Cant get the flow

[patrickegan]

So I think I love Sugar seems like its what we need but... I think I just can figure out how set it up to make it work
I get sales end of it but how do I do the hand off. it seems very disjointed.

Incidentally I'd be happy to pay someone to help us get this setup

Here's what we do and what we want to do

I have a sales team who talks to customers and trys to get them buy stuff.
When they say yes he creates a contract (insertion order) sends it to them to sign and they fax it back.

Once its received we want to store it and hand off the record to our Customer Relations Manager how will take over the account and make sure we get all the stuff they bought setup.

The CRM then notifies production control about the projects they have to work on. These projects also have to be visiable to all on a calendar of some type so we all make sure they get delivered on time and that sales wont over promise deliverables for any given day

The CRM also notifies Billing that we have to send an invoice for this contract.

I'd also like to be able to look into the the sales process and see what deals are in the works and pipeline.

SO.. I think this is exactly what Sugar is for right? But I cant figure out how to get it setup that way.

Anybody got some pointers or interested in a consulting gig to help us do it?

[susiewilliams]

Hi Patrick,

Yes, all this can be done within Sugar (and possibly with a few SugarForge and SugarExchange add-ons if you want to get fancy). I'm copying this thread to the Classifieds section where I'm sure you'll get many offers for assistance from the folks in the community who make a living customizing and configuring the system.

Hope all works for you. Please keep posting with questions and the community will help you out!

-Susie W.
Moderator