Enterprise-grade CRM software that helps your business grow at scale

What is enterprise CRM?

Enterprise Customer Relationship Management (CRM) is a strategic approach to managing customer interactions within a large company. It is an intuitive system that integrates technologies, processes, and strategies to optimize the entire customer lifecycle. A comprehensive CRM is crucial for large enterprises due to the large-scale sales operations and customer interactions.

In the ever-evolving business world, enterprises are constantly seeking ways to stay ahead of the curve and drive sustainable growth through the following benefits:

1. Smarter customer management

Enterprise CRM platforms efficiently manage large customer bases. They consolidate data from various touchpoints, providing a comprehensive view of customer interactions. These systems use advanced analytics and AI models to process extensive data volumes, enabling businesses to segment customers, personalize interactions, and forecast trends accurately. 

2. Improved cross-functional collaboration

Enterprise CRM enhances cross-functional collaboration across regional teams by breaking silos and providing a unified view of customer data. Using shared dashboards and communication tools, sales, marketing, and support teams can collaborate effortlessly in driving revenue. Real-time updates help different teams establish context for customer interactions, ensuring consistency and strategic alignment. 

3. Heightened compliance

Enterprise CRM enhances compliance with regional and international data privacy laws by implementing robust security measures and configurable permission settings. These features ensure sensitive customer data is encrypted, audited, and accessible only to authorized personnel. Data anonymization and consent management capabilities facilitate adherence to regulations like GDPR and CCPA, mitigating risks of non-compliance.

4. Multiple sales pipelines

Enterprise CRM platforms help build multiple sales pipelines tailored to different products, business units, or customer segments. Each pipeline can have its own stages, sales teams, and metrics to provide clear, relevant progress and performance overviews. This allows sales teams to prioritize opportunities, reduce deal closure time, increase win rates, and drive higher revenue growth.

5. Seamless integration

Enterprise CRM platforms seamlessly integrate with third-party apps, APIs, and existing tech stacks. By connecting your existing technological tools to an enterprise CRM, businesses can streamline operations, gain customer insights, and fuel strategic growth initiatives without investing in entirely new technology. 

6. Personalized customer engagement

Enterprise CRM facilitates highly personalized customer engagement at scale using multichannel communication, comprehensive data aggregation, and analysis to tailor interactions based on conversation history, product preferences, and buyer persona. The CRM provides a holistic view of each customer by enriching data from email, chat, SMS, social media, and customer support interactions, enabling sales teams to build meaningful conversations, nurture relationships, and win customers for life.

7. Increased productivity

Enterprise CRM boosts productivity and efficiency of sales teams by using process automation. By automating repetitive tasks across the sales cycle, like lead assignment, follow-ups, outreach, and updating records, the CRM allows sales teams to focus on converting more deals and achieving sales targets. Enterprise CRMs also allow businesses to build automation on custom modules.

Do I need enterprise CRM?

Whether or not you need enterprise CRM can be determined based on the following criteria:

You have incomplete customer data

Incomplete customer data hinders an enterprise’s ability to engage with its customer base. Without a comprehensive view, businesses struggle to deliver personalized experiences and anticipate evolving needs. Enterprise CRM systems provide a centralized repository for storing customer data and auto-enrichments of contacts, ensuring your sales teams have the best information before they reach out to prospects.

Your sales processes are inefficient

Inefficient sales processes impede businesses from capitalizing on opportunities. Enterprise CRMs transform sales processes using automated workflows. They streamline repetitive sales tasks, eliminating bottlenecks and accelerating sales cycles. These customizable workflows help teams prioritize activities and engage prospects effectively, ultimately driving revenue growth.

Your customer interactions aren’t personalized

Generic customer interactions won’t help your business stand out against competitors. Enterprise CRM systems offer integrated tools like built-in telephony, email, chatbots, and AI-generated emails that tailor communication at scale, enhancing engagement and fostering meaningful relationships. This personalized approach improves customer satisfaction, drives sales, and cultivates loyalty.

Your customer base is growing wider

Rapid growth poses challenges for businesses, especially with managing expanding customer bases, avoiding disruptions, and maintaining consistency. Implementing enterprise CRM allows businesses to efficiently manage increasing volumes of customer interactions, track sales opportunities, and gain actionable insights.

