Specifications include, but are not limited to: 1. Work with management and IT staff to customize and enhance the Green Bank’s existing Salesforce platform. These services include but are not limited to: Ongoing management and support for the Green Bank’s Salesforce instance, as needed o Creation of objects, fields, workflows, dashboards o Management of objects, fields, workflows, dashboards o Support for custom processes to support the business Weekly check-in call Manage sandbox and production if needed Integration into/from 3rd party systems (i.e., Pardot) Provide system enhancement options including pros and cons with cost estimates Recommend security and access control improvements Describe systems maintenance needs Review disaster recovery configuration Propose implementation plans as needed 2. Plan, organize and deliver comprehensive training on any new Salesforce enhancements and customized reporting for maximization of the new system features. 3. Provide the Green Bank with an annual report of completed work and follow-up discussions.
