ZINFI Technologies, Inc.

ZINFI Technologies, Inc.
  • 5.0 (3)
  • MARKETING
  • UPDATED BIMONTHLY

ZINFI helps technology providers and their channel partners achieve profitable growth rapidly and affordably by automating Partner Relationship Management (PRM) processes globally.

  1. JAN 29

    Scaling Nonprofit Fundraising Through Strategic Partner Ecosystem Orchestration

    Scaling Nonprofit Fundraising Through Strategic Partner Ecosystem Orchestration Partner Ecosystem Orchestration is the strategic alignment of diverse third-party entities to deliver integrated value to a specific market segment. In the nonprofit sector, this involves connecting donors, charitable organizations, and technology providers to ensure efficient mission fulfillment. According to Jamie Mueller, an industry leader at FundraiseUp, scaling these ecosystems requires a shift from transactional referrals to deeply integrated business partnerships. The nonprofit market represents approximately $1 trillion in annual global revenue. Managing this scale requires a sophisticated tech stack and a robust partner strategy. By leveraging ZINFI Unified Partner Management principles, organizations can automate the partner journey from recruitment to revenue influence. This approach ensures all stakeholders win while maximizing social impact through modern donation technologies. “When we had a partner involved in a deal, whether they sourced it or were assisting or influencing it, we saw double-digit improvements in closed win rates.” — Jamie Mueller, SME. Related Guidebook Scaling Nonprofit Fundraising Through Strategic Partner Ecosystem Orchestration How AI, Hybrid Cloud, and Edge Computing Are Transforming Partner Relationship Management Download your COMPLIMENTARY COPY of Scaling Nonprofit Fundraising Through Strategic Partner Ecosystem Orchestration Best Practices Guidebook. How AI, Hybrid Cloud, and Edge Computing Are Transforming Partner Relationship Management. Download for FREE Video Podcast: Scaling Nonprofit Fundraising Through Strategic Partner Ecosystem Orchestration ✔ Chapter 1: Understanding the Global Nonprofit Landscape The global nonprofit market operates with approximately $1 trillion in annual revenue influenced by diverse organizations. This ecosystem includes major players like United Way, UNICEF, and Greenpeace along with thousands of local community groups. Industry practitioner Jamie Mueller notes that the nonprofit tech sector often lags behind for-profit industries by five to ten years. This gap creates a significant opportunity for innovation through specialized SaaS solutions like Fundraise Up. Fundraising organizations range from medical research institutions to local food banks and social safety nets. Each entity requires secure ways to manage donor data and process financial contributions effectively. Technology partners must bridge the gap between legacy systems and modern e-commerce standards. Successful orchestration requires understanding these unique tax codes and regulatory environments across different global regions. Modern nonprofits increasingly rely on an ecosystem of consultants, marketing agencies, and software vendors. These partners help organizations move away from traditional direct mail toward digital-first fundraising strategies. The complexity of these interactions necessitates a unified approach to partner relationship management. Orchestrating these players ensures that funds are generated and stewarded with high ethical standards. ✔ Chapter 2: The Quadruple Win Partnership Model Strategic partnerships in the fundraising space must facilitate a “quadruple win” to remain sustainable and profitable. First, the individual donor must feel a personal connection and see the measurable impact of their gift. Second, the nonprofit organization must maximize its revenue while minimizing the friction associated with collecting donations. Third, the consulting or technology partners must find value in recommending specific solutions to their clients. Fundraise Up only succeeds when these three other stakeholders achieve their goals simultaneously. This transactional model creates a symbiotic cycle where program impact drives more donor engagement. Industry practitioner Jamie Mueller emphasizes that no company can thrive in the modern market without active collaboration. This model aligns business goals with social impact to create a scalable growth engine for all parties. The Quadruple Win requires moving beyond simple referral fees to true business alignment. Partners provide the localized expertise and implementation services that software vendors cannot offer alone. By integrating Fundraise Up into a larger tech stack including CRMs like Salesforce, partners deliver a complete solution. This collaborative approach builds long-term trust and ensures the nonprofit mission remains the central focus. ✔ Chapter 3: Restructuring Teams for Revenue Influence Scaling a partner program requires a transition from purely transactional activities to tracking total revenue influence. In 2024, Fundraise Up focused on analyzing partner performance and establishing clear performance standards. This analytical phase identified that partner involvement leads to a 10% or higher increase in closed-won rates. Consequently, the team shifted its focus from just sourcing leads to influencing the entire customer journey. The team structure now reflects a sophisticated partner journey model with specialized roles for success and hunting. A dedicated Partner Success Manager handles a small group of high-value partners that generate half of the channel revenue. This role provides white-glove service, including QBRs and direct access to the product roadmap. Meanwhile, Partner Managers act as hunters to recruit net-new partners in specific verticals like higher education. Successful orchestration involves rotating partners between tiers based on longevity and business behavior. Industry practitioner Jamie Mueller utilizes tools like Crossbeam for account mapping to align with the direct sales team. This alignment ensures that partners are focused on the highest-priority enterprise logos. By prioritizing influence over simple referrals, the organization maximizes the strategic value of the entire ecosystem.

