1. Buy user-friendly\nChances are you won\u2019t have an IT expert running your CRM products like the big guys. So buy based on who will actually have to operate the software.\n2. Avoid sticker shock\nDon\u2019t be scared off by reports of competitors spending millions on CRM. Seek out vendors serving the small to midsize market or your vertical industry for a price more in line with your budget.\n3. Create power users\nYou probably won\u2019t have many full-time employees whom you can dedicate to making the most of your CRM tools. Supplement them with those on staff interested in getting their hands dirty exploring the software\u2019s full potential in order to make the most of the investment. \n4. Align your CRM solutions with your overall strategy\n"You have to define CRM first and foremost as a business strategy and organizational philosophy that is supported by technology so you create a culture that understands what it\u2019s all about," says Michael Frey, COO of Union National Community Bank in Mount Joy, Pa.\n5. Change processes that don\u2019t work\nBuilding CRM systems and processes around existing inefficient processes is a waste of time; don\u2019t be afraid to ditch them, no matter how long you\u2019ve been doing it that way.