{"id":109394,"date":"2026-09-02T08:08:27","date_gmt":"2026-09-02T08:08:27","guid":{"rendered":"https:\/\/crm-marketing.hu\/?p=109394"},"modified":"2026-09-02T09:00:27","modified_gmt":"2026-09-02T09:00:27","slug":"excel-helyett-crm","status":"publish","type":"post","link":"https:\/\/crm-marketing.hu\/index.php\/2026\/09\/02\/excel-helyett-crm\/","title":{"rendered":"Excel helyett CRM"},"content":{"rendered":"\t\t
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\n\t\t\t\t\t\t\t\t\t\n\n\n \n \n Excel helyett CRM<\/title>\n<\/head>\n\n<body style=\"margin:0; padding:0; background-color:#f6f8f7; font-family:Arial,Helvetica,sans-serif; color:#17211b;\">\n\n<table role=\"presentation\" width=\"100%\" cellspacing=\"0\" cellpadding=\"0\" border=\"0\" style=\"width:100%; background-color:#f6f8f7;\">\n<tr>\n<td align=\"center\" style=\"padding:30px 12px;\">\n\n<!-- F\u0150 KONT\u00c9NER -->\n<table role=\"presentation\" width=\"680\" cellspacing=\"0\" cellpadding=\"0\" border=\"0\" style=\"width:100%; max-width:680px; background-color:#ffffff; border-radius:16px;\">\n\n\n<!-- HERO -->\n<tr>\n<td align=\"center\" style=\"padding:64px 35px 55px 35px;\">\n\n <div style=\"\n font-size:13px;\n line-height:18px;\n font-weight:bold;\n letter-spacing:1.5px;\n color:#168653;\n text-transform:uppercase;\n margin-bottom:20px;\n \">\n EXCEL HELYETT CRM\n <\/div>\n\n <h1 style=\"\n margin:0 0 24px 0;\n font-family:Arial,Helvetica,sans-serif;\n font-size:46px;\n line-height:50px;\n letter-spacing:-1.5px;\n color:#17211b;\n font-weight:700;\n \">\n Az Excel adatot t\u00e1rol.<br>\n A CRM <span style=\"color:#168653;\">elvezet a szerz\u0151d\u00e9sig.<\/span>\n <\/h1>\n\n <p style=\"\n margin:0 auto;\n max-width:570px;\n font-size:19px;\n line-height:30px;\n color:#66736b;\n \">\n Az Excel egy statikus adatlap.\n A CRM egy <strong style=\"color:#17211b;\">\u00e9rt\u00e9kes\u00edt\u00e9st\u00e1mogat\u00f3 eszk\u00f6z<\/strong>,\n amely v\u00e9gigvezeti haszn\u00e1l\u00f3j\u00e1t az \u00e9rt\u00e9kes\u00edt\u00e9si folyamaton\n az els\u0151 l\u00e9p\u00e9st\u0151l eg\u00e9szen a szerz\u0151d\u00e9sk\u00f6t\u00e9sig.\n <\/p>\n\n<\/td>\n<\/tr>\n\n\n<!-- ELV\u00c1LASZT\u00d3 -->\n<tr>\n<td style=\"padding:0 35px;\">\n <div style=\"height:1px; background-color:#e7ece9; font-size:1px; line-height:1px;\"> <\/div>\n<\/td>\n<\/tr>\n\n\n<!-- 1. \u00dcZENET -->\n<tr>\n<td style=\"padding:50px 35px;\">\n\n <table role=\"presentation\" cellspacing=\"0\" cellpadding=\"0\" border=\"0\">\n <tr>\n <td align=\"center\" valign=\"middle\" width=\"40\" height=\"40\"\n style=\"\n width:40px;\n height:40px;\n border-radius:20px;\n background-color:#edf8f2;\n color:#168653;\n font-size:16px;\n font-weight:bold;\n \">\n 1\n <\/td>\n <\/tr>\n <\/table>\n\n <h2 style=\"\n margin:22px 0 18px 0;\n font-size:31px;\n line-height:37px;\n color:#17211b;\n letter-spacing:-0.7px;\n \">\n Az Excel megmutatja,<br>\n amit m\u00e1r be\u00edrt.\n <\/h2>\n\n <p style=\"\n margin:0 0 30px 0;\n font-size:18px;\n line-height:29px;\n color:#66736b;\n \">\n \u00dcgyf\u00e9l neve, telefonsz\u00e1ma, e-mail-c\u00edme, aj\u00e1nlati \u00f6sszeg,\n d\u00e1tum \u00e9s megjegyz\u00e9s. Fontos inform\u00e1ci\u00f3k \u2013 de tov\u00e1bbra is\n csak inform\u00e1ci\u00f3k.