    47 min

  2. 12/03/2025

    Next Frontier of OT/IoT Ecosystem: AI & Cybersecurity

    Next Frontier of OT/IoT Ecosystem: AI & Cybersecurity In this crucial discussion, Sugata Sanyal, Founder & CEO of ZINFI, sits down with Barry Mainz, CEO of Forescout Technologies, to dissect the Next Frontier of OT/IoT Ecosystem: AI & Cybersecurity. Barry Mainz highlights how the threat landscape has dramatically shifted, noting that the exposure of Critical Infrastructure Protection is growing exponentially due to legacy vulnerabilities in OT devices. The conversation introduces how Forescout is adapting its Forescout Security platform and evolving its Channel Partner Strategy to meet the new demands in sectors such as manufacturing and oil & gas. Mainz also offers deep insights into shifting C-level priorities, where Cybersecurity Metrics like ARR and GDR now dominate. The discussion concludes with insights on the ROI of AI and the next major threats: Quantum Computing and Agentic AI. This is a must-listen for understanding the intersection of digital transformation and physical world security. Related Guidebook Next Frontier of OT/IoT Ecosystem: AI & Cybersecurity How AI, Hybrid Cloud, and Edge Computing Are Transforming Partner Relationship Management Download your COMPLIMENTARY COPY of Next Frontier of OT/IoT Ecosystem: AI & Cybersecurity Best Practices Guidebook. How AI, Hybrid Cloud, and Edge Computing Are Transforming Partner Relationship Management. Download for FREE Video Podcast: Next Frontier of OT/IoT Ecosystem: AI & Cybersecurity ✔ Chapter 1: Cultural Blueprint and Critical Shift to OT/IoT Security Barry Mainz outlines the Forescout Security culture, defining it not as an amorphous concept but as the company’s blueprint for problem-solving and establishing core routines. Forescout’s ethos is straightforward: one must constantly improve, as “there’s no staying the same” in the dynamic world of cybersecurity. A foundational routine involves executive engagement at the point of sale, or “where the money changes hands,” to gain the customer’s perspective. This unique focus on customer friction and ease of doing business drives cultural evolution and helps the organization refine its culture over time. This cultural commitment is crucial given the company’s 25-year history in a complex, global, and nation-state-involved space. The discussion shifts to the OT/IoT Ecosystem, highlighting the massive change driven by connected devices that extends beyond traditional IT. Mainz, leveraging his experience with embedded operating systems, notes that non-traditional devices, such as industrial controls (IOT/OT and medical OT), now have vulnerability issues (CDEs) exceeding those of standard IT operating systems. These critical infrastructure devices—from power grids to industrial robots—were not built for patching, creating significant, hard-to-remediate risk. Forescout recognized this shift early, transitioning from a core NAC company to a broad Forescout Security platform focused on network operations security for the world’s largest public and private companies. This evolution into Critical Infrastructure Protection is accelerating due to the increasing frequency of severe breaches and regulatory pressure. The US Disclosure Act, for instance, has made CFOs and CEOs personally liable for non-disclosure of breaches affecting OT/IoT devices. This regulatory push is forcing mature organizations, which often deal with outdated, decades-old systems, to rethink their approach to security. Conversely, emerging markets (like META and India) frequently exhibit less ego and legacy lock-in, making them more open to modern, flexible solutions, which has led to them becoming Forescout’s fastest-growing regions. The complexity of the OT/IoT Ecosystem demands this cultural fluidity. ✔ Chapter 2: Channel Partner Strategy and Evolving Cybersecurity Metrics Forescout operates on a 100% partner-based go-to-market model. The ecosystem comprises distributors (essential for hardware logistics and export compliance), resellers, and strategic alliance partners, such as Siemens or Yokogawa. The channel is segmented by a combination of vertical alignment (e.g., dedicated reps for healthcare, federal government) and horizontal motion for down-market strategics. This network extends to strategic alliances for deep, technical integrations, often resulting in ODM or OEM relationships. The Channel Partner Strategy includes sell-with (integration) and sell-through motions, covering 700 alliance partners and 25 OEM/ODM relationships worldwide. Distribution partners have moved far beyond their traditional roles. Today, they are critical value-add partners, providing specialized professional services, Tier 0/1 support in local regions, and acting as thought partners to guide the proper go-to-market motions, especially in emerging territories. The shift to a subscription-first business model (90% software) has fundamentally changed the financial metrics tracked by the board. Key metrics now include Annual Recurring Revenue (ARR) and Gross Dollar Retention (GDR), along with contract length, which have superseded TCV and non-recurring revenue. While traditional hardware metrics, such as RMAs, are still tracked, they are less central to running the business. Other critical metrics include CSAT/NPS scores, pipeline coverage, and sales productivity indicators. Forescout’s product is ambidextrous, offering both cloud and on-prem deployment options, a flexibility that is proving critical as large enterprise customers begin to experience cloud repatriation—moving workloads back to cost-effective co-location due to CapEx/OpEx trade-offs on hyperscale platforms. ✔ Chapter 3: AI Investment, Talent, and the Next Big Security Bets Measuring the ROI of AI investment is a challenge. Forescout’s investment strategy is two-fold: Internal Productivity (e.g., advanced translation, co-pilot functions) and Product Feature Enhancement. In the product, AI is utilized as a tool to generate audit reports and prioritize events for the Security Operations Center (SOC). However, due to concerns over hallucinations and reliability, Forescout still doesn’t permit AI agents to execute direct network control (like blocking). A new element in the sales cycle is a customer checklist to ensure vendors are utilizing AI, indicating a shift in customer procurement requirements. The board-level dialogue has matured from hype to pragmatism, asking for “real facts” on AI’s impact. The shortage of AI/ML talent is a significant struggle, reminiscent of past industry transitions. The challenge lies in the lack of maturity in the AI space—specifically, the need to change language models, system choices, and the understanding of correct application—making it challenging to hire and train the proper personnel. This talent gap must be addressed to leverage AI within the OT/IoT ecosystem successfully. Finally, Mainz reveals his subsequent big bets for the cybersecurity industry. The first is Quantum Computing, which is seen as a near-term existential threat due to its potential to allow “bad actors” to unencrypt vast amounts of data in seconds—a post-quantum encryption problem that demands industry attention. The second is Agentic AI. He also dispels the myth that “IOT and OT don’t matter” on campus.

