Map the customer journey
Where do enquiries come from? Who follows up? When do they become opportunities? Describing these steps helps identify the information that needs to be shared.
Choose useful information
Define the fields you actually need, ownership and update rules. Clear, maintained data is more useful than a database full of unused fields.
Plan adoption
Involve the people who will use the CRM, trial a limited workflow and gather feedback before expanding. Training and support are part of the project.
Every organisation has different needs. This guide provides general ideas: a project is defined after analysing your context.