What is Enterprise CRM?

If your business is expanding, then it is time for you to think about updating your software. As a large corporation, you will need something that will be able to handle your growing customer base.

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Enterprise CRM definition

An enterprise CRM can be defined as a more complete version of a standard CRM solution. When people use the term enterprise CRM, they are usually referring to a powerful CRM software aimed at satisfying the needs of large companies with specific needs. Enterprise CRM would be the perfect choice for large organizations with multiple departments and teams that rely on software capable of providing instant access to all the needed data. Enterprise CRM coordinates all the cross-functional processes that affect sales and service of customers. Also, it facilitates collaboration and information sharing among all employees that work directly with prospects and clients. Enterprise CRM centralizes real-time customer information, allowing everyone in a customer-facing role to gain insight into client behaviors, and understand their needs better.

If your business is expanding, then it is time for you to think about updating your software. As a large corporation, you will need a solution that is able to handle your growing customer base.

Has Your Business Scaled Enough to Need Enterprise CRM?

Enterprise CRM product video

It’s not easy to run any kind of business. As the customer pool widens, the operational needs grow along with the customer demands. Your business is growing into an enterprise and, therefore, it needs a suitable system, an enterprise CRM.

In terms of customer relationship management, enterprise solutions offer much more than the usual package. Their main goal is to tie it all up in a single, centralized platform, thus building an effective infrastructure that all departments – from sales to marketing to customer service – can easily rely on.

Creatio CRM is designed for mature business leaders, so that they can stay on top and solve any issue that threatens to stand in the way of their further growth. And all that regardless of how many active clients, customers, departments, teams, and employees they manage.

CTA: Make your sales, marketing and service a well-oiled machine with Creatio CRM.

Difference between standard CRM and Enterprise CRM

Standard CRM
  • 1-50 CRM Users
  • SMBs and mid-market businesses
  • For a single department
  • Quick sales
  • Lower price point
  • Simpler and lighter features and add-ons
Enterprise CRM
  • 50 – 10 000 CRM Users
  • Business projecting a large expansion
  • For multiple departments and various teams
  • Different types of sales
  • More expensive than a standard CRM
  • Numerous different features and add-ons

Improve your business processes with the enterprise CRM #1 in 2020

Key features of Creatio Enterprise CRM

  • 360 customer view

    Creatio enterprise CRM allows for the consolidation of all client data and interactions into a unified environment. Employees have a 360-degree customer view, which takes the preferences and tastes of every single client into account in order to approach customers in a more personalized manner. You can easily store various information about your customers including industry, company size, geography, noteworthy events, contacts’ career history, etc. Overall, this helps increase customer satisfaction rates, drive customer loyalty, and improve overall customer experience.

  • Enterprise sales

    Creatio is an enterprise CRM that provides users with a plethora of effective tools to manage diverse sales processes. Creatio has all the right tools for capturing and tracking leads through a broad range of sources. The system allows users to add leads from different sources into the single database in just a few clicks. Creatio also offers forecasting tools that make it possible to predict sales volume based on different criteria. With the help of Creatio, you can define tactics for each opportunity, identify key decision makers, track competitors, and analyze their strengths and weaknesses. You can also use Creatio forecasting tools to plan sales volumes by managers, accounts or industries.

  • Robust marketing tools

    Creatio enterprise CRM equips its users with all the needed tools to orchestrate customer journeys and accelerate lead-to-revenue. With its email-marketing features, you can send personalized bulk emails in just a few clicks. You can also use the intuitive campaign designer to create efficient multichannel campaigns. Creatio CRM has website behavior tracking solution that helps users track visitor behavior on their website, which helps personalize marketing communications. Creatio allows users to plan and manage different types of events including promotions, advertising campaigns, conferences, webinars and other off- and on-line activities. With Creatio CRM, you can track event dates and locations, segment target audiences based on specific criteria, plan budgets and assign teams, as well as track responses connected to the event.

  • Effective collaboration across departments

    Creatio enterprise CRM provides all the needed communication tools for effective collaboration between different departments. For example, the communication panel allows you to communicate with your team and customers directly within the system. With its help, you can make calls, manage emails, approve contracts, and collaborate in the enterprise social network. You can also plan your work, tasks and meetings in your calendar within Creatio enterprise and link them to contacts, opportunities and documents. You can also synchronize your tasks and calendar with Google Calendar and Microsoft Exchange.

  • Process automation

    Creatio enterprise CRM provides a versatile process designer with BPMN support that allows for building processes of any complexity. Case management tools help manage and automate unstructured processes. Powerful BPM engine enables performing multiple processes simultaneously. In addition, Creatio provides visual analytics tools that help detect bottlenecks and optimize processes.

