ZINFI UPM Guide

Marketplace Management for Channel Partners

Add/Edit a Listing

Overview

The Co-sell Marketplace is a strategic component of the Accelerate module, designed to facilitate partner-to-partner discovery and collaboration. It enables partners to create comprehensive listings of their solutions, products, or services, which can then be browsed by other partners seeking complementary offerings for joint go-to-market initiatives. This fosters an ecosystem where partners can identify and connect with others to create bundled solutions or expand their reach.

Accessing and Managing Listings

View Listings table with edit icon highlighted
View Listings table with edit icon highlighted

Click the pencil icon next to "CloudSync Pro" to edit the listing.

Defining Basic Listing Information

Edit Listing: Basic Info step
Edit Listing: Basic Info step

This screen is the initial step in the multi-stage process for creating or editing a Co-sell Marketplace listing within the Accelerate module. Partners utilize this form to define the fundamental information about their solution or service, which will be visible to other partners in the marketplace. The Co-sell Marketplace facilitates partner-to-partner discovery for joint go-to-market initiatives. This 'Basic Info' section captures essential details such as the listing's name, type, category, and descriptive content, laying the groundwork for a comprehensive listing that can be approved by the vendor and published for other partners to browse and connect with.

Complete the 'Basic Info' section of the Edit Listing form by providing the required details for the marketplace entry, then click 'Next' to proceed.

Buttons

ButtonDescription
CancelDiscards any changes made and exits the listing editing process.
NextSaves the current basic information and proceeds to the next step in the listing creation/editing workflow.

Fields

FieldDescription
Name*The name of the solution or service being listed in the Co-sell Marketplace.
Category*The primary category that best describes the listing, chosen from a predefined list.
Tagline*A concise, impactful phrase summarizing the listing's value proposition.
Short Description*A brief overview of the solution or service, limited to 200 characters, providing a quick understanding for other partners.
Full Description*A comprehensive description of the solution or service, detailing its features, benefits, and capabilities for potential co-sell partners.
Type*The classification of the listing, such as 'Solution' or 'Service'.
SubcategoryA more specific classification within the chosen category to further define the listing.

Adding Detailed Features and Use Cases

Edit Listing Details step
Edit Listing Details step

This screen, part of the multi-step process for creating or editing a Co-sell Marketplace listing, allows partners to define the specific features, benefits, use cases, and integrations of their solution. It also enables them to specify the target industries and verticals their offering addresses, helping other partners discover relevant solutions for joint go-to-market efforts. The information provided here is crucial for matching partners with complementary offerings and facilitating the formation of co-sell opportunities, as described in the Accelerate module's Co-sell Marketplace workflow. This detailed information helps ensure that the listing accurately represents the partner's capabilities and target market.

Review and update the details of the co-sell listing, including target industries, verticals, features, benefits, use cases, and integrations, then click Next to proceed.

Buttons

ButtonDescription
Basic InfoThe first step in the listing process, where basic information like name, type, and description are provided. This step is marked as completed.
DetailsThe current step in the listing process, focusing on features and use cases.
MediaThe third step in the listing process, for uploading logos, screenshots, and videos.
PricingThe fourth step in the listing process, for defining pricing models and tiers.
Review & submitThe final step in the listing process, for reviewing the complete listing and submitting it for approval.
Add FeatureAdds a new editable field to list an additional feature.
Add BenefitAdds a new editable field to list an additional benefit.
Add Use CaseAdds a new editable field to list an additional use case.
Add IntegrationAdds a new editable field to list an additional integration.
PreviousNavigates back to the previous step in the listing creation process.
NextProceeds to the next step in the listing creation process.

Target Industries

FieldDescription
Financial ServicesA selected target industry for the solution.
HealthcareA selected target industry for the solution.
ManufacturingA selected target industry for the solution.
RetailA selected target industry for the solution.
TechnologyA selected target industry for the solution.
EducationA selected target industry for the solution.
GovernmentA selected target industry for the solution.
TelecommunicationsA selected target industry for the solution.

