--- title: "The Royal Society CRM Platform Replacement" ocid: "ocds-b5fd17-012fbf6d-64c7-4a18-9d58-c4eb396c442d" canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-012fbf6d-64c7-4a18-9d58-c4eb396c442d" markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-012fbf6d-64c7-4a18-9d58-c4eb396c442d.md" json_url: "https://d3tenders.com/contract/ocds-b5fd17-012fbf6d-64c7-4a18-9d58-c4eb396c442d.json" source: "Contracts Finder" current_stage: "Tender" buyer: "ROYAL SOCIETY" published: "2019-10-21" --- # The Royal Society CRM Platform Replacement Buyer: ROYAL SOCIETY Current stage: Tender OCID: ocds-b5fd17-012fbf6d-64c7-4a18-9d58-c4eb396c442d [View canonical contract page](https://d3tenders.com/contract/?ocid=ocds-b5fd17-012fbf6d-64c7-4a18-9d58-c4eb396c442d) [Download OCDS JSON](https://d3tenders.com/contract/ocds-b5fd17-012fbf6d-64c7-4a18-9d58-c4eb396c442d.json) ## Summary The Royal Society is seeking proposals for the replacement of its Customer Relationship Management (CRM) platform under the tender titled "The Royal Society CRM Platform Replacement". This initiative falls within the services industry category and is located in London, with a tender period that ends on 21 November 2019. The procurement process follows an open method, allowing for a broader range of responses. Key objectives include enhancing stakeholder management and integrating existing systems, with the contract expected to commence on 1 February 2020 and run until 31 January 2023. This tender presents a significant opportunity for businesses specialising in software programming and consultancy services, as well as data, internet, and computer-related services. Companies capable of delivering innovative CRM solutions and integrating multifaceted systems would be particularly well-suited for this project. Small and Medium-sized Enterprises (SMEs) and voluntary, community, and social enterprises (VCSEs) are encouraged to participate, as the Royal Society seeks a vendor that can respond to their growing needs for effective stakeholder management and organisational efficiency. ## Notice The Society is looking to procure a new Customer Relationship Management (CRM) platform. The key objective of the CRM is to store all contact information for our Fellowship, donors, and contacts in one system and to organise this information to better record and understand the Society's relationship with individuals on an ongoing basis. With the increased volume of activities across the Society leading to more asks from stakeholders it has become increasingly difficult to record and manage the number of interactions with each stakeholder accurately and the Society does not currently have one view of all contacts with each stakeholder. The proposed solution must consider efforts to future proof processes and systems for future changes and growth in the Society. The new CRM platform will replace the existing Donor Strategy system and potentially our email marketing system. In the first phase, the following processes, currently supported by these applications, will be moved to the new platform: * Fellow management * Committee management * Summer Science Exhibition Soiree invitations * Fundraising processes * Newsletters and other mass email communications In addition, the systems will be extended to support the following processes across the Royal Society: * Stakeholder management * Event management * Volunteer management As part of the project, the CRM platform will be integrated with the following existing Royal Society systems: * The Society's Sitecore-based website * The Flexi-Grant grant management system * The in-house telephone and fundraising preference database * The selected email marketing platform * An online preference centre * Outlook It is envisaged that the system will be extended to meet a wider range of requirements in future phases of work. Additional information: To receive a full copy of the tender pack, please email procurement@royalsociety.org with a completed copy of attachment 2 - Tender registration form. ## Key Details | Field | Value | | --- | --- | | Publication source | Contracts Finder | | Latest notice | https://www.contractsfinder.service.gov.uk/Notice/16104df9-c5c1-447f-9274-70f70d17869d | | Notice type | Tender Notice | | Procurement type | Standard | | Procurement category | Services | | Procurement method | Open | | Procurement method details | Open procedure (below threshold) | | Tender suitability | SME, VCSE | | Awardee scale | Not specified | | All stages | Tender | ## Dates | Field | Value | | --- | --- | | Publication date | 21 Oct 2019 | | Submission deadline | 21 Nov 2019 | | Future notice date | Not specified | | Award date | Not specified | | Contract period | 1 Feb 2020 - 31 Jan 2023 | | Recurrence | Not specified | ## Values | Field | Value | | --- | --- | | Tender value | Not specified | | Lots value | Not specified | | Awards value | Not specified | | Contracts value | Not specified | ## Status | Field | Value | | --- | --- | | Tender status | Active | | Lots status | Not specified | | Awards status | Not specified | | Contracts status | Not specified | ## Buyer | Field | Value | | --- | --- | | Main buyer | ROYAL SOCIETY | | Locality | LONDON | | Post town | South West London | | Postcode | SW1Y 5AG | | Country | England | | ITL 1 | TLI London | | ITL 2 | TLI3 Inner London - West | | ITL 3 | TLI35 Westminster and City of London | | Local authority | Westminster | | Electoral ward | St James's | | Westminster constituency | Cities of London and Westminster | | Delivery location | Not specified | ## CPV Codes ### Divisions - 72 - IT services: consulting, software development, Internet and support ### Codes - 72200000 - Software programming and consultancy services - 72300000 - Data services - 72400000 - Internet services - 72500000 - Computer-related services - 72600000 - Computer support and consultancy services - 72900000 - Computer back-up and catalogue conversion services ## Release History - 21 Oct 2019 at 12:25 - Tender - Tender Notice - https://www.contractsfinder.service.gov.uk/Notice/16104df9-c5c1-447f-9274-70f70d17869d ## Documents - https://www.contractsfinder.service.gov.uk/Notice/16104df9-c5c1-447f-9274-70f70d17869d 21st October 2019 - Opportunity notice on Contracts Finder - https://www.contractsfinder.service.gov.uk/Notice/Attachment/464606d3-911a-4fc9-9b42-b5f21a40bc5c Invitation to Tender - https://www.contractsfinder.service.gov.uk/Notice/Attachment/4aeb2300-e1f6-40ae-bba7-3de2ddf116af Attachment 2 - Registration Form ## Notice URLs - https://royalsociety.org/ ## Provenance This Markdown file is an alternate public rendering of the D3 Tenders contract record. The canonical page is https://d3tenders.com/contract/?ocid=ocds-b5fd17-012fbf6d-64c7-4a18-9d58-c4eb396c442d. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-b5fd17-012fbf6d-64c7-4a18-9d58-c4eb396c442d.json.