Start using Rizer

In this guide, we’ll cover the primary processes to help you get started with Rizer: recycling a deal, managing feature requests and competitor insights, exporting deals back to HubSpot, and tracking recycled deals on your dashboard.

Recycle a deal in HubSpot

Recycling a deal with Rizer is as simple as selecting the right deal and specifying a few key details. Follow these steps to get started:

1. Log into HubSpot and navigate to the Deals page.
2. Find and open the desired deal. In the deal’s details, locate the Rizer tab where you’ll see a “Ready to Recycle” indicator.
3. Click the “Recycle in Rizer” button. (Alternatively, update the deal stage to “Closed Lost” to trigger recycling automatically.)
4. In the pop-up window that appears, select a recycling reason from options such as:
   • No time
   • No budget
   • Too expensive
   • Lost to competitor
   • Happy with current solution
   • Missing feature
   • Unknown reason
     Note: If you choose “Missing feature” or “Lost to competitor”, you’ll have the option to link the deal to a specific feature request or competitor product.
5. Use the date selector to set a callback date. (Heads up: If the deal is recycled due to a missing feature, a callback can be triggered automatically when that feature is implemented—unless you opt out.)
6. Confirm your choices, and your deal will be recycled and scheduled for follow-up.

Feature requests & competitor details

As part of the recycling process, you may need to capture additional insights related to the deal’s challenges. Rizer makes this seamless and insightful:

• Feature Requests: If a deal indicates that a missing feature was a factor, you can quickly add a feature request:
  • Click the “+ Feature” button.
  • Select the relevant product.
  • Name the feature and choose its initial status (e.g., Planned, Implemented, or Rejected).
  • Track or update the status later as needed.

• Competitor Insights: For deals lost to a competitor or where the customer is happy with a competitor’s solution:
  • Click the “+ Competitor” button.
  • Enter the competitor’s name along with key product matches.

Each of these actions enriches the context of the recycled deal and is seamlessly integrated into your Rizer experience, giving you valuable data to improve your strategy.

We suggest setting up your feature requests and competitor lists before your sales team starts recycling deals. Having these options ready makes it easier for sales reps to select from existing choices rather than creating new entries each time.

This approach keeps your data organized and consistent, which means you get more accurate insights about which features to prioritize and which competitors you need to address. Learn more about finalizing your setup.

Exporting recycled deals to HubSpot

Once the recycling process is complete, Rizer helps you breathe new life into old opportunities by exporting them back to HubSpot as new deals:

• When recycling is deemed complete—whether driven by a selected callback date or the successful implementation of a requested feature—Rizer automatically exports the recycled deal to HubSpot.
• The newly created deal will be assigned to the same sales rep as the original and placed at the pipeline stage you configured during onboarding.
• Need it sooner? You can manually trigger an export by adjusting the deal’s callback date to today.

Tracking and winning recycled deals

After a recycled deal is exported, it’s easy to manage and track in HubSpot:

• Recycled deals appear with a distinct recycling icon, so you can identify them at a glance.
• Access complete recycling details via the dedicated Rizer section in HubSpot.
• Monitor your progress in the Rizer dashboard, where you can see everything from:
  • Recycling status
  • Callback dates
  • Feature requests
  • Competitor details

Whether you’re tracking ongoing campaigns or analyzing overall performance, the integrated dashboard offers a clear overview of your recycled opportunities.