--- title: "The Provision Of A Training Management / Customer Relationship Management System (TMS/CRM)" ocid: "ocds-b5fd17-ec381683-f10d-44a1-b232-56d81756f5ef" canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-ec381683-f10d-44a1-b232-56d81756f5ef" markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-ec381683-f10d-44a1-b232-56d81756f5ef.md" json_url: "https://d3tenders.com/contract/ocds-b5fd17-ec381683-f10d-44a1-b232-56d81756f5ef.json" source: "Contracts Finder" current_stage: "Tender" buyer: "HEALTH & SAFETY EXECUTIVE" published: "2024-02-22" --- # The Provision Of A Training Management / Customer Relationship Management System (TMS/CRM) Buyer: HEALTH & SAFETY EXECUTIVE Current stage: Tender OCID: ocds-b5fd17-ec381683-f10d-44a1-b232-56d81756f5ef [View canonical contract page](https://d3tenders.com/contract/?ocid=ocds-b5fd17-ec381683-f10d-44a1-b232-56d81756f5ef) [Download OCDS JSON](https://d3tenders.com/contract/ocds-b5fd17-ec381683-f10d-44a1-b232-56d81756f5ef.json) ## Summary 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. ## Notice 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 ## Key Details | Field | Value | | --- | --- | | Publication source | Contracts Finder | | Latest notice | https://www.contractsfinder.service.gov.uk/Notice/fcff0f8e-14df-45d2-bb6f-dc548caa458b | | 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 | | All stages | Tender | ## Dates | Field | Value | | --- | --- | | Publication date | 22 Feb 2024 | | Submission deadline | 7 Mar 2024 | | Future notice date | Not specified | | Award date | Not specified | | Contract period | 31 Mar 2024 - 31 Mar 2027 | | Recurrence | Not specified | ## Values | Field | Value | | --- | --- | | Tender value | £1 | | 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 | HEALTH & SAFETY EXECUTIVE | | Locality | BOOTLE | | Post town | Liverpool | | Postcode | L20 7HS | | Country | England | | ITL 1 | TLD North West (England) | | ITL 2 | TLD7 Merseyside | | ITL 3 | TLD73 Sefton | | Local authority | Sefton | | Electoral ward | Linacre | | Westminster constituency | Bootle | | 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) | ## CPV Codes ### Divisions - 48 - Software package and information systems ### Codes - 48000000 - Software package and information systems ## Release History - 22 Feb 2024 at 10:37 - Tender - Tender Notice - https://www.contractsfinder.service.gov.uk/Notice/fcff0f8e-14df-45d2-bb6f-dc548caa458b ## Documents - https://www.contractsfinder.service.gov.uk/Notice/fcff0f8e-14df-45d2-bb6f-dc548caa458b 22nd February 2024 - Opportunity notice on Contracts Finder ## Notice URLs - https://in-tendhost.co.uk/hse ## 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-ec381683-f10d-44a1-b232-56d81756f5ef. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-b5fd17-ec381683-f10d-44a1-b232-56d81756f5ef.json.