[ ZINFI U... Reviews ](https://www.g2.com/products/zinfi-unified-partner-management-upm/reviews) [ ZINFI U... Reviews ](https://www.g2.com/products/zinfi-unified-partner-management-upm/reviews) # ZINFI Unified Partner Management (UPM) Features ##### ## Link Options (3) Custom Links Allows affiliates to create custom links for products Referral Link Generator Able to generate affiliate links Smart Link Supports the creation of smartlinks that redirect users to relevant offers based on predefined conditions such as device type, geolocation, etc. Show More ##### ## Tracking Options (3) Email Updates Provides both companies and affiliates with email updates on campaign performance Affiliate Tracking Provides reporting and analytics on tracked performance of campaigns and affiliate-driven activities Cookieless Tracking Allows for tracking without the use of cookies Show More ##### ## Control (3) Role-Based Permissions Assigns information access rights based on company, user role, group, or tier Opportunity Management Tracks partner leads, opportunities, and monitors deals through pipeline stages Recognized Escalation Allows partners to move deals into the main channel while retaining input and receiving compensation Show More ##### ## Platform Basics (3) Lead Management Ability to upload and automatically distribute leads, as well as lead nurturing and scoring capabilities. Content Management Allows channel partners to create co-branded or locally customized content from centrally managed templates. Group and User Management Ability to assign groups and users different levels of access depending on the role of those groups and users. Show More ##### ## Campaign Execution (6) Email Marketing Ability for channel partners to create personalized emails, newsletters, or announcements using your branding and content. Search Marketing Allow channel partners to generate traffic and enhance visibility via search engines through both paid and unpaid activities. Web Syndication Management Ability to distribute and showcase your product and solutions via your channel partners’ websites. Social Media Management Ability for partners to schedule and manage content across social media channels. Events Provides partners with pre-built event templates that include automated email workflows for event management (i.e. webinars, in-person event registration, etc.). Microsite Management Ability to setup and personalize co-branded microsites or landing pages. Show More ##### ## Reporting (3) Campaign Performance Provides visibility into marketing campaign performance to then optimize strategy moving forward. Partner Performance Identifies high performing channel partners to be able to target them with more content, campaigns, and marketing development funds. Fund Tracking Provides the ability to track marketing development funds (MDF), like funds uploaded, funds claimed, and funds dispersed. Show More ##### ## Additional Features (1) Partner Engagement Ability to enourage partners to use your platform, which can involve learning and engagement (i.e. leaderboards, gamification, etc.). Show More ##### ## Affiliate Management (3) Affiliate Network Provides companies with access to a network of affiliates for recruiting Commissions and Payouts Supports multiple compensation models, such as pay-per-click, pay-per-sale, pay-per-lead, etc. Customization Supports the customization and management of affiliate campaigns and promotional links Show More ##### ## Account Mapping (3) Common overlaps Finds common overlap between you and your partner's prospects Mapping Segmentation Defines partnership overlaps into prospects, open opportunties or current customers Account Mapping Playbook Provides suggestions for what to do when data between partners intersect Show More ##### ## Partner Discovery (3) Competitive Discovery Allows users to search by brand to see who is driving traffic for your competitors. Social media discovery Allows users to Content-Based Discovery Allows users to identify partners by content based on search rankings to ensure optimal collaboration. Show More ##### ## Partner Collaboration (3) Brand Messaging Allows users to provide partners with approved creative, current offers, and curated product catalogs they’ll need to promote your brand. Offer Management Allows users to give key partners offers and sales deals to encourage them to keep your offers front and center. Catalog Management Allows users to provide partners with product catalogs to help gudie them towards the right products to promote Show More ##### ## Analytics (3) Conversion Tracking Allows users to track partner conversions Customer value tracking Allows users to track the partners that bring in your most loyal customers. ROI Measurement Allows users to measure partner-influenced revenue to show ROI Show More ##### ## Integrations (3) Data warehouse Integration Allows users to integrate data from data warehouse software