Pipefy > 实例探究 > 简化运营并改善客户体验:Company Combo 与 Pipefy 的合作之旅

简化运营并改善客户体验:Company Combo 与 Pipefy 的合作之旅

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技术
  • 网络与连接 - 5G
  • 机器人 - 并联机器人
适用行业
  • 金融与保险
适用功能
  • 人力资源
  • 采购
用例
  • 智能合约
关于客户
Company Combo 为世界各地想要在美国开展业务的企业提供会计、税务和公司组建服务及信息。他们已帮助 2,000 多家企业开业,并拥有来自 35 个不同国家的客户。他们提供三种语言的完整支持:英语、葡萄牙语和西班牙语。
挑战
Company Combo 的业务十分复杂,其目标是为最近开始在美国开展业务的企业家提供支持。美国 50 个州都有自己的立法和特殊性,这使得这一过程更具挑战性。
解决方案
Company Combo 将工作流程管理平台 Pipefy 集成到其运营中。他们根据美国 50 个州的具体立法,使用条件逻辑创建适应不同场景的工作流程。他们还标准化了工作流程并实施了强制性表单字段,以使流程防错。此外,他们还自动与客户进行沟通,并通过 API 将 Pipefy 与其客户门户集成。
运营影响
  • The integration of Pipefy with Company Combo's customer portal has resulted in a clear and personalized interface for end users. This has significantly reduced the number of calls to customer support as customers can now track the status of their company opening requests via the portal. The automation of communication with customers has streamlined the process, with automatic emails sent whenever a client’s request progresses. The use of conditional logic has allowed the company to create adaptable workflows based on the specific legislation of each US state. The standardization of workflows and mandatory form fields has made the process error-proof. The initiation of parallel flows, such as the Accounts Receivable process when a company opening process begins, has been ensured through process connections. The automatic management of contracts through data gathering from the process with the PDF creation feature has also been implemented.

数量效益
  • Company Combo now delivers around 4.5k services monthly with no-code workflows.

  • The company has helped over 2,000 businesses open since 2015.

  • Company Combo manages around 80 processes inside Pipefy.

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