    43 min

  3. 12/02/2025

    Future of B2B Marketing: AI & Trust Redefining the Journey

    Future of B2B Marketing: AI & Trust Redefining the Journey The world of B2B Marketing is undergoing a seismic shift, driven by rapid advancements in technology and a fundamental change in how buyers engage. In this insightful discussion, Sugata Sanyal, Founder & CEO of ZINFI, sits down with industry veteran Rick Wootten to dissect the forces shaping the future. They explore the journey of demand generation from its roots in Web 1.0 to the complexities of today’s multi-touch, multi-channel environment. Key topics include the disruptive impact of AI Marketing on content strategy, the critical challenge of building and maintaining trust with increasingly skeptical buyers, and the strategies marketers must adopt to navigate this new, decentralized B2B Buyer Journey. Tune in to learn how a multi-touch playbook can secure your success in the Future of Marketing and pipeline generation. Related Guidebook Hybrid Cloud and Edge AI Computing Impacting the Future of PRM How AI, Hybrid Cloud, and Edge Computing Are Transforming Partner Relationship Management Download your COMPLIMENTARY COPY of Hybrid Cloud and Edge AI Computing Impacting the Future of PRM Best Practices Guidebook. How AI, Hybrid Cloud, and Edge Computing Are Transforming Partner Relationship Management. Download for FREE Video Podcast: Future of B2B Marketing: AI & Trust Redefining the Journey ✔ Chapter 1: The Historical Arc of Demand Generation: From Web 1.0 to Web 2.0 The genesis of digital B2B Marketing was a far cry from the complex, data-driven systems of today. The early Web 1.0 era saw marketing websites primarily serving as little more than online brochures—a static catalog that users could browse, but not truly interact with. Demand generation at the time was predominantly manual and personal, relying heavily on in-person events and cold-calling. The shift began with pioneers who introduced the novel idea of a web form, allowing companies to capture customer interest and respond almost in real-time, effectively getting over the buyer’s challenge of having to call and listen to a sales pitch. This consumerization of IT, as it was called, marked a pivotal moment in which decision-making began to move online, providing a massive new opportunity for companies to capitalize on digital channels. This foundational change in how the buyer received information set the stage for the next phase of digital evolution. The transition to Web 2.0 fundamentally reshaped B2B Marketing strategies by shifting the focus from simple online presence to building dynamic e-commerce businesses and, critically, customer relationships. This era saw the advent of marketing automation tools, such as Eloqua, which provided the first glimpses of intelligence—the ability to send personalized communications and track email opens or purchases. This increased sophistication enabled marketers to move beyond simple database emails and leverage new insights into buyer behavior, allowing them to tailor content and target individuals based on the problems they were trying to solve. The intelligence, though primitive by today’s standards, offered marketers a distinct advantage in improving conversion rates and revenue generation, even leading to aggressive promotional tactics that created channel conflicts that were common in 2005-2006. The key lesson learned was the critical need to adapt quickly and develop effective techniques for scaling campaigns. The evolution from a static online brochure to an interactive online experience introduced the concept of the B2B Buyer Journey, a notion previously reserved for consumer-centric marketing. This period was characterized by a rapid, shared innovation where marketers constantly reviewed and copied the source code of interesting websites to build upon each other’s techniques, drastically accelerating the sophistication of platforms. By the late 2000s, this collective knowledge had laid the groundwork for advanced capabilities, such as lead scoring, which became a centerpiece of inbound methodologies promoted by companies like HubSpot. This trajectory confirmed that the B2B Marketing playbook was no longer a matter of a single interaction, but an increasingly intelligent sequence of engagements, moving the industry decisively away from purely manual demand generation methods. ✔ Chapter 2: Navigating the Multi-Touch, Multi-Channel B2B Buyer Journey With the arrival of the iPhone era around 2007, the marketing landscape splintered, demanding a fundamentally different approach to the B2B Buyer Journey. The security-centric trend of Bring Your Own Device (BYOD) meant that employees were now interacting with B2B content across laptops and personal phones, presenting a profound challenge for marketers who could not easily track one individual across multiple devices. This cross-device gap was partially filled by leveraging ideas and brand-building concepts from B2C, which had already invested heavily in digital channels. While initial ROI on tactics like in-app and mobile advertising was often underwhelming due to poor data and targeting, the core shift was clear: the buyer was now reachable on exponentially more platforms, from SMS and various social networks to targeted ads seen while shopping on Amazon. The central challenge in contemporary B2B Marketing is that the playbook is no longer a simple single-touch conversion, such as a web form lead, but a complex, multi-touch engagement model. Marketers must accept that a successful pipeline is often the result of a coordinated sequence of interactions across multiple channels. A company’s ideal playbook might involve seeing a person at an event, following up with content syndication, and then guiding them to a private executive dinner. Crucially, the effectiveness of any given channel is constantly in flux, making strategic re-evaluation essential. Channels previously considered obsolete, such as direct mail and radio, are now experiencing a resurgence in effectiveness precisely because they are not saturated, demonstrating that marketers must continually refine their tactics to maximize reach. Despite the explosion of channels and tactics, the tooling for B2B Marketing has also advanced dramatically to manage this complexity, particularly with orchestration platforms. Modern tools from companies like Adobe, Sixth Sense, and Demandbase enable marketers to view all these touchpoints and gather signals they previously couldn’t. For instance, these platforms can indicate that a target buyer is in a purchase cycle by revealing they downloaded a case study from a third-party site. This capability means that while the buyer’s journey is much more complicated, the technological ability to manage, track, and optimize campaigns across a multi-touch B2B Buyer Journey has also evolved, moving far beyond the “stone tools” of early marketing automation. ✔ Chapter 3: AI, the Trust Deficit, and the Future of B2B Marketing Skills The rise of generative AI introduces polarizing elements and a significant trust deficit into the already complex world of B2B Marketing. With AI capable of writing content and creating videos, the challenge lies in the current lack of trust that buyers, particularly Gen Z, have for media and advertising. This distrust is leading to a profound shift in information validation, signaling a potential return to the most fundamental source of influence: peer-to-peer networks and personal relationships. It is projected that as this new generation of budget owners advances in their careers, their network of knowledgeable peers will become the primary source for information, referrals, and validation, making the “human element” of marketing more critical than ever. The long-term outlook is optimistic, as transparency mechanisms, such as tagging AI-generated content, will eventually help to rebuild that foundational trust. Beyond content creation, AI is enabling practical B2B Marketing applications that fundamentally change the planning process and go-to-market engineering. AI’s real power lies in its ability to pull in and cross-reference massive, disparate datasets—such as census information, competitor office locations, and industry data—to generate actionable insights on which markets to enter quickly. This capacity for mass data analysis and orchestration is built into virtually every modern marketing tool, from Marketo to Sixth Sense, meaning that all future marketers must have a concept-level understanding of AI literacy. This analytical capability facilitates the ongoing convergence of marketing stacks and tactics between mid-market and enterprise organizations, where the complexity of the problems being solved remains the same. In building out a modern B2B Marketing team, a CMO’s focus must shift from pure technical skills to foundational soft skills, which are the only constants in an ever-changing landscape. The three critical non-negotiables for a successful modern marketer are Aptitude (raw ability), Passion (loving the job you do), and Self-Awareness (commitment to lifelong learning and constant self-improvement). Combined with AI literacy and an unrelenting commitment to consuming industry content, these traits will determine who succeeds in the future. The volatility of channels, the power of AI, and the buyer’s demand for trust ensure that continuous learning and core human qualities will drive the success of the Future of Marketing.

