My mind is well and truly blown on trying to figure out what licenses I need to acquire for my new CRM.
We have 2015 On Premise and have a total 65 staff who it would be good to have access to the system for.
We are using CRM mostly as a central repository of data, work is mostly focused around controlling the customer/supplier information and providing access to our systems from a central area. We don't sell product or use the service area.
We have a small sales team - 2 or 3 people who actively develop customers. They will use leads, accounts, contacts - really using it as a proper sales tool but without products etc. I expect they need Professional because they will manage a prospect through to an Account?
We have a marketing team of around 7 people who issue daily bulletins, mail outs and promotions etc. They need Professional because they will build and issue marketing stuff.
Now it gets confusing - we have teams of supplier managers and customer managers, around 12 in total. They don't do Lead Management or Marketing. They will simply help maintain the existing customer/supplier data in the standard Accounts/Contacts modules i.e. change an address, a flag for comms or a credit limit. Do they need Professional or Basic?
I want everyone else in the company to have a simple account so they can look the supplier/customer up if they receive a phone call. They don't need to alter core data but they will want to be able to add a call note, task or maybe an email. DO they need Basic or Essential?
