Find your Cluster

Meet practitioners that are leveraging the same processes as you!

168 Topics

Juliana Spinardi
Pipefy Staff
Juliana SpinardiPipefy Staff
published in IT Operations

What Is a Citizen Developer?

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

1390
JoshCarlo
3 months 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

2440
Juliana Spinardi
Pipefy Staff
2 years ago
Juliana Spinardi
Pipefy Staff
Juliana SpinardiPipefy Staff
published in Finance & Procurement

Learn About The Procure-To-Pay Process

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

1230
Juliana Spinardi
Pipefy Staff
2 years ago
Juliana Spinardi
Pipefy Staff
Juliana SpinardiPipefy Staff
published in Human Resources

Employee Onboarding Checklist: The Complete Guide

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

8230
Juliana Spinardi
Pipefy Staff
2 years ago
Ian Castelli
Pipefy Staff
Ian CastelliProduct Education Team
posted in Finance & Procurement

Pipefy for Purchase: Automate and centralize communication with requesters using email templates

Hello, everyone! 😀 I'm Ian, one of the copywriters here at Pipefy.I published in our Help Center an article dedicated to Purchasing Teams, teaching how to centralize communication with emails inside Pipefy. You can also check this same article below:  Estimated reading time: 5 minutes  Purchase requests must be processed efficiently and quickly by the Procurement team, but this can be a challenge when communication is scattered across different platforms and sources, like emails, Slack, and Microsoft Teams, forcing you to go back and forth between them and perform constant verifications. To meet deadlines, find better suppliers, and achieve cost savings goals, Procurement teams should eliminate manual work to avoid mistakes and gain speed. With email automation, you can ensure that the correct information is sent to requesters and suppliers, and centralize messages in a single source of truth, with easy traceability. In this article, we will cover the following topics:  How to create

0
Ian Castelli
Pipefy Staff
1 year ago
Juliana Spinardi
Pipefy Staff
Juliana SpinardiPipefy Staff
published in Finance & Procurement

Improve Your Accounts Payable Process With Pipefy Forms

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

1260
Juliana Spinardi
Pipefy Staff
2 years ago
Juliana Spinardi
Pipefy Staff
Juliana SpinardiPipefy Staff
published in Finance & Procurement

Organize Your Accounts Receivable Data Collection With Pipefy Forms

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

1450
Juliana Spinardi
Pipefy Staff
2 years ago
Juliana Spinardi
Pipefy Staff
Juliana SpinardiPipefy Staff
published in Finance & Procurement

Why you should automate your Accounts Receivable (AR) Process

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

1220
Juliana Spinardi
Pipefy Staff
2 years ago
Juliana Spinardi
Pipefy Staff
Juliana SpinardiPipefy Staff
published in Human Resources

How to Improve your Employee Onboarding: a Step-by-Step Guide

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

1310
Juliana Spinardi
Pipefy Staff
2 years ago
Juliana Spinardi
Pipefy Staff
Juliana SpinardiPipefy Staff
published in Human Resources

Pipefy for Vacation RequestsTutorial

Hello, everyone! Today I want to show you a cool tutorial video about how to use Pipefy to manage vacation requests. Using our platform, you will automatically notify all the stakeholders about the request, follow the vacation status and visualize the schedule. I hope this video helps you to optimize your processes. If you have any questions, please let me know! Have a great Tuesday!   

1150
Juliana Spinardi
Pipefy Staff
3 years ago
Ian Castelli
Pipefy Staff
Ian CastelliProduct Education Team
published in Human Resources

Employee Offboarding: learn how to build the best version offboarding workflow 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.

900
Ian Castelli
Pipefy Staff
2 years ago
Ian Castelli
Pipefy Staff
Ian CastelliProduct Education Team
published in Human Resources

Recruitment Process Tips: How to create the perfect recruiting flow in Pipefy?