    49 min

  4. 12/01/2025

    RevOps is Dead: Why GTM Ops is the Future

    RevOps is Dead: Why GTM Ops is the Future In this insightful episode, Sugata Sanyal, Founder & CEO of ZINFI, sits down with Andy Mowat, Founder of Whispered and former RevOps leader at Upwork, Box, Culture Amp, and Carta. They dive into the evolution of Revenue Operations (RevOps), which Andy argues is an overused term for what should be called Go-to-Market Ops. The discussion highlights the six core functions of a modern GTM Ops team and the move towards a Modern Data Stack. Andy shares his view that we are in the "dark ages" of systems like Salesforce and must prioritize AI Fluency and the right mindset over just skill sets when hiring. Listen in to understand the future of the operations function and what leadership skills matter most in the age of AI. Related Guidebook Hybrid Cloud and Edge AI Computing Impacting the Future of PRM How AI, Hybrid Cloud, and Edge Computing Are Transforming Partner Relationship Management Download your COMPLIMENTARY COPY of Hybrid Cloud and Edge AI Computing Impacting the Future of PRM Best Practices Guidebook. How AI, Hybrid Cloud, and Edge Computing Are Transforming Partner Relationship Management. Download for FREE Video Podcast: RevOps is Dead: Why GTM Ops is the Future ✔ Chapter 1: The Evolution from RevOps to Go-to-Market Ops The term Revenue Operations (RevOps) is often misapplied, with many teams simply performing Sales Operations under a trendier title. Andy Mowat and his peers prefer the designation “Go-to-Market Ops” because it properly encompasses the crucial functions of Marketing Operations (MOPs) and Customer Success Operations (CS Ops). This unified approach ensures coordination and prevents system conflicts, particularly as data flows from marketing systems into sales systems. A comprehensive GTM Ops function is defined by six core areas: Sales Operations (SOPs), GTM Systems, Sales Strategy, Post-Sales/CS Ops, MOPs, and Enablement. Each area plays a distinct but interconnected role, from territory design and commissions (SOPs) to using product data for efficiency (CS Ops) and managing marketing automation systems (MOPs). An effective GTM Ops leader must think strategically about both the systems and the processes by which the company sells. ✔ Chapter 2: Modern Data Stack and the Dark Ages of CRM Andy reflects on the technological journey of Revenue Operations across various unicorn companies, including Upwork, Box, and Culture Amp, noting that the discipline is constantly evolving. While early roles were focused on core systems, the need for a Modern Data Stack became clear to handle sophisticated concepts like pipeline coverage, which existing CRMs couldn’t manage without a dedicated data layer. He highlights tools like Fivetran, DBT, and Census as essential components for a modern GTM data environment, emphasizing that today, a rev ops professional needs fluency and understanding of how data works, often including SQL knowledge. Despite the proliferation of tools, Andy believes the industry is in the dark ages of systems, arguing that the user experience of dominant CRMs like Salesforce is “terrible” and not built for the modern world of unstructured and product data. This frustration with legacy systems has led to the emergence of next-generation solutions, with a prediction that the next CRM will likely be a data warehouse. ✔ Chapter 3: The Impact of AI on GTM Ops Talent and Mindset When hiring for Revenue Operations, particularly in the age of AI, mindset is significantly more critical than just skill set. Andy Mowat stresses that key traits include intensity, the ability to articulate, work cross-functionally, and a willingness to “get your hands dirty.” For junior roles, he often grows talent from high-performing CS or support teams, looking for that spark of logical thinking and structured thinking. At the director level and above, hiring managers require individuals who possess the skills to hire, manage, and develop other director-level staff, with a focus on managing up, making trade-offs, and articulating a clear strategy. The most significant shift today is the absolute necessity for AI Fluency. Failing to embrace and utilize AI is detrimental, leading to a demand for new, yet-to-be-fully-defined roles, such as the GTM Engineer. This new functional role is emerging because specialized tools, like Clay, can be complex, following a pattern where new tools create new jobs, which then prompts the development of more tools to make those jobs easier.