\n <\/p>\n\n\n <!-- EXCEL -->\n <table role=\"presentation\" width=\"100%\" cellspacing=\"0\" cellpadding=\"0\" border=\"0\"\n style=\"border:1px solid #e7ece9; border-radius:12px; margin-bottom:12px;\">\n <tr>\n <td style=\"padding:24px;\">\n\n <div style=\"\n font-size:12px;\n font-weight:bold;\n letter-spacing:1.2px;\n color:#7a867f;\n margin-bottom:9px;\n \">\n EXCEL\n <\/div>\n\n <div style=\"\n font-size:21px;\n line-height:28px;\n font-weight:bold;\n color:#17211b;\n \">\n Statikus adatok egy t\u00e1bl\u00e1zatban.\n <\/div>\n\n <\/td>\n <\/tr>\n <\/table>\n\n\n <!-- CRM -->\n <table role=\"presentation\" width=\"100%\" cellspacing=\"0\" cellpadding=\"0\" border=\"0\"\n style=\"background-color:#edf8f2; border:1px solid #d9eee3; border-radius:12px;\">\n <tr>\n <td style=\"padding:24px;\">\n\n <div style=\"\n font-size:12px;\n font-weight:bold;\n letter-spacing:1.2px;\n color:#168653;\n margin-bottom:9px;\n \">\n CRM\n <\/div>\n\n <div style=\"\n font-size:21px;\n line-height:28px;\n font-weight:bold;\n color:#17211b;\n \">\n \u00c9rt\u00e9kes\u00edt\u00e9si folyamat konkr\u00e9t k\u00f6vetkez\u0151 l\u00e9p\u00e9sekkel.\n <\/div>\n\n <\/td>\n <\/tr>\n <\/table>\n\n<\/td>\n<\/tr>\n\n\n<!-- ELV\u00c1LASZT\u00d3 -->\n<tr>\n<td style=\"padding:0 35px;\">\n <div style=\"height:1px; background-color:#e7ece9; font-size:1px; line-height:1px;\"> <\/div>\n<\/td>\n<\/tr>\n\n\n<!-- 2. \u00dcZENET -->\n<tr>\n<td style=\"padding:50px 35px 30px 35px;\">\n\n <table role=\"presentation\" cellspacing=\"0\" cellpadding=\"0\" border=\"0\">\n <tr>\n <td align=\"center\" width=\"40\" height=\"40\"\n style=\"\n width:40px;\n height:40px;\n border-radius:20px;\n background-color:#edf8f2;\n color:#168653;\n font-weight:bold;\n \">\n 2\n <\/td>\n <\/tr>\n <\/table>\n\n <h2 style=\"\n margin:22px 0 18px 0;\n font-size:31px;\n line-height:37px;\n color:#17211b;\n \">\n A CRM nemcsak azt mutatja meg, mi t\u00f6rt\u00e9nt.\n <\/h2>\n\n <p style=\"\n margin:0;\n font-size:18px;\n line-height:29px;\n color:#66736b;\n \">\n Egy helyen l\u00e1that\u00f3 az \u00fcgyf\u00e9l, az \u00fcgylet, az el\u0151zm\u00e9nyek,\n a h\u00edv\u00e1sok, az e-mailek, a tal\u00e1lkoz\u00f3k \u00e9s a k\u00f6vetkez\u0151 feladat.\n Nem k\u00fcl\u00f6n\u00e1ll\u00f3 adatokkal dolgozik, hanem az \u00e9rt\u00e9kes\u00edt\u00e9s\n teljes t\u00f6rt\u00e9net\u00e9vel.\n <\/p>\n\n<\/td>\n<\/tr>\n\n\n<!-- ELS\u0150 K\u00c9P -->\n<tr>\n<td style=\"padding:5px 20px 50px 20px;\">\n\n <img decoding=\"async\"\n src=\"https:\/\/crm-marketing.hu\/wp-content\/uploads\/2026\/09\/Pipedrive_CRM_Minimal_Design_Hungary_kft-konyhabutor-36.png\"\n width=\"640\"\n alt=\"CRM \u00fcgyf\u00e9ladatok, \u00fcgyletek \u00e9s \u00e9rt\u00e9kes\u00edt\u00e9si el\u0151zm\u00e9nyek\"\n style=\"\n display:block;\n width:100%;\n max-width:640px;\n height:auto;\n border:0;\n border-radius:10px;\n \"\n >\n\n <p style=\"\n margin:13px 20px 0 20px;\n text-align:center;\n font-size:13px;\n line-height:20px;\n color:#89938d;\n \">\n Az \u00fcgyf\u00e9lhez kapcsol\u00f3d\u00f3 \u00fcgyletek, tev\u00e9kenys\u00e9gek \u00e9s el\u0151zm\u00e9nyek egyetlen rendszerben.