Salesforce Migration Service
Overview
Fit Score
Settle Intelligence
Settle helps teams find, evaluate, and respond to public RFPs. We continuously surface new opportunities, score them against your company strengths, and draft proposal responses so you can focus on the work that wins business.
SUMMARY
DESCRIPTION
A Washington, DC agency is seeking a qualified vendor to manage the migration from its current legacy CRM system (Kustomer) to Salesforce CRM. The scope of work includes the comprehensive design, development, and implementation of a new Salesforce Customer Relationship Management platform tailored to the agency’s business processes.
The contractor will be responsible for assessing the existing CRM environment, designing and implementing the Salesforce solution, and ensuring seamless migration of data, functionalities, interfaces, and integrations from the current system. Services will also include project document management, daily status reporting, and risk mitigation throughout the project lifecycle. Additional requirements encompass configuring and customizing Salesforce interfaces, settings, and values according to agency needs, as well as enabling secure use of Salesforce APIs and integration tools.
The selected vendor will provide reporting and data analytics support, automated customer status messaging, and ongoing post-migration and post-implementation support to ensure the agency's Salesforce deployment aligns with operational requirements.