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168 Topics

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

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Juliana Spinardi
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

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Juliana Spinardi
Pipefy Staff
2 years ago
Thiago Lima
Pipefy Staff
Thiago LimaPipefy Staff
published in IT Operations

⚙️ Latency and throughput: What you should know before designing your system

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

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rafael.jefte
2 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. 

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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 

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Ian Castelli
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 

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Ian Castelli
Pipefy Staff
2 years ago
Ian Castelli
Pipefy Staff
Ian CastelliProduct Education Team
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 

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rafael.jefte
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 

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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

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Ian Castelli
Pipefy Staff
2 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!   

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Juliana Spinardi
Pipefy Staff
3 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!   

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Juliana Spinardi
Pipefy Staff
3 years ago
pamella-guarinello
Pipefy Staff
pamella-guarinelloPipefy Staff
published in Human Resources

Employee Onboarding Use Case

Hi everyone, hope you are doing well! My name is Pamella and I’m part of Pipefy’s Solutions Design team! We are the ones responsible for building customized workflows inside the tool, and based on our knowledge from working with multiple customers we built a Use Case on how you can effectively manage new emlpoyee’s onboaring and increase employee satisfaction!  Let me know what you think! 

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Jody Poland
3 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!

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E
3 years ago
giulia-saldanha
Pipefy Staff
giulia-saldanhaPipefy Staff
published in Human Resources

Pipefy for Hiring ProcessesTutorial

Hey Everyone!! My name is Giulia, and I’m part of the Solutions Design team from Pipefy, always focusing on finding the best way to make the processes of your company work in our platform.I’ve been working with Human Resources processes for a while now, and recorded a video on how to optimize your Hiring Process on Pipefy.Any questions let me know!    

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Eduardo Kano
3 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.     

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Pipefy Staff
3 years ago
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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.     

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Pipefy Staff
3 years ago
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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. 

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Pipefy Staff
3 years ago
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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.   

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Pipefy Staff
3 years ago

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