\n <\/p>\n\n<\/td>\n<\/tr>\n\n\n<!-- 3. \u00dcZENET -->\n<tr>\n<td style=\"padding:50px 35px; background-color:#f8faf9;\">\n\n <table role=\"presentation\" cellspacing=\"0\" cellpadding=\"0\" border=\"0\">\n <tr>\n <td align=\"center\" width=\"40\" height=\"40\"\n style=\"\n width:40px;\n height:40px;\n border-radius:20px;\n background-color:#e5f5ec;\n color:#168653;\n font-weight:bold;\n \">\n 3\n <\/td>\n <\/tr>\n <\/table>\n\n <h2 style=\"\n margin:22px 0 18px 0;\n font-size:31px;\n line-height:37px;\n color:#17211b;\n \">\n A CRM megmutatja,<br>\n mit kell tennie ezut\u00e1n.\n <\/h2>\n\n <p style=\"\n margin:0 0 32px 0;\n font-size:18px;\n line-height:29px;\n color:#66736b;\n \">\n Kit kell felh\u00edvni? Mikor? Mi t\u00f6rt\u00e9nt legut\u00f3bb?\n Hol tart az \u00fcgylet? Mi legyen a k\u00f6vetkez\u0151 l\u00e9p\u00e9s?\n A CRM az \u00fcgyf\u00e9ladatb\u00f3l konkr\u00e9t \u00e9rt\u00e9kes\u00edt\u00e9si feladatot csin\u00e1l.\n <\/p>\n\n\n <!-- FOLYAMAT -->\n <table role=\"presentation\" width=\"100%\" cellspacing=\"0\" cellpadding=\"0\" border=\"0\">\n\n <tr>\n <td style=\"padding:9px 0; font-size:17px; font-weight:bold; color:#17211b;\">\n 01   \u00c9rdekl\u0151d\u0151\n <\/td>\n <\/tr>\n\n <tr>\n <td style=\"padding:9px 0; font-size:17px; font-weight:bold; color:#17211b;\">\n 02   Kapcsolatfelv\u00e9tel\n <\/td>\n <\/tr>\n\n <tr>\n <td style=\"padding:9px 0; font-size:17px; font-weight:bold; color:#17211b;\">\n 03   Ig\u00e9nyfelm\u00e9r\u00e9s\n <\/td>\n <\/tr>\n\n <tr>\n <td style=\"padding:9px 0; font-size:17px; font-weight:bold; color:#17211b;\">\n 04   Aj\u00e1nlat\n <\/td>\n <\/tr>\n\n <tr>\n <td style=\"padding:9px 0; font-size:17px; font-weight:bold; color:#17211b;\">\n 05   Ut\u00e1nk\u00f6vet\u00e9s\n <\/td>\n <\/tr>\n\n <tr>\n <td style=\"padding:9px 0; font-size:17px; font-weight:bold; color:#17211b;\">\n 06   T\u00e1rgyal\u00e1s\n <\/td>\n <\/tr>\n\n <tr>\n <td style=\"padding:9px 0; font-size:18px; font-weight:bold; color:#168653;\">\n 07   Szerz\u0151d\u00e9s \u2713\n <\/td>\n <\/tr>\n\n <\/table>\n\n<\/td>\n<\/tr>\n\n\n<!-- 4. \u00dcZENET -->\n<tr>\n<td style=\"padding:55px 35px 30px 35px;\">\n\n <table role=\"presentation\" cellspacing=\"0\" cellpadding=\"0\" border=\"0\">\n <tr>\n <td align=\"center\" width=\"40\" height=\"40\"\n style=\"\n width:40px;\n height:40px;\n border-radius:20px;\n background-color:#edf8f2;\n color:#168653;\n font-weight:bold;\n \">\n 4\n <\/td>\n <\/tr>\n <\/table>\n\n <h2 style=\"\n margin:22px 0 18px 0;\n font-size:31px;\n line-height:37px;\n color:#17211b;\n \">\n Egy \u00fcgyf\u00e9ladatlap helyett egy m\u0171k\u00f6d\u0151 \u00e9rt\u00e9kes\u00edt\u00e9si folyamat.\n <\/h2>\n\n <p style=\"\n margin:0;\n font-size:18px;\n line-height:29px;\n color:#66736b;\n \">\n A CRM-ben az \u00e9rt\u00e9kes\u00edt\u0151 nem egy sor adatait keresi egy t\u00e1bl\u00e1zatban.