Key features to look for in enterprise CRM

When evaluating enterprise CRM solutions, it’s critical to consider the available features to find ones that align with your company’s needs.

Holistic customer view

Enterprise CRM should consolidate customer data from various internal and public channels, summarize sales interactions by teams across different regions and business units and present a comprehensive picture of the prospect.

Automation tools

Automation tools significantly enhance efficiency. They streamline repetitive tasks so teams can focus on high-value activities, ensuring consistency in interactions, timely responses, and effective handling of high volumes of data without sacrificing quality. 

Multi-currency support

Multi-currency support in enterprise CRMs streamlines global transactions, reports revenue accurately, and caters to diverse customer bases. It ensures financial clarity, simplifies cross-border sales, and enhances customer satisfaction by displaying prices and processing transactions in customers' preferred currencies.

Customer service capabilities

A robust enterprise CRM with customer service capabilities allows teams to provide timely support across channels. Features like AI chatbots, self-service portals, and knowledge bases streamline support processes, enabling companies to expand operations while maintaining quality.

Detailed analytics and reports

Companies can use enterprise CRMs to harness analytics, enabling them to identify growth opportunities. Effective reporting tools allow for analyzing key performance metrics, empowering stakeholders to make informed decisions. Advanced analytics like predictive modeling and machine learning enable enterprises to anticipate customer behaviors and trends. 

Sales assistance

Sales assistance features provide sales teams with resources to increase productivity, including lead management, opportunity tracking, and pipeline management automation. Investing in an enterprise CRM solution with robust sales assistance features equips businesses to achieve their sales goals.

Advanced AI

AI-powered features enhance automation and optimize routine tasks such as data entry, lead scoring, and email marketing and communication. Enterprise CRMs with AI can provide AI-driven analytics and insights that help businesses anticipate customer needs and identify opportunities for upselling. 

CPQ tools

CPQ (Configure, Price, Quote) tools enable sales teams to generate quotes, configure complex products, and determine pricing based on customer needs accurately and efficiently. Centralizing these functions in an enterprise CRM ensures consistency, reduces errors, and accelerates sales cycles.

Built-in multichannel capabilities

Avail phone system within your CRM for seamless communication with customers. This feature helps dial your prospects and customers to build a more personal connection just at the click of a button, instead of managing and paying for third-party phone bridges.

Automate and personalize email campaigns that allow for targeted communications, nurturing leads, and engaging customers effectively, directly from your CRM environment.

Tap into AI-driven chatbots to engage with prospects on your pre-sales channels. Chatbots can handle inquiries, guide users through your site, and collect valuable data to enhance engagement and act as a lead generation channel.

AI-generated emails

Utilize AI to craft personalized email content that resonates with each recipient, based on their interactions and behaviors. This feature optimizes engagement by delivering relevant, compelling messages that drive responses.

Choosing the right enterprise CRM is beyond just features

Features are a vital starting point, but selecting the optimal enterprise CRM involves looking beyond the checklist. Here's what else to consider:

1. Extensive customization

Customizable enterprise CRM systems allow organizations to tailor the software according to their unique and evolving business needs. Enterprises can easily adapt modules, fields, and dashboards to get the best out of the CRM. Customized reporting ensures the sales data is available in the best-suited format to enable faster and more impactful decision-making across the sales units.

2. Smooth migration

Enterprise CRM simplifies migration from legacy CRM systems through comprehensive data import tools and expert support. With customizable migration plans, businesses can easily transition their data while minimizing disruptions, while advanced mapping capabilities ensure data integrity and consistency. Enterprise CRM providers also offer training resources and ongoing assistance to ensure a smooth transition.

3. Scalability

Assess not only if the CRM can handle your current size, but if it can accommodate larger client bases, more complex sales cycles, and potential expansion into new territories. Look for pricing models that can scale alongside you.

4. Ease of integration

Consider how your enterprise CRM will connect with your accounting software, ERP systems, marketing automation tools, and any legacy platforms you rely on. Seamless integration promotes data accuracy and fosters adoption because your sales team can still use the tools they rely on.

5. Vendor reputation and support

The CRM vendor is your long-term consultant and partner in success. Research their reputation in the industry, commitment to customer support, and track record of product development. Try to find out if companies like yours are part of their client base.

