The ZINFI Products Management module is a software tool within the Unified Partner Management (UPM) platform that enables organizations to centrally manage their entire portfolio of products and services, organize them into categories, define pricing structures, and syndicate product information to partners and affiliates. It supports bulk uploads, custom categorizations, and commission-based pricing for different partner groups, streamlining product distribution and administration across complex partner ecosystems.

Key Features

Product Portfolio Management Centralized management of all products and services sold or distributed via partners.

• Manage both goods and services in a unified system
• Integrate with other modules (leads, accounts, deals, quotes, sales orders, invoices)

Product Syndication Enable partners and affiliates to syndicate product information on their own platforms.

• Generate and manage syndication codes for web use
• Design and manage syndication templates

Product Categorization Organize products and services into logical, hierarchical, or flat categories.

• Categorize by industry, functionality, or customer need
• Bulk upload products, categories, and price books

Price Book Management Define and manage standard and custom pricing for different partner groups.

• Create master and custom price books for resellers/affiliates
• Configure commission rates (fixed or percentage-based)
• Auto-calculate commission payouts upon deal approval

Group-wise Product Assignment Assign products to specific partner groups or categories for targeted distribution.

• Group products for packaged offerings or by partner type

Benefits

Operational Efficiency Streamlines product and pricing management across partner networks.

• Reduces manual administration and errors
• Enables rapid updates and distribution of product information

Enhanced Partner Enablement Empowers partners and affiliates with up-to-date, accurate product data.

• Facilitates product syndication for broader reach
• Supports differentiated pricing and commissions for various partner types

Scalability and Flexibility Supports complex partner ecosystems with varying product, category, and pricing needs.

• Bulk operations for large portfolios
• Customizable structures for different business models