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With a strong emphasis on sales and marketing automation, customer support and partner management, NetSuite CRM+ is a comprehensive, Web-based client relationship management system for small and midsize businesses. ...Read more
Oracle CRM On Demand is a cloud-based suite containing integrated, business applications that enable organizations to make decisions and manage costs of operations. The suite includes customer relationship management (CRM) solutio...Read more
Whether you’re a mid-market company looking for an on-demand CRM application or a large enterprise that needs a robust, end-to-end client management solution, SAP can meet the unique technology needs of your company. ...Read more
For architecture, engineering and construction (AEC) firms looking for a cloud-based CRM solution built specifically for their needs, Cosential has built a comprehensive information management solution....Read more
With its cloud-based, customer relationship management (CRM) platform, HubSpot CRM helps companies of all sizes track and nurture leads and analyze business metrics. HubSpot is suitable for any B2B or B2C business in a variety of ...Read more
Prophet CRM from Avidian is a cloud-based customer relationship management (CRM) application that can be integrated with Microsoft Outlook for extending Outlook's functionalities. The solution enables multiple sales teams to unify...Read more
Insightly is a SaaS-based CRM solution targeted at growing mid-sized businesses. More than 1.5 million users worldwide use Insightly to securely manage all their customer data in one place, build customer relationships, accelerate...Read more
SolarWinds Service Desk is suitable for companies seeking a help desk solution that offers IT service management (ITSM) functionalities. SolarWinds Service Desk offers comprehensive service desk functionality that helps businesses...Read more
CallProof is a cloud-based lead tracking solution that helps businesses automate sales reporting operations in real-time. Key features for field salespeople include customer tracking, multiple routes support, google calendar integ...Read more
Fieldpoint is a field service management solution that optimizes mid-sized and enterprise business operations. With over 25 years of industry experience, this software delivers an all-in-one solution that transforms service organi...Read more
BNTouch Mortgage CRM is a fully integrated digital mortgage system, CRM, marketing, and POS tool offering a comprehensive mortgage business growth platform for loan officers and mortgage companies.
BNTouch Mortgage CRM includ...Read more
Workbooks is a fully integrated Customer Relationship Management system specializing in Sales and Marketing Automation, as well as Customer Service and Support, ensuring that all customer engagement can be stored in one space....Read more
Nutshell is an all-in-one CRM and email marketing platform that helps B2B organizations work together to win more deals. Simple enough for any user and sophisticated enough for any business, Nutshell is built for teams who are tir...Read more
ActiveCampaign's category-defining customer experience automation platform (CXA) helps over 130,000 businesses in 170 countries meaningfully engage with their customers. The platform gives businesses of all sizes access to 500+ pr...Read more
Creatio CRM is a no-code powered suite of high-end products for marketing, sales, and service automation to automate the entire customer journey with a maximum degree of freedom.
•Marketing Creatio - a ready-to-use platform to ...Read more
Bullhorn provides cloud-based CRM solutions for relationship-driven businesses. The solution offers automated data capture and customer insight technology to help companies win customers and keep them engaged.
Bullhorn’s CRM ...Read more
SalesNOW is a mobile-friendly CRM solution designed for workforces on-the-go. The system has apps tailored specifically for Android, Apple and Blackberry phones and provides users access from any connected mobile device....Read more
Pipeliner CRM is a web-based customer relationship management solution that is compatible on Mac and Windows. It is also available offline. The system offers standalone sales automation capabilities....Read more
Teamgate is a cloud-based customer relationship management (CRM) and sales automation solution. It offers functionality to connect, organize, research and analyze leads from a single system.
Teamgate offers lead sourcing and ...Read more
Zoho CRM is a cloud-based business management platform that caters to businesses of all sizes. It offers sales and marketing automation tools with helpdesk, analytics and customer support functions.