What makes Freshsales the best CRM software for enterprise sales teams?

Having a reliable CRM vendor with proven credibility to enable sales teams at scale is crucial. Freshsales is an AI-powered enterprise CRM built with a focus on ease of use, powerful features, and exceptional customer support. Let's explore the key features Freshsales offers and how they can help your sales team achieve peak performance.

Freddy AI, your always-on copilot

FreddyAI, Freshsales’ native AI-powered assistant, helps you close deals faster with the right insights. 

It also helps you identify high-potential leads, spot bottlenecks, and prioritize deals. It also proactively recommends the next-best action that steers deals to closure.

With Freddy AI, you can improve conversion rates with the power of personalization through simple prompts. Leverage our AI-powered sales email generator to craft compelling subject lines and draft personalized emails highlighting your unique value proposition. 

Customer 360 view

Unify customer data across channels and get a 360° view with insights into conversations, activities, and engagement. Freshsales CRM captures every piece of customer information and adds context to your communications. 

• Get the full context of a customer’s history with a chronological timeline of every activity. 

• Plan your entire sales process with clear customer views like table, list, or Kanban boards.

Pipeline management

Manage your deals and track them throughout the sales process with pipeline management 2.0 in Freshsales enterprise CRM. Get an overview of deals, check sales performance, set goals, and focus on the actions you need to take to get closer to wins. 

• Get greater visibility into deals as they move from stage to stage with a visual sales pipeline. 

• Manage multiple sales pipelines for various customer segments and business units and get a simplified view via kanban boards

• Maintain a healthy sales pipeline with Freddy AI’s recommendations that nudge you to take the next action and stay on top of opportunities. 

• Leverage AI-powered insights to better understand your likely-to-close deals compared to at-risk and gone-cold deals. 

• Forecast future sales to better manage and distribute opportunities and optimize your sales process. 

Automation to boost productivity

By automating repetitive tasks, sales teams can save time and focus their energy on building customer relationships and closing deals. Two of the most useful automation tools in Freshsales are sales sequences and workflows.

• Sales sequences: These automate targeted outreach campaigns that follow a pre-defined schedule. With sales sequences, you can personalize emails, SMS, and reminders, and then send them at specific intervals. Use them to nurture leads, follow up consistently, and drive conversions.

• Workflows: Triggered in real-time based on specific actions or data updates. For example, a welcome email sent after a form submission or an automated task assigned after a field update. Workflows excel at streamlining lead qualification, internal notifications, and automate customer engagement.

Audit logs

Audit logs enable enterprises to track user activities, ensure data integrity, and meet compliance requirements. With Freshsales, you can track changes made in your account for workflows, sales sequences, territories, plans and CRM settings.

Sandbox for testing

Sandbox environments within an enterprise CRM provide developers and administrators with a safe space to prototype changes, assess customizations, and troubleshoot issues before deploying them. With Freshsales, you can test new features and configurations in a controlled environment without impacting your customers.

Territory management

With Freshsales, you can define territories, assign leads to territories, and set up rules for automatic lead assignment. Other features include territory-based phone number assignment and call forwarding. Freshsales reporting allows you to see sales metrics by territory, which can help you track progress and identify areas for improvement.

Freshsales CRM helps enterprises safeguard sensitive information. With Freshsales, enterprises can:

• Configure granular-level settings for every user role

• Host and maintain data in compliance with privacy laws

• Encrypt and audit customer data

• Implement data anonymization and consent management

Deal teams

Assemble the best of sales talent from different sales units to work on big-ticket deals using the deal teams feature in Freshsales CRM. Bringing together high-performing sales agents can help you drive higher revenue faster as an enterprise.

Freshsales stands out in the enterprise CRM space by providing a solution that is both powerful and easy to use, with customization options to fit any business's unique needs. This approach improves the user experience and aligns closely with organizational goals.

Simplicity Meets Functionality

• User-Friendly Design: Freshsales is recognized for integrating enterprise CRM features into an intuitive and easy-to-navigate layout.

• Efficient Navigation: Thanks to its straightforward interface, users enjoy swift movement through key modules, including lead and contact management, deal tracking, and email integration.