\n Megnyitja az \u00fcgyfelet, \u00e9s azonnal l\u00e1tja, mi t\u00f6rt\u00e9nt vele,\n milyen \u00fcgylet kapcsol\u00f3dik hozz\u00e1, \u00e9s mi k\u00f6vetkezik.\n <\/p>\n\n<\/td>\n<\/tr>\n\n\n<!-- M\u00c1SODIK K\u00c9P -->\n<tr>\n<td style=\"padding:5px 20px 55px 20px;\">\n\n <img decoding=\"async\"\n src=\"https:\/\/crm-marketing.hu\/wp-content\/uploads\/2026\/09\/Pipedrive_CRM_Minimal_Design_Hungary_kft-konyhabutor-37.png\"\n width=\"640\"\n alt=\"CRM \u00fcgyf\u00e9l adatlap magyar kezel\u0151fel\u00fclettel\"\n style=\"\n display:block;\n width:100%;\n max-width:640px;\n height:auto;\n border:0;\n border-radius:10px;\n \"\n >\n\n <p style=\"\n margin:13px 20px 0 20px;\n text-align:center;\n font-size:13px;\n line-height:20px;\n color:#89938d;\n \">\n \u00dcgyf\u00e9ladatok, \u00fcgylet \u00e9s \u00e9rt\u00e9kes\u00edt\u00e9si teend\u0151k egy helyen.\n <\/p>\n\n<\/td>\n<\/tr>\n\n\n<!-- 5. \u00dcZENET -->\n<tr>\n<td align=\"center\" style=\"padding:55px 35px;\">\n\n <table role=\"presentation\" cellspacing=\"0\" cellpadding=\"0\" border=\"0\">\n <tr>\n <td align=\"center\" width=\"40\" height=\"40\"\n style=\"\n width:40px;\n height:40px;\n border-radius:20px;\n background-color:#edf8f2;\n color:#168653;\n font-weight:bold;\n \">\n 5\n <\/td>\n <\/tr>\n <\/table>\n\n <h2 style=\"\n margin:22px auto 20px auto;\n font-size:31px;\n line-height:39px;\n color:#17211b;\n \">\n Az Excelben \u00d6n vezeti a folyamatot.<br>\n A CRM vezeti \u00d6nt a folyamatban.\n <\/h2>\n\n <p style=\"\n max-width:570px;\n margin:0 auto 35px auto;\n font-size:18px;\n line-height:29px;\n color:#66736b;\n \">\n Az Excelben az \u00e9rt\u00e9kes\u00edt\u0151nek kell fejben tartania,\n hogy mi t\u00f6rt\u00e9nt, mi k\u00f6vetkezik \u00e9s mikor kell \u00fajra kapcsolatba l\u00e9pni.\n A CRM ezt a folyamatot teszi l\u00e1that\u00f3v\u00e1 \u00e9s k\u00f6vethet\u0151v\u00e9.\n <\/p>\n\n\n <!-- F\u0150 \u00c1LL\u00cdT\u00c1S -->\n <table role=\"presentation\" width=\"100%\" cellspacing=\"0\" cellpadding=\"0\" border=\"0\"\n style=\"background-color:#edf8f2; border-radius:14px;\">\n <tr>\n <td align=\"center\" style=\"padding:34px 25px;\">\n\n <div style=\"\n font-size:25px;\n line-height:35px;\n font-weight:bold;\n color:#17211b;\n \">\n Az Excel azt mutatja meg, hol tart.<br>\n <span style=\"color:#168653;\">\n A CRM azt is megmutatja, hogyan jusson el a szerz\u0151d\u00e9sig.\n <\/span>\n <\/div>\n\n <\/td>\n <\/tr>\n <\/table>\n\n<\/td>\n<\/tr>\n\n\n<!-- CTA -->\n<tr>\n<td align=\"center\" style=\"padding:65px 35px 70px 35px;\">\n\n <div style=\"\n font-size:13px;\n font-weight:bold;\n letter-spacing:1.5px;\n color:#168653;\n margin-bottom:18px;\n \">\n EXCEL HELYETT CRM\n <\/div>\n\n <h2 style=\"\n margin:0 0 18px 0;\n font-size:34px;\n line-height:41px;\n color:#17211b;\n \">\n Adatnyilv\u00e1ntart\u00e1s helyett<br>\n \u00e9rt\u00e9kes\u00edt\u00e9st\u00e1mogat\u00e1s.\n <\/h2>\n\n <p style=\"\n max-width:540px;\n margin:0 auto 30px auto;\n font-size:18px;\n line-height:29px;\n color:#66736b;\n \">\n Az Excel nyilv\u00e1ntartja az \u00fcgyfelet.\n A CRM v\u00e9gigvezeti az \u00e9rt\u00e9kes\u00edt\u0151t az els\u0151 l\u00e9p\u00e9st\u0151l\n a szerz\u0151d\u00e9sk\u00f6t\u00e9sig.