The ZINFI Market Development Funds Management module is a software application that streamlines and automates the entire process of managing Market Development Funds (MDF) and co-op funds for channel partners. It enables organizations to allocate funds in local currencies, set and manage submission deadlines, automate exchange rate conversions, and provide system alerts for program updates. The solution also supports business plan and claim submissions, review and approval workflows, proof of performance uploads, and deadline extension requests with multi-level approval processes. This comprehensive automation reduces administrative complexity, improves compliance, and enhances the partner experience by ensuring timely and accurate fund management across geographically distributed channels.

Key Features

Fund Upload Management Automates fund allocation and currency handling.

• Upload MDF or co-op funds in local currency.
• Automate currency conversion using current exchange rates.
• Configure system alerts for program details and deadlines.

Plan & Claim Management Streamlines plan and claim submission, review, and approval.

• Partners submit business plans and claims directly in the module.
• Automated review and approval workflows.
• Submit proof of performance and attach comments/notes for rejections.
• Each plan is assigned to a dedicated partner account manager.

Deadline Extension Management Manages and automates deadline extension requests.

• Partners can request deadline extensions for plans and claims.
• Multi-level approval process configurable to business needs.
• Ensures timely submissions and maintains process control.

Benefits

Operational Efficiency Reduces manual administrative tasks and errors.

• Automates key processes such as fund allocation and claims review.
• Minimizes inaccuracies and late submissions.

Enhanced Partner Experience Improves communication and support for channel partners.

• Provides timely alerts and updates.
• Assigns account managers for personalized assistance.

Global Scalability Supports diverse, geographically distributed partner networks.

• Handles multiple currencies and exchange rates.
• Adapts to regional requirements and compliance needs.