Customer Relationship Management Solution
Numéro de sollicitation RFP23InBC04
Date de publication
Date et heure de clôture 2022/08/22 17:00 HAE
Description
The purpose of this RFP is to procure a cloud-based Customer Relationship Management (CRM) solution that InBC Investment Corp (“InBC”) can go live with basic CRM functionality and stabilize within 90 days of contract finalization, with a long term relationship established for continuous improvement.
InBC is looking for a solution for managing its key stakeholders, including leads, applicants, recipients, and investors. A solution will need to handle traditional contact management capabilities including tracking touchpoints, storing customer files, managing workflows, and assigning employee tasks. There should also be the ability to manage and monitor an investment portfolio funnel while using non-traditional evaluation metrics. There will ideally be multiple-input avenues (web-form, email, direct) for its contact management and investment funnel.
InBC is looking for a solution for managing its key stakeholders, including leads, applicants, recipients, and investors. A solution will need to handle traditional contact management capabilities including tracking touchpoints, storing customer files, managing workflows, and assigning employee tasks. There should also be the ability to manage and monitor an investment portfolio funnel while using non-traditional evaluation metrics. There will ideally be multiple-input avenues (web-form, email, direct) for its contact management and investment funnel.
Durée du contrat
Voir la description ci-dessus pour voir tous les détails.
Accords commerciaux
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Veuillez consulter la description ou les documents de l'appel d'offres
Coordonnées
Organisation contractante
- Organisation
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InBC Investment Corp
- Adresse courriel
- Procecon@gov.bc.ca
Détails de l'offre
Les détails complets de cette occasion de marché sont disponibles sur un site tiers
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