Six steps in order. Decide and state what the CRM is for, starting from what makes a rep better at their own job. Cut required fields to the ones that change a decision, which for most teams removes more than half. Configure at least two things the rep gets for free, such as a pre-call account view and a daily list of due follow-ups. Fix manager behavior by running pipeline meetings from the system itself. Backfill relationship history on the top twenty accounts. Then measure two or three decision-relevant fields instead of logins.