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[

ZINFI Unified Partner Management (UPM)

](/products/zinfi-unified-partner-management-upm/reviews)

(725)4.9/5

ZINFI Unified Partner Management (UPM) is a Partner Relationship Management (PRM) software platform that helps organizations manage indirect sales channel programs through a single SaaS application. The platform supports companies that distribute products or services through third-party channel partners, including resellers, distributors, managed service providers (MSPs), system integrators, value-added resellers (VARs), and affiliates. The platform covers the full partner lifecycle across six operational stages: onboarding, enablement, marketing, selling, incentivization, and growth acceleration. Channel operations teams use ZINFI to configure partner tiers, automate program workflows, distribute co-branded marketing content, track deal registrations, manage Market Development Funds (MDF), calculate partner compensation, and measure partner-generated revenue — all within a single connected system. ZINFI's Partner Marketing Management (PMM) module includes Through-Channel Marketing Automation (TCMA) functionality, enabling channel partners to execute localized, co-branded campaigns across email, social media, search engines, events, and partner microsites using vendor-approved content templates and allocated MDF budgets. Key features include: • Partner portal and onboarding: Configurable partner portals provide each partner with tiered access to training modules, sales assets, deal registration tools, and communication workflows, segmented by partner type, program tier, and geography. • Deal registration and pipeline management: Partners submit deal registrations through the platform, with automated approval routing, conflict resolution workflows, and real-time pipeline visibility for channel managers and sales operations teams. • MDF and incentive management: The platform manages the full MDF cycle — fund allocation, claim submission, approval, and disbursement — alongside automated commission calculations, rebate programs, and Sales Performance Incentive Funds (SPIFs), with multi-currency and tax compliance support for global programs. • Through-channel marketing automation: Partners create and distribute co-branded campaigns across email, social media, paid search, microsites, and in-person or virtual events using centrally managed brand templates and pre-approved marketing assets. • Reporting, analytics, and AI automation: Dashboards provide visibility into partner activity, campaign performance, MDF utilization, deal conversion, and partner-attributed revenue. Workflow automation tools reduce manual administrative tasks across partner onboarding, approvals, and communications. ZINFI has been included in the G2 Partner Management Software Leader category for more than 20 consecutive quarters since 2019. A 30-day free trial with access to all platform modules is available without a credit card.

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Pinned by G2 as a common question

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almost 3 years ago

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[
# What is ZINFI used for?
](/discussions/what-is-zinfi-used-for)
What is ZINFI used for?

[

Through-Channel Marketing Software

](https://www.g2.com/tags/through-channel-marketing-software)[

Partner Management Software

](https://www.g2.com/tags/partner-management-software)[

Affiliate Marketing Software

](https://www.g2.com/tags/affiliate-marketing-software)

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Verified User in Internet

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almost 8 years ago

Posted by ZINFI Unified Partner Management (UPM)

Posted by ZINFI Unified Partner Management (UPM)

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[
# How does GDPR impact the sending of marketing campaigns to persons on an existing contact list?
](/discussions/gdpr-impact-on-marketing-campaigns-for-zinfi)
GDPR Impact on Marketing Campaigns for ZINFI

[

Through-Channel Marketing Software

](https://www.g2.com/tags/through-channel-marketing-software)[

Partner Management Software

](https://www.g2.com/tags/partner-management-software)

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over 6 years ago

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[
# Can I insert links to our own microsite in our email campaign pieces?
](/discussions/24013-can-i-insert-links-to-our-own-microsite-in-our-email-campaign-pieces)
I've seen social media campaigns to provide links to direct leads to landing pages or microsites. I was wondering if this is possible and/or a best practice in email campaigns

[

Through-Channel Marketing Software

](https://www.g2.com/tags/through-channel-marketing-software)[

Partner Management Software

](https://www.g2.com/tags/partner-management-software)

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Verified User in Internet

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almost 8 years ago

Posted by ZINFI Unified Partner Management (UPM)

Posted by ZINFI Unified Partner Management (UPM)

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[
# How will the Rights of Individuals be affected by the GDPR?
](/discussions/rights-of-individuals)
Rights of Individuals

[

Through-Channel Marketing Software

](https://www.g2.com/tags/through-channel-marketing-software)[

Partner Management Software

](https://www.g2.com/tags/partner-management-software)

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Verified User in Internet

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almost 8 years ago

Posted by ZINFI Unified Partner Management (UPM)

Posted by ZINFI Unified Partner Management (UPM)

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[
# How will Brexit impact compliance for businesses based in the UK?
](/discussions/compliance-b836f6ab-f131-4570-abe8-194621d20093)
Compliance

[

Through-Channel Marketing Software

](https://www.g2.com/tags/through-channel-marketing-software)[

Partner Management Software

](https://www.g2.com/tags/partner-management-software)

