ZINFI Expands Partner Relationship Management Platform

ZINFI recently launched advanced partner onboarding and learning management capabilities in their partner relationship management (PRM) solution.

An updated onboarding module allows organizations to automate the entire partner onboarding process, guiding partner users through a series of sequential steps and through various achievement levels. Administrators can quickly create customized onboarding programs and automatically assign them to partners based on attributes like company type, field of specialization, and location.

The new module also includes a program rules engine that administrators can use to automate the partner onboarding lifecycle through a preconfigured flow consisting of action items like partner registration, partner learning objectives, partner target achievements and partner profile completion.

Vendors can quickly create onboarding programs that allow them to enroll partners directly based on matching attributes. Programs can be made available to specific users, accounts or companies depending on the organization’s business requirements.

In addition, program completion criteria can now be automatically linked to specific user tasks. Program completion may be configured for individual users or accounts, or for an entire company.

The module also allows vendors to link access to additional content in the platform to completion of specific steps or levels in the onboarding and learning process

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What’s more, programs can easily be configured to automate the awarding of certificates as users proceed through predefined steps. Organizations can also automate the revocation of certifications or other benefits when participants fail to complete specific steps.

ZINFI’s platform also includes a dynamic business intelligence and correlation engine (Edison) that allows customers to track partner onboarding and learning management processes, determine what’s work and what isn’t, and identify areas where processes need to be changed or refined.

ZINFI offers a 30-day free trial (no credit card required) that allows prospective buyers to set up their core partner portal capabilities within two to four weeks, prior to purchase. Prospective buyers can easily set up partner users, profiles, and branded portal pages, as well as upload content and integrate with third-party CRM systems prior to purchase to satisfy immediate and future partner relationship management automation needs.