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SW-42776 - Canada (Alberta) - Client Relationship Management Solution - Deadline April 30,2021

Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID: SW-42776

Government Authority located in Alberta; Canada based organization looking for expert vendor for client relationship management solution.

[A] Budget: Looking for Proposals

[B] Scope of Service:

Vendor needs to provide client relationship management solution to enhance our global teams’ ability to collaborate and manage business relationships in a single system of record, track performance metrics, deliver reports and actionable data to stakeholders.
- Facilitate design process and garner user feedback on a CRM solution to capture all pertinent business data, deal flow, logic and mapping, meeting all business requirements in all the agency active markets globally and HQ reporting needs.
- Implement CRM solution with app integrations, multi-language support, to make it easier for users to input data and collaborate.
- Advise on regulatory compliance internationally and adherence to Alberta crown corporation compliance requirements.
- Develop plan on data migration from legacy system and other sources.
- Set up templates for various functionalities.
- User engagement and testing before CRM solution launch.
- Launch CRM solution.
- Develop training and engagement plan to scale user adoption.
- Other related activities to be added for consideration.
- Ongoing optimizations based on user feedback and business needs.
- Reporting and analytics support as required.
 

[C] Eligibility:

- Onshore (Canada Organization Only);

[D] Work Performance:

Performance of the work will be Offsite. Vendor needs to carry work in their office location.

[E] Proposal Submission:

Proposal can be submitted via e-mail.

Expiry Date : Friday, 30 April, 2021

Question Answer Deadline : Wednesday, 21 April, 2021

Category : Software, System and Application

Country : Canada

State : Alberta

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