Description of the contract
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.
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