{"id":7855,"date":"2026-10-12T13:02:19","date_gmt":"2026-10-12T11:02:19","guid":{"rendered":"https:\/\/eu.klytic.com\/?page_id=7855"},"modified":"2026-10-13T13:29:37","modified_gmt":"2026-10-13T11:29:37","slug":"crm","status":"publish","type":"page","link":"https:\/\/eu.klytic.com\/da\/guider\/crm\/","title":{"rendered":"CRM og salgsdata"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"7855\" class=\"elementor elementor-7855 elementor-6261\" data-elementor-post-type=\"page\">\n\t\t\t\t<div class=\"elementor-element elementor-element-21f2d3e e-con-full kly-g e-flex e-con e-parent\" data-id=\"21f2d3e\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;ekit_has_onepagescroll_dot&quot;:&quot;yes&quot;}\">\n\t\t<div class=\"elementor-element elementor-element-25f6823 e-con-full kly-g-hero e-flex e-con e-parent\" data-id=\"25f6823\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;ekit_has_onepagescroll_dot&quot;:&quot;yes&quot;}\">\n\t\t<div class=\"elementor-element elementor-element-2e1bd50 e-con-full kly-g-hero-in e-flex e-con e-parent\" data-id=\"2e1bd50\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;ekit_has_onepagescroll_dot&quot;:&quot;yes&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-ca85413 elementor-widget elementor-widget-text-editor\" data-id=\"ca85413\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p class=\"kly-g-crumb\"><a href=\"\/da\/\">Forside<\/a><span>\u203a<\/span><a href=\"\/da\/guider\/\">Guider<\/a><\/p><p class=\"kly-g-pill\" style=\"--pill:#fbbf24\">CRM og salgsdata<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4c32223 elementor-widget elementor-widget-heading\" data-id=\"4c32223\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h1 class=\"elementor-heading-title elementor-size-default\">CRM og salgsdata<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-368d454 elementor-widget elementor-widget-text-editor\" data-id=\"368d454\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p class=\"kly-g-lead\">Kundekort, tilbud og fakturaer er virksomhedsdata p\u00e5 linje med regnskabet. Denne sektion forklarer, hvem de tilh\u00f8rer, og hvad de afsl\u00f8rer, og viser derefter, hvordan I i Klytic CRM styrer, hvem der ser dem, og hvem der kan eksportere dem.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4cc6cf2 elementor-widget elementor-widget-text-editor\" data-id=\"4cc6cf2\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p class=\"kly-g-meta\"><span>Opdateret i <b>oktober 2026<\/b><\/span><span><b>3 min.<\/b> l\u00e6sning<\/span><span>Forst\u00e5 og brug<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-7b077f7 e-con-full kly-g-body e-flex e-con e-parent\" data-id=\"7b077f7\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;ekit_has_onepagescroll_dot&quot;:&quot;yes&quot;}\">\n\t\t<div class=\"elementor-element elementor-element-1ac0421 e-con-full kly-g-article e-flex e-con e-parent\" data-id=\"1ac0421\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;ekit_has_onepagescroll_dot&quot;:&quot;yes&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-fba7d63 elementor-widget elementor-widget-text-editor\" data-id=\"fba7d63\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<h2>Hvem denne sektion er til<\/h2>\n<p>Den henvender sig til to typer l\u00e6sere.<\/p>\n<ul>\n<li><strong>Den direkt\u00f8r, IT-chef eller DPO, der endnu ikke har valgt<\/strong>: vedkommende vil vide, hvem der ejer et hostet kundekartotek, hvad en tredjepart ville f\u00e5 at vide ved at l\u00e6se det, og hvad kryptering reelt beskytter. Siderne \u00bbForst\u00e5\u00ab svarer p\u00e5 det med kildehenvisninger og g\u00e6lder ogs\u00e5, selv om vedkommende ikke bliver kunde.<\/li>\n<li><strong>Den administrator eller salgschef, der allerede bruger Klytic CRM<\/strong>: vedkommende vil begr\u00e6nse hver s\u00e6lger til egne kunder, adskille to selskaber i en koncern, fjerne eksportrettigheden og h\u00e5ndtere en fratr\u00e6delse. Siderne \u00bbBrug\u00ab beskriver disse indstillinger i tjenesten.