Partner relationships aren’t built overnight but they can be improved with a good portal experience. With ZiftONE, you can grow your partners and improve partner relationships with training, searchable collateral, a better lead and deal registration experience, onboarding, and success plans. Zift’s unique ZiftONE PRM platform drives partner engagement with customized experiences, while providing the analytics and flexibility you need to adapt your partner program as quickly as the channel changes.

Build an Eye-Catching Partner Portal to Drive Engagement

Portal Builder

Zift is designed to help you compete against larger programs without hiring more staff. Zift’s Portal Builder allows you to easily create and update dynamic custom portal pages without any code. With drag and drop technology and easy to use templates, you can create as many visually interesting pages as you need to drive engagement to the platform.

Especially resource-strapped? Zift’s marketing services team can help you create and update portal pages so that you can have a beautiful portal your partners will want to log into regularly.

Provide the Education and Training You Need to Continue to Build Relationships with Partners

Built-In Channel Learning and Readiness

Make it easier for partners to access product training by having your trainings in their partner portal. With ZiftONE you will deliver timely, interactive training to upskill partners and keep them up-to-date with your current offerings. ZiftONE’s learning and development capabilities empower you to create data-informed, technology-driven, partner-centered learning experiences. ZiftONE’s SCORM-compliant training module allows you to create course tracks with videos and quizzes to drive certifications or just build partner knowledge. You can filter courses to specific partner groups so that they are only seeing ones most relevant to their product. With ZiftONE, you will enable your partners to make the most of your channel offerings and maximize your return on channel investment.

Use ZiftONE to train partners all over the world and in all time zones, offering the same types of information you would face-to-face or via webinar. You can create training for one specific partner, offering the same level of customization they would get if you presented to them directly – all without the issues of scheduling and time conflicts.

certifications data

You can even track which partners have completed training and issue certificates based on the progress they’ve made. If someone has gotten stuck or stopped midway through a certification, you’ll be able to reach out directly to nudge them. Using the ZiftONE LMS also means that training is included in partner analytics, so you can get a true understanding of what a partner is and is not doing to become successful and what e-learning courses are being adopted. This data can be used to inform what types of courses to create in the future and identify training gaps early on.

Simplify Your Partner Experience and Drive Engagement with Your Resources

Collateral Library and Folders

Make it easy for partners to get the right playbooks, data sheets and solution guides. With Zift, you can filter content so that it only shows to partners able to sell that particular product. With the filters and search functionality on the partner portal, your partners can drill down to the exact content that they are looking for.
You can also package content about the same subject together in a folder with ZiftONE’s Collateral Programs function, making it even easier for partners to find everything they need to initiate product or service sales.

portal collateral

Help Your Partners Adapt and Flourish

Success Plans

The channel is changing. Make sure your partners are ready to adapt with it. As we move into an as-a-service world, it’s more important than ever to communicate and educate your partners. With Success Plans:

  • Your partners know what they can do to be empowered with plans based on the actions of your best performers
  • You and your partners stay on the same page in terms of expectations – and your partners know what steps they must take to achieve success
  • Create measurable goals your partners will be accountable and ready to achieve, including around count of approved accounts, number of registered deals, number of campaign leads, total closed deals or training certifications
  • Partners can view their progress on their Partner Portal and your team can view it in ZiftONE’s Partner Explorer
  • Assign by partner type, partner tier, individually, or by any grouping you choose
success plans

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 familiarize them with your company and brand to better set them up for success. 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 strongly equipped to explain the supplier’s value proposition and products to end customers.

onboarding plans

Develop More Operational Maturity and Strengthen Your Partners


Are you sure you have the right processes, procedures, and incentives?

Your channel data can tell a story. With Zift’s analytics from Looker, you have access to 13 different built-in dashboards, 40 different built-in reports, and the ability to build custom reports to suit your individual needs. You can see what’s working, what isn’t, and adjust accordingly. Use these reports to track how your program, partners, training, and collateral are performing. ZiftONE gives you the ability to select favorite dashboards to follow and even select which one to see as your home screen. Use these reports to readily identify your best performing partners so that you can spend your time on the partners that provide value instead of the ones that don’t. You can also measure content performance, see what is being used, and what isn’t so that you only spend time creating collateral that matters most.

Show how partner business expands as an element of your overall revenue. Reports can be scheduled to email daily, weekly, biweekly, or monthly to help you keep your stakeholders informed. ZiftONE reports on each phase of the channel lifecycle with tailored dashboards suited for end-users and executives, showcasing pipeline growth, partner participation, and performance. By adjusting timeframes, you can track performance and trends by month, quarter, or year-over-year.

deal analytics

Simplify Your Partner’s Selling Experience

If it’s difficult for a partner to register a deal, or if they think you’ll offer their lead to someone else, they’ll take that deal elsewhere. Make it easy with ZiftONE.

Zift enables partners to translate the leads they receive from marketing and sales activities into lead and deal registrations, allowing you to see who is targeting which customers. ZiftONE lets you manage leads to ensure that they are nurtured towards making a purchase. At the same time, avoid friction that can develop if you have a partner(s) and your internal sales teams competing to sell to the same prospects. Once a lead has been assigned to and accepted by a partner, the closed-loop process begins to track the sales touches and opportunities generated. Any updates to the lead records and related opportunities are reported directly back to your CRM system.

Improve partner relationships with Zift’s easy-to-use deal registration. With the simplicity of a basic one-step online form that connects with your pricelist and fills in your partner’s existing contacts and leads, your partners can register deals quickly. With Zift’s deal registration dashboard and analytics reports, your sales team can identify conflict before it starts. By integrating with your CRM, Zift’s deal registration creates a holistic pipeline visibility, better enabling you and everyone you work with to make decisions that matter.

Funnel hot leads to the right partners. In ZiftONE, you will route leads by territory rules, performance measures, or contractual commitments. ZiftONE supports a collaborative sales process by automatically assigning and distributing qualified leads via intelligent email notifications or directly syncing into your partners’ CRM systems. Distributed leads include relevant details, such as profile data (name, company, etc.) and lead history (campaign, emails opened/clicked, website views, etc.) to establish rapport, nurture prospects and close more deals.

Tamco deals

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We'd love to show you firsthand how ZiftONE can empower your partners, drive partner engagement and make your channel program easy for partners.

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