Salesforce Implementation Services

Overview

Business Systems (ERP, CRM & POS)

Indianapolis, Indiana, United StatesPosted 14 days agoDeadline: May 27th, 2026

Fit Score

Settle Intelligence

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SUMMARY

The agency is seeking a vendor to implement Salesforce for workflow automation and online payment enhancements, focusing on case management and customer satisfaction.

KEY REQUIREMENTS

Must provide response using Attachment A template
Must submit response in Microsoft Word format
Total response must not exceed 15-20 pages
Must submit response via email to [email protected]
Must include at least three client references for similar services
Must comply with State security policies and Information Security Framework
Must adhere to RAMP policy requirements for cloud-based solutions
Must provide a detailed exit plan for cloud-based solutions
Must provide a Confidential Documentation Listing if claiming APRA exceptions

BUDGET

Estimate

$500,000 – $2,000,000

TIMELINE

Issuance of RFI: April 15th, 2026

Deadline to Submit Written Questions: April 29th, 2026

Response to Written Questions/RFI Amendments: May 13th, 2026

Due Date for Submissions: May 27th, 2026

QUESTION DEADLINE

April 29th, 2026

Issuing Agency

Indiana Department Of Administration

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DESCRIPTION

This RFP seeks a vendor to provide comprehensive Salesforce implementation services. The scope includes recommendations and detailed solutions for workflow automation, specifically utilizing Salesforce case management functionality. Each request or ticket will be managed as a case, tracked from intake through stages such as review, investigation, resolution, and close.

The project aims to deliver an efficient, user-friendly, and secure online payment experience for both agency staff and customers. Requirements emphasize streamlining and automating online payments to achieve high levels of customer satisfaction, offering a simple, accurate, and safe online billing and payment platform.

Vendors are advised that all questions regarding the RFP must be submitted by April 29, 2026.

Source attribution

This Settle analysis is based on the issuing organization’s public RFP listing.