SW-22578 - USA (California) - Customer Relationship Management Solution - Deadline March 15,2019

Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID: SW-22578

Government Authority located in California; USA based organization looking for expert vendor for customer relationship management Solution.

[A] Budget: Looking for Proposals

[B] Scope of Service:

Vendor needs to provide customer relationship management solution to track and manage client communication and interaction, track assistance provided to existing and potential business, manage the business retention and expansion program and tracking prospects and active development project.
- A business retention module to track BRE visits, feedback and activity
- Reporting capabilities, including exporting reports to Excel
- A customizable dashboard to track top tasks and activity
- Tracking of City goals in the CRM
- The ability to easily and quickly update and modify fields, forms and views in all modules
- Modules pre-designed to track and catalogue incentives as well as sites and commercial locations
- A smart phone app that allows users to access contact, company and project information on the fly
- The ability to integration with Microsoft Outlook so that it is easy to create new records on the fly from Outlook, including leads, contacts and accounts and also to track email communication from Outlook to records in CRM as well as a web interface tool that can send emails from Dynamics using the Outlook account
- Marketing list tools that allow for the creation of dynamic as well as static marketing lists that integrate with the e-mail marketing solutions
- The ability to integrate with e-mail marketing solutions and track activity back to the CRM database in an affordable manner
- A demonstrated client list of local government economic-development specific deployments

[C] Eligibility:

- Onshore (USA 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, 15 March, 2019

Category : Software, System and Application

Country : USA

State : California

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