Customer Relationship Management Solution
Solicitation number RFP23InBC04
Publication date
Closing date and time 2022/08/22 17:00 EDT
Description
The purpose of this RFP is to procure a cloud-based Customer Relationship Management (CRM) solution that InBC Investment Corp (“InBC”) can go live with basic CRM functionality and stabilize within 90 days of contract finalization, with a long term relationship established for continuous improvement.
InBC is looking for a solution for managing its key stakeholders, including leads, applicants, recipients, and investors. A solution will need to handle traditional contact management capabilities including tracking touchpoints, storing customer files, managing workflows, and assigning employee tasks. There should also be the ability to manage and monitor an investment portfolio funnel while using non-traditional evaluation metrics. There will ideally be multiple-input avenues (web-form, email, direct) for its contact management and investment funnel.
InBC is looking for a solution for managing its key stakeholders, including leads, applicants, recipients, and investors. A solution will need to handle traditional contact management capabilities including tracking touchpoints, storing customer files, managing workflows, and assigning employee tasks. There should also be the ability to manage and monitor an investment portfolio funnel while using non-traditional evaluation metrics. There will ideally be multiple-input avenues (web-form, email, direct) for its contact management and investment funnel.
Contract duration
Refer to the description above for full details.
Trade agreements
-
Please refer to tender description or tender documents
Contact information
Contracting organization
- Organization
-
InBC Investment Corp
- Email
- Procecon@gov.bc.ca
Bidding details
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