Choose the outcome before the feature list
Start with the part of the customer journey that needs attention. If enquiries lose momentum, explore sales automation. If delivery teams lack the agreed scope, look at projects and customer management together. When invoice questions take too long to resolve, connect billing with the commercial record. The most useful combination depends on how work moves through your business.
Make the connection practical
Each capability needs clear ownership, reliable information and an agreed way of handling exceptions. During discovery, use a real example from your business to discuss fields, access, handovers and integrations. Confirm the selected modules and implementation work in your proposal, then introduce them at a pace the team can maintain.