1. [Home](https://www.g2.com/) 2. ... 3. [Partner Relationship Management (PRM) Software](https://www.g2.com/categories/partner-relationship-management-prm) 4. [ZINFI Unified Partner Management (UPM) Discussions](https://www.g2.com/products/zinfi-unified-partner-management-upm/discuss) [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_512ce42871a512d8875f5c8db4b1d5e9/zinfi-unified-partner-management-upm.png "Product Avatar Image") ![Reward for good ZINFI Unified Partner Management (UPM) reviews](https://images.g2crowd.com/uploads/report_medal_translation/image/37303/medal.svg "Reward for good ZINFI Unified Partner Management (UPM) reviews") ](/products/zinfi-unified-partner-management-upm/reviews) [ ZINFI Unified Partner Management (UPM) ](/products/zinfi-unified-partner-management-upm/reviews) (725)4.9/5 ZINFI Unified Partner Management (UPM) is a Partner Relationship Management (PRM) software platform that helps organizations manage indirect sales channel programs through a single SaaS application. The platform supports companies that distribute products or services through third-party channel partners, including resellers, distributors, managed service providers (MSPs), system integrators, value-added resellers (VARs), and affiliates. The platform covers the full partner lifecycle across six operational stages: onboarding, enablement, marketing, selling, incentivization, and growth acceleration. Channel operations teams use ZINFI to configure partner tiers, automate program workflows, distribute co-branded marketing content, track deal registrations, manage Market Development Funds (MDF), calculate partner compensation, and measure partner-generated revenue — all within a single connected system. ZINFI's Partner Marketing Management (PMM) module includes Through-Channel Marketing Automation (TCMA) functionality, enabling channel partners to execute localized, co-branded campaigns across email, social media, search engines, events, and partner microsites using vendor-approved content templates and allocated MDF budgets. Key features include: • Partner portal and onboarding: Configurable partner portals provide each partner with tiered access to training modules, sales assets, deal registration tools, and communication workflows, segmented by partner type, program tier, and geography. • Deal registration and pipeline management: Partners submit deal registrations through the platform, with automated approval routing, conflict resolution workflows, and real-time pipeline visibility for channel managers and sales operations teams. • MDF and incentive management: The platform manages the full MDF cycle — fund allocation, claim submission, approval, and disbursement — alongside automated commission calculations, rebate programs, and Sales Performance Incentive Funds (SPIFs), with multi-currency and tax compliance support for global programs. • Through-channel marketing automation: Partners create and distribute co-branded campaigns across email, social media, paid search, microsites, and in-person or virtual events using centrally managed brand templates and pre-approved marketing assets. • Reporting, analytics, and AI automation: Dashboards provide visibility into partner activity, campaign performance, MDF utilization, deal conversion, and partner-attributed revenue. Workflow automation tools reduce manual administrative tasks across partner onboarding, approvals, and communications. ZINFI has been included in the G2 Partner Management Software Leader category for more than 20 consecutive quarters since 2019. A 30-day free trial with access to all platform modules is available without a credit card. Show More * * * ### 94.0 Nps Score Already have ZINFI Unified Partner Management (UPM)? ### All ZINFI Unified Partner Management (UPM) Discussions Search Most CommentedMost HelpfulPinned by G2Newest All DiscussionsDiscussions with CommentsPinned by G2Discussions without Comments FilterFilter Filter byExpand/Collapse Sort by Most Commented Most Helpful Pinned by G2 Newest Filter by All Discussions Discussions with Comments Pinned by G2 Discussions without Comments ![Verified User in Internet](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Internet") G2 Verified User in Internet • almost 8 years ago Posted by ZINFI Unified Partner Management (UPM) Posted by ZINFI Unified Partner Management (UPM) More Options - [ # What is the process for storing consent information under GDPR? ](/discussions/storing-consent-information) Storing Consent Information [ Through-Channel Marketing Software ](https://www.g2.com/tags/through-channel-marketing-software)[ Partner Management Software ](https://www.g2.com/tags/partner-management-software) * * * \<0\>0\>Upvotes * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+ZINFI+Unified+Partner+Management+%28UPM%29+questions+and+get+answers+from+expert+users+in+our+ZINFI+Unified+Partner+Management+%28UPM%29+Discussions+section.