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Unified Partner Management (UPM)ZINFI Technologies

Unified, cloud-based platform for automating, managing, and optimizing partner relationships and channel operations at scale.

Vendor

Vendor

ZINFI Technologies

Company Website

Company Website

Product details

ZINFI's Unified Channel Management Architecture is a SaaS platform designed to automate and streamline partner relationship and channel management for enterprises. It provides a centralized, mobile-responsive environment that connects multiple business systems, supports configurable workflows, and delivers advanced analytics to optimize partner engagement and performance. The platform is modular, allowing organizations to tailor partner onboarding, enablement, marketing, sales, incentive programs, and analytics according to their specific needs, reducing manual processes and increasing efficiency.

Key Features

Mobility Mobile-first, fully responsive design

  • Native mobile apps for iOS and Android
  • Access all platform features on any device

Connectivity Centralized integration with business systems

  • Connects to CRM, LMS, POS, incentives, and data management systems
  • Secure API-based and direct data layer communications

Flexibility DIY workflow and process automation

  • Drag-and-drop workflow builder
  • Rapid configuration and deployment without coding

Intelligence Cross-application analytics and BI

  • Correlation engine for partner performance insights
  • Customizable dashboards and real-time reporting

Centralized Connection Management Universal data integration and synchronization

  • Pre-configured integrations with major CRMs and marketing platforms
  • Automated, workflow-based data sync across systems

Partner Lifecycle Management Comprehensive partner management modules

  • Onboarding, enablement, marketing, sales, incentives, and community tools
  • Modular deployment for scalability

Benefits

Increased Efficiency Automates manual partner management processes

  • Reduces implementation time and operational costs
  • Minimizes need for technical support through DIY tools

Enhanced Visibility & Control Centralizes partner data and workflows

  • Provides a unified view of partner performance and activities
  • Enables secure, dynamic integration with third-party systems

Scalability & Customization Adapts to evolving partner ecosystem needs

  • Modular architecture supports growth and changing requirements
  • Configurable workflows and integrations for diverse business models

Improved Partner Experience Empowers partners with mobile access and self-service tools

  • Streamlines onboarding, training, and engagement
  • Supports collaboration and communication across the ecosystem