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Customer Operations

Meet practitioners that are leveraging the same processes as you!

24 Topics
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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

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may be common, but they aren’t the ideal tool to keep track of business opportunities since they can quickly become outdated and are difficult to control.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

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

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!

Juliana SpinardiPipefy Staff

published in Customer Operations

CRM Alternative: Use a No-Code Solution to Nurture Customers

When it comes to customer relationship management for SMBs, spreadsheets and custom-built solutions aren’t the only games in town. No-code software offers a flexible alternative that lets workflows scale with your business. Managing CRM with no-code workflow softwareThe point of a CRM workflow is to unify sales, marketing, and customer support functions in order to build healthy relationships and drive sales. But for many SMBs, the only options have been spreadsheets or custom-built CRM solutions. Spreadsheets will eventually become unmanageable, and custom builds consume time and other resources that could otherwise be harnessed to drive business growth. No-code tools offer a flexible alternative that’s customizable, easy to use, and ready to scale as the business evolves. In this article, we make the case for using no-code software as an alternative to spreadsheets or custom CRM builds. We’ll review the essential elements of a CRM, illustrate how each component enhances relationships

vinicius-dextraNew Member

asked in Customer Operations

Template de email com duração das fases

Gostaria de enviar um email de update para os clientes com o andamento do processo, em um template que incluísse: a) o nome da fase atual, e b) a duração de cada fase até o momento, em dias. Já sei criar o template e trabalhar com os campos dinâmicos, mas não consigo encontrar o campo dinâmico para a), e aparentemente b) está em horas, alguém pode confirmar? Obrigado!

marina-santos-locximoveisNew Member

asked in Customer Operations

Automatizar etiquetas

Olá pessoal, preciso criar uma automação para atualizar a etiqueta de acordo com o que o cliente preencher no campo demanda do formulário inicial. Usei a automação de "Atualize um campo no card ou registro" pedindo que atualize de acordo com o valor dinâmico puxando o campo de demanda. Entretanto esta automatização não está funcionando, alguém saberia como resolver ou fazer isso de outra forma?

contratacao-petrobahiaRegular Participant

asked in Customer Operations

O Pipefy Integra com o Protheus (Módulo Compras) da Totvs?

É possível integrar o módulo de compras (rotinas de solicitação de compras, gerar pedidos, aprovação) do Protheus com o Pipefy?

mariamaria-tupinambaenergiaRegular Participant

asked in Customer Operations

Mover card automaticamente por 3 pipes

Olá comunidade Pipefy! Preciso de ajuda: tenho um processo que passa por 3 pipes diferentes com o seguinte fluxo:Pipe 1 → Pipe 2 → Pipe 3 → Pipe 1Eu quero criar um card conectado de pipe 1 em pipe 2, que quando o processo for finalizado vai criar um card conectado em pipe 3 e quando esse processo for finalizado no pipe 3 quero que ele mova o card pai no pipe 1 para a próxima fase. Como fazer esse fluxo?

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

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.

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

LroseroNew Member

asked in Customer Operations

cómo manejar doble relación en BD de pipefy

Saludos.Tengo dos Bases de Datos, una de clientes y otra de proyectos ambas son interelacionadas, a los clientes se les asignan proyectos y a los proyectos tienen asignados clientes. ¿Como puedo hacer para que cuando se actualice la de clientes también se actualice la de proyectos y viceverza?Gracias

genietimPipefy Legend

asked in Customer Operations

EU Law compliance of privacy polocy for Pipefy users

When using Pipefy as a company, including having some user data in databases and sending E-Mails to users, what does this compay have to have in their privacy policy to comply with EU law (GDPR etc.)?I mean, pipefy does track E-Mails etc., and stores the data in Azure or Amazon's equivalent, so I assume a certain basis of this needs to be mentioned. Do you have some copy-pasteble or at least inspiring example of what could be written there?

mark-theotcentreNew Member

asked in Customer Operations

Start Form Field Updates via Webhook API

We’re using the API for Field Updates and Card Moves. All good so far.However, when a Start Form field is updated, the field update webhook doesn’t seem to fire.Is this (an undocumented) limitation?Thanks for any help

published in Customer Operations

[Portuguese]👀 Conheça o novo curso de CRM com o Pipefy!News

Venho compartilhar com vocês o lançamento do novo curso vertical do Pipefy Academy, totalmente voltado para CRM.O curso abrange as principais habilidades que te ajudam a gerenciar seu CRM de forma automatizada e conectada no Pipefy. ⏰Duração do curso: 1 hora. Certificação: faça o quiz ao final do curso para testar conhecimentos e receber um certificado exclusivo. Além disso você também recebe uma badge referente a essa certificação aqui na Comunidade! Ao fim do curso, você saberá: Gerenciar seus processos em um só lugar Capturar leads de forma fácil e rápida Adicionar todo o seu time à plataforma Centralizar todos os dados de clientes em databases Comece agora!🚀https://pipefyacademy.teachable.com/courses/ Tem algum feedback?Compartilhe com a gente nos comentários!

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

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

patrick-xrpl-labsRegular Participant

asked in Customer Operations

No URLs?

Why doesn’t Pipefy have a field for URLs?We need to collect information from correspondents and need multiple URLs.

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

diego-morales-3aconsultingNew Member

asked in Customer Operations

Template de E-Mail lendo o contato de uma database

Boa tarde, eu gostaria de criar um template de envio de e-mail, utilizando a informação de contato de um card, entretanto no card a informação está vinculada com uma database, é a informação de contato de um lead, onde eu vou armazernar em um database, entretanto o database Contatos com o campo E-MAIL não aparece para eu vincular ao template, existe alguma maneira de fazer isso?

clarice_silvaNew Member

asked in Customer Operations

Interfaces com informações dos cards

Pessoal, gostaria de saber com coloco um filtro na interface.Tipo assim, é um relatório de vários atendimentos, e para a pessoa buscar o cardo certo pelo numero preciso que tenha um campo de filtro.Como faço isso?Tipo para poder filtrar por titulo, ou por placa, ou sei la.como faço?

murilo-jacobNew Member

asked in Customer Operations

Automação Exclusiva para Portais

Prezados, Tenho um pipe onde meu time de vendas inputa os prospects e vai passando o prospect por fases até virar cliente. Quando cada membro dessaequipe cria um Card ele se coloca como responsávelEm paralelo, esse pipe tambémestá em um portal para que um time diferente possa indicar possiveis prospects. Gostaria que o responsável do Card fosse escolhido de forma aleatória APENAS se o Card for criado a partir do portal, consigo fazer algo nesse sentido?

Implantação NeoNew Member

asked in Customer Operations

Imagem sem ser anexo

É possível adicionar print de imagem direto no card, sem ser anexando?Muitas atualizações são importante e não consigo colocar print

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