• Define your Business Objectives. Your CRM strategy must be designed with your business objectives and customer requirements in mind.

• Understand your Customers - what they want, and how they want it from you.

• Build good connections with customers; consider developing a systematic approach for incorporating the needs of customers into your strategy.

• Define and map data requirements. A firm understanding of the level of customer data is critical. 

• Collect Data - collect and use information from each customer interaction to make your chosen customers more valuable to your enterprise.

• Empower staff. Give front line staff the ability to please the customer. Their efficiency in making timely decisions and presenting relevant offers will eliminate the possibility of customer dissatisfaction or defection.
  
  
  

When buying any new CRM system, the key is to  keep it simple. Don't buy what you don't need to save money and time spent on training. People don't like change as it is; keeping things simple only makes the switch easier.