<\/li>\n<\/ul>\n<p>Et CRM indeholder emner, kunder, kontakter, salgsmuligheder, tilbud, ordrer og fakturaer. Tilsammen giver disse objekter pipelinen, koncentrationen af oms\u00e6tningen, de anvendte priser og fornyelsesdatoerne. Derfor behandler denne sektion kundekartoteket som et f\u00f8lsomt aktiv og ikke som en adressebog.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-0aa081b elementor-widget elementor-widget-text-editor\" data-id=\"0aa081b\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<h2>Forst\u00e5<\/h2>\n<p>En guide med kildehenvisninger. Den g\u00e6lder uanset hvilket CRM I v\u00e6lger.<\/p>\n<ul>\n<li><a href=\"\/da\/hvem-ejer-data-i-et-crm\/\"><strong>Hvem ejer data i et CRM, og hvorfor de er lige s\u00e5 vigtige som regnskabet<\/strong><\/a>: dataansvarlig og databehandler, de mest f\u00f8lsomme data, hvad helheden afsl\u00f8rer, hvad kryptering i hvile beskytter, og elektronisk fakturerings plads.<\/li>\n<\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f956f43 elementor-widget elementor-widget-text-editor\" data-id=\"f956f43\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<h2>Brug Klytic CRM<\/h2>\n<p>To vejledninger til kunder. De angiver, hvem der handler (administratoren af jeres konto eller Klytic-supporten), og hvad I f\u00e5r.<\/p>\n<ul>\n<li><a href=\"\/da\/crm-rettigheder-teams-datterselskaber\/\"><strong>Hvem ser hvilke kunder i Klytic CRM<\/strong><\/a>: \u00e9n konto pr. person, rettigheder pr. modul, omfanget for s\u00e6lger, teamleder og ledelse, datterselskaber, jobskifte og eksterne konsulenter.<\/li>\n<li><a href=\"\/da\/forhindr-eksport-og-spor-aendringer-crm\/\"><strong>Forhindr eksport af kundeportef\u00f8ljen, og gennemg\u00e5 \u00e6ndringer<\/strong><\/a>: adskil l\u00e6sning og eksport, skeln mellem en tilbuds-PDF og en eksport af kartoteket, hvad loggen registrerer, og en s\u00e6lgers fratr\u00e6delse.<\/li>\n<\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-220b400 elementor-widget elementor-widget-text-editor\" data-id=\"220b400\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<h2>Tre regler at huske<\/h2>\n<ol>\n<li><strong>F\u00e5 personer ser hele kartoteket.<\/strong> Hver s\u00e6lger ser sine egne kunder; det fulde overblik er forbeholdt nogle f\u00e5 roller.<\/li>\n<li><strong>At l\u00e6se er ikke at eksportere.<\/strong> Retten til at downloade kartoteket gives ved navn, aldrig som standard.<\/li>\n<li><strong>Rettighederne f\u00f8lger personerne.<\/strong> Et jobskifte eller en afsluttet opgave h\u00e5ndteres samme dag, ikke ved n\u00e6ste gennemgang.<\/li>\n<\/ol>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7705b0b elementor-widget elementor-widget-text-editor\" data-id=\"7705b0b\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<h2>Hvad disse sider ikke behandler<\/h2>\n<p>De gentager ikke guiderne om g\u00e6ldende lovgivning, hosting eller valg af leverand\u00f8r. Til de sp\u00f8rgsm\u00e5l:<\/p>\n<ul>\n<li><a href=\"\/da\/hvad-er-en-suveraen-cloud\/\">Hvad er en suver\u00e6n cloud?<\/a>: hvem kan \u00e5bne jeres data, hvilken lovgivning g\u00e6lder, hvordan kommer I ud, og forskellen mellem kryptering i hvile og en n\u00f8gle, som kunden har.<\/li>\n<li><a href=\"\/da\/beskyt-virksomheden-mod-cloud-act\/\">Beskyt en virksomhed mod CLOUD Act<\/a>: hvad udenlandsk lovgivning kan kr\u00e6ve af en leverand\u00f8r.<\/li>\n<li><a href=\"\/da\/hosting-suveraenitet\/\">Hosting og suver\u00e6nitet<\/a>: Klytics hostingformer, zoner og reversibilitet.<\/li>\n<li><a href=\"\/da\/databeskyttelse\/\">GDPR<\/a>: Klytics rolle som databehandler for de data, der er betroet tjenesterne.<\/li>\n<li><a href=\"\/da\/sikkerhed-backup\/\">Sikkerhed og backup<\/a>: hyppighed, opbevaringstid og gendannelse af sikkerhedskopier.<\/li>\n<\/ul>\n<p>Selve tilbuddet med moduler og elektronisk fakturering er beskrevet p\u00e5 siden <a href=\"\/da\/klytic-crm\/\">Klytic CRM<\/a>.