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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
Hello, Finance teams! Today, I want to share a blog post I published teaching how to build an Accounts Payable process inside Pipefy ! The article has tips and the best practices for this process, so take a look to understand how to extract the most out of Pipefy for this use case. Check it out: https://www.pipefy.com/blog/accounts-payable-tutorial Also, I have already published content for Purchasing and Expense Reimbursement, explaining how to build those processes in Pipefy.
Is it possible to sort the attachments in a card by date? Or at least highlight the most recent file? it gets messy when there are multiple attachments.
Hello, Finance teams! My name is Ian Castelli and I'm one of the copywriters in the Customer Education Team. I published a blog post on how to manage and build Expense Reimbursement Requests inside Pipefy! The article has tips and the best practices for this process, so take a look to understand how to extract the most out of Pipefy for this use case. Check it out: https://www.pipefy.com/blog/expense-reimbursement-tutorial Also, I have already published content for Purchasing, explaining how to build those processes in Pipefy.
Hello, HR teams! 👋 My name is Ian Castelli and I'm one of the copywriters in the Customer Education Team at Pipefy. I published a blog post on how to manage and build an Employee Offboarding process inside Pipefy! The article has tips and the best practices for this process, so take a look to understand how to extract the most out of Pipefy for this use case. 😁 Check it out: https://www.pipefy.com/blog/employee-offboarding-tutorial Also, I have already published content for Recruiting and Employee Onboarding, explaining how to build those processes in Pipefy.
A well-structured employee onboarding process is crucial to fostering a positive experience for new employees. It’s HR’s responsibility to provide a smooth process to represent your organization’s culture, introduce new and existing employees, and ensure new employees start their first days off right.That’s why it’s important to pay attention to your onboarding workflow because it depends on validations and checkpoints with other teams, such as IT, Finance, and others. The more spread out employee information is spread in different places, the more cumbersome this workflow becomes. In this article, we will take a step-by-step look at the onboarding process in Pipefy and understand how to efficiently implement it for your organization. 1. The beginning of a new journey Employee onboarding is the final chapter of the recruitment process, as it welcomes your final candidate into your company. The onboarding process includes gathering key documents, integrating the new employee into their
Hi,We have made our payment in time, with the known Mastercard.However it seems the payment is declined, therefor we are 1 month in delay of payment.The account is still open but we cannot access the billing page anymore, which seems a not logical.We want to make the payment, but we are prohibited to do the update ? How in earth can we solve this?We even want to pay upfront for the whole year if someone please can help us ?!Can you please investigate and return to us asap, since you also blocked the mailintegration now !Extra remark : We can even prove the payment. We are the market leaders in Belgium and the Netherlands for recurring payments, and fast expanding in Europe so we know how the payment system work !
Companies and businesses of all sizes need a well-designed purchasing process to meet their needs in an efficient, cost-effective, and error-proof manner — regardless of their field. With purchase processes, it’s essential to have a standardized workflow that avoids fraud loopholes, eliminates risks, and ensures your purchase operation is in compliance with regulation and maintains compliance (by providing clear information for auditing). Whether it’s goods, services, or any other type of purchase order, organizations must build a structured process to effectively manage costs with control, visibility, and governance. In this article, you will learn the steps to implement a streamlined, scalable purchasing process with Pipefy. Unlock quick-to-deploy workflows that prioritize expense control, improvement in your buyer-supplier relationship, automation of manual work and a seamless integration with your ERP. 1. Purchasing process definitionBefore diving into the purchasing process steps
When building a strong, top-level team, all you have in mind is probably the different goals you’ll be able to achieve with your new star players. So it actually happens, taking good care of new employees since day one is the key.As everyone knows, the first impression is the one that sticks. Because of that, you must structure your employee onboarding properly. In this article, you are going to learn how to manage all necessary items to give your new employees a good impression.A successful onboarding process has the following goals:Enhance productivity Increase retention Make the new team member comfortable Save moneyStandardized onboardingTo achieve that without struggling, you must build a process that is standardized and planned. Think of it this way: if you don’t get your house in order before hosting a new special guest, they’re most likely to leave and never come back, and of course you don’t want that. That’s why standardizing your onboarding process is so important.See how HR
