Benefits
With ZiftONE and the out-of-the-box integration to Microsoft Dynamics 365, the information you see and the data your team works from is the same whether in ZiftONE or in Dynamics 365.
Provide Everyone the Same Lens for Data
Leads and Partner Information
With ZiftONE for Dynamics 365, you get an app that is preconfigured and reduces complexity. The integration will automatically update as new features are added to ZiftONE, offering a seamless experience.
What if you could:
Manage deals and data within Dynamics 365
Take advantage of turnkey installation to map ZiftONE fields to your Dynamics 365 fields
Manage partner groups and roles within Dynamics 365
Get a filtered view in Dynamics 365 that shows only your partners
Grow your partner program and better manage partners
With ZiftONE for Microsoft Dynamics 365, you can.
You also get all of these great ZiftONE benefits:
To-Partner Communications
Send emails to your partners to get them engaged in your program, the portal, or even remind them about upcoming events. Use filters to identify partners by partner type or user behavior, keeping your partner outreach exceeding their needs.
Partner Engagement Services
Need more focused partner outreach? Our partner engagement team can provide training webinars and office hours to ensure that you are easy to do business with and your partners are empowered to succeed.
Partner Groups and User Filters
Deliver specific key messages, campaigns, and collateral to partner groups based on shared criteria or key unique user segments.
Analytics Dashboards
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.
Partner Portal
Keep your partners engaged with an easy-to-navigate partner portal. With our drag and drop configurations and starter templates, you can seamlessly create and update your portal on your own with custom views and pages for specific partners or partner types.
Onboarding Plans
Create a smooth onboarding process to get your 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.
Built-In Learning
ZiftONE's learning tools empower you to use you SCORM course files to create, manage and monitor partner training with ease. Your training program can be used for specialty certifications, product launch training, as well as for marketing or industry skill-building.
Success Plans
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.
Partner Locator
Give your customers an interactive tool where potential customers and partners can discover which partners can best serve their needs.
Did we get your attention?
We'd love to show you firsthand how ZiftONE for Microsoft Dynamics can help you reduce the complexity of managing a partner program.
Want to learn more about ZiftONE for Microsoft Dynamics 365?
Download the ZiftONE for Microsoft Dynamics 365 datasheet & learn how you can deliver flexibility to your channel team.
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.
