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Salesforce CRM (Customer Relationship Management)

Due by December 22, 2023 by 5:00 PM (PST)

Questions Due: December 08, 2023

1.1 Central Coast Community Energy (3CE) is soliciting proposals from qualified Salesforce CRM Vendors and Salesforce Consultants (from now on referred to as “CONTRACTOR(S)”) to transition existing configurations and data from our current CRM system onto a new Salesforce platform, ensuring integration with 3CE’s existing data warehouse and inclusion of spatial analysis tools within the CRM. This RFP aims to identify a CONTRACTOR that can offer a robust, customized Salesforce solution that is easy to use and manage, minimizing the need for ongoing formal Salesforce training for 3CE staff. 

Issue RFP  November 20th, 2023 
Deadline for Written Questions  5 p.m., December 8th, 2023 
3CE provides responses to questions on 3CE’s website  December 15th, 2023 
Deadline to submit proposals  5 p.m., December 19th, 2023 (EXTENTION: 5p.m., December 22nd, 2023)
Presentations of top-scoring proposals  December 20th, 2023 – January 8th, 2024 (Excluding holidays) 
Anticipated date 3CE will notify the awardee  January 15th, 2024 
Central Coast Community Energy
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Location

MAIN OFFICE
20 Ryan Ranch Road, Suite 214
Monterey, CA 93940

SAN LUIS OBISPO COUNTY
1026 Palm Street
San Luis Obispo, CA 93401

SANTA CRUZ COUNTY
2601 Porter Street
Soquel, CA 95073

SANTA BARBARA COUNTY
820 State Street
Santa Barbara, CA 93101

Contact

Speak with a Local Customer Service Energy Advisor:
1-877-455-2223

Customers who receive a PG&E bill:
NorthSupport@3CE.org Customers who receive an SCE bill:
SouthSupport@3CE.org

NOTE: Payment of all electricity bills must be sent directly to PG&E or SCE — 3CE does not accept direct bill payments.