    43 min

  5. 12/01/2025

    Future of Managed Service Providers: Automation, Security, and AI

    Future of Managed Service Providers: Automation, Security, and AI In this insightful episode, Sugata Sanyal, Founder & CEO of ZINFI, welcomes Michelle Accardi, CEO of Liongard, for a deep dive into the evolving world of channel partnerships and cybersecurity. Michelle shares her journey through significant scale-ups, offering critical insights on how managed service providers (MSPs) can maximize their business valuation. The discussion highlights the shift from one-time sales to recurring revenue, emphasizing the need for efficiency, automation, and a clearly monetized tech stack. They explore the impact of AI automation on service delivery and talent, concluding with a focus on human skills, curiosity, and the critical importance of a strong network in the channel ecosystem. Listen now to understand the future path for profitable MSP growth. Related Guidebook Hybrid Cloud and Edge AI Computing Impacting the Future of PRM How AI, Hybrid Cloud, and Edge Computing Are Transforming Partner Relationship Management Download your COMPLIMENTARY COPY of Hybrid Cloud and Edge AI Computing Impacting the Future of PRM Best Practices Guidebook. How AI, Hybrid Cloud, and Edge Computing Are Transforming Partner Relationship Management. Download for FREE Video Podcast: Future of Managed Service Providers: Automation, Security, and AI ✔ Chapter 1: Evolution of Managed Service Providers (MSPs) and Business Valuation The role of managed service providers (MSPs) has undergone a fundamental transformation over the last two decades. Starting as simple value-added resellers (VARs) focused on moving hardware, they evolved by adding services and, eventually, a software layer, creating new categories of service offerings. The key differentiator for success became the ability to capture recurring revenue, rather than relying on one-time sales. This transformation is critical because the central metric for valuing an MSP business today is its EBITDA (profit margin). Companies looking to be acquired for a reasonable multiple must establish strong fundamentals, focusing on growth and robust profit margins. Michelle Accardi, with her experience running roll-up MSP Logically, stresses that a healthy business is defined by its ability to generate revenue and maintain profitability. A crucial financial benchmark discussed for these service businesses is the “Rule of 40,” a metric commonly used in the SaaS world. This rule suggests that the sum of a company’s growth rate and its profit margin (EBITDA percentage) should roughly equal forty percent. Many MSPs, however, struggle to meet both growth and profitability goals simultaneously. To achieve this level of performance, MSPs must focus on driving profit through either growth (by adding new services) or improving efficiency (through cost-cutting/automation). Ultimately, businesses aiming for the highest returns should target an EBITDA margin of 15% to 20% combined with a growth engine of 15% to 20%. This strategic focus on financial health is crucial for achieving long-term success and a favorable business valuation. Driving efficiency is the cornerstone of a successful modern managed service provider (MSP) business. Outside of the Rule of 40 metric, core success attributes for an MSP include automation, a strong toolset, and the ability to leverage resources nearshore or offshore. However, the foundational element is having the right people in place who align with the core value proposition. Beyond operational efficiency, the most critical factor is the ability to monetize the technology stack. MSPs often experiment with new technology but fail to develop offerings around it to sell to their customer base. Every dollar spent on the tech stack must be viewed as an investment intended to generate more revenue and provide additional value to the end customer. This approach ensures that the business is not just technically capable, but fundamentally profitable and scalable for the future. ✔ Chapter 2: Cybersecurity, Asset Management, and AI Automation For growing managed service providers (MSPs), especially those with several hundred customers and a team of ten to twenty people, identifying areas for growth can be challenging in a brownfield environment where they must displace a competitor. Michelle Accardi suggests that the most critical first step, which sounds rudimentary, is for the MSP to understand what their customers truly have. This means taking a comprehensive inventory of all assets. From this inventory, MSPs can discover a wealth of information that informs them about what new, high-value services, particularly in security and IT automation, they should be selling. By understanding how a customer’s environment changes on a daily, monthly, or yearly basis, an MSP can help them rationalize their existing IT and security spending. This focus on a source of truth for assets, though unsexy, is where the real money is found in the services business. Liongard’s core offering aligns perfectly with this need for a source of truth, establishing itself as a cybersecurity SaaS platform. Their platform automates asset discovery, inventory, and monitoring of configuration changes to identify vulnerabilities and risks preemptively. The company targets MSPs and MSSPs with more than twenty customers, as complexity in asset inventory and risk management increases with customer count. A key feature is the use of AI to generate asset summaries for account managers, enabling them to discuss customer environments intelligently without requiring a technical background. By integrating with over 90 different IT systems, Liongard becomes a reliable, central source of truth for MSPs, enabling them to build their own automation on top, whether through RPA or agent-based AI. The discussion extends into the emerging concern of Shadow AI—users bringing their own unmanaged AI tools into the workplace, similar to the “bring your own device” trend. Managing these tools is complicated as they don’t fit into traditional hardware or human resource management systems. Michelle Accardi argues that the core focus for security shouldn’t be the AI tools themselves, but rather identities. Security must focus on identifying which identities have access to critical systems and underlying data and ensuring that access is properly tracked and controlled. Liongard is also integrating generative AI directly into its platform with the upcoming Answer IQ feature. This will enable partners to utilize natural language search to query the massive data lake for immediate insights, such as identifying which customers lack MFA-enabled accounts or determining which ports on a firewall pose a risk, thereby democratizing technical data for non-technical account managers. ✔ Chapter 3: AI in Service Delivery and the Future of Talent The immediate focus for managed service providers (MSPs) in adopting AI is two-fold: first, helping customers leverage available tools, such as Microsoft Copilot. Second, and more importantly for sophisticated MSPs, is utilizing AI internally to enhance their own service delivery and achieve efficiency. This internal automation, often achieved by mining data from a source of truth to identify new service offerings, must precede external services. Horizontal use cases, such as Copilot, are the current primary offerings, although some niche players are developing vertical-specific applications for industries like legal and hospitality. Ultimately, the goal is for MSPs to leverage AI to increase their efficiency before creating new bundled offers for their customers. A significant area of transformation is the use of AI agents to handle basic, high-volume customer requests. Instead of logging a traditional ticket, customers can use a self-service interface, such as a ChatGPT-like bot, to resolve simple problems and escalate to a human technician only when necessary. This shift is already evident in margin-constrained businesses, such as the hospitality and retail industries. For MSPs, this means the first line of defense—solving common, simple issues like Wi-Fi connectivity problems—can be automated. While this automation helps drive necessary profit margins, it also presents a risk to entry-level engineers. The changing landscape of service delivery has a direct impact on the talent pool. Historically, MSPs recruited frontline support from community colleges and trade schools. While new automation in the PSA (Professional Services Automation) industry created new categories and jobs in the past, the rise of AI agents means the path forward is complex. Michelle Accardi suggests a bifurcated path: some systems will utilize agentic AI to replace lower-skilled talent. In contrast, others will create new paradigms where talent focuses on roles such as training AI models. The consensus is that lower-skilled workers are most at risk. However, top-tier talent with critical thinking skills will remain indispensable for solving edge cases and complex problems that an AI model cannot efficiently address. The core skill set for future success encompasses not only technical knowledge but also curiosity, building a strong network, and understanding the economics of business.

