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
As a manager, it’s crucial to have visibility over what your team is currently working on. Rizer CRM provides you with the tools to achieve this visibility by allowing you to view your team members’ planned and completed actions. By utilizing these features in Rizer CRM, you can effectively monitor your team’s progress and stay … Managing your team
When working in the first contact stage of Rizer CRM, you may encounter situations where a call action is marked as a no answer. In such cases, This feature empowers your lead finders to take swift action, update the necessary details, and keep your sales process running smoothly. Rizer CRM provides you with the option … Fixing missing info
In Rizer CRM, notes serve as a powerful tool for storing and tracking important information about a company throughout the sales process. By effectively utilizing notes, sales teams can enhance collaboration, maintain a clear overview of interactions, and make informed decisions based on the context of the action flow. Notes can be easily added and … Using notes in the sales process
In Rizer CRM, recycling a deal is a quick and efficient way to close the deal, recycle all associated products, and close all related actions in one step. This feature is particularly useful when you know that you will not win a deal and want to streamline the process of closing it. When faced with … Recycling a deal
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
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
Rizer CRM offers a powerful feature that allows you to create and manage multiple deals for a single company. This approach helps you stay organized, track progress accurately, and maximize your chances of success. This functionality is particularly useful when dealing with larger organizations or when you have multiple products to offer. By creating separate … Working with multiple deals
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
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
