PROC152 SALESFORCE PARTNER (RM1043.8-1-LONDON & PARTNERS LIMITED)

Tender description

Pre-market engagement N/A Work done so far Salesforce instance has been operational since April 2019. We use Salescloud and Community Cloud. We may opt to add Service Cloud in future. Which phase the project is in Live Existing team Head of CRM (Admin and Consultancy certs) Salesforce Lead (highly experienced in CRM and currently carrying out all Admin Duties) 2 x certified Admins Superuser Team embedded across business CTO/External consultant working across tech and systems Address where the work will be done London & Partners is based at 169 Union St London SE1 0LL Working arrangements We expect that work will be mostly carried out remotely however we do expect on premise presence for workshops. Provide more information about your security requirements: No security clearance needed Latest start date 2023-04-03 Enter the expected contract length: 2 years Extension period: 1 year Are you prepared to show your budget details?: Yes Indicative maximum: 304500 Provide further information: Total spend for up to 3 years Confirm if you require a contracted out service or supply of resource Contracted out service: the off-payroll rules do not apply Summary of work We are seeking a Salesforce Partner to support our Salesforce instance. Since implementation in 2019, Salesforce is our key business tool and is widely adopted throughout the organisation to support and track our business objectives. Our Salesforce partner will need to offer expert assistance in areas outside the knowledge of the internal Salesforce team. This guidance and assistance may cover: • Technical solutions, apps and integrations • Configuring and developing Salesforce to meet our requirements and in partnership with our team • Salesforce releases and new technology • Identifying areas where we can enhance our Salesforce instance Where the supplied staff will work London Why the work is being done We are seeking a Salesforce Partner to support our Salesforce instance. Since implementation in 2019, Salesforce is our key business tool and is widely adopted throughout the organisation to support and track our business objectives. Our Salesforce partner will need to offer expert assistance in areas outside the knowledge of the internal Salesforce team. This guidance and assistance may cover: • Technical solutions, apps and integrations • Configuring and developing Salesforce to meet our requirements and in partnership with our team • Salesforce releases and new technology • Identifying areas where we can enhance our Salesforce instance The business problem you need to solve • Our internal Salesforce team offers first and second line support for our Salesforce users however, we need to be able to call on expertise to offer advice and guidance and deliver configuration and development beyond the internal teams capabilities. • Salesforce projects e.g. to support new products and programmes • We need expert resource to advise on Salesforce activity including data security, Salesforce releases and best practice on all aspects of maintaining a healthy Salesforce instance across Sales and Community clouds (future use of Service Cloud TBC). We need ad hoc support availability for our Salesforce team 8am to 6pm UK time 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. First user type: L&P Enter more details about this user type: Our users are in UK, US, Canada, China, India, France and Germany. We have approximately 160 Salescloud licences and 45 Platform licences. We use Salesforce for: • Managing multiple types of Leads and Opportunities and custom objects • Managing Campaigns and Events • Managing our interactions with partners and members of our cohorts • Managing a Partner Portal (Communities) • Calculating GVA (gross value added), our main output measure • Integrations include: o Eventbrite o DotDigital o Smartsurveys o Docusign/DocGen o LinkedIn o Crunchbase o Dynamics NAV o Sharinpix o LIghtblaze • We use flows to enhance our automation and user experience