  • Low-code tools

    Creatio products are backed by a robust low-code platform that allows anyone to become a developer. With Creatio enterprise CRM, your organization can create or modify existing applications and processes easier, faster, and without deep technical skills. Creatio low-code tools allow for the easy unification of different corporate applications into a single digital ecosystem. For example, you can configure service parameters and scenarios of exchanging data with other systems using web service tools. The configuration does not require coding and can be performed by non-IT users.

  • Detailed analytics

    With Creatio enterprise CRM, all of your data and business metrics are always at your fingertips wherever and whenever you need it most. Creatio includes out-of-the-box dashboards that enable monitoring business operations in real time and tools to configure custom dashboards and reports. Additionally, Creatio contains powerful capabilities for full-cycle data management, which allows users to instantly find the necessary information, segment data by various criteria, change data views in sections, import data without touching the code and many more.

  • Mobile application

    Creatio enterprise CRM allows you to access all the information from the system about your customers from any mobile device. You can work with accounts and contacts easily: add new contacts/accounts, write SMS messages or make calls right from the mobile app. With Creatio, you can manage your opportunities no matter where you are. Using the Creatio mobile app, you can track the history of each deal, clarify details and plan your next steps. The Creatio mobile app can be installed on mobile devices with operating systems such as Android, iOS, and Windows Phone.

Who could benefit most from an enterprise CRM System

An enterprise CRM solution would be the perfect choice for large organizations with multiple departments and complex business needs. Implementing an enterprise CRM system is a good idea for large companies with marketing, sales and service teams that require instant access to customer and company data. Since most people in large organizations are involved in the business process workflow, it makes sense for all of them to be working with the same information. That is when an enterprise CRM solution might come in handy.

Enterprise CRM allows for a greater degree of automation, such as logging customer interactions or generating alerts when problems arise. A powerful enterprise CRM solution coordinates all the cross-functional processes that affect sales to and service of customers. Enterprise CRM systems facilitate collaboration and information sharing among all employees working directly with prospects and clients. With an enterprise CRM, communication and coordination extends beyond company walls, allowing third-party sales channel partners to leverage all the benefits that the CRM system has to offer.

When choosing an enterprise CRM software, make sure it is capable of automating and supporting all the tasks performed by your employees. With an enterprise CRM solution, you should be able to track activity histories from end to end easily and make that information readily available to other customer-facing personnel across the entire organization. If chosen and implemented correctly, enterprise CRM software centralizes accurate, real-time customer information, allowing everyone in a customer-facing role to gain insight into client behaviors and understand their needs and interests. As a result, interactions will be more informed and intelligent, and customer experience will be improved.

Key benefits of Creatio process-driven CRM


Implement intelligent technologies that help users automate routine operations


Exploit preconfigured solutions for marketing, sales and service to achieve desired business results faster


Effortlessly build custom apps with Creatio platform’s low-code development capabilities

Why Do You Absolutely Need an Enterprise Solution?

A mature business with no infrastructure is a hectic business. If it is decentralized, many details can easily get lost in the noise, causing not only delays but also serious declines in everyday productivity and overall performance. A reliable enterprise solution prevents all that from going awry.

The idea behind enterprise systems is to provide a comprehensive suite of necessary tools for building and maintaining an enterprise business from the ground up. This includes features for interdepartmental communication and collaboration, just as well as features for automating internal processes and arranging organizational know-how. Together, they guarantee maximum efficiency across the board.

Why Can’t You Continue to Use Your Old CRM Solution?

It’s popular belief that what is small is tight, while what is big fits all. When it comes to CRM solutions, this universal rule is not applicable. Small business tools are exclusively made for small businesses, while enterprise solutions are tailored to fit the needs of enterprise corporations only.

Sure, SMBs can use enterprise-grade software systems as well, but it will mostly be a waste of their time and resources. Larger organizations, however, could never meet all the requirements of their day-to-day operations with anything but an enterprise-level kit of tools and features.

Besides, both customer relationship management and business process management are far more complex in organizations with larger customer pools and multiple working departments. They include a great number of moving parts, all of which need to be structured and tracked for exceptional results.

How Can Creatio Help You Achieve Excellence?

Creatio specializes in custom-tailoring business solutions for organizations of all sizes and various needs. BPM-based products are designed to maximize agility and accelerate operations through internal modelling. There is a myriad of tools for execution, tracking, and business analysis as well, each crafted to be user-friendly and time-effective.

Creatio CRM provides out-of-the-box best practice business processes, and you may also create the custom ones for your specific requirements.

