Rizer CRM allows you to import data from external sources, making it easy to migrate your existing customer and business information into the system. This guide will walk you through the process of preparing and importing your data using a CSV (Comma-Separated Values) file. To import your data into Rizer CRM: Best Practices Preparing Your … Importing your data
In this article, we’ll walk you through the details of the Finance section of the main menu, helping you understand how to navigate, manage, and view billing cycles, invoices and order forms. Billing cycles The Billing Cycles tab provides a comprehensive view of all your billing activities. The table displays detailed information about each billing … Finance reports
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
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
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
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
Rizer CRM simplifies subscription management and billing by allowing users to initiate and track subscriptions with customizable billing cycles. In Rizer CRM, when a deal with a subscription pricing model is won, the subscription can be initiated through the use of billing cycles. This feature allows you to effectively manage and track the ongoing payments … Subscription management & billing cycle
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
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
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
