ZINFI Migration Agency Partner

Transitioning to a new marketing platform doesn’t have to be daunting. Our comprehensive migration services ensure that you not only switch platforms but also enhance your marketing strategies for sustained growth and engagement.

With our global dedicated experts by your side, we’ll guide you every step of the way, ensuring that your ZINFI migration is efficient, effective and tailored to your unique needs.

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Why Macro recommends ZINFI

Leverging Macro's partner marketing expertise and ZINFI’s all-in-one management, automation, and analytics suite, you can significantly elevate your partner performance and profitability.

ZINFI provides a Unified Partner Management (UPM) platform that includes modules for onboarding, enablement, marketing, selling, incentivization, and growth acceleration.
It has an intuitive user interface and ease of setup, which significantly reduces the time and effort required for implementation.
ZINFI’s adaptability allows businesses to tailor workflows and processes according to regional requirements, providing flexibility that is crucial for managing diverse partner ecosystems globally.

In G2's Fall 2024 report, ZINFI achieved an impressive average rating of 4.9 out of 5.0, with over 96% of users recommending its solutions.

Support available as needed

Project manager
Partner Relationship Management Portal Expert
Marketing Platform Audit
Database Audit
CRM Sync Review

Macro, your skilled partner for ZINFI Migration Services

Migrating to ZINFI from another channel marketing platform is a complex process, but Macro’s team of PRM/TCMA experts will closely work with you to ensure a smooth transition.

Here's a step-by-step ZINFI migration breakdown, so you know what to expect when working with us:

Data Migration Planning:

Data Audit: Identify and assess the critical data to be migrated (e.g., partner profiles, campaign data, lead data)
Data Mapping: Map the data fields from the old platform to the corresponding fields in ZINFI
Data Cleaning: Ensure data quality and consistency before migration
Data Extraction: Extract data from the old platform in a suitable format (e.g., CSV, XML)
Data Transformation: Transform the data to match ZINFI's data structure and format
Data Loading: Load the transformed data into ZINFI using ZINFI's data import tools or APIs

Configuration and Customization:

Platform Setup: Configure ZINFI's basic settings, such as user roles, permissions, and branding
Workflow Creation: Set up workflows to automate tasks like lead routing, campaign creation, and report generation
Template Creation: Create email templates, landing pages, and other marketing assets
Integration Setup: Integrate ZINFI with your CRM, marketing automation, and other systems
Customization: Customize ZINFI's interface and functionalities to match your specific needs

User Training and Adoption:

User Training: Conduct comprehensive training sessions for all users, covering platform features, best practices, and troubleshooting
Knowledge Base Creation: Develop a detailed knowledge base or help center with documentation and FAQs
Change Management: Implement a change management plan to minimize disruption and maximize adoption
Ongoing Support: Provide ongoing support and assistance to users during and after the migration

Testing and Validation:

Unit Testing: Test individual components of the system to ensure they function correctly
Integration Testing: Test the integration between ZINFI and other systems
User Acceptance Testing (UAT): Involve end-users in testing the system to identify and address issues
Data Validation: Verify the accuracy and completeness of the migrated data

Go-Live and Post-Migration Support:

Go-Live Planning: Develop a detailed go-live plan, including cutover procedures and contingency plans
Go-Live Execution: Execute the go-live plan, migrating users and data to the new platform
Post-Migration Support: Provide ongoing support and troubleshooting to address any issues
Performance Monitoring: Monitor ZINFI's performance and identify areas for improvement

Key Skills Required for a Successful Migration:

Technical Skills: SQL, ETL tools, API integration, platform configuration
Data Analysis and Management: Data cleaning, data mapping, data migration
Project Management: Planning, execution, and monitoring
Communication and Training: User training, change management, knowledge transfer
Business Process Understanding: Channel marketing processes, sales enablement, partner management

Why Macro

Macro is a natural extension of your B2B global marketing team. As an agency with team members and resources located around the world, we know exactly what your challenges are and how to tackle them.

Global marketing teams that work with us see the following benefits

Agile resources to operationalize GTM strategy
Faster execution of projects with flexibility
More value from your marketing tech investments
Cost-effective campaigns, better engagement and more qualified leads

Don’t just take our word for it — check out the case studies of clients who have benefitted from our services.

Bonus Tips

Consider partnering with a B2B marketing agency specializing in your industry that understands the market. At Macro, our expertise can help you get more value from your tools investments and implement solutions that accelerate your growth.

Talk to Macro today, and we’ll help you get your marketing plan going!

Explore Working Together

Learn More about ZINFI

Macro’s team of ZINFI experts can help you run joint marketing campaigns, manage MDF, and generate more leads from your partner marketing activities. Using the platform is so much more easier with the Macro team supporting you.