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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
HubSpot Customer Platform
Microsoft 365
Microsoft Dynamics 365
Sugar Connect
ZoomInfo

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Free
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

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

Channel Marketing

Campaign Management
Channel Analytics
Content Management & Sharing
Incentive Management
Inventory Control
Lead Management
Multiple Channel Configurations
Order Management
Partner Management
Pipeline Management
Social Promotion

Partner Relationship Management (PRM)

Asset Management
Business Plans
Channel Marketing Automation
Collaboration Tools
Compliance Management
Deal Management
Deal Registration
Lead Generation
Lead Sharing
Partner Onboarding
Partner Portal
Performance Metrics
Rewards Programs
Workflow Management

Categories and Features

Affiliate

Affiliate Management
Affiliate Tracking
Banner Management
Commission Management
Contest Management
Coupon Management
Email / Newsletter Communication
Fraud Detection
Multi Level Marketing (MLM)
Multi-Language
Social Sharing

Partner Relationship Management (PRM)

Asset Management
Business Plans
Channel Marketing Automation
Collaboration Tools
Compliance Management
Deal Management
Deal Registration
Lead Generation
Lead Sharing
Partner Onboarding
Partner Portal
Performance Metrics
Rewards Programs
Workflow Management

Referral

Affiliate Marketing
Campaign Management
Contact Management
Employee Referral Management
Feedback Management
Lead Engagement
Loyalty Program
Referral Tracking
Rewards Management

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