SW-27951 - Canada (Prince Edward Island) - Customer Relationship Management Solution and Implementation - Deadline October 24,2019

Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID: SW-27951

Government Authority located in Prince Edward Island; Canada based organization looking for expert vendor for customer relationship management solution and implementation.

[A] Budget: Looking for Proposal

[B] Scope of Service:

(1) Vendor needs to provide customer relationship management solution and implementation
- Provide both customer relationship management and demand side management functionality for service delivery execution and tracking of its various energy efficiency programs,
- Provide a common platform to reduce reliance on multiple, disconnected information management software platforms and processes,
- Offer a flexible, scalable, and configurable solution to meet changing business requirements;
- Reduce manual effort for repetitive information management tasks,
- Fill technology and information gaps for CRM,
- Support reporting and analytics with reporting functionality and the ability to easily ingest and export data and,
- Provide data security that complies with industry standards,
- The CRM system will provide a common platform to facilitate a broad range of requirements across the organization including:
- Tracking customer interactions and project details,
- Managing details and interactions of efficiency partners,
- Managing work-flows (e.g., project milestones, rebate processing, etc.),
- CRM functionality (e.g. direct marketing/list management and email management),
- Case management for customer service,
- Document handling,
- Managing technical data associated with efficient technologies (e.g., energy usage assumptions),
- Providing customer self-serve options (e.g., online application submission),
- Internal reporting.
(2) All the questions must be submitted no later than October 8, 2019.

[C] Eligibility:

- Onshore (Canada Only);

[D] Work Performance:

Performance of the work will be Offsite. Vendor needs to carry work in their office location.

Expiry Date : Thursday, 24 October, 2019

Question Answer Deadline : Tuesday, 8 October, 2019

Category : Software, System and Application

Country : Canada

State : Prince Edward Island

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