Heating solutions

Would you like to revolutionize your distribution of heating solutions while saving resources? Install our blueprint now and use the expertise of our partner Viessmann. Hand over your leads using our standard interface and let Viessmann act as a fulfillment partner for you from post-qualification to start-up.

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Heating solutions

Categories
Energy solutions
Sub-categories
B2C
Information
Version
v1.0.0
Last Updated
June 25, 2025
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Log in and install now
Start selling heating solutions quickly and easily with this integrative blueprint and use Viessmann as a strong fulfillment partner.
Why choose this blueprint for selling heating solutions?
  • Quick time-to-market: Start selling heating solutions in minutes, not months.
  • Expert assistance: Benefit from the know-how of our partner Viessmann. They take care of the entire process for you, from lead qualification to installation at the end customer's site.
  • No commitment of personnel resources: Whien using a standardized interface, the data is forwarded directly & automatically.
  • Strengthen your own partner network: Get your installation partner and get started together.
Process detail

1. Inquiry and online qualification

Get leads quickly via our standardized click path ("Journey") and collect all relevant customer and building data.

2. Automatic lead transfer to Viessmann

You decide for yourself whether to hand over all or selected leads to our specialist partner Viessmann.

3. Viessmann as a fulfillment partner

After taking over the lead, Viessmann acts as a fulfillment partner for you: Starting with the subsequent qualification of the lead, through the submission of the offer to the installation and acceptance of the heat pump, Viessmann will handle operational processing and correspondence with its partner network and customers.

4. Transparency thanks to bidirectional interface

Thanks to our bidirectional interface, you get full transparency about the status of your leads.

5. Strengthen your existing grid partner

Would you like to use your own grid partner to sell heating solutions? No problem! Simply register your partner with Viessmann so that all leads are processed via your network.

The blueprint comprises a Journey, including journey automation. Die Journey automation creates the contact, the opportunity and triggers the data exchange via webhook.

Learn more about this blueprint before you install it in epilot.

IMPORTANT: As this is a standardized integration, please contact Viessmann directly after installation to clarify the scope of your cooperation.

Your contact person:


Thomas Riedel - Key account manager energy supplier and energy service provider at Viessmann Solution & Services GmbH
ridt@viessmann.com

If you have any further questions about epilot, please contact
Fabian Erdle - Customer Success Manager
fabian.erdle@epilot.cloud
+491723545714

Journeys in this Blueprint
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The key features of this blueprint
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