Search Results for: Customers

Onboarding your customers

Onboarding your customers

Onboarding is a crucial process that involves guiding your new customers through the initial setup, configuration, and training to ensure they can effectively use your product or service. When you successfully win a deal, the company becomes your customer, and all the products won through that deal move to either the onboarding or retention stage. Onboarding your customers

Sales to customers

Sales to customers

Sales to customers is a crucial aspect of any business that focuses on maximizing customer lifetime value (CLV) by selling additional products and services to existing customers. This process involves a dedicated team of sales representatives and demo representatives who work together to identify opportunities and close deals. The sales process for existing customers is Sales to customers

Segmenting your leads & customers

Segmenting your leads & customers

Once you have successfully set up segmentation, this feature becomes an integral part of the system. It plays a crucial role in enhancing the management and allocation of leads and customers, ensuring a more streamlined and efficient process. Filtering the pipeline One important use case for segmentations is their role in filtering the pipeline. This Segmenting your leads & customers

Customer retention

Customer retention

Retention is an ongoing process that focuses on maintaining a strong relationship with your customers, ensuring their continued satisfaction, and identifying opportunities for growth and expansion. Once a product has been successfully onboarded, it moves to the retention stage. This transition signifies that the initial setup, configuration, and training have been completed, and the customer Customer retention

Order form management

Order form management

Generate order forms directly from your deals. Use the products and prices set in the deal cart, and company information from Rizer CRM to autocomplete the order form. Send the order form to the contact person from the company and get it approved to vin the deal.  Generate a new order form If you want Order form management

Invoice Management

Invoice Management

In this article, we explore the creation and management of invoices, from logging payments and issuing credit invoices to voiding discrepancies and maintaining accurate financial records. Create an invoice With Rizer, you can create invoices for any billing cycle by choosing the “Create invoice” option. Rizer automatically manages whether invoices are due or paid. When Invoice Management

Taking payments

Taking payments

Rizer CRM integrates with payment providers to offer both automated and manual payment processing, allowing sales representatives to effortlessly initiate billing cycles, generate invoices, and collect payments upon closing deals, either through a secure order form or by manually entering credit card details. Rizer CRM offers a seamless integration with payment providers, enabling you to Taking payments

Payments Error Handling

Payments Error Handling

When processing payments, errors can occasionally occur due to various reasons such as invalid credit card numbers, insufficient funds, or processing issues. Rizer CRM is designed to display informative messages near the payment form, whether you are working with an invoice or an order form. These messages will guide you in identifying and resolving any Payments Error Handling

Create leads with webforms

Create leads with webforms

Webforms are a powerful tool for generating new leads and streamlining your sales process. By allowing potential customers to submit their information directly through your website, you can quickly capture valuable data and create new opportunities for your sales team. In this article, we’ll walk you through the process of creating leads with webforms and Create leads with webforms

Getting started with Rizer API

Getting started with Rizer API

The Rizer API uses a JSON format for data and is capable of handling CORS (Cross-Origin Resource Sharing) requests. The API is stateless – all requests are validated against an API token. For now, you can use this only to create new leads in Rizer, and the contact people associated with them. You will be Getting started with Rizer API

Automated emails in Rizer CRM

Automated emails in Rizer CRM

Rizer CRM offers two types of automated emails to streamline your sales and marketing processes: sales intro emails and marketing emails. These automated emails help you engage with your leads and customers efficiently, saving you time and effort. Sales Intro Emails Sales intro emails are automated emails that are sent to a deal contact immediately Automated emails in Rizer CRM

Managing your calendar

Managing your calendar

Rizer CRM provides a comprehensive calendar feature that allows you to efficiently manage your schedule and stay on top of all your future actions. In this article, we will guide you through the two main views of the calendar – Calendar View and Action List View – and explain how to navigate and utilize each Managing your calendar

Rep performance

Rep performance

Rizer CRM provides comprehensive dashboards that allow you to analyze and compare the performance of your sales representatives. These dashboards enable you to make informed decisions based on data-driven insights. In this article, we will explore the dashboards available for first contact reps, sales reps, and demo reps. For each dashboard you can select the Rep performance

Creating and managing a deal

Creating and managing a deal

In Rizer CRM, deals are designed to hold the products you are trying to sell, all pricing information, order forms, and all actions related to that deal. Deals help you efficiently organize and track your sales process, ensuring that all relevant information is easily accessible and actionable. Deals can be created for both leads and Creating and managing a deal

