Photovoltaic B2C Blueprint
Start over in the PV Business — completely digitally from the enquiry to the submission of an offer to the finished installation by partners and customer acceptance.
Applications in this Blueprint
End-to-end digitalization of your heat pump business
Integration of the DATAFACTORY interface for address validation
- Cooperation with Partners: receive and share all relevant documents digitally in one platform
- Automations: Minimize manual activities and reduce the incidence of errors
- Efficiency: Save time — that of your customers, your partners and yourself!
1. Inquiry and on-site post-qualification
Capture leads digitally on your website and guide your sales team through on-site post-qualification in a targeted manner using workflow and click path.
2. Submission of offer including digital acceptance
Share all relevant data with your partner and send your final offer. Make it easier for your customers to accept offers with a digital click route.
3. Installation and removal
Guide your partners through the technical implementation with the workflow and ensure maximum customer satisfaction through good documentation.
The blueprint comprises a total of 5 Journeys With 7 additional automations, which efficiently supports the entire process. 10 email templates that enable you to communicate consistently and professionally. Also 1 document template for the final offer and 1 product example are available and can be customized.
You will find more information about this blueprint on the epilot platform before installation.
Zweck: PV
Dieser Zweck ist bei allen Konfigurationen hinterlegt, verbindet sie, und hilft sie zu verstehen
The installation: Getting started has never been easier.
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!
Does your organization already have an epilot account? If so, you can proceed with the installation; otherwise, schedule a demo.