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
Winning a deal in Rizer CRM transforms the company from a lead into a customer. Winning a deal involves marking the deal as won, closing all actions and moving won products to onboarding or retention. Winning deals usually happens in the negotiation stage, and is done by a sales rep but can also happen at … Winning a deal
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
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
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
In Rizer CRM, actions can be attached to deals, onboarding groups, and retention groups. An action is always part of a stage and has an assigned action owner. There are four types of actions available: call, video, meeting, and email. Depending on the action type, you can set up different details such as participants and … Working with actions
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
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
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
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
