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Salesforce Implementation Enterprise System

Overview


Business Systems (ERP, CRM & POS)
New York, United StatesPosted: August 3, 2026Deadline: September 14, 2026

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SUMMARY


The State seeks a vendor to implement and manage an enterprise Salesforce portfolio system supporting project tracking, dashboards, reporting, risk management, resource planning, and cross-agency coordination. Required deliverables include monthly, quarterly, and annual portfolio reports.

DESCRIPTION


The vendor will provide an enterprise Salesforce implementation system to track Salesforce-related projects and related work issued under a master contract. The solution will maintain an enterprise project portfolio dashboard, monitor schedule, scope, and cost performance across projects, provide consolidated status reporting to the State, and identify risks, dependencies, and cross-agency coordination issues.

The vendor will coordinate enterprise-level contractor reporting requirements, support quarterly performance reviews, identify opportunities to reuse shared components or enterprise solutions, escalate issues affecting multiple agencies or enterprise architecture alignment, and conduct capacity planning and resource-use forecasting to support resource availability and readiness requirements.

The Enterprise Salesforce Portfolio Manager will provide monthly enterprise portfolio status reports, a consolidated project dashboard, a risk and issue log across purchase orders, quarterly enterprise performance review reports, and an annual Salesforce activity summary. Questions must be submitted by August 17, 2026, and proposals are due by September 14, 2026.

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Frequently asked questions


When is the submission deadline?
Submissions are due September 14, 2026.
Who is a good fit for this opportunity?
  • Salesforce implementation and enterprise portfolio management specialist
  • Experience managing multi-project, multi-agency Salesforce environments
  • Strong capabilities in project dashboards, reporting, risk management, and resource forecasting
  • Proven experience supporting government or large enterprise clients
  • Ability to coordinate cross-agency stakeholders and enterprise architecture requirements

Analysis generated by Settle AI from the source RFP.

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Settle pieces together buyer signals, budgets, contract activity, and the sources your team already monitors. See why an opportunity fits and what to do before the RFP posts.

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