Unproposed products

Unproposed products

Rizer CRM provides a comprehensive overview of your sales opportunities by maintaining a list of unproposed products for each company. This feature allows you to easily track and manage potential sales, whether you’re working with leads or existing customers. In this article, we’ll explore how unproposed products work within Rizer CRM and how you can Unproposed products

Archiving companies

Archiving companies

You archive a company in Rizer CRM when you decide to never contact a company again. Either they went out of business, they don’t want to be contacted or you don’t want to contact them for whatever reason. To archive a company you use the “Archive” button located on the company page. This is positioned Archiving companies

Understand User Roles in Rizer CRM

Understand User Roles in Rizer CRM

Rizer CRM manages 13 different user roles. Each user roles has a specific set of responsibilities inside the system. For every role there is a dashboard measuring the performance of their activities, both at an individual level and also from a manager’s perspective.  Lead sales roles Lead finder rep Led finder reps are responsible for Understand User Roles in Rizer CRM

Main menu structure

Main menu structure

When you first log-in to the CRM the main menu gives you access to everything you need to manage your sales process. You have a quick search box that allows you to search for a specific company or contact person. The main menu items are: In the top right part of the screen you have Main menu structure

Pipeline views

Pipeline views

The pipeline view in Rizer CRM provides a visual representation of the sales process, helping teams monitor the progress of deals through different stages. It enhances visibility and organization, allowing sales reps to prioritize tasks and manage their deals more efficiently. By offering a clear overview, it enables sales managers to track progress and forecast Pipeline views

Recycling

Recycling

Rizer CRM’s recycling feature is designed to help sales teams revisit past deals, keep lead data organized and warm for re-engagement, and incorporate feedback on product features and market conditions. By collecting structured data and competitor insights, Rizer CRM empowers teams to handle objections effectively, nurture leads more precisely, and strategically re-enter deals into the Recycling

Company and user timeline

Company and user timeline

The system has two types of timelines: the Company timeline, which logs all actions within a company, and the User timeline, which lists actions taken by a specific user. There are 2 types of timelines: Company timeline Each company has a timeline of everything that happened from the moment it as added as a new Company and user timeline

Dashboards & Analytics

Dashboards & Analytics

The dashboards within Rizer CRM system provides real-time performance metrics, enabling sales teams to monitor their progress against targets and swiftly adjust strategies to improve outcomes. It acts as a visual tool for tracking and managing customer interactions and sales pipelines, thereby helping teams prioritize tasks and focus on critical activities that drive business growth. Dashboards & Analytics

Adding users

Adding users

A user within Rizer is a member of a team that has a specific role within the organization. In this section you can activate and deactivate users, edit their profiles and roles, and set a management hierarchy. Each user has a user timeline that you can review here, and in some scenarios users can be Adding users

Companies

Companies

Rizer CRM enables tracking and analyzing lead sources by categorizing them into predefined and user-editable lists for comprehensive understanding of lead generation strategies, while also allowing for competitive analysis by creating and managing a list of competitors and their products to adapt sales approaches effectively. Lead sources Lead sources are used to determine how a Companies

Segmentations

Segmentations

Segmentation within Rizer CRM is important because it allows the organization to categorize leads and customers into meaningful groups. By understanding the different needs and behaviors of each segment, companies can allocate resources more effectively across the company or at a specific role level. Within the system, the segmentation created here can be applied in Segmentations

Products

Products

The product list in Rizer CRM includes the name of each product, a product ID and the pricing models associated with each product. In this step, you will create your products, define specific pricing models, and learn how to evolve your products as your pricing strategy changes over time through a simple and intuitive interface.  Rizer Products

Pipeline

Pipeline

A pipeline is a visual way of tracking potential sales leads as they progress through different stages in the purchasing process. Rizer CRM uses three types of pipelines to help you manage lead and customer sales flows. Each pipeline is made up of a series of actions. In this screen you can edit the list Pipeline

Email templates

Email templates

Use email templates to streamline your activity, build relationships with leads and customers and deliver a strong unified call to action. Learn how to create an email template, define the language, write a compelling subject and email content, and use system variables to automate personalization.  Email templates are a great way of saving time when Email templates

Your Organization

Your Organization

On this page you’ll see your organization’s main information and your account details. Account creation will automatically fill in most of this information for you, and you’ll be able to edit and update it as necessary. You’ll also be able to set your preferred currencies, the default currency, your time format, and the language for Your Organization

Add your first lead

Add your first lead

This article will provide you with a concise, step-by-step approach to inputting your first lead into Rizer CRM. In doing so, we aim to make the process quick and efficient, ensuring that every step of the Add lead form is well-explained. By following this guide, you’ll gain a better understanding of what the system can Add your first lead