Topics started by karina-corona

3 Topics

karina-corona
Pipefy Staff
karina-coronaPipefy Staff
asked in Finance & Procurement

Do you use Pipefy to process invoices and complete 3-way matching? Share your use case!

Hello! My name’s Karina, and I’m a part of Pipefy’s content team. I’m currently researching how procurement and finance teams use Pipefy, specifically for invoice processing. If you use Pipefy to process invoices and complete the 3-way matching process, I’d love to hear from you and learn more about your experience.  Comment below or send me a message with your use case example - all feedback and examples are appreciated! 

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karina-corona
Pipefy Staff
8 months ago
karina-corona
Pipefy Staff
karina-coronaPipefy Staff
posted in Human Resources

Tutorial: Design an Onboarding Process That Retains Customers

Hello, there! 👋  My name is Karina Corona, and I’m a writer on the content marketing team. We recently published a tutorial on how to design a customer onboarding process that retains customers. The tutorial walks you through how to use and customize Pipefy’s customer onboarding template, in addition to featuring tips and best practices. Check out the tutorials to learn more about Pipefy’s features and benefits, and how build better experiences for your customers!  [EN] Tutorial: Design an Onboarding Process That Retains Customers[PT] Tutorial de onboarding de clientes: crie um processo de integração para satisfazer e reter consumidores  

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karina-corona
Pipefy Staff
1 year ago
karina-corona
Pipefy Staff
karina-coronaPipefy Staff
posted in Customer Operations

Tutorial: Build a Customizable Sales Pipeline That Improves Lead Visibility

Hello, Sales teams! 👋  My name is Karina Corona, and I’m a writer on the content marketing team.  We recently published a tutorial on how to build a sales pipeline that improves lead visibility within Pipefy. The tutorial walks you through how to use Pipefy’s pipeline template, in addition to featuring tips and best practices. Check out the tutorials and learn more about Pipefy’s features and how to build a pipeline that turns leads into deals! [en] Tutorial: Build a Customizable Sales Pipeline That Improves Lead Visibility [pt] Tutorial de funil de vendas: crie um pipeline personalizável e proporcione visibilidade e autonomia para seu time

2
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1 year ago

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