GGF is a charitable Swiss Foundation and was founded by Plan International. GGF is the philanthropic arm of Plan International and connects and collaborates with global thought leaders and experts to influence social justice for girls. GGF is building and connecting an exclusive group of global changemakers to co-create solutions that advance girls’ rights. GGF does this by leveraging Plan’s nearly 90 years of experience developing powerful, innovative and impactful solutions for and with girls and young people that can be scaled up quickly and contribute to social, gender, economic and climate justice. GGF aligns its resources, expertise, and networks to amplify the impact and expand the reach of Plan’s programmes.
Description & Objectives
GGF has acquired Salesforce CRM to streamline its donor relationship management processes for resource mobilization. GGF is seeking an independent Salesforce CRM consultant to customize its Salesforce CRM in order to tailor the platform to meet the needs of the Foundation. The consultancy will consist of three phases:
1. Phase 1: Planning Workshop
The consultant will conduct a planning workshop during which the consultant will work closely with the GGF staff to understand the needs of the foundation for managing its donor relationship management processes and activities and plan the customization of the CRM based on the needs and outcomes of the workshop.
2. Phase 2: Salesforce Customization
Based on the outcomes of the workshop and the consultant will develop and implement, in close partnership with the Senior Philanthropy Advisor, a workplan and timeline for customizing GGF’s CRM system, which may include the following:
a. Custom objects
b. Sales/fundraising pipeline configuration
c. Automation (flows/process builder)
d. Email templates
e. Reports and dashboards
f. Role hierarchy and permissions
g. Data import
h. Basic integrations (i.e. email)
i. Testing
3. Phase 3: Basic Training
GGF will require a training to become accustomed to the tailored, customized platform, its functions, and capabilities. The first phase and third phase of the project will be conducted in person in Geneva, Switzerland at the Plan International UN Laison Office. The second phase can be conducted with a hybrid work setting.
Expected qualifications of consultant
– Salesforce Certified Nonprofit Cloud Consultant / Salesforce Certified Administrator
– Platform Developer 1 and Platform App Builder
– Salesforce Certified Application Architect
– JavaScript Developer 1
– BS in Data Science or similar degree; Master’s in Data Science preferred.
– Fluency in English required
Submission of offers
Please send your application to Global Girls Foundation (Maureen.McKenna@globalgirlsfoundation.org Cc:
Procurement@plan-international.org ) with “Consultation for Salesforce” in the subject line and including support documents as outlined.
Please find the Terms of Reference: GGF_Salesforce_Consultant_TOR