    45 min

  6. 11/25/2025

    Partner Data, AI, and Trust: The Future of Co-Selling

    Partner Data, AI, and Trust: The Future of Co-Selling The future of partnership success hinges on precision, data, and trust in a hybrid channel world. This discussion, led by Sugata Sanyal, Founder & CEO of ZINFI, features two industry pioneers: Dina Moskowitz, CEO and Founder of PartnerOptimizer, and Theresa Caragol, CEO and Founder of AchieveUnite and author of Partnering Success. They dive deep into how organizations can optimize their existing partner ecosystems and recruit the right partners by leveraging sophisticated partner intelligence platforms and AI-driven insights. The conversation emphasizes shifting from transactional partnerships to predictive Co-Selling powered by a foundation of trust and aligned business strategy. Listen now to gain key takeaways on achieving efficiency and effectiveness through more innovative partnering. Related Guidebook Hybrid Cloud and Edge AI Computing Impacting the Future of PRM How AI, Hybrid Cloud, and Edge Computing Are Transforming Partner Relationship Management Download your COMPLIMENTARY COPY of Hybrid Cloud and Edge AI Computing Impacting the Future of PRM Best Practices Guidebook. How AI, Hybrid Cloud, and Edge Computing Are Transforming Partner Relationship Management. Download for FREE Video Podcast: Partner Data, AI, and Trust: The Future of Co-Selling ✔ Chapter 1: The New Imperative: Efficiency and Precision in Partner Recruitment Partnership programs today face a critical need for efficiency and precision, driven by the current economic climate and the challenge of achieving “more with less.” Partner Ecosystem Optimization begins with the strategic task of identifying the Ideal Partner Profile (IPP) to avoid wasting time on the wrong alliances. Dina Moskowitz’s perspective on the common pain points is clear: companies struggle with an existing ecosystem but realize they are losing focus and wasting time on the wrong partners. The core mission of her platform is to develop innovative data mining techniques to profile companies, making it easier for partner organizations to target them precisely. This precision means understanding a partner’s average transaction size, their Ideal Customer Profile, and their ability to influence revenue, moving past a “wait and see and hope and pray” mentality. Theresa Caragol adds the essential strategic framework for this build-out, introducing the science behind Channel Partner Strategy. She emphasizes that getting the strategy right is the foundation of success, encompassing a joint vision, trusted relationships, business acceleration (where data intelligence serves as a key propeller), and community building centered on lifetime value, rather than just transactions. Achieve Unite’s approach, complemented by partner data intelligence, dramatically accelerates this process, ensuring that new builds and segment expansion efforts reach the right partners more quickly. This joint work enables companies to transition rapidly from a general strategy to identifying specific partners and geographies for recruitment, ensuring that the foundational business proposition is right before making a significant investment. The two use cases—building a new channel and optimizing a large, existing ecosystem—are both addressed by first getting the strategy right, then operationalizing it with data. Dina’s comprehensive database, which she refers to as a solution to map “Jay McBain’s blob of partners,” continuously mines B2B technology companies globally. This data is structured to allow granular searches across resellers, ISVs, MSPs, SIs, and more. The goal is to provide clients with a comprehensive view of their total addressable market of productive partners, enabling them to abandon the “spray and pray” approach and instead target alliances based on shared technical stacks (e.g., Cisco or Juniper partners) and customer objectives. This structured approach to identifying the right partners at the right time is the first step in accelerating successful partnerships. ✔ Chapter 2: Transforming Partner Enablement and Co-Marketing with Intelligence The success of any partnership program, once partners are recruited, hinges on effective enablement and Co-Selling motions. Theresa Caragol notes that generic training is no longer enough; enablement must drive behavior changes in people. This is where Partner Data Intelligence becomes a real-time, personalized tool. Partner Optimizer provides managers with territory-specific data and insights that can be used to form stronger, more relevant value propositions for the end customer and stronger business propositions for the partner. This intelligence, combined with AI, rapidly creates targeted messaging and strategic initiatives, such as identifying the best vertical markets to target, thereby accelerating the entire process from recruitment to activation. The difference is moving from talking at partners to talking with partners, building a foundation of trust based on a clear understanding of their business. In co-marketing, the traditional one-size-fits-all approach is obsolete. The key determinant of success for co-op or MDF investments is a partner’s marketing competency, which necessitates a more precise approach to evaluation. Teresa and Dina both stress the need for a maturity model, which defines different activities for partners based on their stage of engagement—from a Stage One partner needing basic growth activities to a Stage Five partner who receives custom, high-touch attention for campaigns. This precision, or “precision-based” approach, moves past the random acts of marketing that dominated the past. The shift in marketing spend is also a key theme. While 90% of buying research happens online, there is a resurgence of events, driven by the need for strategic, multi-party engagement. Theresa suggests that the future of go-to-market involves an ecosystem of partners (vendors, partners, hyperscaler) focusing on a strategic initiative, a set of accounts, and then a few highly strategic events, rather than a “peanut butter” spread of effort. This movement away from generic marketing and into highly targeted, account-based marketing, with digital channels like LinkedIn, is how to win. It acknowledges that direct selling is changing, as buyers use trusted advisors (who may not be transacting partners) early in the decision-making cycle, making influence and the Co-Selling motion more critical than ever. ✔ Chapter 3: The Co-Selling Revolution: AI, Hyperscalers, and the Human Element The conversation concludes with an in-depth focus on Co-Selling, emphasizing the roles of hyperscalers, AI in Partnering, and the irreplaceable human element. Dina explains that today’s Co-Selling often centers around hyperscaler marketplaces (Azure, AWS, Google Cloud). However, listing in a marketplace is not a “floodgate opener” for sales; it’s an infrastructure for transacting. Smaller companies still need to find partners within that ecosystem who match their IPP and can help them sell, as the hyperscalers themselves prioritize the top several hundred. Partner Optimizer’s intelligence, therefore, remains essential for identifying the best-fit co-sell partners for a given product or opportunity. Theresa Caragol details how her new Co-Selling programs leverage AI and data to train sellers and partner marketers. The mechanics involve collecting data from multiple companies, feeding it into a private AI, which then generates joint value propositions, targeted messages for specific customers (based on their market activity), and tailored business propositions for partner executives. This integration of data and AI in Partnering dramatically accelerates the seller’s process—allowing them to focus on networking and building the funnel, not on generic prep work. Both leaders agree on the critical role of AI in their platforms: Dina utilizes AI/ML for highly efficient data mining, finding partners globally, enhancing search algorithms, and transforming raw insights into conversational recommendations. However, a vital conclusion is that AI is a tool to augment the best human efforts, not a replacement. Dina cautions that while AI is great, without human intention and hypothesis—knowing why you are building a campaign—the AI can lead to “hallucinations” or simply a wrong path in partnership strategy. The future of Co-Selling lies in combining human intelligence with digital intelligence to deliver a quantifiable outcome, where trust remains the core driver of success.

