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5 ways to optimize company processes with Pipefy

Pipefy is an intuitive platform that offers numerous benefits, including optimizing the company’s processes efficiently. So, check out in this article, 5 ways to optimize company processes. As a result, you can see an increase in productivity, as well as in results.

Why optimize company processes with Pipefy?

Searching for and creating effective methods for organizing and structuring tasks within a company is not an easy task. However, thanks to technology, systems have emerged as a strategy to simplify and optimize company processes.

And Pipefy is one of those systems that aims to organize and structure processes through an easy-to-use and intuitive interface. In addition, it offers specific models for each department and for each company’s demand.

Through efficient task management, the company is able to make a more accurate measurement of data and results. As well as perform an efficient control of the various activities of the organization.

Read More: Process optimization: how to implement? 

No matter if your company is big or small, process optimization is able to reduce human and financial resources, as well as repetitive tasks through automation.

In that sense, Pipefy can be a great ally of your company. With your panel inspired by the Kanban system, structure, organize, and monitor all company processes quickly and visually. And in just a few minutes you can do an analysis of the company’s processes. In addition, you can monitor the performance of your team.

Find out more benefits and how to use Pipefy in this article.

With these points in mind, we separated 5 ways to optimize company processes with Pipefy, check below.

1. Optimize company processes: Automate your flow and process management

optimizes the flow of information

First, with Pipefy you can control and automate the flow and manage processes efficiently. So, control all demand requests from employees and even customers, no matter where they come from – email, company website, text, forms, social networks – and efficiently fulfill all demands, optimizing processes from the company.

That way, you can:

  • Decrease the large volume of tasks, simplifying them, or eliminate repetitive tasks;
  • Reduce the processes that demand several people;
  • Optimize business processes by moving information intelligently at different stages of the process, so you will never again miss deadlines or make mistakes due to communications failure;
  • Eliminate tasks that affect the performance of other tasks;
  • Organize tasks that need authorization, keep everything on the boards, and mark the people responsible for analyzing the tasks, so the process will flow more quickly and efficiently.

2. Optimize the recruitment and selection process

Optimizing and organizing the recruitment and selection of candidate processes is certainly one of the greatest challenges for professionals who working in the human resources department. The volume of information is large and, in most cases, they are difficult to examine with the attention they really deserve.

Therefore, investing in technology and in a platform to optimize the recruitment and selection process, makes the process intelligent. In this way, it’s possible to arrive faster in a hiring, and guarantee a more assertive talent attraction.

In this sense, one of the features of Pipefy is to create forms that you can include on the company’s website under the “work with us” page.

Optimize company Processes with Pipefy

Thus, whenever someone fills out the form, the data will automatically be saved in a single place in Pipefy. In this way, you guarantee a more agile and efficient recruitment and selection process.

Organize all stages of recruitment and selection practically, making all information easy to view for any queries. In addition, as Pipefy has an intuitive system, you can structure all stages of the selection process for follow-up. This will save human and finance resources, and time for the recruiting team.

3. Facilitate management of administrative processes

The administrative sector requires a lot of attention and numerous tiring tasks. However, it’s possible to facilitate the management of administrative processes through Pipefy.

Integrations Pipefy

With the system, it’s possible to integrate with other systems. That way, when the day comes when it’s necessary to pay the company’s monthly bills, all areas will be able to send their respective expenses to the finance department quickly.

By using the same system that integrates all areas, in the same panel, it’s easier for the person in charge of the financial sector to manage all deliveries, and thus, pay all bills quickly.

4. Optimize company processes with a practical and intuitive CRM

Pipefy offers a practical and intuitive model for you to create a CRM system in minutes. So, store and retrieve important information in a few clicks, such as customer, supplier, and product registration.

You can even manage your entire inventory with this method. Say goodbye to all manual spreadsheets and securely store and centralize everything in one place. That way, you avoid wasting time having to search for the information you need and increase productivity.

crm system with Pipefy

There are no rules, you can optimize company processes through an efficient CRM system. And with that, you not only improve the relationship with your customers but also increase the company’s sales and results.

Create the system and share it with the team, eliminating the repetition of information, as everyone will have access to the panel quickly. And yet, when creating a new card for a new customer, you can search the database and find out if this customer really has no registration.

Keep all information up to date and facilitate the process of the marketing, sales, and even logistics sector.

5. Automate customer support processes

Optimize company processes - customer support with Pipefy.

Sales are the engine of a company, and to make sales you need satisfied and loyal customers. However, to acquire a good list of satisfied customers, it’s necessary to invest in customer support strategies that really meet the demands of these customers quickly and efficiently.

Therefore, through the automation of customer support processes, your team works more efficiently, and the gains are numerous.

Once again you can use the forms to collect feedbacks, complaints or suggestions for improvement from your customers, and centralize all the information in the cards.

That way, answer requests promptly, and never delay a call. When a customer is well served and in a short time, he feels secure and creates a positive image of his brand, with the possibility of making an indication.

As a result, you increase not only the company’s customers but also profits and motivate your team to work harder and more towards the company’s goals.

Finally, learn in the video below how to optimize company processes with Pipefy, in practice. 

What did you think about this content? Leave your opinion in the comments and share this material with other companies and managers. 

Reference material

  1. Create your Pipefy account here
  2. YouTube – Personal and Business Productivity    
  3.  Zapier – How to Automate your Business and Gain Efficiency     
  4. Set a productivity routine – Google Calendar + Evernote + Calendly  
  5. Organize na Pratica – Courses