{"id":6460,"date":"2013-12-12T10:00:43","date_gmt":"2013-12-12T09:00:43","guid":{"rendered":"https:\/\/www.minicrm.hu\/?p=6460"},"modified":"2014-09-03T22:56:27","modified_gmt":"2014-09-03T20:56:27","slug":"excel-gyorstalpalo-helyett-crm-rendszer","status":"publish","type":"post","link":"https:\/\/www.minicrm.hu\/blog\/2013\/12-12\/excel-gyorstalpalo-helyett-crm-rendszer\/","title":{"rendered":"Excel gyorstalpal\u00f3 helyett CRM rendszer"},"content":{"rendered":"<p style=\"text-align: justify;\">Egyik kedves k\u00f6zeli ismer\u0151s\u00f6m nemr\u00e9g felh\u00edvott \u00e9s nagy lelkesed\u00e9ssel mes\u00e9lt \u00faj munkahely\u00e9r\u0151l \u00e9s napi feladatair\u00f3l. P\u00e1r perc ut\u00e1n a k\u00f6vetkez\u0151ket mondta: <em>\u201cJajj, ha m\u00e1r itt tartunk.. Figyelj m\u00e1r, itt \u00fcl\u00f6k m\u00e1r p\u00e1r \u00f3r\u00e1ja a laptop el\u0151tt \u00e9s bogar\u00e1szom az Excelben az adatokat. El tudn\u00e1d gyorsan mondani, hogy Excelben hogy tudok sz\u0171rni az \u00fcgyfeleimre, akikn\u00e9l az egyik oszlopban az szerepel, hogy \u201crendelt m\u00e1r\u201d vagy \u201cnem rendelt\u201d, \u00e9s hogy l\u00e1ssam, j\u00e1rtam-e m\u00e1r n\u00e1la v<\/em><em>agy sem.\u201d<\/em><\/p>\n<p><a href=\"https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2013\/12\/i-love-spreadsheets.jpg\"><img loading=\"lazy\" decoding=\"async\" onerror=\"this.src='https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2021\/04\/MC_logo_2021_G-Dark.svg'\" class=\"alignnone size-full wp-image-6587\" src=\"https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2013\/12\/i-love-spreadsheets.jpg\" alt=\"i-love-spreadsheets\" width=\"650\" height=\"200\" srcset=\"https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2013\/12\/i-love-spreadsheets.jpg 650w, https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2013\/12\/i-love-spreadsheets-300x92.jpg 300w, https:\/\/minicrm-wp-hu.s3.amazonaws.com\/uploads\/2013\/12\/i-love-spreadsheets-500x154.jpg 500w\" sizes=\"auto, (max-width: 650px) 100vw, 650px\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">A gyorstalpal\u00f3 Excel ut\u00e1n visszak\u00e9rdeztem: <em>\u201cTi Excelben vezetitek az \u00fcgyfeleiteket \u00e9s a vel\u00fck kapcsolatos inf\u00f3kat?!\u201d<\/em> A v\u00e1lasz ezek ut\u00e1n nem volt meglep\u0151: Igen, ugyanis minden h\u00e9ten egy Excel t\u00e1bl\u00e1t visznek haza a munkat\u00e1rsak, ami az \u00fcgyf\u00e9ladatok mellett, tartalmazza az elm\u00falt h\u00e9t t\u00f6rt\u00e9n\u00e9seit, \u00e1t\u00edrva az egyes inform\u00e1ci\u00f3kat (j\u00e1rt-e n\u00e1luk, rendeltek-e m\u00e1r stb.), illetve a k\u00f6vetkez\u0151 h\u00e9tre betervezett \u00faj potenci\u00e1lis \u00fcgyfelek list\u00e1j\u00e1t. Ezt a t\u00e1bl\u00e1zatot m\u00e9g munka ut\u00e1n, este otthon bogar\u00e1ssz\u00e1k \u00e1t \u00e9s jav\u00edtgatj\u00e1k az adatokat. Borzalmas! &#8211; Gondoltam magamban &#8211; R\u00e1ad\u00e1sul, ha t\u00f6bben kezelnek egy Excelt, akkor az gyorsan \u00f6sszekusz\u00e1l\u00f3dik, \u00e9s rengeteg id\u0151 elmegy azzal, hogy az adatokat \u00f6sszef\u00e9s\u00fclj\u00e9k.