It really doesn't matter what size your company is, or what requirements you may have for your own CRM systems, the end game is always the same: You want to learn more about those customers and clients you have, but also, leverage that in order to better increase that loyalty. In addition, you want to be able to turn those prospective customers and clients into a long term base. There are a few problems, however, when going into searching out the appropriate CRM for your business. Many companies go into these initiatives without planning and mapping out their needs. What ends up happening in those situations is you either end up with a CRM that doesn't really do what you need it to, and then you get inappropriate insights into your customer base that do not benefit your company. Even worse, some companies spend the money to get it set up, but then never actually use it. The very foundation of getting a CRM that is really going to work for you is just like anything else in your business: come up with a strategy for use, first, and then the technology can do what you want it to. The first step to finding that system that is going to really shine for your business is to really commit yourself to changing things up within your organization. When your company really grasps the importance of customer loyalty, a truly efficient CRM initiative will become a very high priority. Getting everyone on board is definitely the first step. This is a great opportunity to get everything outlined and better ready to really move smoothly for your company. The next thing you will want to do is to hit the specifics. You're working with operations, and having a solid strategy built is definitely going to require creating a matrix of any problems you have identified during your commitment: that first step, and comparing those challenges throughout the various departments of your business. Any potential operational changes you can make to resolve those problems will be identified during this time and you may find that you already have the tools needed to solve them at hand. Do so, and this will make your CRM work for you in a much better way. So, now that you have addressed your company organizational needs, and you've corrected those problems you already can, it's time to work on that CRM strategy. Document this very well. This should identify those problems that you still yet need addressed, and define some objectives. It will also offer measurable results and give you some very solid insights into how implementing a strategy can improve your operations, how it will impact your customers, and ultimately, the company itself.