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HEINI · For agencies, ERP and implementation partners

Your customers. Less busywork.

Bring one customer case. Together, we turn it into a practical starting point.

You know your customers’ workflows and systems. HEINI prepares the work. Together, we check where their team could spend less time searching, copying and chasing.

  • One shared pilot
  • Clear responsibilities
  • Terms by agreement
Arrange a partner conversation

Application proof · clearly labelled

18 custom gates. One shared starting point.

A customer prices custom gates between their inbox and ERP. In this example, HEINI would bring the enquiry and pricing basis together for a quote draft. We assess the required data and connections together.

HEINI HEINI product preview · example data
Empty HEINI quote form in German, without customer data
Empty HEINI quote form in German, without customer data
Guided example · example data Connected
Operational starting point

Bring one customer case. Together, we turn it into a practical starting point.

Nothing has been sent or changed yet.

What HEINI takes off your desk

What changes in this operation

  1. 01

    The customer sets the goal.

    Less preparation per quote is the starting point. The customer team provides an approved example, names the responsible person and decides whether the prepared work is correct.

  2. 02

    You know the business.

    As the partner, you clarify today’s workflow, the systems involved and your role in adoption. We agree whether you advise, connect systems or support operations before the pilot.

  3. 03

    HEINI prepares. We review together.

    HEINI prepares the case within the agreed scope. We compare measures such as handling time and follow-up questions before and after. The result informs our next shared step.

Explore the workflow and further possibilities

How the work moves forward

What the case makes visible

A customer prices custom gates between their inbox and ERP. In this example, HEINI would bring the enquiry and pricing basis together for a quote draft. We assess the required data and connections together.

  1. 01

    1 case

    as a shared starting point

  2. 02

    3 roles

    customer · partner · HEINI

  3. 03

    1 goal

    agreed before the pilot

What is already included

Evidence, maturity and boundaries

01Maturity

First, we agree one customer case, data access, responsibilities and a measurable goal. Services, remuneration, support and operations are clarified before commissioning.

02One shared pilot

Part of the transparent application framing.

03Clear responsibilities

Part of the transparent application framing.

04Terms by agreement

Part of the transparent application framing.

Trust · human decision

A scenario is not a promise. The evidence stays visible.

Product views, example data, maturity and external sources are labelled separately. Binding consequences remain under the responsible person's approval.

  • One shared pilot
  • Clear responsibilities
  • Terms by agreement
Security facts
Prepared product state Review on the real case
To validate
First, we agree one customer case, data access, responsibilities and a measurable goal. Services, remuneration, support and operations are clarified before commissioning.
Prepared outcome
Which customer case brings us together?
Nothing has been sent or changed yet.

Your business. Your case.

Which customer case brings us together?

In the partner conversation, we clarify the customer type, process, systems and a possible starting point. No customer data is needed for the first meeting.

Arrange a partner conversation