London & Partners

PROC 124 - Salesforce Development Support

20 Incomplete applications

16 SME, 4 large

14 Completed applications

12 SME, 2 large

Important dates

Published
Tuesday 23 February 2021
Deadline for asking questions
Tuesday 2 March 2021 at 11:59pm GMT
Closing date for applications
Tuesday 9 March 2021 at 11:59pm GMT

Overview

Summary of the work
We are seeking a Salesforce Partner to provide development expertise on our Salesforce platform.

Salesforce has now become our key business tool, widely adopted throughout the organisation to support our business objectives.

We are seeking a Salesforce partner who can provide development expertise for a variety of project requirements
Latest start date
Thursday 1 April 2021
Expected contract length
2 Years
Location
London
Organisation the work is for
London & Partners
Budget range

About the work

Why the work is being done
We are seeking a Salesforce Partner to provide development expertise on our existing Salesforce platform.

Since implementation in 2019, Salesforce has now become our key business tool and is widely adopted throughout the organisation to support our business objectives.

We are seeking a Salesforce partner who can provide development expertise for a variety of project requirements which may arise over the next two years.

With the first project being delivery of a “Diagnostic Tool” see requirements attached.

The rest of the anticipated work is seen in the breakdown below;

L&P Development Work
Year 1
Year 2

ERDF Projects related to BGP and MIBP
Diagnostic Tool (based on quote)
BGP Portal (TBC based on quote)
Alumni portal (TBC - not yet scoped)
Additional over 2 years
Problem to be solved
We need a trusted partner that can understand and support our business and deliver ad-hoc development projects as they arise over the next two years
Who the users are and what they need to do
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
o Including Weaver (document creation) integration
o Including Microsoft Dynamics NAV integration
• Managing Campaigns and integrations with DotDigital and Eventbrite (using Workato and Rapido respectively)
• Managing our interactions with partners and members of our cohorts
• Managing two portals (Communities)
o Including an integration with Sharinpix
• Calculating our GVA (Gross Value Added) which is our main output measure
• Calculating Value in Kind
Early market engagement
We have received one quote for delivery of the Diagnostic Tool
Any work that’s already been done
Salesforce instance has been operational since April 2019.
Two Communities portals went live in:
• November 2019
• June 2020
Existing team
Head of CRM
Salesforce Lead (currently carrying out all Admin duties)
Superuser Team
CTO
Salesforce partner providing support
Current phase
Live

Work setup

Address where the work will take place
London & Partners
169 Union Street, London SE1 0LL
Working arrangements
We expect that work will be split between our premises (when that is possible) and remote working.
Security clearance
N/A

Additional information

Additional terms and conditions

Skills and experience

Buyers will use the essential and nice-to-have skills and experience to help them evaluate suppliers’ technical competence.

Essential skills and experience
  • • Have experience engineering Salesforce solutions for Membership Organisations
  • • Have experience working with Not-for-Profit organisations
Nice-to-have skills and experience

How suppliers will be evaluated

All suppliers will be asked to provide a written proposal.

How many suppliers to evaluate
3
Proposal criteria
  • • Provide a rate card detailing job function and hourly and day rate for the NFP sector.
  • • Provide an indicative cost for the Diagnostic Tool
  • • Outline how you have previously approached working with an instance implemented by another partner
  • • Explain the techniques you would use to gather requirements in order to build a solution meeting business needs
  • • Provide an example of a complex configuration that demonstrates your Salesforce expertise
  • • Provide an example of how you were able to improve existing processes or ways of working to deliver efficiencies to a client
  • o Please detail your team structure and Salesforce qualifications
  • • Outline your project management and development approach
  • • Please outline how you monitor your own performance and quality
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
  • • 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
Time and materials
Additional assessment methods
Evaluation weighting

Technical competence

60%

Cultural fit

10%

Price

30%

Questions asked by suppliers

No questions have been answered yet

The deadline for asking questions about this opportunity was Tuesday 2 March 2021.