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Verified User in Internet

•

almost 8 years ago

Posted by ZINFI Unified Partner Management (UPM)

Posted by ZINFI Unified Partner Management (UPM)

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[
# What should I do if I use third-party solutions to handle data under GDPR?
](/discussions/third-party-providers-73e64e68-9c1b-4721-9af7-9845819875a2)
Third Party Providers

[

Through-Channel Marketing Software

](https://www.g2.com/tags/through-channel-marketing-software)[

Partner Management Software

](https://www.g2.com/tags/partner-management-software)

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[![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=ZINFI+Unified+Partner+Management+%28UPM%29+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fzinfi-unified-partner-management-upm%2Fdiscuss%0aAsk+ZINFI+Unified+Partner+Management+%28UPM%29+questions+and+get+answers+from+expert+users+in+our+ZINFI+Unified+Partner+Management+%28UPM%29+Discussions+section.)

[![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=ZINFI+Unified+Partner+Management+%28UPM%29+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fzinfi-unified-partner-management-upm%2Fdiscuss%0aAsk+ZINFI+Unified+Partner+Management+%28UPM%29+questions+and+get+answers+from+expert+users+in+our+ZINFI+Unified+Partner+Management+%28UPM%29+Discussions+section.)

 ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link")

 ![Verified User in Internet](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Internet")
G2

Verified User in Internet

•

almost 8 years ago

Posted by ZINFI Unified Partner Management (UPM)

Posted by ZINFI Unified Partner Management (UPM)

More Options
- 

[
# What are Binding Corporate Rules (BCRs)?
](/discussions/binding-corporate-rules)
Binding Corporate Rules

[

Through-Channel Marketing Software

](https://www.g2.com/tags/through-channel-marketing-software)[

Partner Management Software

](https://www.g2.com/tags/partner-management-software)

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\<0\>0\>Upvotes

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0 Comments

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[![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=ZINFI+Unified+Partner+Management+%28UPM%29+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fzinfi-unified-partner-management-upm%2Fdiscuss%0aAsk+ZINFI+Unified+Partner+Management+%28UPM%29+questions+and+get+answers+from+expert+users+in+our+ZINFI+Unified+Partner+Management+%28UPM%29+Discussions+section.)

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 ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link")

 ![Verified User in Internet](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Internet")
G2

Verified User in Internet

•

almost 8 years ago

Posted by ZINFI Unified Partner Management (UPM)

Posted by ZINFI Unified Partner Management (UPM)

More Options
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[
# Can I work with third-party solution providers outside of the EU under GDPR?
](/discussions/third-party-providers-dbd11f8c-3624-47d3-a548-75d386133c82)
Third Party Providers

[

Through-Channel Marketing Software

](https://www.g2.com/tags/through-channel-marketing-software)[

Partner Management Software

](https://www.g2.com/tags/partner-management-software)

* * *

\<0\>0\>Upvotes

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0 Comments

[![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+ZINFI+Unified+Partner+Management+%28UPM%29+questions+and+get+answers+from+expert+users+in+our+ZINFI+Unified+Partner+Management+%28UPM%29+Discussions+section.&title=ZINFI+Unified+Partner+Management+%28UPM%29+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fzinfi-unified-partner-management-upm%2Fdiscuss)

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[![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fzinfi-unified-partner-management-upm%2Fdiscuss)

[![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=ZINFI+Unified+Partner+Management+%28UPM%29+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fzinfi-unified-partner-management-upm%2Fdiscuss%0aAsk+ZINFI+Unified+Partner+Management+%28UPM%29+questions+and+get+answers+from+expert+users+in+our+ZINFI+Unified+Partner+Management+%28UPM%29+Discussions+section.)

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 ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link")

 ![Verified User in Internet](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Internet")
G2

Verified User in Internet

•

almost 8 years ago

Posted by ZINFI Unified Partner Management (UPM)

Posted by ZINFI Unified Partner Management (UPM)

More Options
- 

[
# What about consent and third-party providers?
](/discussions/third-party-providers)
Third Party Providers

[

Through-Channel Marketing Software

](https://www.g2.com/tags/through-channel-marketing-software)[

Partner Management Software

](https://www.g2.com/tags/partner-management-software)

* * *

\<0\>0\>Upvotes

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0 Comments

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 ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link")

 ![Verified User in Internet](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Internet")
G2

Verified User in Internet

•

almost 8 years ago

Posted by ZINFI Unified Partner Management (UPM)

Posted by ZINFI Unified Partner Management (UPM)

More Options
- 

[
# How should I manage consent?
](/discussions/managing-consent)
Managing Consent

[

Through-Channel Marketing Software

](https://www.g2.com/tags/through-channel-marketing-software)[

Partner Management Software

](https://www.g2.com/tags/partner-management-software)

* * *

\<0\>0\>Upvotes

* * *

0 Comments

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