CRM questions and answers
Every question gets its own page, with a short step-by-step answer and examples from companies selling in Romania.
CRM basics and choosing a system
What is a CRM and what is it used for in a company?Read the answer →What is the difference between a CRM and an ERP?Read the answer →Why is Excel no longer enough for managing customers?Read the answer →How do I choose the right CRM for my company?Read the answer →Do I need a CRM if I only have 3 people in sales?Read the answer →
Day-to-day sales operations
What is a sales pipeline and how do I set it up?Read the answer →What is lead scoring and how do I prioritise my leads?Read the answer →How do I bring leads from Facebook and Google Ads into the CRM automatically?Read the answer →How do I estimate sales from the CRM pipeline?Read the answer →How do I connect WhatsApp Business to the CRM?Read the answer →How do I keep customer emails in the CRM?Read the answer →
Costs, comparisons and rollout
How much does a CRM cost in Romania?Read the answer →What does per-seat CRM pricing mean and why does it matter?Read the answer →What HubSpot alternatives are there for a company in Romania?Read the answer →Free or paid CRM — what do you lose with the free option?Read the answer →How long does a CRM rollout take?Read the answer →
Data, migration and compliance
How do I migrate data from HubSpot, Pipedrive or Salesforce without losing anything?Read the answer →What does GDPR say about customer data in a CRM?Read the answer →Where is CRM data stored and why does it matter that it is in the EU?Read the answer →Can the CRM be linked to invoicing and ANAF e-Factura?Read the answer →