Zoho CRM helps users respo...Read more
Enterprise customer relationship management (CRM) software helps large companies keep teams focused on gaining and engaging customers. It streamlines data collection, tracking, and reporting, creating a consolidated information system that is synchronized across the entire organization. An enterprise CRM software system not only stores valuable customer information, but automates repetitive tasks to reduce non-productive business hours.
This buyers guide explains the features and benefits of enterprise CRM software.
Enterprise CRM software is a tool that helps large companies automate and manage the customer lifecycle. It tracks the company's interactions with past, current, and prospective customers, analyzing data that helps improve customer satisfaction, retention, and engagement.
With enterprise CRM software, sales teams can focus on warm leads, efficiently organize prospects, and close more sales; marketing teams can build effective campaigns based on existing customer data; and customer service representatives can personalize interactions to deliver better customer experience.
Common features of enterprise CRM software
Enterprise CRMs offer best-of-breed feature packages. Most solutions include some or all of the following features:
Store customer contact information, such as names, addresses, and social media accounts, and consolidate the data centrally.
Record correspondence and web interactions to create a detailed picture of each contact's interests and experiences.
Track leads through the entire sales process. Segment leads based on region, interests, marketing interactions, and other factors.
Calendars and reminders
Schedule events, book conference rooms, create tasks, and manage other time-sensitive business operations.
Integrate the tool with email clients such as Gmail or Outlook. Alternatively, set up your email system entirely within the enterprise CRM.
Reporting and analytics
Gather detailed customer interaction metrics and display them in eye-catching visualizations to help team members spot patterns and opportunities. Use these metrics to forecast trends.
Organize data and accounts by geographic regions. Manage differences in time zone, currency, and language throughout the application.
What type of buyer are you?
Enterprise buyers have complex processes and unique needs. Knowing what to expect when selecting enterprise CRM software can help you choose a solution that suits your scale.
Healthcare providers: Hospitals and other healthcare providers need CRM solutions that connect them to their patients and allow collaboration across departments. They should look for features that automate communication workflows, help ensure regulatory compliance, and allow data access from multiple sources.
Professional service organizations: Professional service companies should select CRM options that enhance their client relationships. They should look for automated features such as scheduling, task management, and financial reporting. Interaction tracking and contact management can help these buyers identify new opportunities, maximize lead conversion, and increase client satisfaction.
Retail businesses: Enterprise CRM software helps retail businesses personalize interactions across a large customer base. As new customers discover their products, retail businesses should use CRM tools to forecast and identify new opportunities. They should look for data-rich analytics reporting features to understand customer behavior and create targeted campaigns.
Benefits and potential issues
There are two key benefits for companies choosing enterprise CRM software.
Enterprise software is scalable: Most features are available right out of the box. Sophisticated user permissions help administrators pinpoint the features and data access appropriate for each employee. Enterprise solutions are designed to handle lots of data.
An enterprise CRM can replace multiple software programs: Combining email, chat, marketing, sales, document management, and other features into a single platform can simplify workflows and prevent siloed data from hiding business intelligence. And even when enterprise software lacks a feature, it may still be possible for APIs to integrate enterprise CRM data with other software.
Key considerations when purchasing enterprise CRM software
It's important to understand enterprise CRM software pricing before committing to a platform.
Pricing is usually based on the number of users: Flat-rate pricing is rare. The majority of CRM solutions range from $66 per month per user to over $300 per month per user. Therefore, enterprises may pay a lot to give employees a flagship experience.
Implementation may involve unexpected costs: Vendors may charge one-time fees to configure software on company servers. Another implementation cost may be training employees on how to use the CRM.
Market trends to understand
CRM systems are the largest software category: The CRM market continues to grow worldwide. The resulting competition should lead to innovation and persistent development, especially among the mature enterprise platforms.
CRM systems are integrating artificial intelligence (AI) to improve customer experience: Integrating AI into enterprise CRM software enables more personalized customer data in all areas of an organization. Data-driven insights allow users to analyze and improve customer journeys.