Hello, everyone!  My name is Ian Castelli and I'm one of the copywriters in the Customer Education Team! Recently, I published a blog post for recruitment with tips on how you can structure the process inside Pipefy to get the most out of it. Do you have any additional tips to point it out? Feel free to join the discussion and use the recruiting template to build your own workflow!  Check it out: https://www.pipefy.com/blog/recruiting-process

850
Ian Castelli
Pipefy Staff
2 years ago
Ian Castelli
Pipefy Staff
Ian CastelliProduct Education Team
published in Human Resources

Job Opening Tips: build a better job opening process in Pipefy

Hello, HR doers!  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 the Job Opening Process with tips to better structure it inside Pipefy! Do you have any additional tips to point it out? Feel free to join the discussion and use the template to build your own Job Opening workflow! A quick tip: don't forget to connect it to your recruitment workflow!   Check it out: https://www.pipefy.com/blog/job-opening 

790
Ian Castelli
Pipefy Staff
2 years ago
Ian Castelli
Pipefy Staff
Ian CastelliProduct Education Team
posted in Finance & Procurement

Accounts Payable: key tips to manage the process efficiently with Pipefy

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. 

0
Ian Castelli
Pipefy Staff
2 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.   

1460
F
Pipefy Staff
3 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

1580
claudia-bar
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. 

900
F
Pipefy Staff
3 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 

1020
Ian Castelli
Pipefy Staff
2 years ago
Ian Castelli
Pipefy Staff
Ian CastelliProduct Education Team
published in Human Resources

Employee Onboarding: create the best experience for employees with 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 

930
Ian Castelli
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.     

1070
F
Pipefy Staff
3 years ago
Ian Castelli
Pipefy Staff
Ian CastelliProduct Education Team
published in Human Resources

Employee Requests: learn how to build the process inside Pipefy

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. 

810
Ian Castelli
Pipefy Staff
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.     

1130
F
Pipefy Staff
3 years ago
Juliana Spinardi
Pipefy Staff
Juliana SpinardiPipefy Staff
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!   

940
Juliana Spinardi
Pipefy Staff
3 years ago
Ian Castelli
Pipefy Staff
Ian CastelliProduct Education Team
published in Human Resources

Pipefy for HR: How to automate email communication with candidates

Hello, community! Today I want to share an article about email automation for HR teams, specifically for recruitment processes. You can check the article in our Help Center or read it here: In recruitment processes, communication between candidates and recruiters is critical. From the HR perspective, there’s a high volume of emails sent to candidates (interview scheduling, tests, feedback, etc.); and from the candidate’s side, they’re eager for updates and feedback. Pipefy allows you to automate email communication, freeing up time for other activities, and provides candidates with personalized messages according to each stage of the selection process. Let's check it out! An email for each recruitment phase These screening automations can work together with automated email templates. For example, whenever candidates who meet the job requirements submit their CVs, they are automatically moved to the Qualified phase and receive a personalized message. These are some of the examples of em

1260
Ian Castelli
Pipefy Staff
1 year ago
Ian Castelli
Pipefy Staff
Ian CastelliProduct Education Team
published in Human Resources

Pipefy for HR: How to create alerts and deadlines for your recruiting process

Hello, community! I recently published an article on how to create alerts and set deadlines in recruitment processes! You can read it directly in our Help Center or check it below: Recruitment processes involve many people, inside and out of the HR team. Approvals, reviews, and follow-ups need to be done constantly, which may become a bottleneck if those involved are not notified or are slow to respond. It is up to the HR team to ensure deadlines are met and interviews are carried out within the agreed time. After all, it’s crucial to establish an agile hiring process to create a positive experience for all involved. We've already explained how to automate resume screening and email communication with candidates within Pipefy. Here, we'll talk about creating deadlines and alerts to ensure your recruiting flow is efficient and fast. Types of alerts Before configuring alerts for a recruiting pipe, it’s important to understand there are three types of alerts, all of which can be triggers

1320
Ian Castelli
Pipefy Staff
1 year ago

Community Experts Leaderboard

Terms & ConditionsCookie settings