B2C Blueprint heat pump

Would you like to revolutionize your B2C heat pump business? Manage the entire process efficiently, from enquiry to submission of an offer to acceptance.

Log in and install now
Schedule a demo

Applications in this Blueprint

epilot

End-to-end digitalization of your heat pump business

Turn prospects into satisfied customers with optimized, user-friendly processes from the initial inquiry to service.

Integration of the DATAFACTORY interface for address validation

It ensures that your customers’ addresses are up-to-date and deliverable. For higher data quality.
This is what you can expect from this Blueprint
Set up the entire process for selling heat pumps from start to finish with just a few clicks – including collaboration with partners.
Why choose this blueprint for your heat pump sales?
  • Fast Time-to-Market: Start selling heat pumps in minutes, not months.
  • Expert Support: The blueprint was developed by industry experts and tested in practice.
  • Transparency: All components of the blueprint are clearly labeled, and you can customize everything.
  • Partner Collaboration: Seamlessly integrate installation partners into the process – everything is already configured.

1. Inquiry and Online Qualification

Quickly generate leads through your website and collect all relevant customer and building data through automated online qualification.

2. On-Site Appointment and Cost Estimate

Schedule an on-site appointment and create a cost estimate for a tailored heat pump solution, including the seamless and efficient involvement of an installation partner.

3. Offer Submission

After sending your final offer via email, your customers can conveniently accept it digitally through a streamlined process.

4. Subsidy Processing

Provide the best possible support to your customers by integrating subsidy management into the process. Automations ensure nothing is overlooked.

5. Installation and Final Approval

Initiate the technical setup through your partner and maintain oversight throughout delivery, installation, and commissioning.

The blueprint includes a total of 9 journeys with 12 additional automations to efficiently support the entire process. It also features 23 email templates, 3 document templates for consistent and professional communication, and 1 example product.


You will find more detailed information about this blueprint on epilot before installation.

Log in and install now
Schedule a demo
Es gibt keine Komponenten dieses Typs
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
There is currently nothing to see here

The installation: Getting started has never been easier.

Log in and install now
Schedule a demo

You have found your next use case for epilot

Choose the blueprint you want to try next from our library.

Log in to your epilot test environment

From the marketplace, you go directly to epilot. Log in to the tenant where you want to install the blueprint.

Install everything at the push of a button

You have the freedom to customize the blueprint to your liking after installation or keep the default settings. Changes can be made at any time.

Get started & drive the energy transition forward

Transfer the blueprint, including all your customizations, to your live system at the push of a button when you’re ready.

Get a live demo

Watch a demo to find out how the epilot cloud platform can help you. Because no one likes inefficient processes. Neither employees, nor partners, nor customers.

Flexible & modular

GDPR compliant

No programming knowledge required

Check out the documentation to learn more about how to get the most out of the blueprints and accelerate your time-to-market!