Automated emails in Rizer CRM

Rizer CRM offers two types of automated emails to streamline your sales and marketing processes: sales intro emails and marketing emails. These automated emails help you engage with your leads and customers efficiently, saving you time and effort.

Sales Intro Emails

Sales intro emails are automated emails that are sent to a deal contact immediately after a new deal is created in Rizer CRM. These emails are designed to introduce the deal owner and establish a connection with the potential customer.

Deal creation modal

How to set up sales intro emails:

  • Create a new deal in Rizer CRM
  • In the deal creation modal, select the desired sales intro email template
  • Once the deal is created, the selected email will be automatically sent from the deal owner to the deal contact

Example of a sales intro email:

Subject: Welcome to [Company Name] – We’re Here to Help!

Dear [Contact Name],

At [Company Name], we pride ourselves on providing top-notch solutions tailored to your specific needs. I’d love to schedule a call with you to discuss how we can help you achieve your goals.

Please let me know your availability for a quick chat. I look forward to speaking with you soon!

Best regards,

[User Name]

Marketing Emails

Marketing emails are automated emails that are triggered when a lead submits a web form on your website. These emails serve as a confirmation to the lead, acknowledging that their information has been received and that they will be contacted soon.

Webform creation modal

How marketing emails work:

  • A lead submits a web form on your website
  • Rizer CRM captures the lead’s information, including their email address
  • An automated marketing email is sent from a no-reply address to the lead’s email address

Example of a marketing email:

Subject: Thank You for Contacting [Company Name]!

Dear [Lead Name],

Thank you for reaching out to [Company Name]. We have received your information and are excited to learn more about your needs.

One of our representatives will be in touch with you within the next 24 hours to discuss how our products/services can benefit you and your business.

In the meantime, feel free to explore our website to learn more about what we offer: [Website URL]

Thank you again for your interest. We look forward to speaking with you soon!

Best regards

By utilizing these two types of automated emails in Rizer CRM, you can ensure that your leads and customers receive timely, relevant communications that keep them engaged and informed throughout their sales journey.