- 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.
