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13 March 2020

Customer Relationship Management System Tender Open

Customer Relationship Management System Tender Open

Dorset Local Enterprise Partnership (LEP) is seeking applications to tender for a Customer Relationship Management (CRM) system as part of the Dorset Gateway project.

Dorset Gateway is the central repository of information, advice and support for businesses within the county, offering a business support service and signposting to the most appropriate local or national commercial or public funded assistance available to help them grow.

Dorset Gateway is funded by the Department for Business, Energy and Industrial Strategy (BEIS) and is part of the national growth hub network.

The purpose of the CRM system is to facilitate and optimise interactions with existing and new stakeholders across the organisation to deliver the core Dorset Gateway function. It is also a critical tool for recording and reporting our engagement activity to the government. In order to achieve this, at a minimum, the Dorset Gateway CRM system will need to possess the following key functions:

  • Client Relationship Management (CRM)
  • Enquiry and workflow management
  • Funding and grant management
  • Employment and skills programme management
  • Reporting and data visualisation tools/functionality
  • Commercial property database/online portal
  • E-newsletters and online surveys
  • Events management and online booking Portal

The maximum contract value is £12,500 per annum exclusive of VAT.

The tender deadline is 18:00, Monday 23 March.

Download the tender document which provides details of the requirements and timescales. If you have any queries or would like an informal conversation, please contact fmorgan@bournemouth.ac.uk.

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