
Pipefy is the Enterprise-Grade Business Orchestration and Automation Technologies (BOAT) platform.
It serves as a central orchestration layer that connects people, AI agents, and legacy systems into a unified operation. While traditional BPM solutions require months of engineering and consulting to deploy, Pipefy is architected to deliver AI-driven results in days. This speed enables IT leaders to solve the "backlog crisis" and modernize operations without the high cost of changing ERPs.
Why Enterprise IT chooses Pipefy:
1. Elimination of Shadow IT: Unsanctioned tools create security risks and data silos. Pipefy’s "Adaptive Governance" model allows IT to set strict guardrails ("Safe Zones"). This empowers business units to build their own workflows—reducing the IT ticket backlog—while Technology teams maintain full visibility and control over data security and architecture.
2. Legacy Modernization (Two-Speed IT): Pipefy extends the capabilities of rigid legacy stacks (Systems of Record). By acting as an agile "System of Engagement" on top of SAP, Oracle, or Mainframes, it allows companies to deploy modern digital experiences and complex process logic without touching the delicate core code.
3. Agentic AI & Automation: The Pipefy Agent Studio moves beyond simple chatbots. It enables the deployment of specialized AI agents capable of executing tasks, reading unstructured documents (IDP), and routing requests based on complex rules. It creates a "Human-in-the-Loop" environment where AI handles the volume, and humans handle the exceptions.
4. Proven Economic Impact: Verified by a Forrester TEI study, Pipefy delivers a 260% ROI and a payback period of less than 6 months. It allows organizations to process high volumes of service requests (HR, Finance, Procurement, CS) with greater accuracy and less manual overhead.
Compliance: SOC2 Type II, ISO 27001, ISO 42001 (AI Management), and SSO (SAML/OIDC) ready.
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Sogolytics is a comprehensive experience management platform that empowers organizations to gather, analyze, and leverage data from both employees and customers to foster business expansion. Companies from various sectors utilize Sogolytics to monitor interactions across all customer and employee touchpoints. The platform's advanced reporting features provide instantaneous, actionable insights that are crucial for identifying and addressing potential issues before they escalate.
SogoCX enhances all dimensions of customer experience, leading to higher conversion rates, streamlined data management, and deeper insights into customer behavior, which ultimately boosts return on investment. With SogoCX, organizations can effectively assess essential metrics such as Net Promoter Score (NPS), Customer Satisfaction (CSAT), and Customer Effort Score (CES), facilitating a more refined understanding of their clientele.
Meanwhile, SogoEX is specifically designed to assist organizations in gathering and utilizing data to enhance employee engagement and minimize turnover rates. This platform empowers HR teams and leadership to implement organizational improvements by facilitating real-time feedback collection and fostering a culture of engagement among employees, thus paving the way for a more motivated workforce.
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Successifier
Successifier is a cutting-edge platform that uses AI technology to improve Customer Success Management (CSM), with a primary objective of reducing churn and encouraging proactive account growth. By consolidating data from various sources, such as CRM systems, product usage statistics, and customer support inquiries, Successifier delivers a thorough, real-time snapshot of customer health.
This platform allows Customer Success teams to move beyond merely resolving problems and instead focus on strategic growth through:
Automated Health Scoring: Utilizing AI to identify potential risks of churn and avenues for expansion.
Proactive Playbooks: Launching automated workflows for essential functions including onboarding, renewals, and handling escalated issues.
Outcome Tracking: Maintaining consistency between team actions and customer return on investment to enhance Net Revenue Retention (NRR).
Prioritized Daily Tasks: Offering AI-driven recommendations on which accounts should be addressed urgently.
By effectively linking customer insights with actionable strategies, Successifier enables SaaS companies to broaden their success initiatives without the necessity of hiring additional staff, thereby improving overall operational efficiency. This innovative approach not only enhances customer satisfaction but also significantly boosts revenue growth, establishing Successifier as a vital tool in the competitive SaaS landscape. Ultimately, the platform's focus on data integration and proactive strategies positions companies to achieve sustainable success.
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CFN Insight
Clarivate Customer Experience (CX) Services, formerly known as CustomersFirst Now, is grounded in the belief that centering customers within a business framework is vital for achieving both operational excellence and financial prosperity. We support companies in making customer prioritization a pressing focus, highlighting that every interaction serves as an opportunity to either delight or disappoint a customer, making it essential to grasp what truly engages them. Organizations in both B2B and B2C markets that adopt our program often see notable increases in revenue, higher retention rates, and improved profit margins. By utilizing our proven, data-driven approach, we enable you to identify the root causes of customer attrition and pinpoint specific pain points, which empowers you to develop actionable strategies that yield significant enhancements in customer experience and financial outcomes. CFN Insight distinguishes itself as the leading provider of customer journey mapping software, delivering exceptional visualizations, comprehensive reporting tools, action scorecards, dashboards, and insights to deepen your understanding of customer interactions and stimulate business expansion. Emphasizing these elements allows organizations to cultivate a culture that is not only customer-centric but also consistently surpasses customer expectations. Ultimately, fostering such an environment can lead to long-term loyalty and advocacy from customers, which are invaluable assets for any business.
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