ATB FINANCIAL has floated a tender for Enterprise Crm Migration Partner - Release 1.2. The project location is Canada and the tender is closing on 22 Nov 2023. The tender notice number is RFP 23.60, while the TOT Ref Number is 91265714. Bidders can have further information about the Tender and can request the complete Tender document by Registering on the site.

Expired Tender

Procurement Summary

Country : Canada

Summary : Enterprise Crm Migration Partner - Release 1.2

Deadline : 22 Nov 2023

Other Information

Notice Type : Tender

TOT Ref.No.: 91265714

Document Ref. No. : RFP 23.60

Financier : Self Financed

Purchaser Ownership : Public

Tender Value : Refer Document

Purchaser's Detail

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Tender Details

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.
Solicitation Number : RFP 23.60
Solicitation Type : Request For Proposal
Closing Date : 11/22/2023 02:00:59 PM Alberta Time
Agreement Type : NWPTA/TILMA & CFTA & CETA & TCA
Commodity Codes : D302AAO: Informatics Professional and Consulting Services, Systems Analysis Design
D301A: Computer and Data Processing Services
D302AAR: Informatics Professional and Consulting Services, Systems Management, Project Management, EDP Management Consulting
D302AAH: Informatics Professional and Consulting Services - Maintenance Operations, Support
D302A: Informatics Professional Services
N7030AJB: COMPUTER SOFTWARE, OTHER (NOT ELSEWHERE LISTED) - MICROCOMPUTERS ONLY
R113A: Data Collection Services
D302AAK: Informatics Professional and Consulting Services - Systems Evaluation, Planning, Audit, Etc.
Category : Services

Response Submission :
RFP Contact: Omar Mazouzi
sourcing@atb.com
Procurement
ATB Financial
CC: Omazouzi@atb.com

Documents

 Tender Notice


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