    44 min

  7. 11/12/2025

    Modernizing Channel Marketing: AI and Ecosystem Enablement

    Modernizing Channel Marketing: AI and Ecosystem Enablement This episode explores the transformative landscape of the IT industry, focusing on how companies are modernizing their approach to the channel. Host Sugata Sanyal, Founder & CEO of ZINFI, is joined by Anthony Graziano, Senior Vice President, Marketing at D&H Distributing. With over two decades of experience in distribution and vendor partnerships, Graziano discusses the evolution from traditional "channel" strategies to dynamic "channel ecosystems." He highlights D&H’s investment in platforms like MKT+SHIFT to meet the changing needs of solution providers. The conversation delves into critical areas, including the impactful role of AI in channel marketing, strategies for engaging new talent amidst demographic shifts, and the essential lessons learned in aligning marketing, sales, and vendor alliances. Tune in to gain actionable insights into defining success in the evolving partner ecosystem. Related Guidebook Modernizing Channel Marketing: AI and Ecosystem Enablement How AI, Hybrid Cloud, and Edge Computing Are Transforming Partner Relationship Management Download your COMPLIMENTARY COPY of Modernizing Channel Marketing: AI and Ecosystem Enablement Best Practices Guidebook. How AI, Hybrid Cloud, and Edge Computing Are Transforming Partner Relationship Management. Download for FREE Video Podcast: Modernizing Channel Marketing: AI and Ecosystem Enablement ✔ Chapter 1: The Evolution from Channel to Ecosystems Anthony Graziano’s career has been at the forefront of distribution and channel marketing, providing a front-row seat to one of the industry’s most significant transitions: the shift from a traditional ‘channel’ approach to sophisticated, integrated ‘ecosystems’. This evolution is driven by the necessity for solution providers to deliver more comprehensive, consumption-based services and engage with a broader set of influencers beyond the traditional reseller. The modern channel marketing strategy must now support this complex web of relationships, recognizing that technology sales involve co-selling and co-innovating across multiple partners, rather than a simple, linear transaction. Graziano’s perspective, having moved from a global vendor role at Logitech back into distribution leadership at D&H, offers unique insights into how expectations for marketing have undergone drastic changes. Vendors now demand more quantifiable return on investment and broader market penetration from distributors, while partners require high-level enablement and accessible, modern tools. D&H Distributing’s investments, such as the rollout of the MKT+SHIFT self-service marketing platform, are a direct reflection of these changing needs and the move toward an ecosystem-driven environment. This platform empowers partners to modernize their go-to-market strategies by providing scalable, integrated digital campaigns and tools they can execute independently. It moves beyond basic content syndication to offer a true self-service capability that is critical for a diverse partner base with varying levels of marketing maturity and resource availability. In an ecosystem where speed and relevance are paramount, the ability to quickly deploy professional, vendor-compliant marketing assets is not just an advantage; it is a fundamental requirement for solution providers competing in the digital age. The platform’s success demonstrates D&H’s commitment to reinforcing its position as a trusted enabler, directly addressing the pain points of modern channel marketing. The transformation in the Information Technology landscape also necessitates a complete rethinking of how vendors and distributors collaborate on marketing initiatives. The old model of simply pushing products has given way to a focus on joint solution selling and value creation, requiring a deeper alignment of marketing efforts. Graziano’s experience underscores that distribution is no longer just logistics; it is an enablement engine that bridges the gap between vendor innovation and partner execution. This shift requires that distribution channel marketing not only drive demand generation but also provide the strategic guidance and technological infrastructure necessary for partners to thrive in specialized markets. The evolving landscape demands a blend of high-touch strategic support with high-scale, automated tools, ensuring partners, regardless of size, can effectively capitalize on growth opportunities. ✔ Chapter 2: Marketing Alignment and Avoiding Common Pitfalls A core component of D&H’s strategy is the successful deployment of self-service marketing automation, exemplified by MKT+SHIFT, while maintaining a crucial element of high-touch support. The most significant adoption and success in these self-service models are often seen with partners who are already digitally mature and understand the value of automated outreach and integrated campaigns. They leverage these tools to rapidly scale their outreach and capitalize on time-sensitive vendor promotions and emerging market trends. However, driving partner engagement can be more challenging with smaller or less digitally savvy partners, who may lack the internal marketing expertise or the time to integrate and utilize self-service platforms fully. For these partners, the high-touch support remains essential, focusing on education, co-development, and demonstrating the tangible return on investment of modern channel marketing practices. The lesson here is that technology adoption is accelerated when paired with accessible human guidance. Graziano’s decades of experience across major distributors, including Tech Data, SYNNEX, and now D&H, highlight critical lessons regarding the alignment of marketing with sales and vendor alliances. A key takeaway is the need for complete transparency and shared metrics across these internal and external groups. Marketing must be measured not just by leads, but also by its contribution to the pipeline and revenue, directly aligning with sales’ objectives. Furthermore, successful vendor alliances require marketing efforts that clearly communicate the value proposition of the joint solution, not just the individual components. The most successful channel marketing organizations are those that break down traditional departmental silos, ensuring that the marketing strategy directly informs and enables the activities of the sales team and reinforces the vendor partnership ecosystem. A common pitfall companies encounter when trying to modernize channel marketing is focusing exclusively on the technology platform without addressing the foundational issues of process and human capability. Another misstep is creating marketing programs that are too complex, too generic, or not specifically designed for the partner’s unique customer base, leading to low adoption rates. At D&H, the approach to avoiding these pitfalls involves three strategies. First, simplicity and ease of use are prioritized in the MKT+SHIFT platform to encourage broad adoption. Second, the focus is on providing highly customizable, regionally relevant content that partners can immediately leverage. Third, there is a continuous investment in training and communication to ensure partners understand how to use the modern tools to achieve their specific business outcomes, blending strategy with execution. ✔ Chapter 3: The Future: AI, Generational Shifts, and Ecosystem Success The emergence of Artificial Intelligence (AI) is poised to fundamentally reshape both marketing execution and customer engagement across the channel. Anthony Graziano envisions AI as a powerful tool in refining channel marketing by enabling hyper-personalization at scale. This involves using AI to analyze vast datasets of partner and end-customer behavior, delivering highly targeted content, and optimizing campaign timing to achieve maximum effectiveness. For partner enablement, AI will accelerate the creation of localized and customized marketing assets, drastically reducing the time and resources required for partners to launch sophisticated campaigns. AI also promises to improve sales-marketing alignment by providing predictive analytics on which leads are most likely to convert, ensuring sales teams are focused on the highest-value opportunities within the channel ecosystem. The future success of channel ecosystems will depend on the ability to integrate AI responsibly and effectively into the entire partner journey. The IT channel is also confronting a significant demographic challenge, characterized by an aging partner base and a pressing need to attract and retain new, young talent. D&H is actively approaching this generational transition by ensuring its platforms and communication methods appeal to a new, digitally native audience. This means moving away from legacy marketing tactics and embracing integrated digital campaigns, social media engagement, and modern, accessible self-service tools. Channel marketing plays a vital role in engaging the next wave of solution providers by emphasizing speed, transparency, and a focus on emerging, high-growth technologies, such as cloud and security. By promoting a culture of inclusion, D&H aims to position the channel not as a traditional industry but as a dynamic, technologically advanced career path for the next generation. Looking ahead, success for channel ecosystems in the next five years will be defined by agility and the ability to drive co-innovation and consumption models. The winning distributors and partners will be those who can seamlessly adapt to rapid technological change, especially the integration of AI, and effectively manage the transition to subscription and as-a-Service models. D&H is positioning itself to stay ahead of these shifts

