CRM adoption improves when onboarding teaches the operating model rather than every screen at once. Start with the company workspace, team membership, roles, language, and the records people will use every day.
Introduce the minimum workflow first
Show users how a lead enters the system, how ownership works, how activities are recorded, and how a stage changes. Once that path is understood, add automation, custom fields, inventory, documents, and reporting according to each role.
Track setup progress
Structured onboarding steps and progress make unfinished setup visible and reduce the chance that configuration is abandoned halfway through.