Topics started by claudia-bar

6 Topics

claudia-bar
Pipefy Staff
claudia-barPipefy Staff
posted in Pergunte à Comunidade

Nutrição de leads com o Pipefy

Dica do dia: engage seus clientes com emails automatizados. Experimente esse tutorial prático sobre nutrição de leads, e compartilhe suas percepções conosco. 😉

3
V
1 year ago
claudia-bar
Pipefy Staff
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

1362
rafael.jefte
1 year ago
claudia-bar
Pipefy Staff
claudia-barPipefy Staff
posted in Pergunte à Comunidade

Prática do dia: Importando leads

Planilhas podem ser comuns, mas elas não são a melhor forma de gerenciar oportunidades de venda. Descubra como importar suas planilhas para o Pipefy, para que você possa trabalhar com um grande volume de dados de forma organizada.  Confira o tutorial.

2
rafael.jefte
1 year ago
claudia-bar
Pipefy Staff
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may be common, but they aren’t the ideal tool to keep track of business opportunities since they can quickly become outdated and are difficult to control.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

2692
rafael.jefte
1 year 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

1520
claudia-bar
Pipefy Staff
1 year ago
claudia-bar
Pipefy Staff
claudia-barPipefy Staff
posted in Pergunte à Comunidade

Automatize a qualificação de leads com o Pipefy

Encontre mais rápido as melhores oportunidades de venda! Nesse tutorial, explicamos como automatizar a qualificação de leads no Pipefy, para que seu time possa focar no que realmente importa: clientes com potencial.  Você sabia que o Pipefy pode te ajudar nisso?Compartilhe suas ideias! 😊

1
rafael.jefte
1 year ago

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