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CRM and Sales

What is enterprise CRM software? Guide and best tools

Rebecca Noori 13 min read
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You wouldn’t use a set of walkie-talkies to communicate across your enterprise business, nor should you use small business CRM software to manage its sales processes. CRM software for small businesses is lean, intuitive, and does exactly what it’s supposed to do. But once your business scales, then your customer datasets grow, your processes evolve, and you need access to tighter security and in-depth forecasting capabilities. Your basic CRM no longer cuts the mustard, which is where enterprise CRM software comes in.

This guide explores the top features of enterprise CRM tools and introduces you to five top platforms in the market, including the powerful monday CRM to manage every lead and customer interaction from pre- to post-sales.

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What is an enterprise CRM?

An enterprise CRM is customer relationship management software aimed at larger organizations. These companies typically have a large headcount, multiple teams and branches, and complex sales processes, requiring a robust platform to manage every aspect of their operations.

While some CRMs are scalable, suitable for everyone from small startups to multinational corporations, others are explicitly aimed at the enterprise market. In either case, CRMs for enterprise users require an extensive set of features to manage their web of workflows and relationships.

Which features should an enterprise CRM include?

Look for an enterprise CRM with the following features:

  • Contact management: Store and organize large volumes of customer data, such as emails, addresses, social handles, or anything else that helps you target the right audience with your outreach efforts.
  • Lead management: Identify potential customers, track and score their interactions with your sales team and marketing campaigns, and nurture them through every stage of the funnel.
  • Sales forecasting: Anticipate future revenue by analyzing past performance and deal progress. Plan resource allocation by predicting which deals are most likely to close.
  • Reporting and analytics: Keep tabs on your entire sales process with customizable dashboards that display real-time data points like revenue, conversion rates, deal stages, and team performance.
  • Integrations: Syncing your CRM with other business systems, such as accounting or project management software, enables data to flow seamlessly from one department to the next, avoiding duplication.
  • Mobile access: Enable team members to access your CRM 24/7 from their desktops or on-the-go from the palm of their hands.
  • Security: Sensitive customer data requires advanced security like role-based access control and encryption.
  • Support: Dedicated account managers or support teams can assist with any complex issues.

Best 5 enterprise CRM tools in the market

To help you narrow down the available options, here’s an honest breakdown of the best enterprise CRM tools, complete with their key features, pricing information, and G2 software community reviews.

monday CRM

Best for: Enterprise teams requiring end-to-end solutions encompassing every customer interaction from pre- to post-sales.

Instantly report your deal progress, sales figures, and team performance via the custom dashboards in monday sales CRM.

monday CRM is an enterprise platform that allows your RevOps and sales teams to manage their entire sales cycles all from a single, central location. Whether you want a birds-eye overview of your pipeline or need to delve into recent customer interactions, our platform has everything you need to win and retain business faster.

Key features

  • Lead management: Import data from contact forms, website interactions, and other sources, and qualify your leads in a single location.
  • Contact management: Store essential lead and customer data and use our AI assistant to craft personalized emails in bulk and enhance your outreach.
  • Activity management: Log all customer interactions, such as calls, meetings, or notes, to streamline communication with every lead.
  • Integrations: Sync your CRM with other enterprise tools, such as email, marketing, customer service, and ERP software.
  • Sales forecasting: Review in-depth forecasting reports and visualize your pipeline to make real-time data-driven decisions.

monday CRM pricing 

Custom enterprise pricing is available on request.

G2 review

monday CRM scores 4.6 out of 5 based on 730+ reviews. Digging deeper into the data, the platform scores the following (out of 10):

  • Ease of Use 9.0
  • Ease of Setup 8.5
  • Ease of Admin 8.9
  • Quality of Support 8.7

One user describes why they give monday CRM a five-star rating:

“monday CRM stands out among CRM solutions due to its exceptional ease of use, powerful automation capabilities, and vibrant visual interface. Its intuitive drag-and-drop functionality makes it simple to create customized workflows and dashboards, allowing sales teams to streamline their processes and gain valuable insights into their sales performance.”

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Salesforce Sales Cloud

Best for: Scaling businesses needing AI insights and extensive integration capabilities.

A screenshot of Salesforce CRM.

