UNIT4 Agresso, a leading Enterprise Resource Planning (ERP) vendor, uses SalesForce.com (Enterprise Edition) as its CRM solution for sales and marketing in North America. UNIT4 Agresso sells software, professional services and maintenance and support services. We now need to customize our implementation to include a new area of functionality: sales commission calculation, tracking and reporting. In addition, the integration between SalesForce and Outlook is no longer working and we have not been able to resolve this through the SalesForce help desk.
Our implementation of SalesForce incorporates a number of customizations including custom fields on the Opportunities object to record revenue by revenue stream (e.g. license revenue, services revenue, maintenance revenue, etc.). Our commission structure is complex. On a high level, it varies by team member and revenue stream, with multiple staff receiving commission when an Opportunity is closed-won.
We are issuing this invitation for an expression of interest for SalesForce consulting work to include:
· From our documented business requirements for commissions, prepare a solution design, and on approval by UNIT4 Agresso, implement the solution in SalesForce, provide end-user documentation, and provide required security setup.
· Resolve SalesForce-Outlook integration issues (currently not working)
Agresso plans to issue a Request for Proposal by March 26. The project is scheduled to begin early on the week of March 29 and be fully completed by April 15, 2010. Completing this project on time is essential.
If you are interested in receiving our RFP, please respond by return email by March 24, with the following:
· Profile of your company
· Experience with SalesForce consulting work
· Contact information – person, address, phone and emailThank you.