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ZINFI Releases New Complimentary Best Practices Guide on Partner Onboarding

New guidebook offers a comprehensive overview of Partner Onboarding and provides readers with step-by-step guidance to partner onboarding using channel marketing management software

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PLEASANTON, Calif., Jan. 24, 2023 /PRNewswire/ — ZINFI Technologies, Inc., the leader in Unified Channel Management (UCM) solutions encompassing partner relationship management (PRM) and through-channel marketing automation, today announced that its latest guidebook, the Partner Onboarding Best Practices Guide, is now available as a complimentary downloadable eBook. The guidebook is aimed at individuals and organizations interested in bringing a structured approach to developing a partner onboarding program that targets and enables high-potential partners quickly, keeps them engaged and helps them succeed over the long term.

ZINFI Logo (PRNewsfoto/ZINFI Technologies, Inc.)

The Partner Onboarding Best Practices Guide has two main parts.

  • Part I provides an overview of partner onboarding, with an emphasis on streamlining and automating complex processes using purpose-built channel marketing management software. Topics include onboarding affiliate partners, overcoming challenges with the use of a partner relationship management tool and evaluating onboarding software. Several chapters offer step-by-step guidance in aligning onboarding practices with business strategy and partner types.

  • Part II of the guidebook is a detailed look at Unified Channel Management (UCM), a rigorously integrated approach to channel automation that helps organizations align channel policies, channel people, business process automation and channel partners to build a high-performing global channel. Part II begins with a definition of UCM, provides an overview of core and expanded modules for channel marketing automation, and describes in detail…


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