Salesforce Sales Cloud is a platform that supports sales, marketing, and customer service teams in B2B and B2C contexts. It offers various enterprise-specific features, including recommendations and analytics, to help you understand your customers better.

Key features

  • AI-powered deal insights provide visibility into pipelines and forecasts.
  • CRM Everywhere via the browser extension and mobile app allows teams to keep on top of sales opportunities from any location.
  • Contract approvals are built on automated workflows to close deals faster.

Salesforce Sales Cloud pricing

Enterprise pricing starts at $165 per user/mo. A 30-day free trial is available.

G2 review

Salesforce Sales Cloud scores 4.3 out of 5 based on 19k+ users. One user describes why they enjoy the platform:

“It takes the guesswork out of managing sales operations and sales activities. You are provided with industry-leading tools and capabilities, and you customize those tools to your own business. I have been using the product for several years, and it just keeps getting better.”

However, other enterprise users note that additional features are charged outside of the package.

“Many times when I am excited about a new feature or am customizing to fit our workflow, the feature I need is always an additional price. Example: We transitioned to Automated Email Capture with Einstein Standard that comes with our Enterprise edition. However, to customize any reporting on your email activity, you have to upgrade and pay more because you can no longer do any reporting on email activity in the normal reports.”

SAP Sales Cloud

Best for: Guided selling in a complex sales landscape.

SAP Sales Cloud is an intelligent sales platform designed to help businesses improve customer relationships. It also includes AI-powered features to support sales teams in their decision-making.

Key features

  • Intelligent forecasting uses AI to understand volatility and track attainment.
  • Guided selling suggests the actions that sales teams should take to win business faster.
  • 360-degree insights based on front and back-office intel.

SAP Sales Cloud pricing

Accurate pricing is available from the vendor on request.

G2 review

SAP Sales Cloud scores 4.1 out of 5 based on 700+ reviews. Although many of the reviews mention the platform’s steep learning curve, there are also many positive experiences; for example, Information Technology Engineer describes:

“SAP works great for managing client sales opportunities, bills, and paperwork. SAP’s centralized system has made reporting much easier. We are able to retrieve data on many different important metrics with the help of SAP’s extensive set of features.”

Floww.ai

Best for: Teams seeking CRM solutions with natural language processing.

Floww.ai is a CRM platform designed to boost sales team productivity. Using AI, you can “speak” to your CRM to receive answers to your questions.

Key features

Generative AI drives intelligent insights for sales teams.
Custom objects and relations give you an overview of your processes.
Data visualization creates insightful reports and dashboards.

Floww.ai pricing

Custom pricing is available from the vendor.

G2 review

Floww.ai scores 4.7 out of 5 based on 140+ reviews. One Head of Intensive Sales enjoys the platform’s flexibility, smart board functionality, and user-friendly design, explaining,

“The platform’s adaptability to our dynamic business needs has streamlined prioritization and boosted overall efficiency. The inclusion of activity-related analytics has been invaluable, providing insights into our team’s performance and aiding in strategic decision-making.”

However, Floww.ai may be best suited to tech-savvy people, as one enterprise user reports,

“With limited experience, integrating advanced features or intricate logic might demand a deeper understanding of the platform’s capabilities. This complexity can be intimidating for those new to this AI or without a strong technical background.”

Oracle EBS CRM 

Best for: Strong integration capabilities across multiple business processes.

Oracle EBS CRM is part of the E-Business Suite of applications. It offers a range of CRM solutions that can be integrated with other Oracle products, such as ERP and supply chain management.

Key features

  • Workflow capabilities simplify repetitive processes by allowing administrators to determine who and when must complete a step.
  • Internationalization enables users to view and transact business in multiple languages and currencies.
  • Sandbox environments enable sales teams to test changes to their CRM before deploying them in the live system.

Oracle EBS CRM pricing

Contact the vendor for accurate pricing.

G2 review

Oracle EBS CRM scores 3.9 out of 5 based on 226 reviews. A managing partner describes their experience of the platform:

“Oracle EBS has a wide range of functionality, including CRM, HR, and so on. The integration between applications is great and it has strong customer data integration capabilities. The software boosts sales productivity, and made the management of customers much easier.”managing partner

Setting up the platform can be tricky though. The same user suggests, “It would be helpful if it could customize in a more flexible structure without using Java and HTML.”

