We are looking for a person to help customize and streamline salesforce to meet our needs. We would be looking for advise to help us accomplish our goals. We start with a lead, then the lead get converted to an Account. We may have more than one contact for an account. We currently use opportunities to sell both products and events.
We find flow to be hard. The way the system is just seem awkward. I would like to start by being able to speak with an expert in a 2 hour phone conversation. From there we could establish a course of action.