A central solution for you and your partners

Technical service providers, sales partners, agencies or eCommerce fulfillment partners – you can invite your partners to epilot or access the epilot partner network.

Illustration - Partner network
Illustration - Workflow configurator

Common workflows

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.

Selling together

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.

Illustration - Products & services
Illustration - Trigger

Automated lead routing

You can use automation rules to assign incoming leads to your partners based on parameters such as region or product ordered.

Central system, common use

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.

Illustration - Roles & rights

You want to
manage your partners
more efficiently?
find new
partners? 

Partner portal features at a glance

Journey Builder:

Integration of partners in process flows, e.g. via assignment of entire workflows or tasks, automated dispatch of messages.

Shared 360° view:

All data about the customer, the joint project and the process status in one central location.

Click sections:

Use of epilot click sections for intuitive and consistent collection of information, e.g. for documentation of technical work.

Lead routing:

Automated assignment of leads to partners based on defined parameters.

Communication

Communication via individual messages or automated messages via variable-based templates as well as via notes and comments.

Products & Services:

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.

Roles & Rights

Flexible configuration of partner access rights and views. Mapping of hierarchical group structures.

Marlon Hütten

Marlon Hütten

Head of Sales

Sounds good?

Then let's talk.