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Customer Operations

Meet practitioners that are leveraging the same processes as you!

  • 35 Topics
  • 105 Replies
35 Topics
marcos-elexsolutions
marcos-elexsolutionsNew Participant
posted in Customer Operations
need help with my pipelines

I would like to schedule a demo or meeting with someone that can help fully link my pipelines and help accomplish what I need out of Pipefy.-looking to create a pipe or database for multiple potential partners and lead sources.-Want to create new cards and have those lead sources included on those cards-Want to link to different pipelines 

1931
Lais Laudari
1 year ago
Juliana Spinardi
Pipefy Staff
Juliana SpinardiPipefy Staff
published in Customer Operations
What is a CRM Workflow and How to Create It

Customer relationship management (CRM) software is at the heart of your business’s marketing efforts. It keeps your business operations organized, provides a wealth of information about how your customers engage with your business, and helps to significantly raise your revenue when applied properly. Nucleus Research found that using CRM software earns businesses $8.71 for every dollar spent. That’s a pretty impressive ROI that shows how it literally pays to thoroughly understand and effectively use a CRM. In this post, we’ll help break down for you:What a CRM workflow is1 - How you can create a workflow for your business2   The difference between an action step and a CRM workflow3 - How creating workflows with automation can help your marketing strategy  What is CRM Workflow? A CRM workflow is a series or collection of steps required to complete a business process such as making a sale or responding to a customer complaint. You can think of a CRM workflow as a line of dominoes you need

5902
K
2 years ago
karina-corona
Pipefy Staff
karina-coronaPipefy Staff
posted in Customer Operations
Tutorial: Build a Customizable Sales Pipeline That Improves Lead Visibility

Hello, Sales teams! 👋  My name is Karina Corona, and I’m a writer on the content marketing team.  We recently published a tutorial on how to build a sales pipeline that improves lead visibility within Pipefy. The tutorial walks you through how to use Pipefy’s pipeline template, in addition to featuring tips and best practices. Check out the tutorials and learn more about Pipefy’s features and how to build a pipeline that turns leads into deals! [en] Tutorial: Build a Customizable Sales Pipeline That Improves Lead Visibility [pt] Tutorial de funil de vendas: crie um pipeline personalizável e proporcione visibilidade e autonomia para seu time

1682
V
2 years ago
claudia-bar
Pipefy Staff
claudia-barPipefy Staff
published in Customer Operations
Automate lead qualification in Pipefy

Increase response rate with Pipefy's automations. Create a faster and more effective qualification process. Find the best sales opportunities right away with Pipefy’s automation. Improve your team's performance, by focusing on what really matters: true potential customers. Go to the automation page, and select “when a field is updated” as an event. Add conditions to specify the qualification criteria, then choose “move card” to Won or Lost stage, according to leads’ characteristics.   Why qualifying leads?Qualifying leads is vital to any sales process, because it reduces costs, and helps your commercial team to focus on real potential customers, based on information captured through public forms. Each business may define its own qualification criteria, such as budget, timing, and who is the decision-maker. Fortunately, you don’t have to analyze and qualify your leads one by one. You can increase your response rate and use Pipefy’s automation instead! After importing leads to Pipefy, or

1942
rafael.jefte
2 years ago
claudia-bar
Pipefy Staff
claudia-barPipefy Staff
published in Customer Operations
📋 How to import leads to Pipefy from a spreadsheet

Spreadsheets may be common, but they aren’t the ideal tool to keep track of business opportunities since they can quickly become outdated and are difficult to control. To mitigate these issues, you can import all your leads into a pipe or a database inside Pipefy where they can be effortlessly found, updated, and managed through your sales process. Here is a quick guide: Click on Tools → Apps, and select Importer app. Click on enable to activate it. It will appear in your pipe's header.    Click on the Importer app icon to open it up. Then, choose if you want to import your spreadsheet to a pipe or a database.   In New Import, drag and drop or select your spreadsheet from your file folder (it must be an .xlsx file). The next step is to combine its columns with the pipe's or database's fields and start importing.  Need a detailed tutorial? Get more information below.  Prepare your spreadsheet The first step is to make sure your spreadsheet has the same information as your pipe/databas

