Blog, page 2
Practical guides for Hungarian small businesses on choosing a CRM, selling, invoicing, email marketing and online shops, with official sources.
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CRM implementation steps for a small business, start to finish
Rolling out a CRM in a small company takes eight steps: decide what it has to solve, name an owner, tidy and bring over your existing customer data, set up the sales pipeline and access, connect the mailbox, get the team onto one shared rule, and check after a month whether it works. Setting up the software is a day or two of that; the rest is the team actually working in it.
From a spreadsheet to a CRM, step by step
You move from a spreadsheet to a CRM by tidying the sheet first (one row per person, one header row, separate email and phone columns, consistent dates), saving it as CSV in UTF-8, mapping the columns in the importer and loading it after the preview. In the first week afterwards you set up tasks, the pipeline and access.
A free CRM: what to watch for before you choose
A free CRM is a good choice when it is a real plan with no time limit (not a trial), its limits (users, contacts, emails, storage) fit your company, and your data stays and can be exported when you outgrow it or stop paying. Before choosing, also work out what the next step costs.
Customer service for a small business: tickets from email, step by step
Customer service in a small company works when every incoming request becomes a ticket: with its own number, an owner, a status and a promised time. No new channel is needed: mail to a support mailbox opens tickets, the reply goes into the same conversation, and it shows what has waited too long. In HelloCRM the Helpdesk module does this.
Lead management: how an enquiry becomes a customer
Lead management is the process by which every enquiry lands in one place, gets an owner and a quick reply, and is followed until it becomes a customer or you let it go. Five steps: collect leads from every channel, assign them, reply quickly, decide which are the most promising, and give each one a next step. This guide walks through each.