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   38 days remaining

  • 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