3832
rafael.jefte
2 years ago
claudia-bar
Pipefy Staff
claudia-barPipefy Staff
published in Customer Operations
Lead nurturing with email automation

Interacting with customers is crucial to keep them engaged with your brand and products. It helps to turn high-qualified leads into opportunities and, eventually, new deals. But you don't have to do it manually: use Pipefy's automations to boost your communication with customers and improve your team's performance, by eliminating tedious and repetitive work. Here is a guide on how to do it:  Create an email template to nurture leads about your business.   Add a new phase to your pipe, and call it Nurturing (if you're using the Lead Qualification Template, skip this step)   Set a maximum period of time (SLA) for leads to stay in this new phase. This is will be the number of days until your leads will receive the nurturing email. For example: 3 days. It’ll start counting as soon as you move the card to the Nurturing phase.   Create automation: Choose when an alert is triggered as the event, add a condition current phase is equal to nurturing, and select late alert as the alert type

2210
claudia-bar
Pipefy Staff
2 years ago
Juliana Spinardi
Pipefy Staff
Juliana SpinardiPipefy Staff
published in Customer Operations
How to Transform your Customer Support Workflow with Pipefy

The customer experience is becoming more and more critical for companies wanting to foster a positive and lasting relationship with their customers. Building an efficient, fast, and agile process that solves problems is the challenge of the customer service teams — and it is essential for your company’s strategy. Considering that acquiring new customers is much more costly than retaining current ones, it is crucial to have a well-structured support team with the required tools to achieve customer satisfaction in any scenario. In this article, you will learn which steps are essential for a successful customer support process and how to structure them in Pipefy. 1. Customer Satisfaction: vital to your successCompanies of different sizes that offer a product or service should be concerned with their CSAT (Customer Satisfaction Score), which is nothing more than a metric to evaluate customer satisfaction.Good customer service is one of the main reasons a company’s reputation can be enhance

3230
Juliana Spinardi
Pipefy Staff
2 years ago
Ian Castelli
Pipefy Staff
Ian CastelliProduct Education Team
published in Customer Operations
Customer Support: How to Transform your Customer Support Workflow with Pipefy

Hello, CS teams! 👋  My name is Ian Castelli and I'm one of the copywriters in the Customer Education Team here at Pipefy. Recently, I published a blog post about Customer Support with tips to structure it inside Pipefy in the best possible way! I gathered the best practices for this process and detailed how to build it fast and easy. Do you have any additional tips to point it out? Feel free to join the discussion and use the template to build your own CS workflow! Check it out: https://www.pipefy.com/blog/customer-support-process 

1320
Ian Castelli
Pipefy Staff
2 years ago
giulia-saldanha
Pipefy Staff
giulia-saldanhaPipefy Staff
published in Customer Operations
Pipefy for Customer Onboarding

Heeeey everyone! How are you today? My name is Giulia, and I’m part of the Solutions Design team from Pipefy, and today I would like to share another use case to be managed with our platform.Did you close a new deal? Want to manage the onboarding of this new client, making sure that they will be onboarded in the correct way, following all the necessary steps? I recorded a video showing how to manage the Customer Onboarding process with Pipefy. You can take a look at the video below! Any questions let me know!

3011
E
4 years ago
F
Pipefy Staff
Felipe ScholzPipefy Staff
published in Customer Operations
Pipefy for Customer OnboardingUse Case

Managing your customer onboarding process in Pipefy will let you:  Enforce customer onboarding rules: By setting clear business rules for each type of customer, your customer success team will make sure steps are being followed and customer expectations are being met. No more messy emails and spreadsheets: Centralize customer onboarding in one place and gain full visibility on what’s happening with all customers. Execute on their exact needs and boost activation and adoption rates. Increase Customer Satisfaction: By making sure all of the agreements and milestones are delivered, your team will deliver accurate value to your new customers, ensuring their happiness and boosting satisfaction rates. Check you the Customer Onboarding template here.   

1760
F
Pipefy Staff
4 years ago

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