Finance & Procurement

Meet practitioners that are leveraging the same processes as you!

  • 30 Topics
  • 43 Replies

30 Topics

ian-castelli
Pipefy Staff
ian-castelliPipefy Staff
published in Finance & Procurement

Purchasing Process: Take Your Purchasing Process To The Next Level With Pipefy

Hello, everyone! My name is Ian Castelli and I am one of the copywriters on the Customer Education team. I would like to share with you an article on how to structure a purchasing process in Pipefy efficiently! After extensive research, I've gathered here some of the industry's best practices and how you can implement them in Pipefy if you don't use it for your finance processes yet. If you have any additional tips or questions, just write in the comments! Check it out:https://www.pipefy.com/blog/purchasing-process 

281
rafael.jefte
1 year ago
Juliana Spinardi
Community Manager
Juliana SpinardiCommunity Manager
published in Finance & Procurement

Pipefy for reports for Sales/CRMTutorial

It’s Tuesday and today we will learn more about how to use Pipefy for reports.  In the following video, you can check out how to use our platform for CRM and Sales reports and improve our control and optimize your processes.  Keep learning with the Pipefy Community!   

460
Juliana Spinardi
Community Manager
2 years ago
F
Pipefy Staff
Felipe ScholzPipefy Staff
published in Finance & Procurement

Pipefy for Accounts ReceivableUse Case

Learn how to connect your accounts receivable processes in Pipefy and gain full control of your financial department. Check out this quick tutorial video and start using Pipefy right away.     

480
F
Pipefy Staff
2 years ago
F
Pipefy Staff
Felipe ScholzPipefy Staff
published in Finance & Procurement

Pipefy for Sales ProcessUse Case

Are you looking to manage your sales team in Pipefy? Check out this quick tutorial video and learn more about it.     

430
F
Pipefy Staff
2 years ago
F
Pipefy Staff
Felipe ScholzPipefy Staff
published in Finance & Procurement

Why doesn’t your ERP prevent failures in your financial processes?Blog

Implementing ERP in companies is often the secret to avoiding failures in finance processes. But this is not always the case and we can - and will - tell you why. Click here and check it out. 

340
F
Pipefy Staff
2 years ago

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