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© 2018 ZINFI Technologies Inc. All Rights Reserved. © 2018 ZINFI Technologies Inc. All Rights Reserved.
How to Make Your Partner Portal
More Partner-Friendly
Automating Profitable Growth™
© 2018 ZINFI Technologies Inc. All Rights Reserved.
How to Make Your Partner Portal More Partner-Friendly
At ZINFI, we work for major global brands and every day help thousands of
their channel partners improve productivity. This is not as straightforward as
it might be. One of the main complaints we hear constantly from channel
partners is how hard it is to use most vendors’ partner portals. Yes, a few
are great, but most partner portals are complex to understand. When we
ask partners what they would like to see in an ideal partner portal, the five
things we consistently hear are not surprising, but somehow only rarely
delivered:
© 2018 ZINFI Technologies Inc. All Rights Reserved.
How to Make Your Partner Portal More Partner-Friendly
1. Ease of navigation
Far too frequently, vendors use cool marketing lingo that is utterly
confusing. Why use non-specific terms like “engage” or “excite” about your
channel process steps when you can use simple, unmistakable words like
“welcome”, “join”, “on-board” or “train”. Calling a spade a spade is the first
step in simplifying navigation in your partner portal. Also, categorizing your
partner portal by straightforward functional areas like sales, marketing,
technical or incentives is logical and doesn’t require an effort to understand.
Being too cool isn’t clever. Ease of navigation starts with making things easy
to grasp.
© 2018 ZINFI Technologies Inc. All Rights Reserved.
How to Make Your Partner Portal More Partner-Friendly
2. Mobile access
More than two-thirds of the partners consistently access a partner portal
while they are away from their desk. So, while it is easy to make your portal
mobile-compatible, don’t forget to make the rest of your portal smartphone-
or tablet- You don’t have to go all the way in building apps for your portal.
Many vendors have gone far down the app route, and it has turned out to be
a pretty wasted investment, as very few partners click through all the apps.
So, while apps can work as a Band-Aid to push out some news streams,
events, training, etc., don’t get bogged down: focusing on the broader issue
of easy mobile access is the key.
© 2018 ZINFI Technologies Inc. All Rights Reserved.
How to Make Your Partner Portal More Partner-Friendly
3. Personalization
Your partners must be able to pick and chose the content they want to see
in your partner portal. To start with, the portal should allow partners to filter
out content that is not relevant – by region, country, or partner tier type
using content tagging, but partner portals should also provide focused
content to specific groups of partners by function, g. sales, marketing, or
technical. The more streamlined the information in your portal, the easier it
will be for your partners to use. At ZINFI we see that more than 70% of
vendors are still using a flat, or non-targeted content profile in their partner
portals, which is overwhelming for most partners.
© 2018 ZINFI Technologies Inc. All Rights Reserved.
How to Make Your Partner Portal More Partner-Friendly
4. Simplifying promotions
Vendors with multiple product lines are constantly running a wide variety of
promotions via their partner portal. However, if the partner doesn’t see a
logical connection to the vendor initiatives, and furthermore if the
promotions are not related to the differing maturity stages of the partner,
then you are anesthetizing the channel with an avalanche of information that
has nothing to do with them.
© 2018 ZINFI Technologies Inc. All Rights Reserved.
How to Make Your Partner Portal More Partner-Friendly
5. Tracking metrics
We are now in the age of content marketing. This means that it is the value
your partner portal brings to the channel is dependent on your
understanding of what content is useful to specific groups of partners, and
what isn’t. Yes, you need a dynamic partner portal content management
capability, without which you cannot serve up the right content to the right
partner. For a vendor with global reach, this may require an incremental
investment of a few thousand dollars per month, but within a few months
you are going to reap significant benefit from your partner base by
stimulating them to self-educate, improve their knowledge and manage
better – all because you will be able to identify how to help them based on
data, rather than on opinions or anecdotal feedback.
© 2018 ZINFI Technologies Inc. All Rights Reserved.
How to Make Your Partner Portal More Partner-Friendly
The great news is that you now have a choice of best-in-class partner
portal content management systems that you can deploy to migrate your
partner portal piece by piece. This doesn’t need to be a multi-year
program, nor does it need to be one mammoth effort. If you take a
structured approach, consecutively by functional area, you can migrate your
portal gradually. Quarter by quarter, you can take one function of your
organization, undertake training and move all of the relevant content over. If
you do that over a period of a year you can migrate pretty much your entire
portal without undue complexity. As you do this, you are guaranteed to see
substantial improvements in partner engagement and satisfaction with
your partner portal, which in the end will drive more revenue at a lower
cost.
© 2018 ZINFI Technologies Inc. All Rights Reserved.
ZINFI Technologies, Inc.
6200 Stoneridge Mall Road, Suite 300
Pleasanton, CA 94588
sales@zinfitech.com
© 2018 ZINFI Technologies Inc. All Rights Reserved.