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-b352e56 e-con-full kly-g-aside e-flex e-con e-parent\" data-id=\"b352e56\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;ekit_has_onepagescroll_dot&quot;:&quot;yes&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-31baaaa elementor-widget elementor-widget-html\" data-id=\"31baaaa\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"html.default\">\n\t\t\t\t\t<nav class=\"kly-g-toc\" aria-label=\"P\u00e5 denne side\"><p>P\u00e5 denne side<\/p><ol><\/ol><\/nav>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-93755e7 elementor-widget elementor-widget-text-editor\" data-id=\"93755e7\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<div class=\"kly-g-cta\"><h3>Har I et CRM-projekt?<\/h3><p>Import af jeres kartotek, rettigheder, hosting: beskriv jeres organisation for os.<\/p><p><a class=\"kly-g-btn\" href=\"\/da\/kontakt\/\">Kontakt os \u2192<\/a><\/p><p style=\"margin:0\"><a class=\"kly-g-btn ghost\" href=\"\/da\/klytic-crm\/\">Opdag Klytic CRM<\/a><\/p><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-df653fd e-con-full kly-g-related e-flex e-con e-parent\" data-id=\"df653fd\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;ekit_has_onepagescroll_dot&quot;:&quot;yes&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-ab6c45c elementor-widget elementor-widget-text-editor\" data-id=\"ab6c45c\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<h2>L\u00e6s ogs\u00e5<\/h2><div class=\"kly-g-grid\"><a class=\"kly-g-card\" href=\"\/da\/hvem-ejer-data-i-et-crm\/\" style=\"--cat:#b45309\"><span class=\"c\">Forst\u00e5 \u00b7 CRM og salgsdata<\/span><span class=\"t\">Hvem ejer data i et CRM, og hvorfor de er lige s\u00e5 vigtige som regnskabet<\/span><span class=\"q\">Kundekartoteket er et aktiv for virksomheden og en behandling af personoplysninger. Hvem ejer det, hvad afsl\u00f8rer det, og hvordan beskyttes det?<\/span><span class=\"m\"><span>8 min. l\u00e6sning<\/span><b>L\u00e6s \u2192<\/b><\/span><\/a><a class=\"kly-g-card\" href=\"\/da\/crm-rettigheder-teams-datterselskaber\/\" style=\"--cat:#b45309\"><span class=\"c\">Brug \u00b7 CRM og salgsdata<\/span><span class=\"t\">Hvem ser hvilke kunder i Klytic CRM<\/span><span class=\"q\">\u00c9n konto pr. person, rettigheder pr. modul, et kundeomfang pr. s\u00e6lger. Og for at adskille to selskaber i en koncern: en dedikeret instans til hvert.<\/span><span class=\"m\"><span>6 min. l\u00e6sning<\/span><b>L\u00e6s \u2192<\/b><\/span><\/a><a class=\"kly-g-card\" href=\"\/da\/forhindr-eksport-og-spor-aendringer-crm\/\" style=\"--cat:#b45309\"><span class=\"c\">Brug \u00b7 CRM og salgsdata<\/span><span class=\"t\">Forhindr eksport af kundeportef\u00f8ljen, og gennemg\u00e5 \u00e6ndringer<\/span><span class=\"q\">At l\u00e6se et kort og at eksportere hele kartoteket er to forskellige rettigheder i Klytic CRM. Fjern den sidste, og vid, hvad loggen registrerer.<\/span><span class=\"m\"><span>6 min. l\u00e6sning<\/span><b>L\u00e6s \u2192<\/b><\/span><\/a><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-539316dd e-con e-atomic-element e-div-block-base e-default-div e-c9fd865-4a50 \" data-id=\"539316dd\" data-element_type=\"e-div-block\" data-e-type=\"e-div-block\" data-interaction-id=\"539316dd\" data-e-type=\"e-div-block\" data-id=\"539316dd\">\n    <div class=\"elementor-element elementor-element-4f79afcb e-con e-atomic-element e-div-block-base e-default-div e-4fa9fe-ce86 \" data-id=\"4f79afcb\" data-element_type=\"e-div-block\" data-e-type=\"e-div-block\" data-interaction-id=\"4f79afcb\" data-e-type=\"e-div-block\" data-id=\"4f79afcb\">\n    \t\t\t<p class=\"e-4dcf5c70-2ec7 e-paragraph-base e-default-p\" data-interaction-id=\"330a7a35\" data-e-type=\"widget\" data-id=\"330a7a35\">Velkomsttilbud<\/p>\n\t\t\t\t\t<h2 data-interaction-id=\"56f1f7d5\" class=\"e-347faa43-4e20 e-heading-base e-default-h2\" data-e-type=\"widget\" data-id=\"56f1f7d5\">30 dages gratis pr\u00f8veperiode og hj\u00e6lp til migrering<\/h2>\n\t\t\t\t\t<p class=\"e-7f6310da-1caa e-paragraph-base e-default-p\" data-interaction-id=\"2ce27288\" data-e-type=\"widget\" data-id=\"2ce27288\">Uforpligtende pr\u00f8vetilbud. En r\u00e5dgiver ringer dig op for at forst\u00e5 dine behov og klarg\u00f8re dit Klytic-milj\u00f8.