ISSUE DATE: February 10, 2020
SUBMISSION DATE: March 4, 2020

Summary

Women’s World Banking is seeking an entity to provide customization/integration and enhancement consulting for our current SalesForce.org NPSP instance. The Consultant must demonstrate experience working with SalesForce.org NPSP customization and integration based on Women’s World banking scope and requirements.

About Women’s World Banking
Mission: To expand the economic assets, participation, and power of low-income women and their households by helping them access financial services, knowledge and markets

Vision: One day all women will be able to build a secure and prosperous financial future for themselves and their households

Women’s World Banking, Inc. is a tax-exempt 501(c)(3) organization registered in New York, that designs market-driven solutions, invests in financial institutions, and helps to shape policy environments in emerging markets to create greater economic stability and prosperity for women, their families, and their communities. The direct beneficiaries of our work include low-income women customers of financial service providers in developing countries.

Women’s World Banking’s co-actors are its global network of cross-sector partners including retail banks, mobile network operators, FinTech companies, governments, multinational corporations and funders which today includes 55 organizations in 32 countries, serving more than 30 million women clients. These network members serve as implementing, catalyzing, and strategic partners that help achieve Women’s World Banking’s mission.

About the Project
The main objective is to synchronize Salesforce between our Communications, Fundraising, Network, Business Development and Investors channels so that we will be better able to communicate with leads, resulting in a more inspired, informed, and involved supporter base.

Objectives & Responsibilities
The main tasks for this project will be, but not limited to, the following:

  • Integration and implementation between Salesforce and other Women’s World Banking Systems as BOX, Intact, and Quickbase
  • Salesforce and Outlook synchronization for calendars
  • Ability to e-mail customers from within Salesforce
  • Reports and Dashboards Optimization and Customization
  • Sales productivity reports
  • Client engagement reports
  • Establish roles and security configuration where needed
  • Consult with WWB’s staff to learn organizational needs and the rationale for current customization of Salesforce.org interface
  • Analysis of requirements to determine fit to existing architecture and modules to minimize customization and redundant functionality
  • Create Workflows and process automations based on Teams needs
  • Documented integration and performance testing results
  • Registration for public, open enrollment training programs and certifications for Network members within Salesforce

Location of Work

  • New York City

 TO APPLY
Please submit your application, including the following components, by Wednesday, March 4, 2020 at 11:59 PM EST at the latest:

  • Cover Letter – please include estimate of cost of services
  • Details of Experience / Qualifications
  • Three references (minimum)

Applicants may submit their question(s) in writing until February 28, 2020 to tn@womensworldbanking.org. Please include in the e-mail subject line “RFQ: Salesforce Consulting Firm”

Apply Now!

This RFQ does not guarantee or commit Women’s World Banking to proceeding with the above described work. Due to overwhelming response, not all candidates will be contacted.

Women’s World Banking is an equal employment opportunity for all regardless of race, color, citizenship, religion, sex, sexual orientation, gender identity or expression, age, disability, veteran or reservist status or any other category protected by federal, state or local law.

 Women’s World Banking will be unable to contract with any individual who is US citizen or resident without an LLC or LP or similar structure.


Q: Are firms based out of the US able to apply?
A: All firms globally based are welcome to submit an application.