We require a Sugar Integrator expert who can wire frame and implement our CRM needs
We require Dasboard implentations and report buiding intiatives such as:
Outlook plug in - simply 'send to sugar' your emails from within Outlook
Quickbooks integration available
DocuSign plug and play integration is available - http://www.docusign.com/partner/docusign-sugarcrm
You can hide 'Opportunities' module and simply use 'Leads' module - Leads can then be assigned to 'Contacts' and 'Accounts'
Auto route leads to individuals users based on a rule such as the rep with the least no of leads to call.
Setting up a 'dynamic web to lead form' (your website needs to be php based) Estimated time is 1 days work as it will require some coding.
Set up Teams, Roles and Permissions for Sales team, Other teams, etc Can see Accounts, cannot see Accounts etc
Set up Marketing emails to be sent to Leads at intervals such as day 1, day 3, and day 10. So'scheduled task' in Sugar
We also need several training sessions so a good command of English will be needed.
Ongoing support will also be needed from time to time.
The adoption of the above should be easy for a sugar expert
Skills: marketing, training, english