{"id":1771,"date":"2026-07-05T11:09:38","date_gmt":"2026-07-05T08:09:38","guid":{"rendered":"https:\/\/delbig.com\/excelden-crmye-gecis-kontrol-listesi\/"},"modified":"2026-07-09T14:10:35","modified_gmt":"2026-07-09T11:10:35","slug":"excelden-crmye-gecis-kontrol-listesi","status":"publish","type":"page","link":"https:\/\/delbig.com\/en\/excelden-crmye-gecis-kontrol-listesi\/","title":{"rendered":"Excel\u2019den CRM\u2019e Ge\u00e7i\u015f Kontrol Listesi"},"content":{"rendered":"<p><!-- delbig-ai-answer-page:excelden-crmye-gecis-kontrol-listesi --><br \/>\n\t<article class=\"delbig-ai-answer\" data-ai-answer-page=\"excelden-crmye-gecis-kontrol-listesi\">\n\t\t<section class=\"delbig-ai-answer__hero\">\n\t\t\t<div class=\"delbig-ai-answer__hero-copy\">\n\t\t\t\t<h2 class=\"delbig-ai-answer__kicker\">Move the process, not only the file<\/h2>\n\t\t\t\t<p class=\"delbig-ai-answer__lead\">When moving from Excel to CRM, products, price lists, customers, quotes, follow-ups, orders, inventory, shipment and reporting should be checked separately; file transfer alone is not enough.<\/p>\n\t\t\t\t<div class=\"delbig-ai-answer__cta-row\">\n\t\t\t\t\t<a class=\"delbig-ai-answer__button\" href=\"https:\/\/delbig.com\/en\/gorusme-talebi\/\">Request a demo meeting<\/a>\n\t\t\t\t\t<a class=\"delbig-ai-answer__ghost\" href=\"https:\/\/delbig.com\/en\/cozumler\/\">Explore solutions<\/a>\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\t\t\t\t\t<figure class=\"delbig-ai-answer__hero-media\">\n\t\t\t\t\t<img src=\"https:\/\/delbig.com\/wp-content\/uploads\/delbig-crm-blog\/home2-hero-approved-order-imagegen.webp\" alt=\"Excel to CRM Migration Checklist\" loading=\"eager\" decoding=\"async\">\n\t\t\t\t<\/figure>\n\t\t\t\t\t<\/section>\n\n\t\t\t\t\t<section class=\"delbig-ai-answer__takeaways\" aria-label=\"Key takeaways\">\n\t\t\t\t\t\t\t\t\t<div class=\"delbig-ai-answer__takeaway\">\n\t\t\t\t\t\t<span>1<\/span>\n\t\t\t\t\t\t<p>Before migration, the real source Excel file must be identified.<\/p>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t<div class=\"delbig-ai-answer__takeaway\">\n\t\t\t\t\t\t<span>2<\/span>\n\t\t\t\t\t\t<p>Product, price, customer and quote data should connect to one record structure.<\/p>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t<div class=\"delbig-ai-answer__takeaway\">\n\t\t\t\t\t\t<span>3<\/span>\n\t\t\t\t\t\t<p>CRM migration should also plan how the team changes daily follow-up habits.<\/p>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<\/section>\n\t\t\n\t\t\n\t\t\t\t\t<section class=\"delbig-ai-answer__section\">\n\t\t\t\t<h2>Identify source files and owners<\/h2>\n\t\t\t\t<p>The first question in an Excel to CRM migration is which file is correct. If product lists, price lists, customer follow-ups and notes live in different places, sources and owners must be clarified first.<\/p>\n\t\t\t\t\t\t\t\t\t<ul>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<li>Who owns the current product and price list?<\/li>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<li>Are there duplicate customer and company records?<\/li>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<li>Where is quote history stored?<\/li>\n\t\t\t\t\t\t\t\t\t\t\t<\/ul>\n\t\t\t\t\t\t\t<\/section>\n\t\t\t\t\t<section class=\"delbig-ai-answer__section\">\n\t\t\t\t<h2>Convert data into CRM fields<\/h2>\n\t\t\t\t<p>Migration is not copying Excel columns one-to-one. Customers, companies, products, price lists, quotes, orders and tasks should become separate record types with the right fields.<\/p>\n\t\t\t\t\t\t\t\t\t<ul>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<li>Product code, category, image and price information should be separated.<\/li>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<li>Customer, company and contact records should not be mixed.<\/li>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<li>Follow-up date and responsible user fields should be clear.