Why monday CRM is a great enterprise CRM software

Plenty of CRMs could be a good fit for your enterprise, but monday CRM stands head and shoulders above the rest as your perfect business partner. Our platform is designed with navigation and fast adoption in mind, and an intuitive interface that strikes the perfect balance between simplicity and intelligence.

Here’s a deep dive into the specific features that will maximize every enterprise sales opportunity:

CRM entity boards

Our platform is fully equipped with pre-built entity boards for running the main components of your sales pipelines, such as leads, accounts, contacts, deals, activities, and sales. These boards are all pre-connected via a series of automations, making it easy for your sales teams to hit the ground running. When you add information or modify a board, the data updates across all connected dashboards and reports.

manage your sales funnel with monday sales crm

Lead management

monday CRM imports lead data from various sources, such as your website or Facebook campaigns, and stores it in a central location. From here, your team can score and qualify all your leads, automate strategic follow-up communications, and use email templates for fast messaging.

Collect and qualify leads from various sources in one central location and use email templates for fast automated email follow-ups.

Contact management

Storing all your customer data in one place delivers a 360-degree view of all your customer relationships throughout every stage of your sales funnels. Our contact management feature enables you to keep account records, log current and past interactions, and visually understand any current deals or projects associated with a person.

track communications within your sales pipeline with monday sales CRM

Deal management

As your leads move closer to the finish line, our deal management features provide a visual overview of your pipeline. Our drag-and-drop deal stages don’t require any coding or developer experience. Instead, it’s a cinch to set deal value and close probabilities, and automate manual aspects of your deal workflows.

manage your deals in your sales pipeline with monday sales CRM

Integrations

While monday CRM is an all-in-one solution, you may wish to integrate it with other tools you know and love. Our platform offers integrations with 72+ other platforms, including Salesforce, Gmail, Outlook, Hubspot, Mailchimp, Twilio, Microsoft Teams, and many more.

monday sales crm integrations

Sales forecasting

Monitor your sales projections to understand whether you’re on track to meet your goals. Our opportunities board includes a Forecast Value column that transforms your chart view into a visual graph. You can also drill your forecast data down by month, sales rep, or other criteria to provide the exact angle you need.

monday sales crm ease of use

Advanced goal setting

Our Sales Teams and Attainment board simplifies managing your targets and goals. A new item is added to the board for every deal won, and you can also add monthly targets for every team member and generate automatic goal calculations.

 

Sales managers can use tools, like monday sales CRM, to get real-time insights. The reports and dashboards can help highlight whether activity levels are high enough or whether sales team members need help closing deals.

Branded quotes

Nudge your leads to the point of sale with our branded quotes available from our Quotes & Invoices app. Based on stored contact data, you can whip up professional quotes for your potential customers in a few clicks.

Post sales

The life of your enterprise CRM extends to customer onboarding with a dedicated board to offload done deals to account managers, view onboarding progress, and manage renewals. You can also calculate billable hours, send fresh quotes, and collaborate with all departmental stakeholders.

Track the onboarding progress of your clients and manage renewals.

Are you ready to bring order, organization, and visibility to your sales processes and customer relationships? Take a free trial of monday CRM for enterprise users today.

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FAQs

Customer relationship management software can be an enterprise system but is also commonly used by small and mid-sized businesses. The key difference is that enterprise CRM systems have more features, are designed to handle larger amounts of data and can be customized to fit specific business needs.

Customer relationship management (CRM) focuses on customer interactions and sales, while Enterprise Resource Planning (ERP) handles back-end operations such as financial or supply chain management. When both systems work in harmony, they improve efficiency by providing a complete overview of your business.

Companies can implement their enterprise CRM in the way that makes the most sense to them. For example, after you’ve selected a platform that best suits your enterprise, you might pilot it across different departments or branches before rolling it out across the entire organization. Different teams can customize their CRM dashboards according to their relevant tasks and goals. They may also view boards from other departments to ensure positive communication and collaboration.

The information provided in this article is accurate and up-to-date at the time of publication. Changes and updates in the business operations, policies, or any other relevant factors may occur after publication and we encourage readers to verify any information directly.
Rebecca Noori is an experienced freelance writer who specializes in writing and refreshing long-form blog content for B2B SaaS companies. When she's not writing, you'll find her knee-deep in phonics homework and football kits, looking after her three kids!
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