PROC114 - Provision of Salesforce Partner

Tender description

Why the Work is Being Done London & Partners. We are seeking a Salesforce Partner to support our Salesforce instance. Since implementation in 2019, Salesforce has now become our key business tool and is widely adopted throughout the organisation to support our overall business objectives. Since then we have managed support in-house, but we are now at the stage with two Communities portals and a steady stream of new business requirements that we need assistance from a partner to ensure we are delivering the best possible Salesforce solution whilst also supporting our day to day needs. Problem to Be Solved We require a “health-check” on our current Salesforce instance which will be supported by a remediation report and fixed cost for any works required. We need 8am to 6pm support to our Salesforce team on all aspects of our instance including optimising and supporting our current setup, making full-use of features and delivering or assisting to deliver as yet unspecified development work Offering expert advice regarding related matters such as Data Security and ongoing product development which lead towards best pratcie. Who Are the Users Our users are in US, Canada, China, India, France and Germany. We have 138 Salescloud licences and 45 Platform licences. We use Salesforce for: Managing multiple types of Leads and Opportunities Including Weaver integration Including Microsoft Dynamics NAV integration Managing Campaigns and integrations with DotDigital and Eventbrite Managing our interactions with partners and members of our cohorts Managing the Partner Portal (Communities) Including an integration with Sharinpix Managing the Alliance Portal (Communities) a portal for our campaign to increase consumer confidence in London post Covid 19 Calculating our GVA (gross value added) which is our main output measure Early Market Engagement Work Already Done Existing Team Head of CRM Salesforce Lead (currently carrying out all Admin Duties) Superuser Team CTO Current Phase Live Work Location London & Partners 2 More London Place SE1 2RR Working Arrangments We expect that work will be split between our premises (when that is possible) and remote working. Security Clearance Additional T&Cs Skills & Experience Registered Salesforce Silver, Gold or Platinum partner (evidence required) Must be London based Specific experience implementing and configuring solutions within the Sales Cloud Specific experience implementing and configuring solutions within the Community Cloud Experience working with Salesforce integrations with Microsoft Navision, Eventbrite and DotDigital Experience taking on a Salesforce instance implemented by another partner Experience working with complex workflows Experience challenging business process and re-engineering Established, mature and proven governance model that includes lifecycle controls for quality, programme & project management, and that includes models for continuous improvement Nice to Haves Experience engineering Salesforce solutions for Membership Organisations Experience working with Not-for-Profit organisations No. of Suppliers to Evaluate 3 Proposal Criteria Technical Solution Cultural Fit Value for Money Cultural Fit Criteria To work as one project team with London & Partners; sharing knowledge and experience to upskill our internal team Give examples of how you would work collaboratively with London & Partner colleagues Ability to challenge our approaches, business processes and add value from previous implementations Ability to be flexible to changing/uncertain requirements Ability to add value through your support framework Give examples of how you would transfer knowledge & skills to London & Partners delivery team Work transparently and collaboratively in a no-blame culture, encouraging all to fail fast and learn from mistakes Payment Approach Fixed price Assessment Method Evaluation Weighting Technical competence 60% Cultural fit 10% Price 30% Questions from Suppliers Budget range