Tender

The Provision Of A Training Management / Customer Relationship Management System (TMS/CRM)

HEALTH & SAFETY EXECUTIVE

This public procurement record has 1 release in its history.

Tender

22 Feb 2024 at 10:37

Tender Notice
Summary of the contracting process

The Health & Safety Executive (HSE) is inviting tenders for 'The Provision Of A Training Management / Customer Relationship Management System (TMS/CRM)' in the services category. The procurement stage is currently at the tender phase, with a tender period ending on 7th March 2024. The contract is set to commence on 1st April 2024 and run until 31st March 2027. This opportunity is located in England and is being procured through an open procedure. Businesses specialising in software packages and information systems, particularly those with expertise in CRM systems, are well-suited to compete for this contract.

HSE is seeking a robust TMS/CRM system that includes various functionalities to manage training and customer relationships effectively. Small and medium-sized enterprises (SMEs) are encouraged to participate in this tender. The system should enable sales pipeline tracking, course management, delegate management, automated communications, and reporting capabilities. Potential suppliers should ensure compliance with the specified requirements and submit their responses via the HSE supplier e-procurement portal before the deadline. This opportunity offers SMEs a chance to enhance their business capabilities and collaborate with a reputable public sector organisation.

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Notice Information

Notice Title

The Provision Of A Training Management / Customer Relationship Management System (TMS/CRM)

Notice Description

HSE requires TMS/CRM that meets the following requirements: System/user functionality * Sales pipeline, enquiry and lead tracking functionality. * Course management list providing users with a view of course title, date(s), locations and uptake. * Option to add custom fields to courses and products (e.g. category/ies, course owner, related task tracking etc). * Ability to assign courses, leads and enquiries to users and create user-based task lists. * Delegate management functionality to show current / past bookings, transaction history, communications, certificates issued, notes and additional information. * Fully customisable booking fields to collect course booker and delegate information, and additional data such as industry sector, job role, marketing questions etc. * Multiple payment method options (i.e. credit / debit card and invoicing), with the requirement to upload documents as part of the booking process (i.e. copies of purchase orders for invoice payments). * Ability to process an unlimited number of courses, delegates and client records. * Ability to assign different levels of user permission / access, including viewing courses of specific categories, read-only access etc. * Automated communications including booking confirmations / receipts, joining instructions and follow up emails. HSE must be able to customise and add new templates for different courses and activities. * Option to manually communicate en masse with delegates and clients by course or type, by email and/or SMS. * Automatic generation of delegate certificates for batch printing and/or emailing, using HSE's own certificate template(s). * Ability to bulk upload / import customer and client records into the solution. * Ability to extract / export / download all data from the solution at any time into a commonly readable format (e.g. CSV, XLS etc). * The following self-service reporting functionality... o Standard / pre-built reports - including but not limited to course viability, delegate attendance, registration documents, financial performance, sales pipeline, customer information. o Custom reports - customisable query fields including finance, invoicing, delegate and customer information, and custom fields such as customer type and course category. o Reports exportable in formats such as XLS, CSV etc. o Optional integration with HSE data reporting and visualiastion platforms (i.e. Microsoft PowerBI) Additional information: All tender documents are available via the HSE In-Tend supplier e-procurement portal. All responses and requests for clarification must be submitted via the portal. Registration is free of charge and can be completed via the following link: https://in-tendhost.co.uk/hse

Notice Details

Publication & Lifecycle

Open Contracting ID
ocds-b5fd17-ec381683-f10d-44a1-b232-56d81756f5ef
Publication Source
Contracts Finder
Latest Notice
https://www.contractsfinder.service.gov.uk/Notice/fcff0f8e-14df-45d2-bb6f-dc548caa458b
Current Stage
Tender
All Stages
Tender

Procurement Classification

Notice Type
Tender Notice
Procurement Type
Standard
Procurement Category
Services
Procurement Method
Open
Procurement Method Details
Open procedure (below threshold)
Tender Suitability
SME
Awardee Scale
Not specified

Common Procurement Vocabulary (CPV)

CPV Divisions

48 - Software package and information systems

CPV Codes

48000000 - Software package and information systems

Notice Value(s)

Tender Value
£1
Lots Value
Not specified
Awards Value
Not specified
Contracts Value
Not specified

Notice Dates

Publication Date
22 Feb 20242 years ago
Submission Deadline
7 Mar 2024Expired
Future Notice Date
Not specified
Award Date
Not specified
Contract Period
31 Mar 2024 - 31 Mar 2027 2-3 years
Recurrence
Not specified

Notice Status

Tender Status
Active
Lots Status
Not Specified
Awards Status
Not Specified
Contracts Status
Not Specified

Buyer & Supplier

Contracting Authority (Buyer)

Main Buyer
HEALTH & SAFETY EXECUTIVE
Contact Name
Available with D3 Tenders Premium →
Contact Email
Available with D3 Tenders Premium →
Contact Phone
Available with D3 Tenders Premium →

Buyer Location

Locality
BOOTLE
Postcode
L20 7HS
Post Town
Liverpool
Country
England
Major Region (ITL 1)
TLD North West (England)
Basic Region (ITL 2)
TLD7 Merseyside
Small Region (ITL 3)
TLD73 Sefton
Delivery Location
TLC North East (England), TLD North West (England), TLF East Midlands (England), TLG West Midlands (England), TLH East (England), TLJ South East (England), TLK South West (England)
Local Authority
Sefton
Electoral Ward
Linacre
Westminster Constituency
Bootle

Further Information

Notice Documents

Open Contracting Data Standard (OCDS)

View full OCDS Record for this contracting process

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The Open Contracting Data Standard (OCDS) is a framework designed to increase transparency and access to public procurement data in the public sector. It is widely used by governments and organisations worldwide to report on procurement processes and contracts. 

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