Settle Intelligence
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A Rhode Island agency is seeking qualified vendors to provide comprehensive Salesforce consulting services. The primary focus is on supporting the agency’s Salesforce CRM system, which is designed to improve activities such as business retention and expansion, business attraction, and relationship management.
The selected vendor will be responsible for implementing, customizing, and maintaining Salesforce solutions, with an emphasis on the Lightning platform and Sales Cloud system. Responsibilities include performing system enhancements, configuration, optimization, maintenance, upgrades, fixes, and updates. Additional services required include identifying, integrating, customizing, and optimizing both system and third-party applications to support new programs, services, or business process improvements within the agency.
The vendor will also provide systems administrator and user training, as well as integrate Salesforce Public Sector Solutions Grant Management tools. Ongoing support and technical assistance for the agency’s Salesforce environment are essential aspects of the engagement.
Source attribution
This Settle analysis is based on the issuing organization’s public RFP listing.