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CRM Administrator
(Jobs in Seattle, WA)
 
Requirement id 93895
Job title Administrator
Job location in Seattle, WA
Skills required Salesforce Admin, Relationship Management, CRM,
Open Date 17-Jun-2019
Close Date
Job type Not specified
Duration 24 Months
Compensation DOE
Status requirement ---
Job interview type ---
   Email Recruiter: coolsoft
Job Description Administrator: Salesforce Admin, Relationship Management, CRM,

Note: Email Submission

Submission Deadline: 7/5/2019 5pm Pacific Time
Start Date: 7/15/2019
End Date: 6/30/2021

Client: Washington State Department of Commerce

Description:

1 INTRODUCTION
1.1 PURPOSE AND BACKGROUND
The Washington State Department of Commerce hereafter called "COMMERCE,” is initiating this Request for Qualifications and Quotations (RFQQ) to solicit proposals from firms interested in participating on a project to serve as consultant and service provider for Salesforce related needs in the Office of Economic Decelopment and Competitiveness (OEDC).
1.2 OBJECTIVE
• Administer Salesforce, working within current process, to maintain:
a. Users, roles, security, profiles
b. Workflow rules
c. Customizations
d. Reports and dashboard
e. Data Integrations
f. Data Backup

• Provide on-going support, and act as the primary contact for Salesforce and Salesforce Communities/Salesforce Applications support. Apps include, but are not limited to:
a. Data Loader
b. Payment Connect
c. Dupe Catcher
d. Event Manager

• Assist with “train the trainer" program, training staff of the use of Salesforce.
• Facilitate requirements gathering and prioritization with business users for improvements.
• Work with the staff to make the tool more effective. This would include customization of fields, page layouts, record types, reports and dashboards.
• Be the leader to support the goals of our organization, with how those goals are supported by the Salesforce application.
• Provide support to end users
• Support Email to Salesforce and Salesforce for Outlook connections and workflows
• Manage projects and communication with OEDC staff and outside vendors

Estimated weekly time required: five to 10 hours.

Deliverables:

1. Serving as the Salesforce Administrator for staff, completion of assigned work in a timely fashion, completion of assigned work in a timely fashion, customizing functionality, defining and managing roles, security and profiles and adjusting reports to meet teams needs.
2. Weekly backup of the Salesforce data to ensure compliance with state requirements and viability/continuity of system.
3. Answer emails and calls from team related to Salesforce, including requests for additional features, assistance in using CRM and ordinary “help desk” type services. This can be solicited weekly.
4. Conduct onsite or web-based training to staff on a regular basis, which for the purposes of this RFQQ would be no more than monthly.
5. Add functionality and features to Salesforce as directed by the Seattle Communications Consultant.

1.3 MINIMUM QUALIFICATIONS
The Consultant must be licensed to do business in the state of Washington and have at least two years of experience in Salesforce client relationship management system.

Bidders, who do not meet these minimum qualifications will be rejected as non-responsive and will not receive further consideration. Any proposal that is rejected as non-responsive will not be evaluated or scored.
 
Call 502-379-4456 Ext 100 for more details. Please provide Requirement id: 93895 while calling.
 
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(Administrator: Salesforce Admin, Relationship Management, CRM, in Seattle, WA)
     
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