Target Verticals

FieldDescription
EnterpriseA selected target vertical for the solution.
Mid-MarketA selected target vertical for the solution.
SMBAn unselected target vertical option for the solution.
StartupAn unselected target vertical option for the solution.
Public SectorAn unselected target vertical option for the solution.
Non-ProfitAn unselected target vertical option for the solution.

Features

FieldDescription
Real-time bidirectional syncA listed feature of the solution, editable.
Multi-cloud support (AWS, Azure, GCP)A listed feature of the solution, editable.
Automated conflict resolutionA listed feature of the solution, editable.
Enterprise SSO integrationA listed feature of the solution, editable.
Granular access controlsA listed feature of the solution, editable.
Audit logging & compliance reportsA listed feature of the solution, editable.

Benefits

FieldDescription
Reduce data silos by 90%A listed benefit of the solution, editable.
Cut migration time by 75%A listed benefit of the solution, editable.
Ensure regulatory complianceA listed benefit of the solution, editable.
Enable hybrid cloud strategiesA listed benefit of the solution, editable.

Use Cases

FieldDescription
Multi-cloud data managementA listed use case for the solution, editable.
Disaster recoveryA listed use case for the solution, editable.
M&A data consolidationA listed use case for the solution, editable.
Real-time analytics pipelinesA listed use case for the solution, editable.

Integrations

FieldDescription
SalesforceA listed integration for the solution, editable.
SAPA listed integration for the solution, editable.
OracleA listed integration for the solution, editable.
WorkdayA listed integration for the solution, editable.
ServiceNowA listed integration for the solution, editable.

Uploading Media and Technical Requirements

Edit Listing - Media step
Edit Listing - Media step

This screen is the 'Media' step (step 3 of 5) in the process of creating or editing a co-sell marketplace listing. It allows partners to enrich their marketplace presence by providing visual and multimedia assets, such as company logos, banner images, video links, documentation, and product screenshots. Additionally, it enables the listing of technical requirements for their solution, ensuring that other partners can quickly assess compatibility. These media assets and technical specifications are crucial for presenting a comprehensive and attractive listing to potential co-sell partners within the marketplace, facilitating partner-to-partner discovery and collaboration as outlined in the Accelerate module's Co-sell Marketplace workflow.

Review the media assets and technical requirements for the co-sell listing, then click Next to proceed to the Pricing step.

Buttons

ButtonDescription
Upload FileButton to upload a logo file from your local system. The maximum file size allowed is 2.0 MB.
Image URLTab to switch to providing a URL for the logo image instead of uploading a file.
Upload FileButton to upload a banner image file from your local system. The maximum file size allowed is 5.0 MB.
Image URLTab to switch to providing a URL for the banner image instead of uploading a file.
Upload FilesButton to upload multiple screenshot files from your local system. Up to 5 screenshots are allowed, with a maximum of 5.0 MB per file.
Add URLButton to add a screenshot by providing its URL.
Add RequirementButton to add a new technical requirement field.
NextProceeds to the next step in the listing creation process, which is 'Pricing'.
PreviousReturns to the previous step in the listing creation process, which is 'Details'.

Fields

FieldDescription
Video URLField to enter a URL for a promotional video related to the listing.
Demo URLField to enter a URL for a live demonstration or trial of the solution.
DocumentationField to enter a URL pointing to detailed documentation for the solution.
Support EmailField to enter an email address for support inquiries related to the listing.

Technical Requirements

FieldDescription
Minimum 4GB RAMA listed technical requirement for the solution.
Linux or Windows ServerA listed technical requirement for the solution.
Network connectivity to cloud providersA listed technical requirement for the solution.

Configuring Pricing and Co-sell Options

Edit Listing Pricing model and tiers
Edit Listing Pricing model and tiers

This screen is the 'Pricing' step within the 'Edit Listing' workflow for a Co-sell Marketplace listing. It enables administrators or partners to define the pricing structure and associated features for their solution offerings. Users can specify the pricing type, whether a trial is available, and configure multiple pricing tiers, each with a name, period, price, and a list of included features. This detailed pricing configuration is essential for partners to present their solutions clearly in the Co-sell Marketplace, allowing other partners to understand the value proposition and make informed decisions when seeking collaborations.

