Build a MS Dynamics CRM System

Contract details

---

ID:

35202

OCID:

ocds-kuma6s-029650

Contract type:

Services

Procedure type:

Open

Contract award notice ref:

OCT105117

Internal ref:

AN2002 Tender 010715

Contact catergory:

C - Local contract let on behalf of one buyer

Buyer:

Chwarae Teg

Primary CPV code:

N/a

Additional CPV code(s):

Is framework:

No

Carbon reduction plan:

Options:

Description:

Overview Chwarae Teg requires a MS Dynamics CRM which is to be customised to enable the effective delivery of workflows services to the organisation. The Tender Key business imperatives driving the project are:- • An easy to use solution that is completely integrated into Microsoft Outlook for email communication and activity management • Provide an effective platform for the sharing of contacts and company information. • Provide full functionality from contact information to account management at contract level support. • Centralised data. • The ability to store attachments against CRM records. • A solution that is accessible to both office based and remote workers utilising mobile, tablet or laptop. • The ability to automate reports and provide up to date management information via structured reports and dynamic spread sheets, to reduce admin time in preparing this information. • A fully automated process to take a website enquiry through to acceptance on a course. • Marketing integration (monthly e-shots and course update information). • KPI’s for individuals, including relevant security controlled information for event organisation. • Support for contact types (Agile Nation 2 project and Chwarae Teg) including multiple contacts types per record. • Ability to track and report on progress against specific milestones for each client record. • Integration with SharePoint. IMPORTANT NOTE:- 1) Please see attached (Appendix 1) our Fit Gap Analysis document which will give you the basis of our System Requirements.

Purchasing team:

N/a

---

Contract dates

---

Date awarded:

05 October 2015

Start date:

-

End date:

-

---

Contract extensions

---

Max extension options available:

0 (months)

---

Additional information

---

Additional information:

---

Contact details

---

Contract name:

Sharon Ellis Pope

Contract email:

sharon.ellis@chwaraeteg.com

---