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Procurement details: PROC152 SALESFORCE PARTNER (RM1043.8-1-LONDON & PARTNERS LIMITED)

6

Applications submitted

£304500

Indicative Budget

Outside scope

Off-payroll status

06 March 2023

Application Closing Date

1. Context and requirements

Pre-market engagement: N/A
Work done so far: Salesforce instance has been operational since April 2019. We use Salescloud and Community Cloud. We may opt to add Service Cloud in future.
Which phase the project is in: Live
Existing team: Head of CRM (Admin and Consultancy certs) Salesforce Lead (highly experienced in CRM and currently carrying out all Admin Duties) 2 x certified Admins Superuser Team embedded across business CTO/External consultant working across tech and systems
Address where the work will be done: London & Partners is based at 169 Union St London SE1 0LL
Working arrangements: We expect that work will be mostly carried out remotely however we do expect on premise presence for workshops.
Provide more information about your security requirements: No security clearance needed
Provide more information about your security requirements (optional)
Latest start date: 2023-04-03
Enter the expected contract length: 2 years
Extension period: 1 year
Are you prepared to show your budget details?: Yes
Indicative maximum: 304500
Indicative minimum
Provide further information: Total spend for up to 3 years
Confirm if you require a contracted out service or supply of resource: Contracted out service: the off-payroll rules do not apply
Summary of work: We are seeking a Salesforce Partner to support our Salesforce instance. Since implementation in 2019, Salesforce is our key business tool and is widely adopted throughout the organisation to support and track our business objectives. Our Salesforce partner will need to offer expert assistance in areas outside the knowledge of the internal Salesforce team. This guidance and assistance may cover: • Technical solutions, apps and integrations • Configuring and developing Salesforce to meet our requirements and in partnership with our team • Salesforce releases and new technology • Identifying areas where we can enhance our Salesforce instance
Where the supplied staff will work: London
Why the work is being done: We are seeking a Salesforce Partner to support our Salesforce instance. Since implementation in 2019, Salesforce is our key business tool and is widely adopted throughout the organisation to support and track our business objectives. Our Salesforce partner will need to offer expert assistance in areas outside the knowledge of the internal Salesforce team. This guidance and assistance may cover: • Technical solutions, apps and integrations • Configuring and developing Salesforce to meet our requirements and in partnership with our team • Salesforce releases and new technology • Identifying areas where we can enhance our Salesforce instance
The business problem you need to solve: • Our internal Salesforce team offers first and second line support for our Salesforce users however, we need to be able to call on expertise to offer advice and guidance and deliver configuration and development beyond the internal teams capabilities. • Salesforce projects e.g. to support new products and programmes • We need expert resource to advise on Salesforce activity including data security, Salesforce releases and best practice on all aspects of maintaining a healthy Salesforce instance across Sales and Community clouds (future use of Service Cloud TBC). We need ad hoc support availability for our Salesforce team 8am to 6pm UK time on all aspects of our instance including optimising and supporting our current setup, making full-use of features and delivering or assisting to deliver as yet unspecified development work.
First user type: L&P
Enter more details about this user type: Our users are in UK, US, Canada, China, India, France and Germany. We have approximately 160 Salescloud licences and 45 Platform licences. We use Salesforce for: • Managing multiple types of Leads and Opportunities and custom objects • Managing Campaigns and Events • Managing our interactions with partners and members of our cohorts • Managing a Partner Portal (Communities) • Calculating GVA (gross value added), our main output measure • Integrations include: o Eventbrite o DotDigital o Smartsurveys o Docusign/DocGen o LinkedIn o Crunchbase o Dynamics NAV o Sharinpix o LIghtblaze • We use flows to enhance our automation and user experience

