Request for Proposal Sales Force Service Provider

Background

ITPC is a worldwide network of community activists united by our vision of a longer, healthier, more productive life for people living with HIV and/or AIDS (PLWHA). ITPC’s mission is to enable communities in need to access HIV treatment.

ITPC wishes to engage a consultant to develop, set up and administer a technology platform to support ITPC operations and processes including approvals, budget tracking, reporting and activity monitoring.

Scope of Work

We are looking for a talented Salesforce developer to design world-class Salesforce applications for our evolving CRM requirements. As a Salesforce developer, you will be responsible for developing customized solutions within the Salesforce platform. You will also analyze project objectives, create customer workflows, and troubleshoot errors.

To ensure success as a Salesforce developer, you should have extensive experience working with Salesforce CRM platforms, application development skills, and the ability to solve complex software problems. Ultimately, a top-class Salesforce developer can create dynamic and scalable Salesforce applications that meet the changing needs of the company.

Salesforce Developer Responsibilities:

• Meeting with project managers to determine CRM needs.
• Developing customized solutions within the Salesforce platform.
• Designing, coding, and implementing Salesforce applications.
• Creating timelines and development goals.
• Testing the stability and functionality of the application.
• Troubleshooting and fixing bugs.
• Writing documents and providing technical training for Salesforce staff.
• Maintaining the security and integrity of the application software.
• Automate processes using Salesforce tools such as process builder, flow automation, validation rules.
• Identify, install and maintain appropriate apps from the AppExchange for event management, mass email, document merge, and more.
• Train new users and grow the Salesforce skill set across the organization.
• Document customizations made in Salesforce.
• Plan ahead for upgrades, seasonal releases and long-term projects.
• Handle all basic administrative functions including user maintenance, modification of page layouts, generation of reports and dashboards, creation of new fields and other routine tasks.
• Serve as primary system administrator for the Salesforce environment with 20+ users.

Evaluation Criteria

The following assessment criteria will be used to evaluate proposals:

• Credentials of Management Team;
• Track record & experience ;
• Previous experience in NPO sector (with grant funding) of the team;
• Previous experience in clients similar to ITPC;
• Ability to meet the company requirements;
• Price

ITPC reserves the right not to accept any proposal and/or proposal with the lowest price.