CRM Software Contracts & Bids

(1) Vendor needs to provide constituent relationship management (CRM) tool.– Establish a single, authoritative, 360–degree constituent profile that consolidatesservice requests, permits, complaints, program participation, communication preferences, and demographic or contact information across every touchpoint.– The CRM solution must integrate constituent data across multiple City departments, including Environmental Services (Refuse and Utilities), the Finance Department (tax bills and other…

(1) Vendor needs to provide enterprise customer and relationship platform. • Provide information regarding enterprise capabilities for customer and organizational relationships, sales and account processes, service interactions, engagement, workflow, data, analytics, automation, legal case management, security, accessibility, and related business processes. • Provide factual information regarding functional breadth, architecture, integration, data, security and compliance posture,…

The purpose of this RFI is to solicit industry feedback for products and solutions that deliver enterprise capabilities for customer and organizational relationships, sales and account processes, service interactions, engagement, workflow, data, analytics, automation, legal case management, security, accessibility, and related business processes . See RFI document for complete detail.

(1) Vendor needs to provide cloud–based contact center as a service platform.– A comprehensive cloud–based Contact Center as a Service (CCaaS) platform that supports configurable use across cabinet departments, tailored to each agency’s specific needs through an understanding of existing and future configurations, customizations, and collaborative requirements gathering.– Contact center platform built on Genesys Cloud CX, integrated with Oracle RightNow CRM (Service Cloud), Pure Insights, and…

(1) Vendor needs to provide zoho crm development and optimization solutions.– Redevelop and transform the environment into a stable, documented, scalable, secure, and supportable platform aligned with Zoho Enterprise Support best practices.• Develop and maintain dashboards, reports, analytics, and KPI framework to support operational, management, and executive decision–making. • Create and enhance reporting solutions using Zoho Analytics and other Zoho platform tools. • Translate business…

(1) Vendor needs to provide human resources case management software for a secure, cloud–based case management and investigation software designed to support district–wide incident reporting, case intake, workflow management, documentation, investigation tracking, and reporting.– Enterprise Case ManagementA. Support multiple case types and departmental workflows within a single softwareB. Serve as a centralized repository and system of record for authorized case informationC. Support…

(1) Vendor needs to provide scholarship program, Customer Relationship Management (CRM) assessment, system selection and implementation planning solution.– Provide assessment is to identify and recommend a Customer Relationship Management (CRM) solution and implementation approach that meets the Scholarship Program’s current operational needs and supports future growth.– Evaluate and compare CRM platforms using agreed–upon criteria, including functionality, scalability, reporting and…

(1) Vendor needs to provide constituent relationship management strategy, consolidation assessment, and slate migration services. – Consultant shall perform all strategic planning, configuration, data migration, integration development, testing, and validation required to deliver a fully operational consolidated CRM.– Advancement migration and consolidation:– Assess current Advancement data structures and workflows in Blackbaud.– Design the target Slate data model for Advancement.– Migrate…

(1) Vendor needs to provide website and customer service system redesign services with the goal of implementing a scalable, secure, user–friendly, mobile–responsive, and accessible system that enhances customers’ access to relevant information, as well as the ability to track, manage, and analyze customer service activity for use by customers and customer service agents.1. Discovery and planning:– Review current website structure, analytics, and content.2. Customer interaction logging:– Give…

(1) Vendor needs to provide undergraduate enrolment strategy and operations discovery services.– provide undergraduate enrollment management consulting, student recruitment and engagement strategy, CRM optimization, staff development, and technology–enabled enrollment support services for on–campus undergraduate student recruitment and enrollment.– Student Journey Mapping• Conduct a comprehensive review of existing recruitment, enrollment, and onboarding communication processes.• Analyze…

(1) Vendor needs to provide IT integration platform consulting services to effectively manage enterprise–wide integration, automation and API Management.– A platform designed to ensure data across different applications and sources remain consistent; supports complex business process that involve multiple applications and systems, supports collaboration, provides robust Extract, Transform and Load (ETL) operations, ensures governance and improved decision making. – These connections are…

(1) Vendor needs to provide engagement support services.• The work may include, but is not limited to, project management support; development and facilitation of in–person, virtual and hybrid engagement activities; coordination of community–based organization partnerships; coordination and facilitation of a collaborative CBO working group to help inform engagement strategies, strengthen community partnerships and support community–based engagement activities conducted by participating CBOs…

RFX documents should be obtained from the County’s electronic bidding portal (Euna Bonfire) portal at https://strathcona.bonfirehub.ca. This Request for Information (“RFI”) is issued by Strathcona County (the “County”) for the purposes of gathering information about the marketplace in order to assist in the determination of future purchasing options or requirements. Respondents are asked to respond to the County and provide the information requested. The County is considering replacing its…

(1) Vendor needs to provide digital communication platform.• This platform must be user–friendly and offer robust multi–channel capabilities, with mission–critical emphasis on high–volume SMS.• The platform is expected to deliver robust multi–channel capabilities (including email, SMS text messaging, RCS, etc.), flexible templating, advanced automation, comprehensive reporting, and strong user and content management. SMS functionality is mission–critical for urgent notifications and must…

(1) Vendor needs to provide web–based lift resource and referral (R&R) network and nurturing homes initiative tracking and reporting software.– Web–based software application system that will enable the R&R staff and our partners and patrons to maximize effort by incorporating streamlining and tracking requirements for on–site support, monitoring, reporting, and data collection of various reports and proposals.– Ability to collect and visualize data, manage current projects, maintain…

(1) Vendor needs to provide AI citizen engagement platform.– An enterprise AI Citizen Engagement Platform supporting voice, chat, email, website assistance, knowledge management, analytics, and future integrations– Long–term platform that improves taxpayer service while preserving security, transparency, district control, and future scalability.– Provide the platform, implementation, configuration, training, documentation, integrations, hosting, maintenance, monitoring, reporting, and support…

Small Business Opportunities for IT and Telecommunications services. This is just a notification of who our Small Business POCs are for your reference. --This is not a contracting opportunity-- Also adding a new POC for Kearneysville, WV - Ms. Amanda Justice She can be reached at: amanda.l.justice@uscg.mil