Technical service providers, sales partners, agencies or eCommerce fulfillment partners – you can invite your partners to epilot or access the epilot partner network.
In the partner portal of our software, you automatically assign work steps to your partners, communicate with them and both sides document their activities. This creates transparency about the process status. And standardized processes ensure living up to the quality promise to your customers.
You can also sell your products or services via your partners or sell the portfolio of your partners. You can flexibly create products and journeys for joint use.
You can use automation rules to assign incoming leads to your partners based on parameters such as region or product ordered.
In epilot, you can create designs, products, journeys and workflows centrally in one client and share them with other clients. In this way, you can optimally digitalize cross-organizational collaboration and hierarchical group structures.
Integration of partners in process flows, e.g. via assignment of entire workflows or tasks, automated dispatch of messages.
All data about the customer, the joint project and the process status in one central location.
Use of epilot click sections for intuitive and consistent collection of information, e.g. for documentation of technical work.
Automated assignment of leads to partners based on defined parameters.
Communication via individual messages or automated messages via variable-based templates as well as via notes and comments.
Integration of partner products and services into own sales and inquiry channels. Provision of own products and services for integration into partner sales and inquiry channels.
Flexible configuration of partner access rights and views. Mapping of hierarchical group structures.
Head of Sales