<\/p>\n<p style=\"text-align: justify;\">Mi\u00e9rt nem haszn\u00e1lnak CRM rendszert?! Egy rendszert, ami t\u00e1mogatja a csoportmunk\u00e1t, hiszen egy helyen van minden \u00e9s mindig a legfrissebb k\u00e9pet kaphatj\u00e1k az \u00fcgyfelekr\u0151l..<\/p>\n<p style=\"text-align: justify;\">Mi\u00e9rt bogar\u00e1ssz\u00e1k a v\u00e9gel\u00e1thatatlan Excel t\u00e1bl\u00e1zatokat, ha van erre egy olyan k\u00f6zponti adatb\u00e1zis, egy CRM rendszer, amiben t\u00f6bbek k\u00f6z\u00f6tt<\/p>\n<ul>\n<li>egy kattint\u00e1ssal felvihet\u0151ek az \u00faj \u00fcgyfelek,<\/li>\n<li>minden \u00e9rdekl\u0151d\u0151, \u00fcgyf\u00e9l, volt \u00fcgyf\u00e9l adata egy helyen van,<\/li>\n<li>l\u00e1tni, hogy ki, mikor, mit int\u00e9zett egy adott \u00fcgyf\u00e9llel,<\/li>\n<li>l\u00e1tni, kinek, mikor, mit kell elint\u00e9znie m\u00e9g egy adott \u00fcgyf\u00e9llel,<\/li>\n<li>l\u00e1tni, az \u00fcgyf\u00e9l \u00e9ppen milyen f\u00e1zis\u00e1ban tart az \u00e9rt\u00e9kes\u00edt\u00e9snek (st\u00e1tuszok),<\/li>\n<li>n\u00e9h\u00e1ny kattint\u00e1ssal l\u00e9tre lehet hozni b\u00e1rmilyen sz\u0171r\u00e9si list\u00e1t \u00e9s ezt ak\u00e1r ki is lehet export\u00e1lni ezt a list\u00e1t Excelbe,<\/li>\n<li>v\u00e9g\u00fcl, de nem utols\u00f3 sorban, a munk\u00e1t a felh\u0151ben lehet v\u00e9gezni, \u00edgy nem kell rohang\u00e1lni a pendrive-val \u00e9s az Excel t\u00e1bl\u00e1zatokkal, nem kell emailen k\u00fcld\u00f6zgetni egym\u00e1snak a k\u00fcl\u00f6nb\u00f6z\u0151 f\u00e1jlokat. Minden egy k\u00f6zponti rendszerben van, amihez csak egy m\u0171k\u00f6d\u0151 Internetkapcsolatra \u00e9s egy b\u00f6ng\u00e9sz\u0151re van sz\u00fcks\u00e9g.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Egyik kedves k\u00f6zeli ismer\u0151s\u00f6m nemr\u00e9g felh\u00edvott \u00e9s nagy lelkesed\u00e9ssel mes\u00e9lt \u00faj munkahely\u00e9r\u0151l \u00e9s napi feladatair\u00f3l. P\u00e1r perc ut\u00e1n a k\u00f6vetkez\u0151ket mondta: \u201cJajj, ha m\u00e1r itt tartunk.. Figyelj m\u00e1r, itt \u00fcl\u00f6k m\u00e1r p\u00e1r \u00f3r\u00e1ja a laptop el\u0151tt \u00e9s bogar\u00e1szom az Excelben az adatokat. El tudn\u00e1d gyorsan mondani, hogy Excelben hogy tudok sz\u0171rni az \u00fcgyfeleimre, akikn\u00e9l az [&hellip;]<\/p>\n","protected":false},"author":8,"featured_media":6587,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"gallery","meta":{"inline_featured_image":false,"footnotes":""},"categories":[28],"tags":[383],"class_list":["post-6460","post","type-post","status-publish","format-gallery","has-post-thumbnail","hentry","category-cegvezetes","tag-elmenybeszamolo","post_format-post-format-gallery"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.1.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Excel gyorstalpal\u00f3 helyett CRM rendszer<\/title>\n<meta name=\"description\" content=\"Egyik kedves k\u00f6zeli ismer\u0151s\u00f6m nemr\u00e9g felh\u00edvott \u00e9s nagy lelkesed\u00e9ssel mes\u00e9lt \u00faj munkahely\u00e9r\u0151l \u00e9s napi feladatair\u00f3l, Excelekben vezetett 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