Accounts Payable and Accounts Receivable work and in hand in any finance department. You would think every company is aware of its revenue and how much each client or partner is worth at any given time, but that’s not always the case. Not all financial departments have great processes or bookkeeping practices. A well-organized AR process can optimize a team’s time spent on manual tasks, enable better cash flow projection and noncompliance reduction. What is an accounts receivable (AR) process? Accounts receivable include all of a company’s earnings from product or service sales. It’s one of the key processes to understand what the company will receive in a particular month/quarter/year, in order to plan or project purchases and investments.This process must be monitored on a daily basis to ensure that the predictions will be accurate. There is often a small gap between the predictions and actuals. Some payments might be delayed, for example. But, if you plan what you can in advance, i
What are Pipefy Forms? Forms capture data from internal or external users, can be customized to include specific fields and require certain information, initiate the AR workflow, and consolidate data into a single source of truth.Pipefy Forms helps individual contributors and small teams scale processes and manage requests more efficiently. The smart form connects internal and external requests directly with the process to reduce errors and manage the process effectively. This keeps your business running with limited cash flow interruptions. Example of an accounts receivable workflow Accounts receivable process improvement idea: switch from spreadsheets to Pipefy Forms How to use forms two ways: pre-built or from scratch A start form is what jumpstarts a new request in the accounts receivable process, so it’s essential that the form you create includes all the information related to your accounts receivable process. Once a form is completed, the process begins, the information is rout
Accounts payable is a vital part of a company’s operations. But issues like data discrepancies or manual follow-ups can disrupt the process and result in costly delays. Pipefy is a business process management solution that takes the guesswork out of building workflows at scale, from start to finish. To help teams get started, Pipefy’s template library offers free and customizable plug-and-play smart form templates for a wide range of departments, including finance teams. But in order to build an effective accounts payable process, it’s important to start with the best foot forward — and Pipefy’s accounts payable smart form template makes that much easier. What are Pipefy Forms? Forms capture data from internal or external users, can be customized to include specific fields and require certain information, they initiate the AP workflow and consolidate data into a single source of truth.Pipefy Forms help individual contributors and small teams efficiently manage requests at scale. Pipef
Employee onboarding is both a new hire experience and an HR process.For employees, onboarding is a process that unfolds over several months and sets new hires up for long-term success. For HR teams, it’s also a complex workflow that requires input and action from many departments, especially during the initial stage of onboarding.In this article, we’ll look at the stages of onboarding as a holistic, long-term strategy for hiring and retaining the best and brightest talent in today’s highly competitive market. We will also look at the initial onboarding workflow(s) and provide a common example of how it’s managed and how it might be improved. Why is employee onboarding so important?After a candidate accepts a job offer with a company, the stages of onboarding unfold to help orient and socialize the new hire. Onboarding provides space to set expectations and build relationships that will ideally result in long-term retention of a productive and happy employee.How well companies manage t
Learn the what separates no-code software from low-code software, including use cases, benefits, and challenges. Since the COVID-19 crisis began, the number of executives naming low-code/no-code development platforms as their most important automation investment has nearly tripled. According to KPMG’s “Low Code: The Unifying Fabric of the Digital Enterprise”, 100% of respondents who implemented a low-code development platform received a return on that investment.No-code and low-code platforms can help an organization improve productivity, reduce costs, and increase employee and customer satisfaction. Here’s what you need to know. Learn more about low-code automation and the other forces shaping the future of work.READ THE REPORT. What is no-code?No-code development platforms offer easy-to-use visual tools that let non-technical workers — citizen developers — with no coding experience create applications or automate workflows while complying with IT security standards and policies. What
This new-hire onboarding checklist helps ensure new employees assimilate quickly and feel engaged. he first day at a new job can be a daunting experience for a new employee, as well as the co-workers responsible for integrating the newcomer. Onboarding new employees is critical for establishing engagement, retention, and productivity, so establishing a defined process for guiding all team members through this phase of the employee journey is paramount. It’s a journey that can take months to complete, but with a strategic onboarding checklist that takes advantage of automation, assimilating new hires can be a positive experience for new employees and human resources managers alike. What is employee onboarding?Employee onboarding is the process that ensures a new hire acquires the information, knowledge, tools, and resources they need to integrate successfully into an organization. Onboarding takes place over the course of a few months to a year, in a planned sequence of onboarding stage
