HEINI · HEINI in Inside sales
The case, fully prepared.
The inside-sales colleague gathers the fragments of a case — email, PDF, follow-up — and puts one thing to you to approve, not ten.
Assess scope, data and required integrations on your own workflow.
- Inside sales
- Assess the scope together
Example workflow
The case, fully prepared.
The inside-sales colleague gathers the fragments of a case — email, PDF, follow-up — and puts one thing to you to approve, not ten.
An order arrives as a PDF and two follow-up emails.
Nothing has been sent or changed yet.
- ContextOrder processing
- ResponsibilityResponsible role and agreed permissions
One line has conflicting quantities.
Order lines and the question are together in one case.
Nothing has been sent or changed yet.
What HEINI takes off your desk
What HEINI prepares here
- 01
Task 1
Gathers related messages into one case
- 02
Task 2
Transfers PDF orders into the form
- 03
Task 3
Hands over the decision-ready case
Explore the workflow and further possibilities
How the work moves forward
How the work moves forward
The inside-sales colleague gathers the fragments of a case — email, PDF, follow-up — and puts one thing to you to approve, not ten.
- 01
The request
An order arrives as a PDF and two follow-up emails.
- 02
Still to clarify
One line has conflicting quantities.
- 03
Prepared
Order lines and the question are together in one case.
What is already included
How the work connects
03HEINI and SUSI in conversation
All work areas, Predictions and supervision at a glance.
Meet the whole team↗
Trust · human decision
Prepared by HEINI. Decided by you.
Assess scope, data and required integrations on your own workflow.
Security facts- Still to clarify
- One line has conflicting quantities.
- Prepared
- Order lines and the question are together in one case.
Your business. Your case.
See HEINI in Inside sales.
Assess scope, data and required integrations on your own workflow.
See HEINI on your own case