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.
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