Creatio helps centralize all the information and provides a collaborative platform for all departments to use at the same time. Therefore, the system makes sure that all of your customer-facing operations are tied together for success.

Everything you’re currently worried about, from document approval to intricate projects, can be neatly organized and put on autopilot with Creatio solution. As a result, your employees will be empowered to acquire company knowledge and make proactive decisions on their own, while you will be able to stay on track with everything that’s happening within your organization.

What Features Does Creatio Offer?

In addition to all traditional CRM features like data management, sales processes management, workflow automation, and remote and mobile-compatible access, Creatio proudly offers a few special features:

Employees working in different departments need to communicate in real time. The Enterprise Social Network (ESN) merges the best features of social networks with collaborative solutions that every organization needs. Everything from deals to projects to contacts executed or acquired on different channels is right there for them to see, comment on, or simply like.

Somebody’s been losing touch with the latest developments?

No worry, ESN will notify them on their desktop and mobile device.

Internal business operations should be founded on solid grounds, which include not only process modeling, but also process execution with in-depth analysis and continuous monitoring.

To make everything run more smoothly, Creatio CRM automates every part of the process that can be put on autopilot. And, it’s not only repetitive and routine tasks that can be automated. BPM automation covers even intricate projects involving multiple departments.

The main priority of every organization is to resolve issues as quickly as possible. That’s why Creatio CRM packs a provides a unified knowledge base for high-quality customer service and case management. Centralization is here of utmost importance.

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Thousands of customers worldwide use Creatio to automate their business processes.

We are inspired to create best-of-breed technologies for process-driven solutions

Creatio provides unique synergy of BPM technologies and CRM for sales, marketing, service to empower organizations to accelerate time-to-strategy execution. The beauty and the core value of Creatio products is the agility to change processes faster than ever and align marketing, sales and service on a single platform. Users love Creatio's engaging interface with a social look and feel, free from redundant information to keep them focused on what's relevant. Today, the company serves thousands of customers worldwide.

Creatio has been widely recognized by key industry analysts, including Gartner, Forrester, Nucleus Research, Ovum, ISM and received multiple prestigious awards.

  • Сreatio named a Leader in the Gartner Magic Quadrant for Sales Force Automation (2021).

  • Creatio named a Leader in the Gartner Magic Quadrant for B2B Marketing Automation Platforms (2021)

  • Creatio has been included in the Gartner Magic Quadrant for the CRM Customer Engagement Center (2020)

  • Creatio has been included in the Gartner Magic Quadrant for Enterprise Low-Code Application Platforms (2021)

  • Creatio has been included in the Gartner Magic Quadrant for Intelligent Business Process Management Suites (2019)

  • Creatio named a Strong Performer in The Forrester Wave™: Digital Process Automation for Wide Deployments, Q1 (2019)

  • Creatio named a Strong Performer in The Forrester Wave™: Customer Service Solutions, Q2 (2019)

  • Creatio named a Strong Performer in The Forrester Wave™: CRM Suites, Q4 (2018)

  • Creatio named a Strong Performer in
    The Forrester Wave™: B2B Marketing Automation Platforms, Q4 (2018)

  • Creatio named a Strong Performer in The Forrester Wave™: Cloud-Based Dynamic Case Management, Q1 (2018)

  • Creatio named a Strong Performer in The Forrester Wave™: Sales Force Automation Solutions, Q2 (2017)

  • Creatio has been recognized in the LCAP Technology Value Matrix 2020 by Nucleus Research.

  • Creatio has been recognized as a Leader in the CRM Technology Value Matrix 2020 by Nucleus Research.

  • Creatio named a Leader in the Grid® Reports for Business Process Management and CRM | Winter 2021 by G2.

  • Creatio named a winner of the CRM Watchlist 2020 award led by Paul Greenberg, one of the most influential thought leaders in the CRM industry.

  • Creatio named a 5-Star Partner Program Award Winner among Cloud Vendors by CRN Magazine for the third consecutive year (2020).

  • Creatio named a winner of a People’s Choice Stevie® Award for Favorite New Products in The 18th Annual American Business Awards® (2020).

  • Creatio named a Leader in three categories of the 2019 CRM Market Leader Awards - Enterprise CRM, CRM for Midsize Companies and SFA.

  • Creatio named a winner of a Gold Stevie Award in the Digital Process Automation Solution category in The 17th Annual American Business Awards. (2019).

  • Creatio named Market Leader in the Summer 2020 Low-Code Development Platforms Customer Success Report.

  • Creatio named a Top 1 business process management solution by FinancesOnline for the second year in a row (2019).

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