Start with the work your team already does
A CRM is most useful when it supports everyday tasks: reviewing new enquiries, finding the latest conversation notes, planning follow-ups and understanding who owns each opportunity. Begin by making those activities clear before adding more steps.
Reduce repeated searching
Keep important project interests and customer notes with the lead. When the next action is recorded in the same place, a salesperson can prepare for a conversation without reconstructing the history from several message threads. This depends on the team keeping records current.
Give reviews a clear purpose
Use team reviews to discuss ownership, next steps and open questions. Look at reports as a starting point for useful questions rather than as a substitute for the customer context. Agree a small number of consistent working habits and refine them as you learn.