    40 min

  8. 11/07/2025

    Building a Partner Ecosystem for Digital & Agentic Transformation

    Building a Partner Ecosystem for Digital & Agentic Transformation This episode features a discussion between Sugata Sanyal, Founder & CEO of ZINFI, and guest Alex Richards, VP of Partnerships at Quantum Metric. They explore the strategic shift required to build a modern Partner Ecosystem for digital success. Alex shares his experience from companies like Medallia and SurveyMonkey, emphasizing that a successful go-to-market strategy must move beyond just tracking the pipeline. The conversation highlights how Quantum Metric’s Behavioral Analytics and Customer Journey Orchestration platform helps enterprise clients solve friction points across websites, apps, and kiosks. They detail a strategic co-sell and Co-Keep model with ISVs, GSIs, and agencies. Key takeaways include the substantial services opportunity for partners (40-45% of the deal value) and the future role of Agentic Capabilities in fixing fragmented tech stacks and accelerating Digital Transformation. Listen now to learn how to partner for genuine impact. Related Guidebook Hybrid Cloud and Edge AI Computing Impacting the Future of PRM How AI, Hybrid Cloud, and Edge Computing Are Transforming Partner Relationship Management Download your COMPLIMENTARY COPY of Hybrid Cloud and Edge AI Computing Impacting the Future of PRM Best Practices Guidebook. How AI, Hybrid Cloud, and Edge Computing Are Transforming Partner Relationship Management. Download for FREE Video Podcast: Building a Partner Ecosystem for Digital & Agentic Transformation ✔ Chapter 1: Ecosystem Strategy: Moving Beyond Pipeline Measurement Alex Richards explains why he chose the “hard path” of an ecosystem-based go-to-market strategy over traditional direct sales and marketing. He characterizes the Partner Ecosystem approach as a relationship-driven world that offers a strategic advantage by working with adjacent technologies. This collaboration allows companies to essentially “hack the path to success” rather than operating as a lone wolf, saying, “We’re the best”. For Alex, this strategy is exciting because it is go-to-market led and focuses on leveraging multiple touchpoints to drive sales, marketing, and audience improvements, moving beyond the transactional nature of purely direct sales. The Partner Ecosystem approach is viewed as a means to create a unified value proposition that is significantly stronger and more appealing to enterprise customers. When evaluating a Partner Ecosystem, Alex insists that companies must look beyond simply generating pipeline efforts. Focusing purely on the pipeline is too narrow and misses significant opportunities for impact. A broader perspective involves leveraging partners to improve marketing activities, reach specific audiences, and build deeper integrations that enhance customer adoption. By telling a “better together story, Quantum Metric and its partners demonstrate how their combined solutions benefit customers and drive key performance indicators (KPIs), which is a much more compelling and strategic approach than just selling a single product. This strategy is particularly crucial when dealing with different geographic regions and specialized ecosystems. The effectiveness of a true Partner Ecosystem is measured by its comprehensive impact across all company functions. The structure of Quantum Metric’s partner program is designed to support this holistic view, including both technology partners and solutions partners. The technology relationships—such as with Hyperscalers like Google and major ISVs like Adobe—are focused not just on simple integrations, but on driving Co-Sale, account mapping, and referral programs that lead to mutual sales success and customer value. On the solutions side, relationships with global system integrators (GSIs) and agencies (like Accenture and IBM) are about strategic solutioning and complementing Quantum Metric’s services. This part of the Partner Ecosystem is vital for filling service gaps in regions and verticals where a physical presence or domain expertise might be limited, ensuring comprehensive market coverage and service delivery. ✔ Chapter 2: Behavioral Analytics and Customer Journey Orchestration Quantum Metric’s core value proposition is focused on providing deep Behavioral Analytics and Customer Journey Orchestration for enterprise clients. The platform targets personas in digital product teams, marketing, analytics, CX, and the contact center, all of whom face challenges with fragmented systems and digital friction points. The solution is deployed via a JavaScript tag or SDK, which tracks the entire user journey and enables precise recreation, known as session replay. Crucially, the platform acts as a workflow engine that maps these digital journeys and triggers real-time actions when a user encounters friction. This ensures that teams can immediately identify and fix issues—such as a broken button or a malfunctioning funnel—that would otherwise lead to lost revenue, user frustration, and decreased loyalty. The solution is far more robust than simple heat mapping tools, offering a highly secure and actionable “on steroids” version of session analysis. A strong Partner Ecosystem is essential for broad deployment. The application of Quantum Metric’s technology extends significantly beyond a traditional website or mobile app interface, covering both pre-login and post-login experiences. The platform’s ability to sit on and monitor Salesforce Lightning apps is a major differentiator. This capability allows customers to QA their customer service agents by seeing exactly where they get stuck, or to qualify that brokers are only accessing what they should within Salesforce. Furthermore, the platform can be deployed on self-service kiosks in locations such as Latin America, including ATM equivalents or ordering boards, ensuring that the self-service customer experience is optimized and frictionless. By covering such a wide range of digital and physical touchpoints, Quantum Metric provides a truly holistic view of the customer experience, which its vast Partner Ecosystem helps implement and customize. From a competitive perspective, partnerships are essential for overcoming larger brands like Adobe and Salesforce. Quantum Metric strategically partners with these ISVs to avoid positioning its product over the overall impact and benefit it drives. The winning formula involves utilizing the Partner Ecosystem to highlight where customers reside and how joint solutions can effectively connect fragmented data points. This enables a better customer experience, such as arming a contact center agent with real-time session information about a caller’s recent frustration on a mobile app, eliminating the need for a generic, time-consuming series of introductory questions. By deeply integrating with partners’ platforms, the company ensures that its insights are actionable and readily available where users and agents live, speeding up resolution and improving efficiency. ✔ Chapter 3: Driving Partner Services and The Co-Keep Model A crucial element of the company’s Partner Ecosystem strategy is the services component, often referred to as Co-Keep. Given that applications and websites are constantly evolving, customers require continuous services, making the one-time sale insufficient. The relationship with partners must ensure they possess the same customer-centric mentality and culture as Quantum Metric to properly onboard and service clients. The company generally passes the entire services business directly to the partner, only “sucking up” the recurring Software as a Service (SaaS) subscription contract on their end. This model ensures that SIs and agencies are fully incentivized to provide high-quality, ongoing support and project-based work. The long-term success and retention of customers hinge heavily on the quality of these complementary services offered by the Partner Ecosystem, making the enablement of consultative engagements a top priority. The financial opportunity for service partners is substantial. While the exact revenue is complicated to quantify due to varying customer needs and initiatives, Alex Richards estimates that the services component can represent a significant percentage of the total contract value in any given deal. Specifically, there is an opportunity for 40% to 45% on any deal where services are the equivalent value that an SI or agency could be sucking up. The scope can range dramatically; a full-blown Digital Transformation that spans 50 digital properties will generate far more service revenue than a retailer optimizing only one website and two apps. This significant and recurring service opportunity is what makes the Partner Ecosystem attractive to GSIs and specialized agencies, as it allows them to build a deep, profitable, and consultative relationship with the customer. Beyond services, ongoing activation and enablement are critical for Partner Ecosystem success. The company works to ensure partners are not simply certified once and forgotten, but are instead constantly engaged through activities that make them realize the value of jointly closing a deal. Co-sell success requires the right story and message. For GSIs, enablement involves equipping them with messaging, personas, and competitive analysis, enabling them to identify customer “trigger points” or signals and position Quantum Metric effectively within a consultative or reseller engagement. This continuous engagement and provision of resources are vital to ensuring the Partner Ecosystem constantly drives new business and supports existing customers with the best possible service. ✔ Chapter 4: The Agentic Future: Fragmentation and Geo-Political Data Challenges The futu

    52 min
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About

ZINFI helps technology providers and their channel partners achieve profitable growth rapidly and affordably by automating Partner Relationship Management (PRM) processes globally.

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  • Creator
    ZINFI Technologies, Inc.
  • Years Active
    2015 - 2026
  • Episodes
    236
  • Rating
    Clean
  • Copyright
    © ZINFI Technologies, Inc.
  • Show Website
    ZINFI Technologies, Inc.