\n <\/p>\n\n\n <!-- GOMB -->\n <table role=\"presentation\" cellspacing=\"0\" cellpadding=\"0\" border=\"0\">\n <tr>\n <td align=\"center\"\n bgcolor=\"#168653\"\n style=\"border-radius:8px;\">\n\n <a\n href=\"https:\/\/crm-marketing.hu\/\"\n target=\"_blank\"\n style=\"\n display:inline-block;\n padding:16px 28px;\n font-family:Arial,Helvetica,sans-serif;\n font-size:17px;\n line-height:20px;\n font-weight:bold;\n color:#ffffff;\n text-decoration:none;\n \">\n Excel helyett CRM-et szeretn\u00e9k\n <\/a>\n\n <\/td>\n <\/tr>\n <\/table>\n\n<\/td>\n<\/tr>\n\n\n<!-- L\u00c1BL\u00c9C -->\n<tr>\n<td align=\"center\" style=\"\n padding:25px 30px 35px 30px;\n border-top:1px solid #e7ece9;\n font-size:12px;\n line-height:19px;\n color:#89938d;\n\">\n\n Minimal Design Hungary Kft.<br>\n CRM \u00e9s \u00e9rt\u00e9kes\u00edt\u00e9st\u00e1mogat\u00e1s<br><br>\n\n <a href=\"https:\/\/crm-marketing.hu\/\"\n style=\"color:#168653; text-decoration:none;\">\n crm-marketing.hu\n <\/a>\n\n<\/td>\n<\/tr>\n\n\n<\/table>\n<!-- \/F\u0150 KONT\u00c9NER -->\n\n<\/td>\n<\/tr>\n<\/table>\n\n<\/body>\n<\/html>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Excel helyett CRM EXCEL HELYETT CRM Az Excel adatot t\u00e1rol. A CRM elvezet a szerz\u0151d\u00e9sig. Az Excel egy statikus adatlap. A CRM egy \u00e9rt\u00e9kes\u00edt\u00e9st\u00e1mogat\u00f3 eszk\u00f6z, amely v\u00e9gigvezeti haszn\u00e1l\u00f3j\u00e1t..<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"iawp_total_views":2,"footnotes":""},"categories":[44,47,46,45,43,1],"tags":[48,53,49,50,24,25,52,51],"class_list":["post-109394","post","type-post","status-publish","format-standard","hentry","category-crm_customer_relationship_management","category-eladasnoveles","category-ertekesitestamogatas","category-magyar_nyelvu_magyarul","category-pipedrive","category-uncategorized","tag-crm","tag-eladasnoveles","tag-ertekesites","tag-ertekesitestamogatas","tag-growth","tag-ideas","tag-magyar-nyelvu","tag-pipedrive"],"_links":{"self":[{"href":"https:\/\/crm-marketing.hu\/index.php\/wp-json\/wp\/v2\/posts\/109394","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/crm-marketing.hu\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/crm-marketing.hu\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/crm-marketing.hu\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/crm-marketing.hu\/index.php\/wp-json\/wp\/v2\/comments?post=109394"}],"version-history":[{"count":16,"href":"https:\/\/crm-marketing.hu\/index.php\/wp-json\/wp\/v2\/posts\/109394\/revisions"}],"predecessor-version":[{"id":109414,"href":"https:\/\/crm-marketing.hu\/index.php\/wp-json\/wp\/v2\/posts\/109394\/revisions\/109414"}],"wp:attachment":[{"href":"https:\/\/crm-marketing.hu\/index.php\/wp-json\/wp\/v2\/media?parent=109394"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/crm-marketing.hu\/index.php\/wp-json\/wp\/v2\/categories?post=109394"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/crm-marketing.hu\/index.php\/wp-json\/wp\/v2\/tags?post=109394"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}