<\/p>\n\t\t<div class=\"elementor-element elementor-element-35ea29a1 e-con e-atomic-element e-div-block-base e-default-div e-1cd48b22-e6da \" data-id=\"35ea29a1\" data-element_type=\"e-div-block\" data-e-type=\"e-div-block\" data-interaction-id=\"35ea29a1\" data-e-type=\"e-div-block\" data-id=\"35ea29a1\">\n    \t\t\t<a href=\"\/essai-gratuit\/\" target=\"_self\" class=\"e-4a7886e3-652d e-button-base e-default-a\" data-interaction-id=\"19bfa8f1\" data-e-type=\"widget\" data-id=\"19bfa8f1\">\n\t\ud83d\ude80 Start den gratis pr\u00f8veperiode\n<\/a>\n\t\t\t\t\t<a href=\"\/tarifs\/\" target=\"_self\" class=\"e-137e863d-dd0d e-button-base e-default-a\" data-interaction-id=\"326d82ab\" data-e-type=\"widget\" data-id=\"326d82ab\">\n\tSe priserne\n<\/a>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"","protected":false},"author":1,"featured_media":0,"parent":4167,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"elementor_header_footer","meta":{"_seopress_titles_title":"CRM og salgsdata: guider og indstillinger | Klytic","_seopress_titles_desc":"Ejerskab, f\u00f8lsomhed og beskyttelse af data i et CRM: en guide til forst\u00e5else og to vejledninger til at styre rettigheder og eksport i Klytic CRM.","_seopress_robots_index":"","_seopress_robots_follow":"","_seopress_robots_imageindex":"","_seopress_robots_snippet":"","_seopress_robots_primary_cat":"","_seopress_robots_breadcrumbs":"","_seopress_robots_freeze_modified_date":"","_seopress_robots_custom_modified_date":"","_seopress_robots_canonical":"","_seopress_social_fb_title":"CRM og salgsdata: guider og indstillinger | Klytic","_seopress_social_fb_desc":"Ejerskab, f\u00f8lsomhed og beskyttelse af data i et CRM: en guide til forst\u00e5else og to vejledninger til at styre rettigheder og eksport i Klytic CRM.","_seopress_social_fb_img":"","_seopress_social_fb_img_attachment_id":0,"_seopress_social_fb_img_width":0,"_seopress_social_fb_img_height":0,"_seopress_social_twitter_title":"CRM og salgsdata: guider og indstillinger | Klytic","_seopress_social_twitter_desc":"Ejerskab, f\u00f8lsomhed og beskyttelse af data i et CRM: en guide til forst\u00e5else og to vejledninger til at styre rettigheder og eksport i Klytic CRM.","_seopress_social_twitter_img":"","_seopress_social_twitter_img_attachment_id":0,"_seopress_social_twitter_img_width":0,"_seopress_social_twitter_img_height":0,"_seopress_redirections_value":"","_seopress_redirections_enabled":"","_seopress_redirections_enabled_regex":"","_seopress_redirections_logged_status":"","_seopress_redirections_param":"","_seopress_redirections_type":0,"_seopress_analysis_target_kw":"","_seopress_news_disabled":"","_seopress_video_disabled":"","_seopress_video":[],"_seopress_pro_schemas_manual":[],"_seopress_pro_rich_snippets_disable_all":"","_seopress_pro_rich_snippets_disable":[],"_seopress_pro_schemas":[],"footnotes":""},"class_list":["post-7855","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/eu.klytic.com\/da\/wp-json\/wp\/v2\/pages\/7855","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/eu.klytic.com\/da\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/eu.klytic.com\/da\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/eu.klytic.com\/da\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/eu.klytic.com\/da\/wp-json\/wp\/v2\/comments?post=7855"}],"version-history":[{"count":1,"href":"https:\/\/eu.klytic.com\/da\/wp-json\/wp\/v2\/pages\/7855\/revisions"}],"predecessor-version":[{"id":8440,"href":"https:\/\/eu.klytic.com\/da\/wp-json\/wp\/v2\/pages\/7855\/revisions\/8440"}],"up":[{"embeddable":true,"href":"https:\/\/eu.klytic.com\/da\/wp-json\/wp\/v2\/pages\/4167"}],"wp:attachment":[{"href":"https:\/\/eu.klytic.com\/da\/wp-json\/wp\/v2\/media?parent=7855"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}