Benefits
You know your partners, but does your partner experience reflect that? ZiftONE’s partner management tools make it easier to identify, segment, and sort your partners and manage all of the users within their organizations. With advanced customization and an easy portal builder, you can offer a truly customized experience tailored to each partner. At the same time, drive engagement by showing exactly what’s relevant.
Simplify Channel Management
Partner Explorer
Partner Explorer makes managing and understanding individual partners easier. Within Partner Explorer you can manage, locate, and sort your partners. Partner Explorer is a series of pages that gives you details on your partners, including who is at the account. These details enable you to change and manage partners’ roles, or add or remove users if needed. You can also look at individual partners to see how they are or are not performing, find out who is or is not actively using the portal, and see what activities are driving leads and revenue.
Partner Explorer has its own reporting, including a Partner Overview scorecard. This is a useful tool for partner QBRs that provides a data snapshot of the performance and activity of a specific partner. In addition, Marketing Overview gives a data snapshot of what marketing materials the individual partner is and is not using.
Partner Explorer gives you the information needed to manage partners and keep them accountable.
Easily Connect ZiftONE to Salesforce, Microsoft Dynamics and Other Leading CRM Solutions
With ZiftONE’s CRM connectors, integrate business workflows and key data between ZiftONE and your CRM; whether it’s Salesforce, Microsoft Dynamics, HubSpot, Zoho, SugarCRM or something else. Gain access to a single source of truth for channel management and reporting. Integrated data elements include: partner profiles, leads, opportunities, accounts/contacts, pricebooks, and custom objects.
Customizable Partner Activation and Registration
Customizable “About the Program” Pages
ZiftONE helps you build a robust experience for prospects to better support new partner registration, program information, and promotion. With our customizable page templates, you can easily build out a page or group of pages that explain and sell your program to potential partners. Our customizable registration forms also make it easy to get as much – or as little – information as you want for registering your partners.
Customizable Program Registration
ZiftONE is designed to support your program’s application process, data collection requirements, routing, and approval steps. Need extra fields to determine who your partners are and how to best serve them? You can easily add them. You also have multiple options for contacting new companies that register for an account. Want to give everyone access right away? With Auto-Onboard, an account is instantly created. Need to review the partners to make sure they meet your business requirements? Zift also provides the option for you to review all pending partners on a dashboard and receive emails when a new partner registers.
With ZiftONE’s domain matching option, you can make sure that if someone associated with an existing account registers, they will be associated with the right partner. New partners and partner contacts are immediately synchronized to your CRM via the CRM connector. They’re also automatically kept up to date between the two applications. Once an account is created, partners can manage their own program membership, credentials, profile data, training and other program participation.
No matter what options you choose, you can create matching records automatically in your CRM, ensuring your partner data is correct.
Onboarding Plans
Prescribe best practices for market success. Create a smooth onboarding process to get your new partners activated and engaged. By providing a structured path to progress, you can guide your partners to the content and actions that will make your relationship mutually profitable. Educate them on your company’s value proposition with training courses, collateral that represents your brand and positioning, and portal pages that tell them how to get the most out of their relationship with you.
With an onboarding plan, partners are more educated and better able to explain the supplier’s value proposition and products to end customers.
Give Your Partners a Tailored Experience
More is not always better. Give your partners too much content and you risk overwhelming them. With ZiftONE, you can deliver specific key messages, campaigns, and collateral to partner groups based on unique user segments. Marketing users see current marketing campaigns and programs upon logging into the portal. Sales users are greeted by deal management tools and updates on progress. Best of all, it’s all fully customizable by you – no HTML needed.
Your Partner Portal is the front door of your partner program. Does it match the rest of your house?
ZiftONE’s Partner Portal will delight your partners with high-value, rich content that looks like your company and brand to improve marketing and selling efforts. In the process, differentiate your program from your competitors and make your partner site the preferred destination.
Portal building shouldn’t require a web designer. With ZiftONE, you can quickly build and adapt content to meet the changing needs of your partner program. Easily build and modify page layout, color schemes, menus, content, and styling. With custom navigations, you can share the most relevant information by partner type or role of the partner. Best of all, it’s all fully customizable by you – no HTML needed.
Drive Channel Success
Success Plans
Make it easy for your partners to know what they need to do – and keep everyone on the same page in terms of expectations. By creating measurable goals around count of approved accounts, number of registered deals, number of campaign leads, total closed deals, or training certifications, your partners will be held accountable and ready to achieve. Automated measurement is viewable to both suppliers and partners, keeping results out in the open for both parties.
Achievements and Tiering
Using ZiftONE’s segmentation, track and manage partner achievements. Achievements may be used to create new segments to track highest performing partners or those partners with the highest growth potential.
Limit content to partners that have specific steps, such as onboarding. You can then reuse achievements across different groups, allowing a multi-layered approach to partner segmentation.
ANALYTICS DASHBOARDS
ZiftONE’s data will make it clear what is working and what isn’t – and more importantly what is truly driving revenue and pipeline generation. ZiftONE reports on each phase of the channel lifecycle with tailored dashboards suited for end-users and executives, showcasing deal pipeline growth, partner participation, and performance. By adjusting timeframes, users can track performance and trends by month, quarter, or year over year. With custom reports and the ability to automatically email reports on a regular basis, metrics can be individualized and even broken down to one or a handful of accounts. For data-savvy teams, ZiftONE supports advanced reporting and queries for deep-dive data exploration.
Did we get your attention?
We'd love to show you firsthand how ZiftONE can empower your partners, drive partner engagement and make your channel program easy for partners.
Want to learn more about ZiftONE Partner Management?
Download the ZiftONE Partner Management datasheet & learn how to become the champion of your channel.
ZIFTONE CHANNEL MARKETING
ZiftONE puts you in command of multi-touch digital marketing campaigns designed to generate leads — and support pipeline growth — all day, every day.
ZIFTONE CHANNEL SERVICES
From guiding you through the intricacies of recruiting and onboarding to creating winning campaigns, ZiftONE channel services help you shine.
