Open

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 Today

Deadline :

N/A

Contract Start :

N/A

Contract End :

N/A

Tender Regions

CPV Codes

Tender Lot Details

1 Tender Lot

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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