&title=ZINFI+Unified+Partner+Management+%28UPM%29+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fzinfi%2Fdiscuss%3Fpage%3D2) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=ZINFI+Unified+Partner+Management+%28UPM%29+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fzinfi%2Fdiscuss%3Fpage%3D2&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fzinfi%2Fdiscuss%3Fpage%3D2) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=ZINFI+Unified+Partner+Management+%28UPM%29+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fzinfi%2Fdiscuss%3Fpage%3D2%0aAsk+ZINFI+Unified+Partner+Management+%28UPM%29+questions+and+get+answers+from+expert+users+in+our+ZINFI+Unified+Partner+Management+%28UPM%29+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=ZINFI+Unified+Partner+Management+%28UPM%29+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fzinfi%2Fdiscuss%3Fpage%3D2%0aAsk+ZINFI+Unified+Partner+Management+%28UPM%29+questions+and+get+answers+from+expert+users+in+our+ZINFI+Unified+Partner+Management+%28UPM%29+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Verified User in Internet](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Internet") G2 Verified User in Internet • almost 8 years ago Posted by ZINFI Unified Partner Management (UPM) Posted by ZINFI Unified Partner Management (UPM) More Options - [ # What is double opt-in? ](/discussions/double-opt-in) Double opt-in [ Through-Channel Marketing Software ](https://www.g2.com/tags/through-channel-marketing-software)[ Partner Management Software ](https://www.g2.com/tags/partner-management-software) * * * \<0\>0\>Upvotes * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+ZINFI+Unified+Partner+Management+%28UPM%29+questions+and+get+answers+from+expert+users+in+our+ZINFI+Unified+Partner+Management+%28UPM%29+Discussions+section.&title=ZINFI+Unified+Partner+Management+%28UPM%29+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fzinfi%2Fdiscuss%3Fpage%3D2) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=ZINFI+Unified+Partner+Management+%28UPM%29+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fzinfi%2Fdiscuss%3Fpage%3D2&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fzinfi%2Fdiscuss%3Fpage%3D2) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=ZINFI+Unified+Partner+Management+%28UPM%29+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fzinfi%2Fdiscuss%3Fpage%3D2%0aAsk+ZINFI+Unified+Partner+Management+%28UPM%29+questions+and+get+answers+from+expert+users+in+our+ZINFI+Unified+Partner+Management+%28UPM%29+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=ZINFI+Unified+Partner+Management+%28UPM%29+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fzinfi%2Fdiscuss%3Fpage%3D2%0aAsk+ZINFI+Unified+Partner+Management+%28UPM%29+questions+and+get+answers+from+expert+users+in+our+ZINFI+Unified+Partner+Management+%28UPM%29+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Verified User in Internet](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Internet") G2 Verified User in Internet • almost 8 years ago Posted by ZINFI Unified Partner Management (UPM) Posted by ZINFI Unified Partner Management (UPM) More Options - [ # Are soft opt-ins allowed? ](/discussions/soft-opt-ins) Soft opt-ins [ Through-Channel Marketing Software ](https://www.g2.com/tags/through-channel-marketing-software)[ Partner Management Software ](https://www.g2.com/tags/partner-management-software) * * * \<0\>0\>Upvotes * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+ZINFI+Unified+Partner+Management+%28UPM%29+questions+and+get+answers+from+expert+users+in+our+ZINFI+Unified+Partner+Management+%28UPM%29+Discussions+section.&title=ZINFI+Unified+Partner+Management+%28UPM%29+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fzinfi%2Fdiscuss%3Fpage%3D2) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=ZINFI+Unified+Partner+Management+%28UPM%29+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fzinfi%2Fdiscuss%3Fpage%3D2&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fzinfi%2Fdiscuss%3Fpage%3D2) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=ZINFI+Unified+Partner+Management+%28UPM%29+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fzinfi%2Fdiscuss%3Fpage%3D2%0aAsk+ZINFI+Unified+Partner+Management+%28UPM%29+questions+and+get+answers+from+expert+users+in+our+ZINFI+Unified+Partner+Management+%28UPM%29+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=ZINFI+Unified+Partner+Management+%28UPM%29+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fzinfi%2Fdiscuss%3Fpage%3D2%0aAsk+ZINFI+Unified+Partner+Management+%28UPM%29+questions+and+get+answers+from+expert+users+in+our+ZINFI+Unified+Partner+Management+%28UPM%29+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Verified User in Internet](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Internet") G2 Verified User in Internet • almost 8 years ago Posted by ZINFI Unified Partner Management (UPM) Posted by ZINFI Unified Partner Management (UPM) More Options - [ # How do you write a clear and concise consent message? ](/discussions/consent-message) Consent Message [ Through-Channel Marketing Software ](https://www.g2.com/tags/through-channel-marketing-software)[ Partner Management Software ](https://www.g2.com/tags/partner-management-software) * * * \<0\>0\>Upvotes * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+ZINFI+Unified+Partner+Management+%28UPM%29+questions+and+get+answers+from+expert+users+in+our+ZINFI+Unified+Partner+Management+%28UPM%29+Discussions+section.