2. Assessment Criteria
Select your pricing model: Capped time and materials
Additional assessment methods: Presentation
Additional assessment methods: Reference
Additional assessment methods: Case study
Create your scoring criteria: 3
How many suppliers to evaluate: 3
Technical competence: 60
Cultural fit: 10
Social value: 0
Price: 30
Essential skills and experience: 50
Nice-to-have skills and experience (optional): 0
Technical questions: 50
Describe the essential skill or experience:: Registered Salesforce Gold or tier 3 partner
Enter a weighting for this skill or experience in whole numbers, for example 30: 15
Describe the essential skill or experience:: Specific experience implementing and configuring solutions within the Sales Cloud, Community and Service Cloud.
Enter a weighting for this skill or experience in whole numbers, for example 30: 15
Describe the essential skill or experience:: Experience working with multiple Salesforce integrations including Microsoft Navision, Eventbrite and DotDigital
Enter a weighting for this skill or experience in whole numbers, for example 30: 14
Describe the essential skill or experience:: Cyber Essentials certified as a minimum. Additionally, you may be required to complete third party security questionnaire relating to processing of Personal Data.
Enter a weighting for this skill or experience in whole numbers, for example 30: 14
Describe the essential skill or experience:: Established and stable core, employed team with standard risk profile e.g. should not be based in high-risk global locations and must be subject to appropriate security and data protection arrangements.
Enter a weighting for this skill or experience in whole numbers, for example 30: 14
Describe the essential skill or experience:: 6. Please detail your team structure and Salesforce qualifications and how you would approach: a. ongoing support b. development work
Enter a weighting for this skill or experience in whole numbers, for example 30: 14
Describe the essential skill or experience:: Must be UK based and able to travel to London as required. (London & Partners will not cover travel and accommodation expenses unless specifically highlighted in tender and captured in contract.)
Enter a weighting for this skill or experience in whole numbers, for example 30: 14
Describe the nice-to-have skill or experience:: • Experience engineering Salesforce solutions for Membership Organisations • Experience working with Not-for-Profit organisations • Demonstrate Sustainability goals
Enter a weighting for this skill or experience in whole numbers, for example 30: 100
Explain the technical question:: Experience working with complex flows
Enter a weighting for this technical question in whole numbers, for example 30: 13
Explain the technical question:: Experience challenging business process
Enter a weighting for this technical question in whole numbers, for example 30: 13
Explain the technical question:: Established, mature and proven governance model that includes lifecycle controls for quality, programme & project management
Enter a weighting for this technical question in whole numbers, for example 30: 13
Explain the technical question:: Outline the sphere of your experience, the Salesforce products you cover and the experience and skill level of your team including certifications.
Enter a weighting for this technical question in whole numbers, for example 30: 13
Explain the technical question:: Provide an example of a complex configuration that demonstrates your Salesforce expertise
Enter a weighting for this technical question in whole numbers, for example 30: 12
Explain the technical question:: Provide an example of how you were able to improve existing processes or ways of working to deliver efficiencies to a client
Enter a weighting for this technical question in whole numbers, for example 30: 12
Explain the technical question:: Outline your support model including; SLAs, support hours, escalation routes. Provide an example from a previous implementation.
Enter a weighting for this technical question in whole numbers, for example 30: 12
Explain the technical question:: Please outline your approach and certifications relating to cyber security and data protection
Enter a weighting for this technical question in whole numbers, for example 30: 12
Your question: Give examples of how you work as one project team with clients; sharing knowledge and experience to upskill internal teams
Enter a weighting for this question: 20
Your question: Give examples of how you would work collaboratively with London & Partner colleagues
Enter a weighting for this question: 20
Your question: Please demonstrate an ability ability to challenge our approaches, business processes and add value from previous implementations
Enter a weighting for this question: 20
Your question: Please show alignment with Government Design Principles?https://www.gov.uk/guidance/government-design-principles and suppliers
Enter a weighting for this question: 20
Your question: How do you flex to meet to changing/uncertain requirements?
Enter a weighting for this question: 20

3. Timeline
Publication of stage 1: February 20, 2023, 12:00 AM
Clarification period closes: February 27, 2023, 12:00 PM
Deadline for suppliers to submit their stage 1 responses: March 6, 2023, 4:00 PM

Clarification questions and responses

There are no questions and clarifications relating to this opportunity.

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