Tudor Totolici

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

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

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

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

Subscription management & billing cycle

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

Invoice Management

Rizer CRM provides a comprehensive solution for creating and managing invoices, allowing you to streamline your billing process and keep track of your financial transactions. 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 creating Invoice Management

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

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

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

Styling an embedded webform

When you embed a Rizer webform into your website, you may want to customize its appearance to match your site’s design. This can be easily achieved by applying CSS styles to the webform elements. In this article, we’ll guide you through the process of styling an embedded Rizer webform. You can seamlessly integrate the Rizer Styling an embedded webform