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, the access to the companies data too is based on the type of task being performed by someone or by someone being 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 to have 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 to have complex hierarchical control to restrict access to data based on the roles/profiles/hierarchy of the person in 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 that a minimum number of users be forced to sign up to get the Enterprise Edition. We realize that all companies will have their own ways of handling their CRM so they choose what suits them best.

More Information

Enterprise CRM 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 and 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

Collateral

• Features
• Demo Video
• Screenshot tour
• Testimonials
• User Manual