The New York State Energy Research and Development Authority (NYSERDA) is seeking proposals from contractors to provide design and build services for a salesforce integrated enterprise solution.
This solution will leverage and expand an existing salesforce installation now used for customer relationship management and will allow for the replacement of disparate program-specific systems used to track projects and workflow.
The contractor will design, scope, build and implement a set of salesforce applications to support NYSERDA’s core business processes.
NYSERDA expects the project to achieve the following objectives:
Provide a cost effective, secure and accessible management platform solution with minimal customization.
Streamline business processes around standard operations and common workflows to require minimal customization.
Integrate contacts and customers with project information and financial transactions.
Provide a flexible configuration to meet new and changing business requirements and programs.
Reduce administrative overhead and maintenance costs associated with maintaining multiple systems on multiple platforms.
Improve data quality through point-of-entry controls and systems integration.
Enhance reporting capabilities, accuracy and accessibility.
Create a solution that will enable ease of communication and data sharing with external organizations as driven by business and policy needs.
The winning bidder must demontrate skill and expertise in developing an integrated and customized salesforce solutions, and must have completed at least six comparable projects.
Proposals are due May 21. The RFP is available here