Development & Alumni CRM System

Tender description

Procurement of a Customer Relationship Management (CRM) system for the University of Edinburgh Development & Alumni department. Lot 1: Procurement of a Customer Relationship Management (CRM) system for the University of Edinburgh, Development & Alumni department. The high-level requirements for the D&A CRM include: - Contact / education management - Fund management / Gift Aid management / Direct Debit management - Self-service updates for managing contact information/opt-outs/consents - Online public donation portal integration for processing single gifts and Direct Debits - Prospect / proposal management - Legacy management - Grant making management - Volunteer Management - Bulk mail and email communications management (e.g. Application Programming Interface (API) with DotDigital) - Community fundraising management (e.g. API with JustGiving platform) - Telephone calling campaign management - Campaign, project and appeal management - Event management - Donor relations management - Census / survey / questionnaire / feedback management - Reporting / segmenting / analytics / modelling - Data imports and exports / system to system APIs / process automation. The contract is procured via Desktop Evaluation Direct Award via the APUC Alumni CRM & Associated Services framework (ITS1054 AP) for an initial period of 5 years', with the option to extend by two periods of 24 months.. The contract include the option to extend by two periods of 24 months.