FAQ CRM Fundamentals

Why should I use CRM instead of Excel?

Excel can be useful for customer lists and basic tracking. As your customer base and team grow, however, you need centralized information management, sales processes, task tracking, reporting and automation. CRM lets you manage these processes from one platform.

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FAQ

What is CRM software?

CRM software helps businesses manage customer information, sales processes, conversations, tasks and other customer relationship activities through a centralized system.

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FAQ

What types of businesses can use CRM software?

Small, medium and large businesses that manage customers, sales processes, proposals, team coordination or customer communication can benefit from CRM software.

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FAQ

What is the difference between CRM software and Excel?

Excel focuses mainly on tables and data storage. A CRM connects customer data with activities, opportunities, tasks, communication history, permissions, automation and other operational processes.

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FAQ

Can I import my existing customer data into DinamikCRM?

Yes. Existing customer data can be prepared in a suitable format and imported into DinamikCRM. The most appropriate transfer method depends on the structure of your data.

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