Best Practices

PartnerOps: Build, Scale, Succeed

The application of RevOps best practices to channel partner management, configuring them to implement a repeatable, streamlined sales machine.

This entry is part 1 of 8 in the series Scaling Channel Sales

ZINFI has defined a vision for Partner Operations (PartnerOps), the application of RevOps best practices to channel partner management.

It centers on creating intelligent, high-performing partner ecosystems through advanced automation, artificial intelligence (AI), and best-in-class program design.

This vision draws inspiration from the success of Revenue Operations (RevOps), aiming to integrate technology, data, and cross-functional alignment to drive predictable revenue and scalable growth through partner networks.

In this interview with Antonio Caridad, Head of Global Partner Operations at Tricentis, he shares insights on the origins of PartnerOps and best practices for harnessing it to scale channel sales.

The talk explains how the powerful model of DevOps for software development was generalized and applied to sales operations, to achieve the same effect, the same integrated tools and end-to-end agile lifecycle, what Zinfi describes as a Unified Revenue Engine.

Unified Partner Management

At its core, ZINFI’s PartnerOps vision is about managing the entire partner lifecycle—from strategy and recruitment to co-marketing, co-selling, and performance acceleration—in a structured and automated manner. The goal is to streamline workflows, enhance collaboration, and optimize partner programs to ensure profitable outcomes for both vendors and their channel partners.

By leveraging a state-of-the-art SaaS Unified Partner Management (UPM) platform, ZINFI seeks to empower organizations globally to achieve unparalleled productivity and collaboration. Key elements of this vision include:

  • Strategic Alignment and Automation: PartnerOps unifies partner management processes, much like RevOps aligns sales, marketing, and customer success. It emphasizes intelligent automation to reduce manual effort, eliminate errors, and improve efficiency across partner engagement stages.
  • Scalable Ecosystems: ZINFI envisions PartnerOps as essential for companies pursuing ecosystem-led growth. It provides the tools and frameworks needed to scale partner networks rapidly and affordably, adapting to regional and global requirements.
  • Data-Driven Insights: The approach integrates data and analytics to offer visibility into partner performance, enabling better decision-making and higher channel ROI. This allows organizations to correlate programs and policies with high-performing partners.
  • Future-Readiness: ZINFI’s vision positions PartnerOps as a forward-looking strategy, incorporating cutting-edge technologies like AI to anticipate evolving partner needs and market demands, ensuring ecosystems remain competitive and adaptable.

Scaling Partner Ecosystems

This Zinfi interview with Jennifer Rhima outlines how Apollo.io utilized Unified Partner Management to develop and scale its partner ecosystem. Apollo.io sought to create a partner program that could support its rapid growth and align with its mission to empower sales teams with data-driven engagement tools.

ZINFI provided a framework to design a partner program tailored to Apollo.io’s goals, focusing on recruiting the right partners, such as technology integrators, resellers, and referral partners, to complement its platform.

ZINFI’s platform enabled Apollo.io to define clear partner tiers, incentives, and performance metrics, ensuring alignment with its business objectives.

Streamlined Partner Recruitment and Onboarding: 

ZINFI’s Partner Relationship Management (PRM) module helped Apollo.io efficiently recruit partners by automating the identification and vetting process. This allowed Apollo.io to target partners who could extend its platform’s value, such as those integrating with CRMs like Salesforce or HubSpot.

The onboarding process was simplified through ZINFI’s customizable portals, which provided partners with access to training materials, certifications, and resources. This ensured partners were quickly equipped to promote and sell Apollo.io’s solutions.

Enhanced Partner Enablement:

ZINFI’s platform offered tools to enable partners with co-branded marketing assets, sales playbooks, and product training. Apollo.io used these to empower partners to effectively position its platform, which includes features like a 275+ million contact database, AI-driven outreach, and predictive analytics. The Partner Marketing Management (PMM) module facilitated joint marketing campaigns, helping partners generate demand and drive leads for Apollo.io’s solutions.

Automated Co-Selling and Performance Tracking: 

ZINFI enabled Apollo.io to collaborate closely with partners on co-selling opportunities. The platform’s deal registration and lead management tools ensured transparency and accountability, allowing Apollo.io to track partner contributions and reward high performers. Real-time analytics provided insights into partner performance, helping Apollo.io optimize its program by identifying top-performing partners and refining strategies to improve channel ROI.

Alignment with PartnerOps Vision

Apollo.io’s partnership with ZINFI aligned with the broader Partner Operations (PartnerOps) vision of integrating technology, data, and automation to drive predictable revenue. By adopting ZINFI’s platform, Apollo.io created a data-driven partner ecosystem that mirrored the efficiency of Revenue Operations (RevOps), enhancing collaboration and profitability.

ZINFI’s automation reduced manual effort, enabling Apollo.io’s partner team to focus on strategy and relationship-building rather than administrative tasks, which was critical for scaling efficiently.

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