Tender

YPO 1253 - SUPPLY OF CRM SOLUTION FOR YPO AND WIDER PUBLIC SECTOR

YORKSHIRE PURCHASING ORGANISATION

  • Contract Timeline

    Publication Date

    26th June 2025 10:37:37 AM

  • Contract Summary

    YPO are looking for a Supplier to be appointed onto a Contract (Lot 1) following a Competitive Tendering Procedure for the provision of a CRM Solution, which will serve YPO internal requirements only. In addition to the above, YPO and NEPO are looking for Suppliers to be appointed onto a Framework Agreement (Lot 2) following a Competitive Tendering Procedure for the provision of CRM Solutions for the Wider Public sector. The Framework is designed to meet the needs of all public sector Contracting Authorities. For the Framework solution YPO is the lead Public Sector Buying Organisation (PSBO) working in collaboration with NEPO (The Association of North East Councils Limited trading as the North East Procurement Organisation) as a group of Public Sector Buying Organisations (PSBOs). Estimated Contract Value (Lot 1): The Contract has an estimated value of between £2,000,000 - £4,000,000 inclusive of VAT for the maximum life of the Contract (10 years). All references to values and/or volumes of business are for guidance only and there is no guarantee of any business. Lot 1 is for YPO only. Estimated Framework Value (Lot 2): As this is a new Framework to YPO the total spend is unknown however, considering YPO and NEPO's existing customer base it is anticipated to be approximately £60,000,000 inclusive of VAT for the maximum life of the Framework (4 years). This is the total spend figure which would be broken down into separate orders. The Framework estimated value is based on the probable sum based on the maximum estimated value, inclusive of VAT, of all the Call-off Contracts envisaged for the total term of the Framework. The Framework will be available nationally for contracting authorities to call off.

  • Contract Details

    Open Contracting ID

    ocds-h6vhtk-04ed37

    Publication Source

    Find a Tender Service

    Procurement Stage

    Tender

    Procurement Method

    Selective

    Procurement Method Details

    Competitive Flexible Procedure

    Procurement Category

    Services

    Tender Suitability

    Framework / DPS

    Framework

  • Contract Classification

    CPV Code(s)

    CPV Division(s)

  • Awarding Authority

    YORKSHIRE PURCHASING ORGANISATION

    Buyer Name

    Buyer Email

    cdpnepoteam@nepo.org

    Buyer Phone

    Buyer Address

    Northern Design Centre

    Gateshead

    NE8 3DF

    United Kingdom


PlanningUpdate

YPO 001253 - Single CRM Solution

YORKSHIRE PURCHASING ORGANISATION

  • Contract Timeline

    Publication Date

    14th March 2025 12:13:02 PM

  • Contract Summary

    YPO wishes to procure single CRM solution in 2025 and start the tender process within the next 2-3 months. Background information: Customer Relationship Management System (CRM), will enable YPO to perform various business functions, manage flow of information and automate tasks using technologies that are currently available and those which evolve throughout the lifetime of the tender. YPO currently operate three different CRM systems, the aim is to bring three existing separate CRMs together into one system, to provide enhanced functionality for use by various teams across YPO. These teams include: • Sales • Procurement Teams • Customer Service • Marketing • Finance • Business Intelligence & Data Core functionalities include; • Ability to handle 200,000+ customer accounts and records across various customer types • Heavy workload usage of 150+ concurrent users without compromising system performance • Account creation and management • Sales data including leads, opportunity and pipeline management • Creation and workflow management of tasks including, complaints, calls, activities, and varying other opportunities • Marketing segmentation and reporting • Marketing campaign tracking against sales data • System integration

  • Contract Details

    Open Contracting ID

    ocds-h6vhtk-04ed37

    Publication Source

    Find a Tender Service

    Procurement Stage

    PlanningUpdate

    Procurement Method

    N/A

    Procurement Method Details

    N/A

    Procurement Category

    Services

    Tender Suitability

    Framework / DPS

  • Contract Classification

    CPV Code(s)

    CPV Division(s)

  • Awarding Authority

    YORKSHIRE PURCHASING ORGANISATION

    Buyer Name

    Adam Greatwood

    Buyer Email

    adam.greatwood@ypo.co.uk

    Buyer Phone

    Buyer Address

    41 Industrial Park

    Wakefield

    WF2 0XE

    United Kingdom


Planning

YPO 001253 - Single CRM Solution

YORKSHIRE PURCHASING ORGANISATION

  • Contract Timeline

    Publication Date

    14th March 2025 11:52:39 AM

    Planning Deadline

    30th April 2025 22:59:59 PM   Expired

  • Contract Summary

    YPO wishes to procure single CRM solution in 2025 and start the tender process within the next 2-3 months. Background information: Customer Relationship Management System (CRM), will enable YPO to perform various business functions, manage flow of information and automate tasks using technologies that are currently available and those which evolve throughout the lifetime of the tender. YPO currently operate three different CRM systems, the aim is to bring three existing separate CRMs together into one system, to provide enhanced functionality for use by various teams across YPO. These teams include: • Sales • Procurement Teams • Customer Service • Marketing • Finance • Business Intelligence & Data Core functionalities include; • Ability to handle 200,000+ customer accounts and records across various customer types • Heavy workload usage of 150+ concurrent users without compromising system performance • Account creation and management • Sales data including leads, opportunity and pipeline management • Creation and workflow management of tasks including, complaints, calls, activities, and varying other opportunities • Marketing segmentation and reporting • Marketing campaign tracking against sales data • System integration

  • Contract Details

    Open Contracting ID

    ocds-h6vhtk-04ed37

    Publication Source

    Find a Tender Service

    Procurement Stage

    Planning

    Procurement Method

    N/A

    Procurement Method Details

    N/A

    Procurement Category

    Services

    Tender Suitability

    Framework / DPS

  • Contract Classification

    CPV Code(s)

    CPV Division(s)

  • Awarding Authority

    YORKSHIRE PURCHASING ORGANISATION

    Buyer Name

    Adam Greatwood

    Buyer Email

    adam.greatwood@ypo.co.uk

    Buyer Phone

    Buyer Address

    41 Industrial Park

    Wakefield

    WF2 0XE

    United Kingdom