&title=ZINFI+Unified+Partner+Management+%28UPM%29+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fzinfi%2Fdiscuss%3Fpage%3D2) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=ZINFI+Unified+Partner+Management+%28UPM%29+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fzinfi%2Fdiscuss%3Fpage%3D2&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fzinfi%2Fdiscuss%3Fpage%3D2) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=ZINFI+Unified+Partner+Management+%28UPM%29+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fzinfi%2Fdiscuss%3Fpage%3D2%0aAsk+ZINFI+Unified+Partner+Management+%28UPM%29+questions+and+get+answers+from+expert+users+in+our+ZINFI+Unified+Partner+Management+%28UPM%29+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=ZINFI+Unified+Partner+Management+%28UPM%29+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fzinfi%2Fdiscuss%3Fpage%3D2%0aAsk+ZINFI+Unified+Partner+Management+%28UPM%29+questions+and+get+answers+from+expert+users+in+our+ZINFI+Unified+Partner+Management+%28UPM%29+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Verified User in Internet](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Internet") G2 Verified User in Internet • almost 8 years ago Posted by ZINFI Unified Partner Management (UPM) Posted by ZINFI Unified Partner Management (UPM) More Options - [ # How should organizations process client “unsubscribe” requests? ](/discussions/unsubscribe-requests) Unsubscribe Requests [ Through-Channel Marketing Software ](https://www.g2.com/tags/through-channel-marketing-software)[ Partner Management Software ](https://www.g2.com/tags/partner-management-software) * * * \<0\>0\>Upvotes * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+ZINFI+Unified+Partner+Management+%28UPM%29+questions+and+get+answers+from+expert+users+in+our+ZINFI+Unified+Partner+Management+%28UPM%29+Discussions+section.&title=ZINFI+Unified+Partner+Management+%28UPM%29+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fzinfi%2Fdiscuss%3Fpage%3D2) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=ZINFI+Unified+Partner+Management+%28UPM%29+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fzinfi%2Fdiscuss%3Fpage%3D2&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fzinfi%2Fdiscuss%3Fpage%3D2) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=ZINFI+Unified+Partner+Management+%28UPM%29+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fzinfi%2Fdiscuss%3Fpage%3D2%0aAsk+ZINFI+Unified+Partner+Management+%28UPM%29+questions+and+get+answers+from+expert+users+in+our+ZINFI+Unified+Partner+Management+%28UPM%29+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=ZINFI+Unified+Partner+Management+%28UPM%29+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fzinfi%2Fdiscuss%3Fpage%3D2%0aAsk+ZINFI+Unified+Partner+Management+%28UPM%29+questions+and+get+answers+from+expert+users+in+our+ZINFI+Unified+Partner+Management+%28UPM%29+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Verified User in Internet](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Internet") G2 Verified User in Internet • almost 8 years ago Posted by ZINFI Unified Partner Management (UPM) Posted by ZINFI Unified Partner Management (UPM) More Options - [ # Can contact lists be bought under GDPR? ](/discussions/gdpr-impact-on-marketing-campaigns-for-zinfi-cc9a3af1-5e23-4d93-8a6a-30904ccb8711) GDPR Impact on Marketing Campaigns for ZINFI [ Through-Channel Marketing Software ](https://www.g2.com/tags/through-channel-marketing-software)[ Partner Management Software ](https://www.g2.com/tags/partner-management-software) * * * \<0\>0\>Upvotes * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+ZINFI+Unified+Partner+Management+%28UPM%29+questions+and+get+answers+from+expert+users+in+our+ZINFI+Unified+Partner+Management+%28UPM%29+Discussions+section.&title=ZINFI+Unified+Partner+Management+%28UPM%29+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fzinfi%2Fdiscuss%3Fpage%3D2) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=ZINFI+Unified+Partner+Management+%28UPM%29+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fzinfi%2Fdiscuss%3Fpage%3D2&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fzinfi%2Fdiscuss%3Fpage%3D2) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=ZINFI+Unified+Partner+Management+%28UPM%29+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fzinfi%2Fdiscuss%3Fpage%3D2%0aAsk+ZINFI+Unified+Partner+Management+%28UPM%29+questions+and+get+answers+from+expert+users+in+our+ZINFI+Unified+Partner+Management+%28UPM%29+Discussions+section.) 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