Message center & Actions

Bring clarity and control back to your inbox. Shorten the sales cycle, qualify faster and win more deals by keeping yourself and your team action-focused. Discover the details and insights you need to improve the sales process.  Each user can see all previous emails, phone calls, or meetings, as well as all future planned actions, with a single click.

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Message center 

A better way of connecting

Bring clarity and control back to your inbox. Focus on what’s important by using the simple interface. Respond more quickly and complete more tasks.

Emails, web-form submissions, and anything else that comes in are all collected in the message center. Everything is organized by company and contact, making it simple to find and manage.

Conversation histories, email templates, search, and email tagging can help you save time and increase conversions.

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Actions

Keep your team organized

Shorten the sales cycle, qualify faster and win more deals by keeping yourself and your team action-focused.

Rizer CRM organizes actions based on deals, onboarding, or retention. This ensures that your team is always aware of the next step that will help increase CLV.

When assigning deals and actions to the sale steam, Rizer CRM keeps things simple. This helps you track individual user and team performance more effectively than ever before.

Do you want more grip on your sales? Why wait ...

Company page

Improve the way you communicate

Boost performance by having access to all communications and actions pertaining to a specific company. Keep track of what was done, when it was done, and who did it, and keep an eye on what’s coming up next.

Improve collaboration among multiple teams in a single location. Each user can see all previous emails, phone calls, or meetings, as well as all future planned actions, with a single click.

Rizer CRM connects everything to deals, onboarding, and retention so that you, as a manager, can see the big picture and make quick decisions.

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Timeline

Gain full visibility

Discover the details and insights you need to improve the sales process. See how you progress over time, and how your deals have been handled by your team. 

Track and increase performance for both the company and the individual team members. The timeline shows all actions, emails or notes from all users in an intuitive timeline view that can be sorted by date, person, or action type. 

These features make it easy for your team to find what they need and manage day to day activities.

Do you want more grip on your sales? Why wait ...

Email templates

Improve the way you communicate

Build relationships with leads and customers, deliver a strong call to action, personalize your emails, and use email templates to streamline your activity.

Increase conversions by connecting templates to pipeline stages and user roles.

Your sales team will be more productive because they will spend less time in their email inbox, and you will have complete control over a single clear message communicated to all leads and customers.

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Frequently Asked Questions about Customer Management

What is customer relationship management?

Customer management includes all the steps your after sales team undertakes to increase customer satisfaction, reduce churn and increase revenue. All customer interaction is grouped by role and stored inside the CRM system.  

What is a customer success manager?

Inside Rizer CRM a customer success manager is called a retention rep. They have the task of keeping the customer happy, making sure they are using the products and services at their full capabilities and that they are getting the most value from your solution. 

How many users do I need for customer management?

Rizer has a high velocity model built right in our user management functionality. The minimum required roles are onboarding rep, retention rep and follow-on sales.  All of them work together to offer the best customer experience. 

What is a customer management system?

A CRM software is a contact management solution that organizes all actions and customer data inside your organization to help you acquire new customers, onboard them, keep them happy, increase customer engagement and increase revenue from them with follow-on sales.

How should my customer management team look?

Rizer provides the flexibility to structure your team based on your current needs. We do recommend though having it split into onboarding, retention and follow-on sales.  All of them should work in tandem with the customer support team.

What are the goals of customer management? 

A good customer manager should make sure customers are fully onboarding and using the product correctly. They are in charge of the customer management strategy and they determine if the customer is getting the most value out of your solution . 

What is the best customer management software?

Rizer CRM splits your customer management team into specialized roles so you can track and improve performance at both the company and at an individual level, making it one of the best solutions on the market.

What’s a good customer management process? 

A good customer management process is the one that helps you keep your customers happy, reduce churn and increase revenue. Onboarding reps, retention reps and follow-on sales teams can handle parts of this process together with your support team and the contact center. 

How can I get started today?

You can get a demo of Rizer. A dedicated consultant will show you how Rizer can work for you from day one. it’s that easy!

Double your sales today

Simplify your daily routine and double your sales using our powerful yet still easy to use tools:
generate leads, qualify, sell, onboard, retain, upsell and track performance in one intuitive tool.

Get a demo today