We sell insurance policies and we recently signed up with Salesforce Enterprise Edition. We would like to set up our system and build it out to match our business and our sales cycle. The project will include a number of automation, work flow rules, custom objects and third party app integrations.
Please reference the integration manual with our needs and wants/desires. Not all items are required as must-haves in this 8 page document but the more we can get, the better.