SW-48340 - USA (Pennsylvania) - Salesforce Implementation and Enhancements - Deadline September 30,2021

Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID: SW-48340

Government authority located in Pennsylvania; USA, based organization looking for expert vendor for salesforce implementation and enhancements.

[A] Budget: Looking for Proposal

[B] Scope of Service:

(1) Vendor needs to provide salesforce implementation and enhancements for improved management of constituent services, communications, membership, sponsorship and charitable donations across several related organizations managed.
- to develop efficiencies in constituent management, business profile management, engagement marketing and communications, event registration, membership and sponsorships, grant management, donation management, reporting tools, application integration, profile and security management, and technical support across the organization
- Discovery, strategic planning, recommendations and implementations of third party software (e.g. Non-Profit Starter Pack, Mailchimp, Nintex Drawloop DocGen, TaskRay, Network for Good etc.)
- to determine the best method to consolidate marketing and event management tools for gathering email addresses, event sign-ups, bulk email campaigns and direct mailings to drive traffic to appropriate programs and increase engagement across diverse sets of constituents
- project management software to assist in planning, time tracking, task distribution, budgeting and team collaboration
- ability to generate standard invoices, thank you letters, contracts, etc. directly from Salesforce, linking them to accounts and contacts
- manage an Eventbrite account for both free and paid ticketed events
- desire a user-friendly unified constituent management system to be adopted by the staff
- to combine various tools into one comprehensive system to develop metrics to measure program progress, results and impacts; improvements resulting from Center City Districts projects and initiatives
- development partner will propose additional apps and/or services that meet and/or exceeds the current needs
- managing its constituent profile information, relationship management, correspondence tracking, tracking and reporting member and sponsor activities, event registration management, grant management, donation management
- Create custom reporting systems and dashboards that are easy to use
- Ability to integrate third-party software such as Mailchimp, Eventbrite.
(2) All questions must be submitted no later than September 17, 2021.

[C] Eligibility:

- Onshore (USA Organization Only);

[D] Work Performance:

Performance of the work will be Offsite. Vendor needs to carry work in their office location.

Expiry Date : Thursday, 30 September, 2021

Question Answer Deadline : Friday, 17 September, 2021

Category : Software, System and Application, Marketing and Branding

Country : USA

State : Pennsylvania

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