we need to discuss and plan together how we can integrate vtiger in our daily business and to think strategically about things we want to implement.
you´ll need to work out different scenarios how we should use vtiger and what are the advantages for us.
for newsletter purposes we want to use mailchimp in the future.
the hosted vtiger is already installed but it´s not configured yet. (mail system, users, whatever...).
we have sales reps that need to use vtiger on the road.
basically we are a small company with 4-5 employees and around 1000 leads (growing). we are selling via a webshop, sales reps and telefon calls.
the invoice and shop functionality is based on another system, which runs perfectly and should not be touched.
we are looking for a consultant rather than a technician.
you should know both programs very well and have a clear vision on how to find out what we need.
we are open to new suggestions and add ons that can be useful.
finally you´ll need to explain our staff how they should use vtiger to get the most out of it.
this includes basics and advanced work like grouping leads, how to interact in a small team, administrative work, keeping track of activities, creating monthly analysis etc.
I expect you to give me a rough outline on what you are planing to do and how much time you´ll need for these steps.