into the partner ecosystem platform CRM Integration Allows users to integrate data from a CRM into the partner ecosystem platform Account-Based Marketing Software Integration Allows users to integrate Account-Based Marketing Software into the partner ecosystem platform Show More ##### ## Agentic AI - Secure Email Gateway (1) Proactive Assistance Anticipates needs and offers suggestions without prompting Show More ##### ## Agentic AI - Affiliate Marketing (6) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Platform - Partner Relationship Management (PRM) (13) Individual Portals Provides a private portal for each partner Content Repository Provides access to a repository that contains shared marketing or sales materials and tools Revenue Tracking Tracks revenue via links, leads, deals, and influenced revenue Cross-System Integration Operates across multiple systems, tools, and platforms. Workflow Automation & Notifications Automates critical processes and triggers alerts across the partner lifecycle Onboarding, Training & Certifications Offers structured onboarding with learning modules, trainings, and certifications Payouts & Global Compliance Offers multi-currency, automated partner payments with VAT/tax compliance Partner Discovery & Recruitment Streamlines the process of finding, qualifying, and recruiting new channel partners Incentive Management Manages incentive programs, whether it’s through commissions, bonuses, or tiered rewards Recognized Escalation Allows partners to move deals into the main channel while retaining input and receiving compensation Dashboards & Reporting Provides reports and dashboards that track partner activities such as performance, engagement, leads, and marketing fund utilization Marketing Tools Manages co-branding, MDFs, and campaigns through marketing automation Deal Management Handles deal registration and streamlines submissions, approvals, and tracking Show More ##### ## Agentic AI - Partner Relationship Management (PRM) (4) Adaptive Learning Improves performance based on feedback and experience Autonomous Task Execution Capability to perform complex tasks without constant human input (e.g. automate submissions, emails, workflows) Proactive Assistance Anticipates needs and offers suggestions without prompting Natural Language Interaction Provides an AI chat agent to engage and guide partners conversationally Show More ## Top-Rated Alternatives [ ![impact.com](https://images.g2crowd.com/uploads/product/hd_favicon/9a208043d1d4a5af8252dfcbeeebd301/impact-com.svg "impact.com") impact.com 4.4/5(2,370) ](https://www.g2.com/products/impact-com/reviews) [ ![PartnerStack](https://images.g2crowd.com/uploads/product/hd_favicon/ec4eaf5eb8917df22689476df3552a82/partnerstack.svg "PartnerStack") PartnerStack 4.7/5(927) ](https://www.g2.com/products/partnerstack/reviews) [ ![Impartner PRM](https://images.g2crowd.com/uploads/product/hd_favicon/ea14dbcc81e23eb954838721a85dbb38/impartner-prm.svg "Impartner PRM") Impartner PRM 4.5/5(560) ](https://www.g2.com/products/impartner-prm/reviews) [ View All Alternatives ](https://www.g2.com/products/zinfi-unified-partner-management-upm/competitors/alternatives) ZINFI Unified Partner Management (UPM) Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_cb3b5eaf2c709cf1d223cdf0e92fd468/impartner-prm.png "Product Avatar Image") Impartner PRM 4.5/5(560) [ Compare Now ](https://www.g2.com/compare/impartner-prm-vs-zinfi-unified-partner-management-upm) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_f3ef5e7b451aeccb2188f0e3f51d83d7/channelscaler.png "Product Avatar Image") Channelscaler 4.4/5(453) [ Compare Now ](https://www.g2.com/compare/channelscaler-vs-zinfi-unified-partner-management-upm) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_54a4e6f659c7921c8a7978a1138db974/partnerstack.png "Product Avatar Image") PartnerStack 4.7/5(927) [ Compare Now ](https://www.g2.com/compare/partnerstack-vs-zinfi-unified-partner-management-upm) ##### Categories on G2 [ Affiliate Marketing ](https://www.g2.com/categories/affiliate-marketing)[ Partner Ecosystem Platforms ](https://www.g2.com/categories/partner-ecosystem-platforms)[ Partner Relationship Management (PRM) ](https://www.g2.com/categories/partner-relationship-management-prm) [ Through-Channel Marketing ](https://www.g2.com/categories/through-channel-marketing) Show More ##### Explore More [ Top-rated VoIP providers for tech startups ](https://www.g2.com/discussions/top-rated-voip-providers-for-tech-startups)[ Which software is best for marketing metrics analysis ](https://www.g2.com/discussions/which-software-is-best-for-marketing-metrics-analysis)[ Leading spend management services for startups ](https://www.g2.com/discussions/leading-spend-management-services-for-startups-which-tools-help-you-move-fast-without-losing-control) [ What platform integrates property management with accounting systems? 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