Procurement managers know that a procure-to-pay process is a critical part of managing an organization’s spending. It is sometimes a challenging process because of the complex workflows and the involvement of myriad parties across departments.However, methodical procurement process can automate these complex workflows to ensure the procurement process is efficient, accurate, and affordable. What is the procure-to-pay process?The definition of the procure-to-pay process is simple. P2P is a subdivision of the procurement process. It refers to software or solutions that enable the integration of the purchasing department with the accounts payable department.Procure-to-pay is related to, but different from, the larger process of procurement, which includes sourcing goods and services, negotiating terms, ordering, ensuring accurate delivery and quality, and managing payments. Procure-to-pay does not include the sourcing of the goods and services; nor does it include production planning or
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
Citizen developers build business apps that fit their organization’s needs — without writing a line of code. A citizen developer is any non-technical user who creates new business applications to address their organization’s needs — without writing a line of code.Learn more about citizen developers and the other forces shaping the future of work. Read the full report here. What is citizen development?Citizen development is a way for business users with no coding experience to create simple business applications — using no-code tools — in order to increase their daily efficiency or streamline an existing business process. In other words, the meaning of citizen developer is a user who creates application capabilities. Why is citizen development important?The market for software developers is tight and technology workers are in high demand. This talent shortage adds to the burden on IT departments everywhere. When IT takes too long to implement solutions, business users may seek out thei
HR automation makes candidate and employee journeys more human by eliminating repetitive tasks and giving teams more face time. HR automation improves employee experiences and increases process efficiency by eliminating repetitive tasks, reducing workload, and creating faster processes. That means people operations teams (including HR and TA) have more time to take care of candidates and employees.What is HR automation?Human resources automation refers to the use of apps and software to complete HR tasks and activities with little or no human input. Tasks that can be automated include those that occur frequently and activities that do not require complex decision making skills.HR automation is sometimes referred to as HR process automation, HR workflow automation, or even HR digitization. While they may sound similar, the way automation affects tasks is nuanced. Below is a quick glance at the differences: Why is HR automation important?Automation makes sense for HR teams for one simp
Despite being pretty straightforward concepts to grasp, latency and throughput can become very complex subjects when we dive into them.Even at a shallow glance, when we are dealing with systems’ design, they can lead to hard situations, and knowing them well can be the difference between a good and a bad architectural decision.So, without any further delay, let’s get started. So… what’s latency again?Latency can be understood as a simple delay between two desired events. These events can be whatever you want to measure, even if it’s not related to computer science, e.g., the time you take to read this article after you’ve decided to do it .For the sake of contextualization, we’ll refer to latency in this article as being always related to network communications through the Internet.It’s worth mentioning that we’re affected by latency in everything we do through the Internet, but in some way, we’re used to it. Things get worse when we actually notice this latency.Two good examples of ba
Hey, HR teams! 👋 My name is Ian Castelli and I'm one of the copywriters in the Customer Education Team here at Pipefy I published a blog post about how to manage and build an Employee Requests in Pipefy! The article has tips and the best practices for this process, so take a look if it makes sense for your scenario! Check it out: https://www.pipefy.com/blog/employee-requests-use-case Also, I have already published content for Recruiting and Employee Onboarding, explaining how to build those processes in Pipefy.
Hello, HR teams! 👋 My name is Ian Castelli and I'm one of the copywriters in the Customer Education Team here at Pipefy. I published a blog post about Employee Onboarding 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 easily. Also, don't forget to check the articles about Recruiting and Job Opening, since you can connect all of them to build a big HR workflow inside Pipefy. Take a look: https://www.pipefy.com/blog/employee-onboarding-use-case
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
