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San Jose Civic Gallery City Hall agenda intelligence

Matter 25-1027

Report on Request for Proposal for the Implementation of the Salesforce Customer Relationship Management System.

Budget & Finance City Council Agenda Ready Introduced 16 Sep 2025
1 Document on file 229 KB · 1 extracted · 1 AI summary
File
25-1027
Type
Consent Agenda
Status
Agenda Ready
Requester
Unknown
Introduced
16 Sep 2025
Last synced
19 May 2026 · 04:00

The papers

1 document · 229 KB
01 229 KB

Memorandum

229 KB Extracted AI Summary
file ec940727-52ba-43b0-934f-b7b6bc547bee.pdf sha a6a135a70636 source unavailable

Official source link unavailable. The file was imported, but the current source metadata does not include a public document URL.

Generated summary AI-assisted

This memorandum provides a report on the Request for Proposal for the implementation of the Salesforce Customer Relationship Management system. It recommends that the City Council accept the report and authorize the City Manager to negotiate and execute an agreement with Infinite Solutions, Inc. for the implementation, with a total cost not to exceed $2,095,800. The new system aims to consolidate customer service platforms and improve service delivery. The implementation is expected to take up to 34 months and will replace the existing SJ311 platform.

Key points
  • The memorandum is addressed to the Mayor and City Council regarding the Salesforce CRM system implementation.
  • The City Manager is recommended to negotiate and execute an agreement with Infinite Solutions, Inc.
  • The total cost for the implementation is not to exceed $2,095,800.
  • The implementation will take up to 34 months and aims to consolidate customer service platforms.
  • The memorandum includes a summary of the evaluation process for selecting Infinite Solutions, Inc. as the top-ranked proposer.
Limitations
  • The text contains unresolved placeholders and blank fields, such as the specific date for the initial term and the budget action details.
  • The document does not specify the final approval date for the resolution.

Generated for convenience from extracted text using AI. Review the official source document before relying on this summary.

Extracted text preview · 10,090 chars
COUNCIL AGENDA: FILE: ITEM: TO: HONORABLE MAYOR AND CITY COUNCIL SUBJECT: See Below Approved 9/30/25 25-1027 2.9 FROM: Maria Öberg DATE: September 8, 2025 Date: 9/9/2025 COUNCIL DISTRICT: Citywide SUBJECT: Report on Request for Proposal for the Implementation of the Salesforce Customer Relationship Management System RECOMMENDATION Accept this report on the Request for Proposal and adopt a resolution authorizing the City Manager or her designee to: (a) (b) (c) Negotiate and execute an agreement with Infinite Solutions, Inc. for the implementation of the Salesforce Customer Relationship Management system for an initial term, beginning on or about October 15, 2025, and ending on or about October 14, 2028, for an amount not to exceed $2,095,800, subject to appropriation of funds; Negotiate and execute amendments and change orders as required for any unanticipated changes during the initial term, subject to the appropriation of funds; and Approve a contingency amount not to exceed $526,950 for unanticipated changes during the initial term, subject to the appropriation of funds. SUMMARY AND OUTCOME This memorandum provides the City Council with recommended actions that will allow the...