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.


Closing: 21 November 2019

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

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

Email

Procurement@royalsociety.org

Website

https://royalsociety.org/