Customer Relations Management - Rise or Storyline

I ran into a similar situation last year and ended up building a quick overview of how customer data moves between teams. One thing that helped was looking at examples from real systems like https://acupowererp.com/acumatica/customer-management to get a clearer picture of what kind of info is typically tracked and shared. That gave some good context for what to include visually and what folks needed to learn first.