Traditionally Enterprise CRM is associated with large companies and large teams needing a very high level of interdependency. Large teams need to have a process in place which will help companies manage their sales, marketing, inventory, etc. in a smooth fashion. Furthermore, access to the company data is based on the type of task being performed by someone or by someone in a particular rank in the hierarchy.

Who needs Enterprise CRM?

There are multiple ways by which this question can be approached.

Based on the Requirements:

Those companies which require features like Auto-Responders, Data-sharing rules, Groups, unlimited Roles and Profiles, they need to have the Zoho CRM Enterprise Edition.

Based on the size of the Organization:

Typically companies having 800+ employees require complex hierarchical control to restrict access to data based on the roles/profiles/hierarchy of the people within the organization.

The more complicated the Sales/Marketing Team hierarchies, the more the need for a system which is flexible and is able to accommodate multiple hierarchies and profiles.

Zoho CRM does not enforce a minimum number of users to sign up to get the Enterprise Edition. We realize that all companies will have their own way of handling their CRM so they can choose what suits them best.

Key Features

• Sales Force Automation : Web-to-Lead Forms, Lead Generation, Qualification, Opportunities, Accounts, Contacts, and Sales Forecasting
• Marketing Automation : Campaigns, Email Marketing, Auto-responders and ROI Calculation
• Customer Support & Service : Cases, Solutions and Web-to-case forms
• Inventory Management : Products, Price Books, Quotes, Sales Orders, Invoices, Vendors and Purchase Orders
• Reports & Dashboards : Standard Reports, Customizable Reports and Dynamic Dashboards
• Workflow Management : Workflow Rules, Triggers, Alerts and Notifications
• Role-based Security : Roles, Profiles, Groups, Field-level Security, and Data Sharing Rules
• Outlook Plug-in : Synchronize Contacts, Appointments, Tasks & add incoming and outgoing emails to CRM