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What is ZINFI?

An aesthetically pleasing and responsive portal designed for partners enables seamless navigation through your channel programs, allowing users to quickly locate relevant content, campaigns, and eligible programs. It features a comprehensive suite of do-it-yourself tools that empower you to manage content, campaigns, and applications tailored for various user groups, types, languages, regions, and territories. These intuitive tools facilitate the creation of mobile-responsive content that can be dynamically updated, managed, and distributed to your partners efficiently. Additionally, you can track and enhance your channel programs effectively. Create partner-centric "Market-To" campaigns aimed at attracting new potential partners for recruitment or keeping existing partners informed about new initiatives, events, and other offerings within the portal. To ensure effective communication with both new and existing partners, employ a variety of campaign tactics including emails, events, and microsites, thereby enhancing engagement and collaboration. Furthermore, implementing feedback mechanisms can help refine your approach and ensure that the needs of your partners are consistently met.

What is PartnerBoard?

PartnerBoard functions as an all-encompassing platform dedicated to managing and enhancing partnership and referral programs by integrating every aspect of partners, referrals, and incentives into an interactive board that updates in real time. It creates a clear "source of truth" for referrals, allowing partners to collaboratively access a single board while enabling the program owner to have full visibility over the process, which promotes automatic updates for partners and clarity regarding incentives. Users can effectively track both incoming and outgoing referrals, pinpoint their origins, assess the performance of top partners, and explore analytical dashboards that showcase successful tactics and highlight potential growth opportunities. The system ensures a smooth referral process, where each entry specifies key criteria, contacts, and initial steps, allowing users to send qualified referrals in just a few minutes; partners can also tailor their views to display pertinent information, thereby reducing friction and improving coordination. Additionally, real-time alerts and seamless integrations with a variety of tools, including email, CRM systems, and webhooks, keep teams updated whenever a referral is submitted or altered, contributing to a more productive workflow. This comprehensive strategy not only enhances communication but also fortifies partnership connections, ultimately leading to superior outcomes for all parties involved while promoting a culture of collaboration and transparency.

Media

Media

Integrations Supported

HubSpot CRM
Salesforce
HubSpot Customer Platform
Microsoft 365
Microsoft Dynamics 365
Sugar Connect
ZoomInfo

Integrations Supported

HubSpot CRM
Salesforce

API Availability

API Availability

Pricing Information

Pricing not provided
Free Trial Offered?

Pricing Information

Free
Free Version

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Webinars

Training Options

Documentation Hub

Company Facts

Organization Name

ZINFI

Date Founded

2007

Company Location

United States

Company Website

www.zinfi.com

Company Facts

Organization Name

PartnerBoard

Company Location

United States

Company Website

www.partnerboard.io

Categories and Features

Categories and Features

Affiliate

Not specified

Referral

Not specified

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