Public sector CRM

Tender description

Summary of the work A CRM with functionality for; Communication, forms, Grant/Project management, Business data monitoring via API (e.g. companies house), and Business Intelligence Dashboard (e.g. PowerBi) Expected Contract Length 1 year Latest start date Tuesday 14 March 2023 Why the Work is Being Done The Economic Development department needs a CRM before the end of March Problem to Be Solved Stakeholder engagement Grant and Project management Business data monitoring Business Intelligence Dashboard Who Are the Users Economic development officers need to access a CRM so they can stay in touch with businesses in the geography, manage projects, and report on economic activity Existing Team EDM and EDO Current Phase Beta Skills & Experience • have experience with CRM systems • have API integration • have dashboard functionality • project/grant management Work Location Remotely Working Arrangments As needed No. of Suppliers to Evaluate 3 Proposal Criteria • technical solution • estimated timeframes for the work • value for money Cultural Fit Criteria • take responsibility for their work • can work with clients with low technical expertise Payment Approach Time and materials Evaluation Weighting Technical competence 75% Cultural fit 5% Price 20% Questions from Suppliers No questions have been answered yet.