Customer Relation Management software package

Tender description

The Development, Relationship and Alumni Office (DARO) conducts fundraising and engagement across the University of Birmingham’s alumni, friends and supporter audiences. Contact data is an institutional asset which requires precise management, stewardship and protection. Over 350 000 individuals and 100 000 organisations hold their contact data with the University due to their interest in the organisation, and this number is predicted to grow in line with increases in student numbers, the growing public engagement agenda, and DARO’s focus on expanding its audiences to deliver its forthcoming campaign. The University is looking to contract on a three plus two basis commencing at 1.4.2019. The University of Birmingham expects than any contract award will be carried out against the University’s standard Terms and Conditions. The University’s current CRM is Raisers Edge. DARO and its wider stakeholders within the CRM system have 4 features considered critical to the delivery of the advancement CRM: 1) Accessible: the system needs to be available globally at all times on a variety of devices; 2) Compliant: the system must comply with all relevant legislation including but not exclusively PCI-DSS and GDPR and must be secure to the satisfaction of the University’s IT security requirements; 3) Intergratable: the system must be able to import and export data in a variety of formats from different data sources in use within the University; 4) Customisable: stakeholders must be able to adapt the system to their particular business processes without additional cost.