Request for Proposal Sales Force Service Provider

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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.

How to apply

To Apply:

Please send a Proposal with the following documents:

  1. Description of experience;
  2. Proposal/Quote.
  3. References

To: [email protected] with the subject: Application: “Sales Force Service provider” by 14 December 2023 23:59 SAST.

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