Rizer CRM automatically assigns companies to specific territories based on segmentation variables and displays this information on the company page. Sales territories are used for deal creation, onboarding, and retention, and other uses inside the CRM. As you allocated in the setup, each user with a sales role is responsible for one or more territories. … Working with sales territories
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
If a customer is not ready to buy your product from you right now you recycle that product with a reason so you can come back later and pitch your offer again. In some cases the leads decides not to buy because your product is missing a specific feature. When you recycle a product in … Recycling with feature requests
A lead is a company that you think might be interested in what you have to sell. Leads can be inbound or outbound depending on the initial method of acquiring their contact details. Learn how to create a new lead, add the company details, the contact people and key variables that are available. Rizer CRM … Enter the first lead
Setting up and assign competitor products gives your sales team valuable insight into leads behavior. Having and using this information allows them to be more prepared when making first contact. To be able to use competitors throughout the system first you have to set them up in the settings companies section. On each company page, … Managing competitors
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
Rizer CRM is designed to support a high velocity sales model. This model involves multiple roles working together to quickly move leads through the sales pipeline. Rizer CRM allows for efficient collaboration and handoffs between these roles. One person can have all the user roles in Rizer CRM. This can work for small teams or … Rizer CRM User Roles for High Velocity Sales
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
Rizer CRM offers a comprehensive lead management system that centralizes all information regarding prospects, allowing for easy access to details such as deals, activities, and communications in a single view. It facilitates tracking interactions and stages of the sales cycle, enhancing visibility and control over the lead progression. The company page inside Rizer CRM is … Company page layout
A deal represents a potential sales agreement or opportunity with a client or prospect. It includes specific information about the sales transaction, such as the products or services being offered, the value or size of the opportunity, the assigned sales representative (deal owner), and the current stage in the sales pipeline. Deals are used to … Add your first deal
