It seems basic and even honest and ethical to recommend solutions, products and / or people from the full conviction that they can really add value to the recipient of the suggestion.
I was struck by something that they take care of and a lot: their appearance and careful appearance, at the same time simple for their daily use.
In summary, I think an easy CRM, simple and, above all, totally focused on the effectiveness of the / the commercial.
That the report received by the person in charge of the team with the heading in blue or red is secondary.
That the commercial does not take more than 10 seconds to report his visit and see the next one, to date, is vital.