Enterprise CRM Migration Partner - Release 1.2
Solicitation number RFP 23.60
Publication date
Closing date and time 2023/11/22 16:00 EST
Last amendment date
Description
ATB is seeking an experienced and capable implementation partner for its Release 1.2 focused on migrating Capital Markets & Corporate Banking to Salesforce Financial Services Cloud (FSC). The partner should demonstrate expertise and experience in Tier1 CRM migration, provide market optimization insights, deliver accelerators for faster deployment, offer support for undelivered functionalities, and possess in-depth knowledge of Salesforce in the financial services sector. Additionally, the partner must maintain ISO certifications, provide audit reports, and adhere to stringent security and compliance standards. Ongoing support requirements include post-implementation support, system maintenance, technical support, user training, continuous improvement, security monitoring, release management, scalability planning, emergency response, regular reporting, and clear SLAs. The partner should also provide transparent cost estimates for implementation and ongoing support. These requirements are integral to the success of ATB’s CRM ecosystem journey.
Contract duration
The estimated contract period will be 6 month(s), with a proposed start date of 2024/01/31.
Trade agreements
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Canadian Free Trade Agreement (CFTA)
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Canada-European Union Comprehensive Economic and Trade Agreement (CETA)
Contact information
Contracting organization
- Organization
-
ATB Financial
- Address
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2100 - 10020 - 102 Ave NEEdmonton, Alberta, T5J0N3Canada
- Contracting authority
- Omar Mazouzi
- Phone
- (368) 997-1958
- Email
- omazouzi@atb.com
- Address
-
3699 63rd ave NECalgary, Alberta, 3689971958Canada
Bidding details
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