Published date: 21 October 2019
Closed opportunity - This means that the contract is currently closed. The buying department may be considering suppliers that have already applied, or no suitable offers were made.
Contract summary
Industry
Software programming and consultancy services - 72200000
Data services - 72300000
Internet services - 72400000
Computer-related services - 72500000
Computer support and consultancy services - 72600000
Computer back-up and catalogue conversion services - 72900000
Location of contract
SW1Y 5AG
Value of contract
£0
Procurement reference
ITT 459
Published date
21 October 2019
Closing date
21 November 2019
Contract start date
1 February 2020
Contract end date
31 January 2023
Contract type
Service contract
Procedure type
Open procedure (below threshold)
Any interested supplier may submit a tender in response to an opportunity notice.
This procedure can be used for procurements below the relevant contract value threshold.
Contract is suitable for SMEs?
Yes
Contract is suitable for VCSEs?
Yes
Description
The Society is looking to procure a new Customer Relationship Management (CRM) platform.
The key objective of the CRM is to store all contact information for our Fellowship, donors, and contacts in one system and to organise this information to better record and understand the Society's relationship with individuals on an ongoing basis.
With the increased volume of activities across the Society leading to more asks from stakeholders it has become increasingly difficult to record and manage the number of interactions with each stakeholder accurately and the Society does not currently have one view of all contacts with each stakeholder.
The proposed solution must consider efforts to future proof processes and systems for future changes and growth in the Society.
The new CRM platform will replace the existing Donor Strategy system and potentially our email marketing system.
In the first phase, the following processes, currently supported by these applications, will be moved to the new platform:
• Fellow management
• Committee management
• Summer Science Exhibition Soiree invitations
• Fundraising processes
• Newsletters and other mass email communications
In addition, the systems will be extended to support the following processes across the Royal Society:
• Stakeholder management
• Event management
• Volunteer management
As part of the project, the CRM platform will be integrated with the following existing Royal Society systems:
• The Society's Sitecore-based website
• The Flexi-Grant grant management system
• The in-house telephone and fundraising preference database
• The selected email marketing platform
• An online preference centre
• Outlook
It is envisaged that the system will be extended to meet a wider range of requirements in future phases of work.
More information
Attachments
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- Ref 459 - Instructions to Tenderers.docx
- Tender notice
- Invitation to Tender
-
- Attachment 2 - ITT 459 Tender Registration Form CRM Platform Replacement.docx
- Tender notice
- Attachment 2 - Registration Form
Additional text
-
To receive a full copy of the tender pack, please email procurement@royalsociety.org with a completed copy of attachment 2 - Tender registration form.
About the buyer
Contact name
Rebecca Farquhar
Address
The Royal Society
6-9 Carlton House Terrace
LONDON
SW1Y5AG
England
Telephone
+44 20 7451 2653
Website
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Closing: 21 November 2019