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HEINI · For agencies, ERP and implementation partners

Your clients. More work done.

HEINI connects your expertise to daily client work: from ERP workflows to campaigns and customer enquiries. You lead the engagement and approve important steps.

Arrange a partner conversation See the example ↓

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

For agencies · an illustrative B2B example

Your customer sets the goal. HEINI keeps the work connected.

One new product variant. One clear message. From the brief to a reviewed publication, the work stays connected.

  1. Start with the goal.

    A B2B customer is launching a new pump variant. The agency agrees the audience, confirmed product facts, tone and budget.

  2. Bring the drafts together.

    HEINI prepares copy from the brief. An image or video is commissioned separately. Product facts and open questions stay with the work.

  3. Your team reviews the exact version.

    The team checks the brand, claims, media rights and costs. The responsible person approves the specific copy and media version.

  4. Choose the right account.

    The approved post is tied to a specific authorised customer account. A requested date is not yet a confirmed publication.

  5. Check what actually happened.

    The team checks whether the publication was accepted, scheduled or actually published. An uncertain outcome is clarified first.

  6. Give the next brief a better starting point.

    Available post and website metrics inform the review. Once approved, a reviewed lesson about the message or tone can guide the next relevant draft.

Walk through a customer campaign together

Customer service · an illustrative B2B example

Your customer asks. Your team need not start over.

The request, product knowledge and responsible people belong together. The answer starts with what is already known.

  1. The customer asks.

    “Which seal kit fits the pump you delivered?” The request and the relevant order provide the starting point.

  2. Use the right customer information.

    The responsible team uses only the permitted order and product information in this customer context. Missing details require a follow-up question.

  3. Prepare the answer.

    Relevant facts, open questions and ownership come together. The team reviews the proposed answer before making a commitment.

  4. A person sends it.

    The responsible person checks the recipient and content and sends through the agreed channel. A credit note or refund would be a separate decision.

  5. Keep the reply with the case.

    The confirmed customer reply helps establish whether the issue is resolved. Any proposed addition to company knowledge is reviewed and approved separately.

Three contexts. Clear boundaries.

HEINI supports its customers.
A problem with HEINI belongs with HEINI support. The case is classified and directed to the responsible team.
The agency supports customer service.
End-customer requests are handled within the agreed company context of the agency’s client. Data, sender account and responsibility stay tied to that context.
Support access needs permission.
Access is granted for a specific case, purpose and limited period. It does not grant general access or permission to make arbitrary changes.
Walk through a customer service case together

Application proof · clearly labelled

18 custom gates. One shared starting point.

In this fictional example, HEINI brings the request for 18 gates, the confirmed product configuration and the Odoo pricing basis into one quote draft. The partner qualifies the agreed ERP connection. The customer team approves the price and delivery date.

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

Example conversation

  1. You · at work

    Our customer uses Odoo. They need a quote for 18 custom gates in anthracite, with no partial delivery.

  2. SUSI

    The request, confirmed product configuration and pricing basis belong in the same case. The partner qualifies the Odoo connection.

  3. HEINI

    In this example, the quote draft is ready from those sources. The customer team reviews the price and the still-open delivery date before sending.

Opens a draft in the existing Bar. Nothing is sent until you send it.

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

In this fictional example, HEINI brings the request for 18 gates, the confirmed product configuration and the Odoo pricing basis into one quote draft. The partner qualifies the agreed ERP connection. The customer team approves the price and delivery date.

  1. 01

    Request

    18 custom gates, anthracite, no partial delivery

  2. 02

    Sources

    Confirmed product configuration and Odoo pricing basis

  3. 03

    Open

    Price approval and confirmed delivery date

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
Quote draft for 18 gates with the product and pricing basis. Delivery date still open.
Nothing has been sent or changed yet.

FAQ

Questions before the next step.

What does Super-HEINI do for agencies?

HEINI keeps a brief, confirmed product facts, drafts, approvals and available results together for an agreed client campaign. The agency leads the engagement; media, client accounts and publishing steps are agreed separately.

Does support reply automatically?

The support workflow shown prepares an enquiry using permitted customer information and clear ownership. The responsible person reviews recipient and content and sends through the agreed channel. Automatic replies are not promised here.

Can the agency see all client data?

No. The client engagement, permitted company context, account and access are defined. Additional support access requires permission for a specific case, purpose and limited period.

Your business. Your case.

Quote draft for 18 gates with the product and pricing basis. Delivery date still open.

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