Automating Profitable Growth™

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Make Your Partner Portal More Partner Friendly

  • 1. © 2018 ZINFI Technologies Inc. All Rights Reserved. © 2018 ZINFI Technologies Inc. All Rights Reserved. How to Make Your Partner Portal More Partner-Friendly Automating Profitable Growth™
  • 2. © 2018 ZINFI Technologies Inc. All Rights Reserved. How to Make Your Partner Portal More Partner-Friendly At ZINFI, we work for major global brands and every day help thousands of their channel partners improve productivity. This is not as straightforward as it might be. One of the main complaints we hear constantly from channel partners is how hard it is to use most vendors’ partner portals. Yes, a few are great, but most partner portals are complex to understand. When we ask partners what they would like to see in an ideal partner portal, the five things we consistently hear are not surprising, but somehow only rarely delivered:
  • 3. © 2018 ZINFI Technologies Inc. All Rights Reserved. How to Make Your Partner Portal More Partner-Friendly 1. Ease of navigation Far too frequently, vendors use cool marketing lingo that is utterly confusing. Why use non-specific terms like “engage” or “excite” about your channel process steps when you can use simple, unmistakable words like “welcome”, “join”, “on-board” or “train”. Calling a spade a spade is the first step in simplifying navigation in your partner portal. Also, categorizing your partner portal by straightforward functional areas like sales, marketing, technical or incentives is logical and doesn’t require an effort to understand. Being too cool isn’t clever. Ease of navigation starts with making things easy to grasp.
  • 4. © 2018 ZINFI Technologies Inc. All Rights Reserved. How to Make Your Partner Portal More Partner-Friendly 2. Mobile access More than two-thirds of the partners consistently access a partner portal while they are away from their desk. So, while it is easy to make your portal mobile-compatible, don’t forget to make the rest of your portal smartphone- or tablet- You don’t have to go all the way in building apps for your portal. Many vendors have gone far down the app route, and it has turned out to be a pretty wasted investment, as very few partners click through all the apps. So, while apps can work as a Band-Aid to push out some news streams, events, training, etc., don’t get bogged down: focusing on the broader issue of easy mobile access is the key.
  • 5. © 2018 ZINFI Technologies Inc. All Rights Reserved. How to Make Your Partner Portal More Partner-Friendly 3. Personalization Your partners must be able to pick and chose the content they want to see in your partner portal. To start with, the portal should allow partners to filter out content that is not relevant – by region, country, or partner tier type using content tagging, but partner portals should also provide focused content to specific groups of partners by function, g. sales, marketing, or technical. The more streamlined the information in your portal, the easier it will be for your partners to use. At ZINFI we see that more than 70% of vendors are still using a flat, or non-targeted content profile in their partner portals, which is overwhelming for most partners.
  • 6. © 2018 ZINFI Technologies Inc. All Rights Reserved. How to Make Your Partner Portal More Partner-Friendly 4. Simplifying promotions Vendors with multiple product lines are constantly running a wide variety of promotions via their partner portal. However, if the partner doesn’t see a logical connection to the vendor initiatives, and furthermore if the promotions are not related to the differing maturity stages of the partner, then you are anesthetizing the channel with an avalanche of information that has nothing to do with them.
  • 7. © 2018 ZINFI Technologies Inc. All Rights Reserved. How to Make Your Partner Portal More Partner-Friendly 5. Tracking metrics We are now in the age of content marketing. This means that it is the value your partner portal brings to the channel is dependent on your understanding of what content is useful to specific groups of partners, and what isn’t. Yes, you need a dynamic partner portal content management capability, without which you cannot serve up the right content to the right partner. For a vendor with global reach, this may require an incremental investment of a few thousand dollars per month, but within a few months you are going to reap significant benefit from your partner base by stimulating them to self-educate, improve their knowledge and manage better – all because you will be able to identify how to help them based on data, rather than on opinions or anecdotal feedback.
  • 8. © 2018 ZINFI Technologies Inc. All Rights Reserved. How to Make Your Partner Portal More Partner-Friendly The great news is that you now have a choice of best-in-class partner portal content management systems that you can deploy to migrate your partner portal piece by piece. This doesn’t need to be a multi-year program, nor does it need to be one mammoth effort. If you take a structured approach, consecutively by functional area, you can migrate your portal gradually. Quarter by quarter, you can take one function of your organization, undertake training and move all of the relevant content over. If you do that over a period of a year you can migrate pretty much your entire portal without undue complexity. As you do this, you are guaranteed to see substantial improvements in partner engagement and satisfaction with your partner portal, which in the end will drive more revenue at a lower cost.
  • 9. © 2018 ZINFI Technologies Inc. All Rights Reserved. ZINFI Technologies, Inc. 6200 Stoneridge Mall Road, Suite 300 Pleasanton, CA 94588 sales@zinfitech.com © 2018 ZINFI Technologies Inc. All Rights Reserved. Automating Profitable Growth™