Keep CRM discussions simple at first. Take care of building a solid foundation, then look to integrate and automate additional workflows. The project will get too expensive and complicated if you try to do everything simultaneously.
Launching a successful CRM is like building a house, framing it out first, adding the insulation and drywall, and then the paint. You don't do one before the other. The same holds true with CRM installations.
The Big 4 CRM Components
Below are the 4 core CRM components for success. There's actually a lot more, but this is a good starting point for any entry-level CRM implementation discussion.
Sales Rep Activities
Time to Close Business
Open Deal Management
Sales Follow Up
One-to-One Sales Outreach
Nothing too crazy with the 4 core CRM components mentioned above. Most of them come out of the box and are easy to set up. That's what you want, quick, easy, low-cost, and low-support, at the beginning of any CRM integration.
Get some air under your wings first; then, you can do add-ons and more extensive integrations to other systems after getting comfortable with the basics.
The Big 3 CRM ProvidersBelow are the 3 big CRM providers that are most popular amongst businesses of all sizes.
Salesforce - Enterprise type clients
HubSpot - Inc. 5000 type clients
Zoho - Small to mid-size business type clients
If you need help selecting a CRM and then implementing it, the team at Simple Business Help is top-notch. They'll listen to how you want things done, they'll do the work, and then they'll train your team and provide continual ongoing support.