<\/li>\n\t\t\t\t\t\t\t\t\t\t\t<\/ul>\n\t\t\t\t\t\t\t<\/section>\n\t\t\t\t\t<section class=\"delbig-ai-answer__section\">\n\t\t\t\t<h2>Plan the first 30 days after migration<\/h2>\n\t\t\t\t<p>After moving to CRM, the team should not return to old Excel files. Decide which quotes will be created in CRM, which reports will be watched and how old files will be archived in the first 30 days.<\/p>\n\t\t\t\t\t\t\t\t\t<ul>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<li>New quotes should be created only from CRM.<\/li>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<li>Old Excel files should move to reference archive.<\/li>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<li>Management should follow weekly reports from CRM.<\/li>\n\t\t\t\t\t\t\t\t\t\t\t<\/ul>\n\t\t\t\t\t\t\t<\/section>\n\t\t\n\t\t\t\t\t<section class=\"delbig-ai-answer__faq\">\n\t\t\t\t<h2>Frequently asked questions<\/h2>\n\t\t\t\t\t\t\t\t\t<details>\n\t\t\t\t\t\t<summary>What is the first step in moving from Excel to CRM?<\/summary>\n\t\t\t\t\t\t<p>Identify current product, price, customer and quote files and who owns them.<\/p>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t\t\t\t\t<details>\n\t\t\t\t\t\t<summary>Is uploading an Excel file to CRM enough?<\/summary>\n\t\t\t\t\t\t<p>No. Data must be mapped into customer, product, price list, quote, order and task fields correctly.<\/p>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t\t\t<\/section>\n\t\t\n\t\t<div class=\"delbig-ai-answer__links\"><h2>Related Delbig pages<\/h2><div class=\"delbig-ai-answer__link-grid\"><a class=\"delbig-ai-answer__link-card\" href=\"https:\/\/delbig.com\/en\/excel-mi-crm-mi\/\"><span>Excel or CRM?<\/span><small>Excel can be enough for simple product, price and customer lists, but CRM is needed when quotes, follow-up,...<\/small><\/a><a class=\"delbig-ai-answer__link-card\" href=\"https:\/\/delbig.com\/en\/excel-yerine-crm\/\"><span>CRM Instead of Excel: When Does Delbig Become Necessary?<\/span><small>Excel can work at the beginning, but as quotes, price lists, customer history, orders, inventory, shipments and reporting...<\/small><\/a><a class=\"delbig-ai-answer__link-card\" href=\"https:\/\/delbig.com\/en\/crm-demo-gorusmesinde-ne-sorulmali\/\"><span>What Should You Ask in a CRM Demo?<\/span><small>In a CRM demo, prepare questions around your own quote, product, price, customer, inventory, dealer, production, integration and...<\/small><\/a><a class=\"delbig-ai-answer__link-card delbig-ai-answer__link-card--hub\" href=\"https:\/\/delbig.com\/en\/cozumler\/karsilastirmalar\/\"><span>Explore all comparisons<\/span><small>Compare CRM, ERP, MRP, Excel, dealer portal, package and production decisions by topic group.<\/small><\/a><\/div><\/div>\t<\/article>\n\t<\/p>","protected":false},"excerpt":{"rendered":"<p>Excel\u2019den CRM\u2019e ge\u00e7i\u015fte \u00fcr\u00fcn, fiyat listesi, m\u00fc\u015fteri, teklif, takip, sipari\u015f, stok, sevkiyat ve rapor s\u00fcre\u00e7leri ayr\u0131 ayr\u0131 kontrol edilmelidir; yaln\u0131z dosya aktar\u0131m\u0131 yeterli de\u011fildir.<\/p>","protected":false},"author":0,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-1771","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Excel\u2019den CRM\u2019e Ge\u00e7i\u015f Kontrol Listesi | Delbig CRM<\/title>\n<meta name=\"description\" content=\"Excel\u2019den CRM\u2019e ge\u00e7i\u015fte \u00fcr\u00fcn, fiyat listesi, m\u00fc\u015fteri, teklif, takip, sipari\u015f, stok, sevkiyat ve rapor s\u00fcre\u00e7leri ayr\u0131 ayr\u0131 kontrol edilmelidir; yaln\u0131z dosya aktar\u0131m\u0131 yeterli de\u011fildir.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/delbig.com\/en\/excelden-crmye-gecis-kontrol-listesi\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Excel\u2019den CRM\u2019e Ge\u00e7i\u015f Kontrol Listesi | Delbig CRM\" \/>\n<meta property=\"og:description\" content=\"Excel\u2019den CRM\u2019e ge\u00e7i\u015fte \u00fcr\u00fcn, fiyat listesi, m\u00fc\u015fteri, teklif, takip, sipari\u015f, stok, sevkiyat ve rapor s\u00fcre\u00e7leri ayr\u0131 ayr\u0131 kontrol edilmelidir; 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