Business Objects

Organize your data structure according to your needs

Flexibly adapt the data structure in epilot to your application — whether for electricity and gas, grid processes or energy solutions.

Screenshot: Konfiguration eines Business-Objekts Building mit Feldern Building number, Address und Owner

+170 leading companies in the energy revolution rely on epilot cloud software

Why epilot business objects?

A structured data model is the basis for optimizing your business processes.

Before...

Unstructured and isolated data sources
High time spent on manual data processing
Inefficient and error-prone processes
Difficulties using data for analytics
Work exclusively with standard business objects such as accounts or contacts

With epilot business objects

Centrally organized and structured data for a better overview and analysis
Save time through automated and structured data processing
Optimize processes through standardized data models and reduce errors
Easy access to consolidated data for comprehensive analysis
Flexibly adapt the data structure to the needs of the energy sector, e.g. meters or systems

Use a data structure in epilot that's tailored to you

Screenshot: Formular zum Erstellen eines Business-Objekts Building

Create individual business objects

Contacts, companies, contracts, opportunities and orders are standard business objects in epilot. In addition, you can flexibly create other business objects. Regardless of whether it concerns buildings, systems or other objects — epilot represents your exact application.

Screenshot: Attribut-Auswahl für Datenstrukturen (Date, Single Selection, Multiple Selection, User Relationship, Number Input)

Customize data structures and views

Design every business object according to your needs. In addition to numerous standard fields, you can add individual fields such as date, single-choice or multi-choice. With the help of purposes, you can create various structures within a business object — for example, separate layouts for B2B and B2C PV systems within an opportunity.

Screenshot der epilot Plattform: Konfiguration eines Business-Objekts 'Gebäude' mit Feldern Gebäudenummer, Adresse und Eigentümer.

Best practice templates

While being fully flexible, we also offer templates that were developed with epilot customers and can be used to get started with epilot quickly and easily. If necessary, you can adapt them to your individual needs.

Screenshot: Analyse-Dashboard mit Contract-, Opportunity-, Meter- und Building-Kennzahlen

Transparent evaluation

Enable seamless online purchases with various payment options and secure transactions through digital signatures.

Screenshot: Automatisierungs-Workflow für Journey-Submission Wärmepumpe mit Schritten Create Entity und Checkout Form

Integration with Journeys and Processes

Business objects can be captured via Journeys and linked to automations and processes. In conjunction with the other epilot modules, the flexible data structure unleashes its full power.

Your benefits

Improve your data overview

Get a clear and structured data overview that allows you to manage data more efficiently and make it more accessible.

Gain valuable insights through detailed analyses

Analyze data independently without relying on the IT department. For faster, data-based decisions.

Benefit from flexibility and scalability

You benefit from a flexible and scalable platform that adapts to your business needs.

Get a live demo

Find out in a demo how epilot energy XRM can help you. Because nobody likes inefficient processes. Not employees, partners or customers.

Flexible & expandable in stages

GDPR compliant

No programming knowledge required

Learn how to set up full use cases in minutes with our growing library of validated blueprints.