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Invitation for expression of Interest - salesforce consulting

UNIT4 Agresso, a leading Enterprise Resource Planning (ERP) vendor, uses (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 email

 Thank you.
Ivan FeherIvan Feher

Company Profile:

Customer For Life helps companies of all sizes with branding, marketing and demand generation. Since 2000 we have built solutions for national and international enterprise class customers. Our leadership is comprised of highly experienced senior business executives who are also technology leaders. We know how to analyze and then effectively align an organization’s business processes with technology. Solutions focus on innovation, driven by Cloud Computing to achieve fast and sustainable results.

Experience with Salesforce:

Customer For Life has worked with Salesforce since 2000. We are Salesforce Registered Consulting Partners, certified level I, II, Admin and published developers. Solution development includes B2B, B2C, financial, media, manufacturing, retail, technology and nonprofit. Implementations include single location to global connectivity with Salesforce among disparate divisions, partners and subsidiaries.

Contact information:

Ivan Feher 
201 Lackawanna Ave., Scranton, PA 18503
PA 570-972-0405/ NY 212-920-1495
UK +44 208 123 3212

Thank you!

Message Edited by Ivan Feher on 03-19-2010 03:19 PM
Ensemble CRMEnsemble CRM

·         Profile of your company  is a  saleforce consultancy focused on highly customized solutions and eCommerce websites.

·         Experience with SalesForce consulting work - 4+ years for everyone on the team

·         Contact information – person, address, phone and email - Curtis Christensen , Bay Area California





Mansa Systems -



Established 4 years ago with global offices in US, India and China. registered partner with primary focus is implementation, integration, consulting, analytics, and development.


Complete deck of services documents at



Setup, configuration, customization, optimization, best practices, integration, data quality, portal development, custom application development


Why Us

100% customer retention & 5 STAR rating customer reviews



Siva Devaki, 510-857-5700,  siva (dot) devaki (at) mansasys (dot) com


HQ Address

3775 Beacon Ave Suite 208 Fremont CA 94538


Profile of your company
Aerje is a development company, we do outsource development work  for many parnters in Asia Pacific,
from: integration using sforce API, apex trigger, outbound message, apex class, test method, visualforce page.
We can deliver work with low cost budget USD20 / hour. 

Experience with SalesForce consulting work
We are a team of young developer graduate from computer science university start from 2004 and focus in

Contact information – person, address, phone and email
Budi K
Indonesia, drop me an email for further detail and reference. 


We are a consulting andimplementation service provider of SaaS software solutions for small, mediumand fortune 1000 companies.
We are a highly experienced, skilled and and off shore development team in Bangalore. Our experienceinclude large custom applications development on platform. We offerdevelopment services on platform and product development services.


Our Contact Details are:

Suresh BM

Cloudforce Consulting Pvt Ltd.

Tel: +630-995-7104(US)








Profile of your company - certified consultant


·         Experience with SalesForce consulting work - 5 years of customization, configuration, integration, development, outlook integration, data loader/migration, workflow, business process management


·         Contact information –


Profile: With headquarters in Noida, India, provides superior consulting services for managing the implementation of Salesforce applications in various verticals of the industry, serving both the domestic and international sectors. brings a fresh and innovative approach to consulting services, acting as liaison between the end-user and the Salesforce applications. Our goal is to exceed the expectations of every client by offering outstanding solutions, increased flexibility, and greater value, thus optimizing system functionality and improving operation efficiency. Our team members are distinguished by their functional and technical expertise combined with their hands-on experience, thereby ensuring that our clients receive the most effective and professional service. As experts in Salesforce consulting and implementation, is involved in every stage from implementation to completion, end user training and also offering continual functional and technical support. Our extensive skills encompass all aspects of implementation and operation, including business requirements definition, development of functional specifications for client approval, system design, and overseeing development teams customizing Salesforce to fit specific client needs. Experience: We have a team of dedicated people with a mix of experience ranging from 3 to 6 years in salesforce consulting. We have certified consultants as well as developers. Contact Person: Mukesh Bhardwaj 91-9958691301

ATTN: Hiring Manager


With over 100 Salesforce deployment and over 20 development projects successfully implemented, is a leading and consulting partner. We have the right people, the most experience, and the best methodologies to cost-effectively and efficiently deliver customized solutions, suited for your business needs.

Our clientele covers a wide range of industries, from small to international enterprise conglomerates, including Kaplan, Dell, University of San Francisco, Fluxion Biosciences, Aldon, Ingres, iRise, Sciton, Luidia, among others. We strive to provide the best solutions at the lowest cost possible.


Check out our Salesforce service listing and read how we always go the extra mile for the customers:


Sean Considine

San Francisco, CA


Message Edited by NORTH on 03-22-2010 10:06 AM

Hi ,

We would like to express our interest for  Salesforce Force Consulting . We , Credent Business Solution(An IT solutions Provider company) based in California(USA) and having development centre in India as well as in USA . CBS has great expertise in customization, development, and integration work. We have worked extensively on Visualforce pages and custom controllers, Apex triggers, Apex test classes, and Custom buttons. We
have implemented Customer Portals utilizing Salesforce Content. We have setup complex approval processes and reports on Along with Consulting our services include: 


· Web-to-Lead forms
· Customize object-level, field-level, and page-level security
· Configure Roles and Sharing rules
· SFDC Customer Portal and SFDC Content
· Implement Validation rules, custom formula fields, and complex reports
· Implement advanced Workflows and Approval processes
· SFDC Partner Relationship Management (PRM)
· Both CRM and non-CRM (Platform edition) apps
· Custom Visualforce pages and controller extensions
· Apex triggers and classes
· Apex test classes with at least 90% code coverage
· apps on .NET, PHP, and Java
· Expose custom Visualforce components via SFDC Customer Portal
· Custom pages leveraging Salesforce Sites
· Develop Custom apps on AppExchange
· Leverage API to insert/update records from external systems to
· Leverage Apex Web services API to invoke external Web services and render
external data on SFDC UI
· Integrate with AppExchange apps such as Coda2Go, Vertical Response, and
EchoSign .


Please do send us the RFP for the same. Also do let us know if you need any additional information from our end . 


Looking forward for your response. 



Dr. Kapil Singhal

Email :

Phone : +1 213 784 1674

Skype: erkapil_singhal


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