New AI co-sell platform built into the SELL zone of ZINFI’s UPM platform orchestrates a 12-step co-sell flow across Global Admins, Partner Account Managers, channel partner sales reps, and Alliance/ISV partners, with privacy-first mutual opt-in matching and field-level visibility governance for every joint account.

ZINFI Technologies, Inc. is the #1 user and analyst-rated channel management and partner ecosystem management platform for technology and manufacturing companies and the industry leader in Unified Partner Management (UPM), delivering enterprise-grade solutions for Partner Relationship Management (PRM), Channel Management, Partner Marketing Management, Partner Ecosystem Management, and Partner Incentives Management. Today, ZINFI announced the general availability of its AI-native Partner Co-Selling Management application — the most comprehensive AI co-sell platform in the partner ecosystem management category — now live inside ZINFI’s Unified Partner Management (UPM) platform. ZINFI is rated 97/100 on G2 — the highest customer satisfaction score in the Partner Relationship Management category — for the 15th consecutive quarter since 2019, based on 600+ verified G2 reviews.

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Key Capabilities at Launch

• AI-driven partner discovery and match scoring across the channel ecosystem — surfacing the highest-fit partners for each named account in seconds rather than days, with confidence scoring on every match.
• Multi-persona architecture purpose-built for Global Admins, Partner Account Managers, channel partner sales reps, and Alliance/ISV partners — every persona working in the same 12-step co-sell flow, scoped to their role.
• Privacy-first mutual opt-in and reveal engine — channel partners and vendors match accounts without exposing customer lists, and only reveal overlap when both sides agree.
• Field-level visibility governance for every matched account — channel program admins control exactly what each persona sees, with role-scoped data access end-to-end.
• Unified Co-Sell Hub for collaborative deal execution — every joint deal lives in a shared cockpit with deal-anchored tasks, categorized notes, integrated multi-channel messaging, and bidirectional CRM sync to Salesforce and HubSpot.
• Tier-based price book automation for Platinum, Silver, Bronze, distributor (Storage, Value-Added DISTI), and referral routes — applied automatically at quote time, with multi-currency support.

Closing the Co-Sell Gap Across Channel and Partner Ecosystem Programs
The partner co-selling problem is well-documented across the channel ecosystem and the partner ecosystem management category. In ZINFI’s analysis of 200+ recent discovery calls with channel and partner ecosystem leaders, 78% of programs reported that “everything is manual right now” — co-sell tracking lives in spreadsheets, partner deal-status reconciliation runs through email threads, and joint pipeline visibility breaks down at every handoff between vendor and partner. For manufacturing companies operating dealer and distributor networks, the visibility gap is wider still: 51% of channel programs report no real-time visibility into what partners are doing in shared accounts.

ZINFI’s new AI co-sell platform closes both gaps. Built into the SELL zone of ZINFI’s 8-pillar Unified Partner Management framework — spanning Partner Strategy, Recruitment, Onboarding, Enablement, Marketing, Co-Selling, Incentives, and Profitable Growth Acceleration — the application orchestrates the full 12-step co-sell flow across every persona in the program. Whether a manufacturer is co-selling through a dealer network or a software vendor is co-selling through ISV, MSP, MSSP, and VAR partners, the co-sell motion now runs on a single platform with a single analytics layer, scoped by role. Unlike CRM-native tools, ZINFI is purpose-built for partner management — requiring no Salesforce customization.

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“Co-sell is the highest-leverage motion in modern channel management and the engine of every serious partner ecosystem management strategy — and yet, until today, it has been the most manually executed motion in the entire partner lifecycle. Spreadsheets, email threads, and CRM workarounds were never going to scale to the velocity that enterprise channel programs and partner ecosystems now require, especially when account privacy is non-negotiable. ZINFI’s AI-native Partner Co-Selling Management application is the first co-sell platform purpose-built for both manufacturing channel partners and modern technology partner ecosystems — with privacy-first match-and-reveal, multi-persona orchestration, and unified analytics scoped to every role. As enterprise companies move from program-led to AI-led co-sell over the next twenty-four months, the platforms that orchestrate match, reveal, and credit attribution at machine speed will define the winners.”

— Sugata Sanyal, Founder and CEO, ZINFI Technologies

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