and showcase your product and solutions via your channel partners’ websites.

Ability for partners to schedule and manage content across social media channels.

Provides partners with pre-built event templates that include automated email workflows for event management (i.e. webinars, in-person event registration, etc.).

Ability to setup and personalize co-branded microsites or landing pages.

Provides visibility into marketing campaign performance to then optimize strategy moving forward.

Identifies high performing channel partners to be able to target them with more content, campaigns, and marketing development funds.

Provides the ability to track marketing development funds (MDF), like funds uploaded, funds claimed, and funds dispersed.

Ability to enourage partners to use your platform, which can involve learning and engagement (i.e. leaderboards, gamification, etc.).

Provides companies with access to a network of affiliates for recruiting

Supports multiple compensation models, such as pay-per-click, pay-per-sale, pay-per-lead, etc.

Supports the customization and management of affiliate campaigns and promotional links

Finds common overlap between you and your partner's prospects

Defines partnership overlaps into prospects, open opportunties or current customers

Provides suggestions for what to do when data between partners intersect

Allows users to search by brand to see who is driving traffic for your competitors.

Allows users to

Allows users to identify partners by content based on search rankings to ensure optimal collaboration.

Allows users to provide partners with approved creative, current offers, and curated product catalogs they’ll need to promote your brand.

Allows users to give key partners offers and sales deals to encourage them to keep your offers front and center.

Allows users to provide partners with product catalogs to help gudie them towards the right products to promote

Allows users to track partner conversions

Allows users to track the partners that bring in your most loyal customers.

Allows users to measure partner-influenced revenue to show ROI

Allows users to integrate data from data warehouse software into the partner ecosystem platform

Allows users to integrate data from a CRM into the partner ecosystem platform

Allows users to integrate Account-Based Marketing Software into the partner ecosystem platform

Anticipates needs and offers suggestions without prompting

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Set up connections to third-party platforms to improve business processes

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

Plan and strategize marketing campaigns

Web-based portal that helps distributors, partners and other service providers access marketing and sales content

Provides access to a repository that contains shared marketing or sales materials and tools

Tracks revenue via links, leads, deals, and influenced revenue

Operates across multiple systems, tools, and platforms.

Automates critical processes and triggers alerts across the partner lifecycle

Offers structured onboarding with learning modules, trainings, and certifications

Offers multi-currency, automated partner payments with VAT/tax compliance

Streamlines the process of finding, qualifying, and recruiting new channel partners

Manages incentive programs, whether it’s through commissions, bonuses, or tiered rewards

Allows partners to move deals into the main channel while retaining input and receiving compensation

Provides reports and dashboards that track partner activities such as performance, engagement, leads, and marketing fund utilization

Manages co-branding, MDFs, and campaigns through marketing automation

Handles deal registration and streamlines submissions, approvals, and tracking

Set up connections to third-party platforms to improve business processes

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Strategize and implement rewards for returning customers, employees and other members

Track and manage adherence to policies for any service, product, process, or supplier

Track employee/learner's progression through training programs

Manage various distribution channels, build relations with channel partners, and track their performance

Track an affiliate partner's promotion of a product or service and any associated sales

Managing salespeople/distributors who sell products for direct sales companies

Log and store the source of contacts/leads

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Store, manage, and track all electronic documents in a centralized location

Provides a channel for team members to share media files, communicate, and work together

Reporting on how each user, task or process has advanced since its initiation

Establish measurable goals and objectives and track their progress over a specific period of time

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Improves performance based on feedback and experience

Capability to perform complex tasks without constant human input (e.g. automate submissions, emails, workflows)

Anticipates needs and offers suggestions without prompting

Provides an AI chat agent to engage and guide partners conversationally

Manage the process of attracting and converting business prospects into leads

Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service

Interact with data visualization elements, such as charts and graphs, to drill down into data

Application programming interface that allows for integration with other systems/databases

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Track and interpret campaign performance metrics

View and track pertinent metrics to find patterns and gain insights from data

Add customized logos and colors to align with company branding

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Route and distribute your leads to third party buyers

Use AI to generate content in the form of text, images, videos, etc.

Track an affiliate partner's promotion of a product or service and any associated sales

Pre-designed layouts that can be customized to match preferences and requirements

Receive data and information in real time

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness

Improving user journey to boost the percentage of visitors who take a desired action (sign-ups or purchases)

Track and interpret campaign performance metrics

Strategize and implement rewards for returning customers, employees and other members

Manage advertising space and its sales within your network or publication

Pre-made examples and templates for emails

Analyze and gain insights into data in real-time

Electronically collect payments for goods or services

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Application programming interface that allows for integration with other systems/databases

Manage multiple campaigns in one system

Process of dividing customers into groups based on common characteristics

Manage and support multiple languages

Provide tools to search for and vet influencers within an influencer network, search engine, database, or across social networks

Active reporting of data and metrics

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Add customized logos and colors to align with company branding

Manage the process of attracting and converting business prospects into leads

Alter the layout and content of reports

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

The process of affiliates referring more than just sales leads to you, but also searching for new affiliates

Market event via social media tools

Import and export data to and from software applications

Manage digital banner ads on company websites or affiliate partner websites

Tracking, calculating, and paying commissions and earnings to employees

Create and send email blasts/campaigns

Active monitoring of systems, applications, or networks

Use AI to generate content in the form of text, images, videos, etc.

Interact with data visualization elements, such as charts and graphs, to drill down into data

Geographic location of visitors determines behavior of the software

Identify and prevent suspicious activity

Coordinate marketing efforts across channels (email, landing pages, social media, etc.)

Manage, organize, and store contact information