Customer Onboarding
Ensure the best onboarding experience for your new customers with this free template.
Build an efficient Customer Service operation
When you have end-to-end visibility of your customer journey and a standardized process in place, your team can provide your clients a seamless experience with quicker time to value.
The Customer Service team is responsible for guiding and advising the client journey with your company. Client support often starts before the sales cycle with the CS team answering questions, clearing up any doubts and advising on how much product or service a client might need to solve a problem. Once a deal is closed the CS team is responsible for ensuring the client has a great experience, is provided with close attention and experiences little to no friction with your company.
Key Customer Support processes
Customer Onboarding is an essential process to educate new customers on the power and functionality of your product or service, how to implement it, and how to ensure the quickest time to value.
Customer Support, also called Helpdesk, which is the process by which the CS team is expected to quickly resolve inquiries, requests, or other service-related problems reported by customers.
Make an efficient CS journey a reality
Helping customers achieve success should be your main priority. An automated workflow does the manual work so you can stay focused on what’s most important.
Build standard processes to ensure all touchpoints with customers are done correctly and efficiently.
Ensure customers have your end-to-end support. Design a customer journey focused on strong relationships and longevity.
With Pipefy’s easy access to history I know what happened to each customer, when and who was responsible.
Marcelo Bentivoglio
CEO at Banfox.
Pipefy allows me to assign specific people to certain tasks in the process, so everyone involved maintains visibility.
Oscar Oliva
G2 at Reviewer
By automating emails we can stay consistently connected and engaged with our clients.
Willian Magalhães
UX Writer at Quickks
Pipefy support all of Your CS needs from Onboarding, Support and much more