Configure the pricing model and tiers for the marketplace listing, including pricing type, trial availability, and details for each service tier.

Buttons

ButtonDescription
Add TierAdds a new pricing tier to the listing.
Add FeatureAdds a new feature to the first pricing tier.
Add FeatureAdds a new feature to the second pricing tier.
Add FeatureAdds a new feature to the third pricing tier.
PreviousNavigates back to the previous step in the 'Edit Listing' workflow.
NextProceeds to the next step in the 'Edit Listing' workflow.

Fields

FieldDescription
Pricing TypeSpecifies the billing model for the listing, such as 'Subscription' or one-time purchase.
Co-Sell EnabledA toggle to indicate whether co-selling is enabled for this listing.
Trial AvailableA toggle to indicate if a trial period is offered for the listing.
daysThe duration of the trial period in days, if 'Trial Available' is enabled.

Tier 1

FieldDescription
Tier NameThe name of the first pricing tier, e.g., 'Starter'.
PeriodThe billing period for the first tier, such as 'Monthly' or 'Annually'.
PriceThe price for the first tier.
Most PopularA toggle to designate the first tier as the 'Most Popular' option.
Up to 100GB syncA feature included in the first tier.
3 cloud connectionsA feature included in the first tier.
Email supportA feature included in the first tier.
Basic analyticsA feature included in the first tier.

Tier 2

FieldDescription
Tier NameThe name of the second pricing tier, e.g., 'Professional'.
PeriodThe billing period for the second tier.
PriceThe price for the second tier.
Most PopularA toggle to designate the second tier as the 'Most Popular' option.
Up to 1TB syncA feature included in the second tier.
10 cloud connectionsA feature included in the second tier.
Priority supportA feature included in the second tier.
Advanced analyticsA feature included in the second tier.
SSO integrationA feature included in the second tier.

Tier 3

FieldDescription
Tier NameThe name of the third pricing tier, e.g., 'Enterprise'.
PeriodThe billing period for the third tier.
PriceThe price for the third tier.
Most PopularA toggle to designate the third tier as the 'Most Popular' option.
Unlimited syncA feature included in the third tier.
Unlimited connectionsA feature included in the third tier.
24/7 dedicated supportA feature included in the third tier.
Custom SLAA feature included in the third tier.
On-premise deploymentA feature included in the third tier.

Reviewing and Submitting the Listing

Review Co-sell Listing details
Review Co-sell Listing details

This screen represents the final 'Review & Submit' step (step 5) in the multi-stage process of editing a Co-sell Marketplace listing. It consolidates all the information entered in previous steps, such as basic details, features, media, and pricing, into a single read-only view for verification. Partners use this review stage to ensure all details are accurate before finalizing their listing for the Co-sell Marketplace. The Co-sell Marketplace allows partners to create listings that showcase their solutions, target verticals, and integration capabilities, enabling other partners to discover them for joint go-to-market initiatives. Once updated, the listing may undergo a vendor review and approval process before becoming visible to other partners.

Click 'Update Listing' to save the changes to your Co-sell Marketplace listing.

Buttons

ButtonDescription
PreviousNavigates back to the previous step in the listing creation process.
Update ListingFinalizes and saves all changes made to the co-sell marketplace listing.

Review Your Listing

FieldDescription
NameThe name of the co-sell solution or offering.
CategoryThe category under which the solution is classified.
TaglineA brief, descriptive phrase summarizing the solution.
Target IndustriesThe industries that the co-sell solution targets.
Target VerticalsThe specific market segments or verticals the solution is aimed at.
FeaturesA list of key features and capabilities of the co-sell solution.
Pricing TiersThe different pricing levels and their associated costs for the solution.
ScreenshotsIndicates the number of screenshots uploaded for the listing.
MediaConfirms whether a logo and banner image have been uploaded for the listing.
TypeThe general type of offering, such as 'Solution'.
Pricing TypeThe model used for pricing the solution, such as 'Subscription'.