Open Closing in a 6 months

Single CRM Solution

Descriptions

YPO wishes to procure single CRM solution in 2025 and start the tender process within the next 2-3 months. Background information: Customer Relationship Management System (CRM), will enable YPO to perform various business functions, manage flow of information and automate tasks using technologies that are currently available and those which evolve throughout the lifetime of the tender. YPO currently operate three different CRM systems, the aim is to bring three existing separate CRMs together into one system, to provide enhanced functionality for use by various teams across YPO. These teams include: • Sales • Procurement Teams • Customer Service • Marketing • Finance • Business Intelligence & Data Core functionalities include; • Ability to handle 200,000+ customer accounts and records across various customer types • Heavy workload usage of 150+ concurrent users without compromising system performance • Account creation and management • Sales data including leads, opportunity and pipeline management • Creation and workflow management of tasks including, complaints, calls, activities, and varying other opportunities • Marketing segmentation and reporting • Marketing campaign tracking against sales data • System integration

Timeline

Published Date :

14th Mar 2025 5 months ago

Deadline :

14th Mar 2026 in a 6 months

Contract Start :

1st Dec 2025

Contract End :

31st Dec 2035

Tender Regions

Yorkshire and The Humber

CPV Codes

48000000 - Software package and information systems

72000000 - IT services: consulting, software development, Internet and support

Keywords

software package and information systems

application software

IT systems

enterprise software

packaged applications

digital solutions

IT consulting

software development

web services

network support

system integration

IT infrastructure management

digital transformation

cloud services

cybersecurity support

application maintenance

helpdesk services

technical support

software customization

IT outsourcing

Tender Lot Details

2 Tender Lots

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Workflows

Status :

Open

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Tender Progress :

0%

Details

Notice Type :

Open opportunity

Tender Identifier :

IT-378-246-T: 2024 - 001

TenderBase ID :

310724019

Low Value :

£100K

High Value :

£1000K

Region :

North Region

Attachments :

Buyer Information

Address :

Liverpool Merseyside , Merseyside , L13 0BQ

Website :

N/A

Procurement Contact

Name :

Tina Smith

Designation :

Chief Executive Officer

Phone :

0151 252 3243

Email :

tina.smith@shared-ed.ac.uk

Possible Competitors

1 Possible Competitors