Tender

Customer Relationship Management ("CRM") Re-Implementation

UNIVERSITY OF READING

This public procurement record has 2 releases in its history.

TenderAmendment

15 Nov 2023 at 16:57

Tender Notice
Tender

15 Nov 2023 at 16:57

Tender Notice
Summary of the contracting process

The University of Reading is seeking a supplier for the "Customer Relationship Management (CRM) Re-Implementation" project. The tender involves the re-implementation of a CRM system using Microsoft Dynamics for the Global Recruitment & Admissions team. The procurement method is a selective and the tender deadline is set for March 5, 2024. The contract period spans from April 22, 2024, to April 21, 2025. The project falls under the main procurement category of services and is classified under IT services. The University is located in RG6 6UR, South East, United Kingdom.

This tender offers opportunities for businesses providing IT services, specifically in consulting, software development, and support. Companies specialising in industry-specific software packages and software package and information systems are well-suited to compete. Small and medium-sized enterprises (SMEs) are encouraged to participate. The University of Reading can be contacted for further information through Aarti Knight (aarti.knight@reading.ac.uk, +44 118 378 6936). Businesses interested in this opportunity should refer to www.in-tendorganiser.co.uk/universityofreading for details on how to apply.

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Notice Information

Notice Title

Customer Relationship Management ("CRM") Re-Implementation

Notice Description

The University is seeking a supplier who will build and re-implement a new version of our current CRM solution using Microsoft Dynamics that meets the requirements of the Global Recruitment & Admissions ("GR&A") team he primary focus of this paper is on the current GR&A use of the MS Dynamics CRM system. The initiative is to simplify what is a complicated working environment which is not helped by the current configuration and associated business processes within the MS Dynamics system. The MS Dynamics CRM system in use by GR&A is the only system available for the recording, management and reporting of a significant volume of pre-application activity with prospective students. As a Tier 1 business-critical system, it supports all facets of university student recruitment and outreach. From application onwards, enquiries are still managed in the CRM system, however the application process and student record management is achieved with a different system, that is integrated into the CRM. It is the critical data repository and communication tool that enables the management of all pre-application activity; including handling enquiries, prospectus requests, event record management (both in person and digital), Clearing interest, and enabling proactive and continued engagement with potential students through scheduled and personalised marketing email communications, all designed to ensure Reading is seen as a desirable University destination and drive applications across all levels of study, from UK and overseas students. As a master record of all pre-application activity, the Microsoft Dynamics CRM system is also a critical tool in measuring the impact of our recruitment efforts, most notably through the integration with our system containing application data to show return on investment through the resulting recruitment pipeline. Over a 15-month cycle, team members from GR&A manage engagement with 45,000-50,000 leads (prospective students) within the CRM system, across Undergraduate, Postgraduate (Teaching and Research), International Foundation and Pre-sessional programmes. In addition, the CRM system is also critical for supporting longer term engagement with students looking for entry in future years, recording initiatives committed to as part of our Access and Participation plan and communicating with parents and other stakeholders in the University application journey, such as teachers and international agents. Additional information: Please go to www.in-tendorganiser.co.uk/universityofreading for further information. Delivery Notes Please submit your documents through www.in-tendorganiser.co.uk/universityofreading Is a Recurrent Procurement Type? : No

Notice Details

Publication & Lifecycle

Open Contracting ID
ocds-b5fd17-f803fcae-d5f8-4e0f-b991-f814cb9210ab
Publication Source
Contracts Finder
Latest Notice
https://www.contractsfinder.service.gov.uk/Notice/c164c1ba-2ae3-4a3a-8bbc-636c480c301f
Current Stage
Tender
All Stages
Tender

Procurement Classification

Notice Type
Tender Notice
Procurement Type
Standard
Procurement Category
Services
Procurement Method
Selective
Procurement Method Details
Restricted procedure (above threshold)
Tender Suitability
SME
Awardee Scale
Not specified

Common Procurement Vocabulary (CPV)

CPV Divisions

48 - Software package and information systems

72 - IT services: consulting, software development, Internet and support

CPV Codes

48000000 - Software package and information systems

48100000 - Industry specific software package

72000000 - IT services: consulting, software development, Internet and support

Notice Value(s)

Tender Value
£1,000,000 £1M-£10M
Lots Value
Not specified
Awards Value
Not specified
Contracts Value
Not specified

Notice Dates

Publication Date
15 Nov 20232 years ago
Submission Deadline
13 Dec 2023Expired
Future Notice Date
Not specified
Award Date
Not specified
Contract Period
22 Apr 2024 - 21 Apr 2025 6-12 months
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
UNIVERSITY OF READING
Contact Name
Available with D3 Tenders Premium →
Contact Email
Available with D3 Tenders Premium →
Contact Phone
Available with D3 Tenders Premium →

Buyer Location

Locality
UOR
Postcode
RG6 6UR
Post Town
Reading
Country
England
Major Region (ITL 1)
TLJ South East (England)
Basic Region (ITL 2)
TLJ1 Berkshire, Buckinghamshire and Oxfordshire
Small Region (ITL 3)
TLJ16 Berkshire West
Delivery Location
TLJ South East (England)
Local Authority
Wokingham
Electoral Ward
Hillside
Westminster Constituency
Earley and Woodley

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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