The first part of the answer depends on what problem you’re trying to solve. It may be simple activity reporting for your sales team, in which case you need little technical configuration. Or if you need integration with ERP systems, payment gateways or custom features, then the complexity of delivering the CRM scales.
No matter the complexity though–a clear definition of the problem you’re trying to solve using the CRM platform will always simplify the roll-out.
The second part of the answer revolves around the human element. Introducing a CRM to your business involves more than configuring software. For a CRM to give you the results you want, it needs to become the hub of your sales operations.
For the project to succeed, you need to prepare your staff and then commit to using, then refining your system.