CRM SOFTWARE SOLUTION FOR UNIVERSITY ADVANCEMENT
Solicitation number CR -03-23-923
Publication date
Closing date and time 2023/06/23 14:00 EDT
Last amendment date
Description
The goals of the platform include creating and enhancing online constituent engagement and achieving fundraising success through web content management, marketing communications, online giving, event management, e-commerce, social media integration, texting, calling and personalized video.
The current database is Ellucian Advance Web version 2020. UA migrated to Advance Web version in 2010 from the prior desktop Advance C/S version. Over 264,000 constituent records (alumni, along with other individual, corporate, foundation donors and related entities) are managed currently within the database.
We will be selecting a CRM that best meets the objectives of supporting the needs of our various advancement teams, who are focused on using robust constituent data and predictive analytics to inform strategies and planning.
Aligned with McMaster and UA’s missions, we are seeking to upgrade from our current alumni and donor database to a robust CRM that will service our advancement priorities for years to come, including objectives related to an eventual comprehensive campaign. We are seeking a vendor to provide proposals for a CRM SaaS solution to manage:
=> Online Giving and Gift Processing
=> Mass Email Communications and Marketing
=> Prospect Management
=> Constituent Data Management
=> Application, Integration & Maintenance
=> Analytics & Reporting
=> Event Management
=> IT Security & Compliance
=> Student Engagement Centre
=> Trust Fund Management, Reporting & Communication
=> Document management
=> End-User Experience
Through this RFP process, McMaster and UA plan to have a CRM solution selected, implemented, and live by no later than Fall 2025.
Bidding and Documents are available on http://www.merx.com. Fees may apply; See https://www.merx.com/public/pricing for more information.
Contract duration
The estimated contract period will be 36 month(s).
Trade agreements
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Canadian Free Trade Agreement (CFTA)
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Canada-European Union Comprehensive Economic and Trade Agreement (CETA)
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Please refer to tender description or tender documents
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Contact information
Contracting organization
- Organization
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McMaster University
- Address
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1280 Main Street WestHamilton, Ontario, L8S 4L8Canada
- Contracting authority
- Carol Rizzo
- Email
- rizzoc2@mcmaster.ca
Bidding details
Full details for this tender opportunity are available on a third-party site
Click on the button below to be directed to this website. Note that on the third-party site you may need an account to view and/or bid on this tender. Information on any fees or additional costs to access the full details is outlined in the Description tab of this tender opportunity.
Related notices
Contracts awarded (1) This tender notice has 1 related award notices. Click to collapse
This is a list of other contracts that were awarded related to solicitation number CR -03-23-923. Click the link under “More details” to view the contract details.
Company name
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Contract number
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Amendment date
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Award date
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More details |
|---|---|---|---|---|
| Ellucian | Not available | 2024/02/20 | Viewthe details of contract for Ellucian |
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