SW-121289 - USA (Delaware) - Customer Relationship Management Solution - Deadline November 18,2026

– The CRM solution, and its implementation (configuration, data migration and cutover, CRM–side integrations, training, and go–live support), and may deliver implementation through a named subcontracted systems integrator.• Replace Advance Web, the Portal with a single Salesforce–based system of record for constituents, gifts, and prospects, providing a 360° view of University constituents.• Adopt, Don't Build: Prioritize configuration and market–standard capabilities over customization, relying on the solution provider's ongoing support and enhancement cycle.• Enable data–informed decisions through self–service reporting, dashboards, and embedded analytics.• Re–engineer and automate business processes rather than rebuilding legacy processes.• Retire redundant shadow systems.• Foster cross–functional collaboration across agency and campus partners through one shared constituent view.• Position agency to adopt AI and machine–learning capabilities for diagnostic, predictive, and prescriptive insight• CRM Application: System of record for biographic, prospect, and gift / pledge data, including planned gifts (replaces Advance Web).○ Staff access to constituent profiles, giving history, and reports (replaces the Portal).○ Gift Officer Productivity: Portfolio management, tasks, contact reports, and mobile access• Volunteer Management: Recruitment, board and committee membership, hours, and volunteer communications