Basic Process Management
- This course uses embedded videos in Udemy and PDF files
Through our Process Management course, you will learn about features that can help you streamline your business processes, increase your team’s productivity, and gain valuable hands-on experience building pipes of your own.
By learning about process management and the Pipefy platform’s key features, not only are you growing your resume, but you are also empowering yourself and your team to work faster and smarter!
Learn how to model your workflows and build efficient and effective processes
Transform manual tasks into automated, smart deliveries
Create user-friendly experiences by customizing processes based on “if, then” scenarios
Save time by gathering requests from different areas and organize them all in one place
Safely centralize the information you want and use it in your workflows
Combine, customize, and use your process data to create amazing reports
Join thousands of doers! You will gain valuable and practical skills, while building processes of your own in Pipefy.
All you need to do is sign up for free.
- If you are a Pipefy user, partner or enthusiast, this course is for you!
- Are you interested in process management tools that can help you to perform better? Enroll today.
- Introduction to Pipefy's Basic Process Management course00:59
- Pipefy's Basic Concepts08:39
- Members and Permissions04:09
- Support Tools01:54
- Process Modeling Documentation02:58
- Modeling and Implementation mindset05:54
- Apps and Integrations03:05
- Importer (Importer App)04:52
- PDF Generator04:42
- Email Templates06:18
Works as a Customer Success Manager at Pipefy, a startup which provides a BPM (Business Process Management) system. Is responsible for customer performance monitoring; driving adoption, engagement, and growth for Pipefy's customers; development of customer retention and nutrition strategies; renewal of plans and up-sell / cross-sell; analyses and monitoring of user experience; recurring communication and interaction with customers; provide adoption, industry and implementation best practices and personalized recommendations to ensure customers maximize value.
Previously worked as an SDR at Pipefy, identifying and qualifying inbound leads around the world, focusing on American and Canadian leads. Also connected potential partner leads with the responsible of the Partnership Area. Besides the sales area, also worked aside the Marketing Team developing new material to be launched.
Studies Advertising at PUCPR leaning to the marketing area, since 2015. Was born in Fort Lauderdale, Florida and recently moved to Curitiba in Brazil.
Hello! My name is Isabela. I'm part of the Education Team at Pipefy.
Pipefy is a work management platform that helps teams from the most various departments to gain more productivity, increase their workflow's intelligence and also improve communication among teams.
If you want to know more about Pipefy, visit our website or join our community of doers!